Features released in the last 12 months
Source: Northteq Product Documentation release notes (Confluence). Compiled June 24, 2026. Bug-fix-only and maintenance releases (e.g. Process Builder / Workflow Rule → Flow conversions) are noted but not itemized.
New Products Launched
Commercial Credit — v1.0.0 (February 2026)
- Initial release of a Salesforce-native commercial credit decisioning product delivering Dun & Bradstreet (D&B) business credit data without leaving Salesforce.
- Commercial Credit Search: query the full D&B business database from an Account record, with the form auto-populated from Account data; results show confidence score, DUNS number, business name, address, and phone.
- Commercial Credit Reports: one-click generation of comprehensive credit reports (financial strength scores, Paydex scores, payment history, legal filings) as Credit Report records linked to the Account.
- Configurable D&B Data Blocks: admins choose which data categories to retrieve (company info, financial strength, payment history, principal contacts, event filings, corporate linkage, and more).
- File attachment support for D&B report files (HTML BIR, HTML Comprehensive Report, raw JSON, transformed payload), configurable per D&B Service Provider.
- Aurora Identity Verification integration: Verification Warning Banner and Verification Summary components enable field-by-field credit-data validation when both products are deployed.
Aurora IDP (Intelligent Document Processing) — v1.1 (Dec 2025), v1.2 (Jan 2026)
- New product that ingests documents (via email) and extracts structured data into Salesforce using OCR and GenAI.
- v1.1: Updated Invoice Extract model with a new schema for improved parsing.
- v1.2: Updated model schemas across both Aurora IDP and Intake AI.
- v1.2: Added equipment location extraction (mapped to the equipment object).
- v1.2: Added logic to map a single extracted company address to both Mailing and Billing addresses.
Verification Form — v0.3 (Oct 2025), v0.4 (Dec 2025), v0.5 (Jan 2026)
- v0.3: Initial features and adjustments to support the new Aurora IDP workflow.
- v0.5: Added input validation so incoming parsed data must match expected types/values (e.g. rejecting out-of-range picklist values before mapping).
Aurora
Aurora v3.34 | v0.91 (November 2025)
- New “Aurora Application – Broker Portal” Flow for broker users entering applications through the Portal / Digital Experience Site.
- New “Vendor Company” record type with Vendor Status and Vendor Approval Date fields, plus mapping of Vendor Company records to Vendor Accounts on application submission.
Aurora v0.93 (February 2026)
- Financial Spreading feature enabled by default in the out-of-the-box install.
- Dynamic Promotions: control which promotions each vendor is allowed to see.
- New Application Source picklist value for Aurora IDP.
- Improved Financial Statements display — sorted by most recent Fiscal Year End Date.
Aurora v0.92 (Nov 2025), v0.94 & v0.95 (March–April 2026)
- Maintenance and bug-fix releases (no new customer-facing features).
Aurora Apply — v1.2 (Dec 2025), v1.3.0.1 (April 2026)
- New “Vendor Logo Header” screen flow that displays the Account logo on Digital Experience Site pages.
- v1.3: Duplicate account handling in the Aurora Application (LOS) flow for Borrower and Vendor accounts.
Data & Verification Integrations
Middesk Direct — v1.33–v1.36 (June 2026)
- Industry classification: new Classification and Category objects capturing classification system, sector, category, score, high-risk/prohibited flags, and NAICS/SIC/MCC code lists from the Middesk payload.
- Primary single-value NAICS, SIC, and MCC code fields on each industry Category for easy reporting and automation.
- Address risk: new Risk Rating picklist on Address plus an Address Risk Indicator object parsed from the Middesk webhook.
- Web analysis backend support and async-safe automatic website / industry classification ordering for businesses created without a website URL.
- Guaranteed callback completion: new Processing Complete field and a processing queueable so downstream automation reliably fires when Middesk processing finishes.
- Webhook signature verification (HMAC-SHA256) for inbound Middesk webhooks, with opt-in signing secrets you can generate, rotate, or remove.
Paynet Direct — v4.28 (Nov 2025) through v5.1 (May 2026)
- Resolved Salesforce processing limits and enabling HTML-to-PDF conversion in Aurora Cloud.
