February 2024 Release Notes

Written By Devin O'Neill ()

Updated at April 17th, 2025

This document covers all product updates included with the February 2024 Release issued on February 5, 2024.

Hierarchy Management

Update Summary Value
Hierarchy Management via iFrame

Our Hierarchy Management feature is now available within a loyalty iFrame. From the iFrame:

  • Loyalty members will be able to create a group and invite others to join their group. 
  • Loyalty members can view requests to join a group sent by other members.
  • Group members will be able to view the group's transaction activities and how other group members are interacting with the hierarchy management group.
  • Group members can donate points to the group.
  • Group members can leave the group if they no longer wish to participate.
  • Group administrators can transfer points from the group to individual group members, add and remove group members.

Additionally, loyalty program administrators can receive data regarding group invitations to their ESP platform so that email communications can be configured for loyalty members.

The Hierarchy Management feature via iFrame is more intuitive and user-friendly for loyalty members and program administrators.

Receipts

Update Summary Value
Receipt Scanning Improvements

Moderation Report:

The risk of a receipt being fraudulent will now be assessed by the Optical Character Recognition (OCR) technology and listed in the Moderation Report as Low, Medium, or High. If a receipt has been flagged as Medium or High risk, it will be sent for moderation to receive human verification before points can be awarded.

You can see the code sent by the OCR technology to determine the risk level by selecting Edit in the Action column of the report and toggling the Debug switch to ON. 

When editing information for a receipt, you now have the option to select a rejection reason from a drop-down list of reasons previously used to reject receipts.

Additionally, the Moderation Report now has advanced filtering capabilities available including date range, receipt type, receipt status, member ID, and keyword search.

Role Management:

Using the Role Management feature Products tab, administrators can now give users specific access to the Receipts feature: View Access, Write Access, Export Access

In the Reports tab of the Role Management feature, administrators can do the same for each receipt report.

The OCR's risk assessment (Low, Medium, High) significantly improves the platform's ability to detect fraudulent receipts, thereby protecting the integrity of the loyalty program.

The advanced filtering capabilities will allow users to find specific receipts quickly and easily. The rejection drop-down menu will save users time when moderating receipts.

Additionally, using Role Management, administrators will be able to provide users with specific access based on their role in relation to receipt moderation. 

Integrations

Platform Update Summary Integration Type
Shopify Loyalty App Annex Cloud Loyalty has been upgraded to the latest version of the app. Our existing integration with Shopify using the loyalty application has been upgraded to the latest version of the Shopify app.  App-Based Integration