- Response files (XML/HTML/PDF) now auto-attach to the parent Account under Notes & Attachments.
- All Paynet traffic (Search and Report) runs through Aurora CLlud, with OAuth 2.0 client-credentials auth against Equifax’s new Commercial Credit Risk API ahead of the legacy API sunset.
- Optional opt-in PDF auto-attach as a per-client, usage-based feature gated by custom permission, with admin acknowledgement and audit record.
- Paynet ID Search UI shows additional Account information to prevent pulling reports on the wrong company; added field-level help text.
FICO SBSS — v1.14 (Nov 2025), v1.15 (June 2026)
- v1.14: Mapping layer for consumer credit reports pulled via FICO for Principals, with new client-customizable out-of-the-box mapping flows and FICO “Characteristics” response data.
- v1.14: Added Tax ID Number and DBA data points to the Business Lookup UI and FICO request to improve account matching; rebranded from “FICO – Liquid Credit” to “FICO – SBSS.”
- v1.15: Confidence score gating for Service Automation — evaluate a Business Account’s FICO SBSS match confidence before pulling a report, so automation only runs above a minimum threshold.
Sales & Use Tax — v1.8 (June 2026)
- Migrated tax lookups from the legacy Pitney Bowes / LocalTax endpoints to Precisely’s DIS GeoTax API.
- Moved authentication to a platform-managed Named Credential using OAuth 2.0 client-credentials.
- Added Special Purpose District (SPD) tax detail in lookup responses.
- Existing Sales & Use Tax customers retain functionality and will not need to migrate to DIS GeoTax API.
Filing & Intake
UCC Direct (WK) — v1.58 (Nov 2025), v1.59 (Feb 2026), v1.60 (March 2026)
- v1.58: New org-wide setting to control whether Expired / Terminated liens are returned in UCC Search results.
- v1.59: Tennessee filing support — new Agricultural Lien, Non-UCC Filing, and Collateral In Different State fields mapped into the iLien API request.
- v1.59: Automatic PDF retrieval for the auto status-check batch job via a platform event when a filing status check returns an image download URL.
- v1.60: Louisiana Jurisdiction field for mapping a Parish/County value to iLien, so Louisiana UCC filings are filed at the parish level.
Aurora IDP (Intake AI) — v1.5 (Oct 2025) through v1.12 (May 2026)
- New Aurora IDP application source / record type for IDP-originated applications, with supporting flows, value sets, and permission sets.
- Aurora IDP data-mapping enhancements: related-party state, home phone, percent-ownership, and default equipment-location fields now populate from IDP data.
- Missing Required Information banner listing exactly which required fields a scanned application is missing, refreshed live from Application data.
- Request Missing Info email-confirmation screen showing the recipient before sending, with re-send to the same or a different recipient.
- Supplemental form now shows company name and application number for context; equipment fields no longer required to submit an application.
Maintenance-Only Releases (no new features)
- TValue v1.61 (Dec 2025), v1.62 (Feb 2026) — bug fixes and Workflow Rule → Flow conversion.
- Credit Bureau v1.245 (Dec 2025) — Process Builder → Flow conversion.
- Checklist v1.346 (Nov 2025) — bug fixes and Process Builder conversion.
- Middesk Direct v1.32 (Dec 2025) — Process Builder → Flow conversion.
Information on Migrating from Connected Apps to External Client Apps
Salesforce is retiring the legacy Connected App framework in favor of External Client Apps (ECAs). Your existing integrations continue to work today — nothing breaks right now. However, Salesforce has disabled the creation of new Connected Apps by default and has begun the path toward End of Support. We strongly recommend migrating to the ECA framework to ensure long-term business continuity and continued support.
If you use Paynet Direct, Aurora Identity, Commercial Credit (D&B), or the Intake Guest / Applicant Portal (MagicLink), you may have a Connected App configured today. The recommended action is simple: migrate to an External Client App as part of your next product upgrade.
Any salesforce administrator can confirm what is configured in your org in a couple of minutes:
- In Salesforce, click the gear icon and choose Setup.
- In the Quick Find box, type App Manager. Connected Apps appear in the list with a type of Connected (External Client Apps show a type of External Client App).
- To review authorized/active OAuth connections, in Quick Find type Connected Apps OAuth Usage to see which apps are actually in use.
| App Label | New Version |
|---|---|
|
Aurora LOS NT Core Aurora API Aurora Integration (Unmanaged Layer) |
0.97.0.3 1.6.0.8 — — |
|
Checklist Direct |
1.348 |
|
Credit Bureau Direct |
1.247 |
|
Aurora Apply |
1.4 |
|
Middesk Direct |
1.36 |
|
Rules Engine |
1.34 |
|
Service Automation |
1.12 |
|
Verification Form |
0.7 |
|
FICO SBSS (Liquid Credit) |
1.15 |
|
TValue Direct |
1.64 |
|
Sales & Use Tax Direct |
1.8 |
|
Paynet Direct |
5.2.0.1 |
|
Aurora IDP (Intake AI) |
1.12.0.1 |
|
Scorecard Direct |
1.60 |
|
UCC Direct – WK |
1.66 |
|
Aurora Syndicate |
1.1 |
|
Truepic Direct |
0.11 |
|
Ekata Direct |
1.5 |
|
Aurora Commercial Credit (D&B) |
0.3.0.2 |
|
UCC Direct – CSC
|
1.31 |
|
OFAC Direct |
1.57 |
|
DnB Direct (Legacy) |
1.26 |
|
Ocrolus Direct |
0.14 |
Frequently Asked Questions
These enhancements span the full set of Northteq apps. The apps and the versions that include these enhancements can be found here.
The apps are ready to go. You don’t have to wait on us if your team is ready, we’ll give you the documentation to move at your own pace. If you’d like hands on help, we’ll work with you to schedule your upgrade as part of the rollout. We’re scheduling the upgrades out on a planned, phased schedule so that every client gets the level of support they need.
For most clients these are managed package upgrades with minimal impact on day to day operations. As a best practice, we recommend applying the upgrade in a recently refreshed sandbox and completing a successful regression test there before promoting it to production. If Northteq support is required, we’ll work with you to schedule the upgrade at a time that minimizes disruption, and we’ll cover any specific considerations for your environment during your planning call.
It depends on your environment. For most clients with standard configurations, the upgrade is a set of managed package updates that a Salesforce Admin can handle quickly. For any customizations of unmanaged code, we recommend a Salesforce developer complete a differential assessment before the upgrade starts, to size the code merge effort. As a best practice, apply the upgrade in a sandbox first and run regression testing there before promoting to production. If you have questions about the process, or you’d like Northteq to support the upgrade, let us know. We’re here to help.
Yes. Depending on your team’s familiarity with Salesforce managed package upgrades, you may be able to handle this on your own, and that’s a great option if you’re ready, since it lets you move on your own timeline. We’re happy to provide documentation and guidance. If you self serve, we strongly recommend upgrading in a sandbox and regression testing first, particularly for any customizations, before applying to production. If you run into anything, Northteq is available to assist. Just reach out to your account contact.
Given the security nature of these enhancements, we’re asking all clients to upgrade as soon as is reasonable for your team. Because we’re coordinating support in phases, reach out to your account contact and we’ll confirm your timeline and where you fit in the schedule.
All enhancements including the security enhancements are being delivered as part of the platform update at no charge. Any cost associated with your upgrade is specific to your environment and reflects implementation services. Things like project coordination, sandbox testing, regression testing, and any customization merge work. Many clients can complete the upgrade with our guidance alone, at little to no cost. If your environment needs more hands on support, we’re glad to provide it, and we’ll talk through any associated cost upfront before any works begins so there are not surprises.
We can support you at whatever level you need, from answering questions along the way to managing the upgrade on your behalf. Even when we manage the upgrade, we recommend your team take part in regression testing, since you know your day to day workflows best, and that’s the surest way to keep disruption to a minimum. Your account contact can walk you through the options and we’ll land on the right approach for your team.
For most clients, the managed package upgrades won’t affect standard configurations. That said, if you’ve customized certain apps, some of that work may need to be merged with the updated code as part of the upgrade. This is most common with Aurora and Intake AI, and it’s an area where teams without dedicated Salesforce development resources often find our help useful. Every environment is a little different, so we like to review yours before upgrading. That’s what the planning call is for, and we’ll flag anything that needs attention ahead of time.
