• Release date: January 15, 2026
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 311–312

Highlights

• AN-41299,AN-41470,AN-42113,AN-42114)

References

• AN-41299
• AN-41470
• AN-42113
• AN-42114
• AN_BALPH2_V3

Original release notes excerpt

UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V3)
Release Date: Jan 15th, 2026
Release Status: Deployed to UAT
This release bundle primarily consists of Alloy underwriting Integration for Journey, evaluations
and results. This also includes enhancements to fetch, persist and display application versions,
underwriting summary, underwriting summary events and underwriting results, and
Miscellaneous Tech Backlog and hotfix items. This also includes bug-fixes as identified during
the development cycle.
Features Deployed to UAT Client
Facing
Impact
Admin Portal Integration of Underwriting evaluations. No
AN-41299,AN-41470,AN-42113,AN-42114)
Ability o fetch all applications associated with a merchant

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 311–312.

The post UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V3) appeared first on AndDone.

What’s new

Several updates have been made to how merchant and KYC data is displayed and managed in the Admin Portal. Merchant details are now synchronized across the Onboarding and Edit workflows for a consistent UX. The merchant listing API now returns KYC Status and KYC Deadline fields, and both are displayed in the Admin Portal. The KYC Status value has been changed from a string literal to a Boolean for consistency and easier programmatic handling.

Why it matters

Before this change, KYC status and deadline information was not surfaced in the merchant listing or Admin Portal views, requiring separate lookups to assess compliance state. Admins can now see KYC status and deadlines at a glance, and integrations consuming the merchant listing API can handle KYC Status as a Boolean rather than parsing a string value.

Changes

Integrates Alloy underwriting services as the primary underwriting engine

What’s new

The platform now integrates with Alloy’s underwriting services, replacing the previous Infinicept-based underwriting results processing. The integration includes the ability to trigger Alloy journeys for AndDone applications, an Alloy adapter for service API integrations, preservation of underwritten applications and their references, persistence of underwriting evaluations, and a redesigned underwriting results data source with additional attributes. Business Entity representative data is now mapped to Alloy with defined precedence rules. Underwriting results processing from Infinicept has been fully decommissioned.

Why it matters

The platform’s underwriting pipeline now runs through Alloy end-to-end. Integrations or internal tooling that previously relied on Infinicept for underwriting results will need to be updated to consume data from the new Alloy-backed data source. The redesigned results schema includes additional attributes that were not previously available.

Upgrade

1. Review any integrations consuming underwriting results and update them to use the new Alloy-backed data source.
2. Update any Infinicept-specific underwriting result handling — that processing path has been decommissioned.
3. Verify Business Entity representative mappings align with the new Alloy precedence rules.

Adds ability for admins to create AndDone sub-merchant applications via the merchant-facing Application Portal

What’s new

Admins can now create AndDone sub-merchant applications directly through the merchant-facing Application Portal. This provides a self-contained flow for initiating sub-merchant onboarding without requiring backend intervention.

Why it matters

Before this change, creating a sub-merchant application required steps outside the portal. Admins now have a direct, UI-driven path to initiate sub-merchant onboarding within the Application Portal.

Miscellaneous tech backlog improvements

What’s new

Several internal platform improvements have been made. The Virtual Account API now returns Processor ID and Processor Name in its response. A new Virtual Account Default API allows setting a default account per processor. The platform webhook has been updated to use Platform credentials. Application logs have been added to the new merchant onboarding and update boarding steps for improved observability.

Changes

Why it matters

The Virtual Account API now provides richer processor context in responses, reducing the need for additional lookups. Default account configuration per processor is now manageable via API. Improved logging on onboarding steps makes it easier to trace and debug merchant onboarding flows.

Production Release Notes – Balance Platform Phase II (AN_BALPH2_V2)

Release Date: Jan 08, 2026

Release Status: Deployed to Production

This release bundle primarily consists of prerequisites for Phase 2 initiatives for Alloy underwriting Foundational items KYC Deadline and KYC status summary views, and Miscellaneous Tech Backlog and hotfix items. This includes updates to Admin Portal, Merchant Portal and some backend processing upgraded. This also includes bug-fixes as identified during the development cycle.

────────────────────────────────────────────

Merchant Associations with Existing Application Admin Portal Changes (AN-39705, AN-40271, AN-40275, AN-41610)

• UX synchronization of Merchant details on display for Onboarding or Edit workflow
• KYC Status and Deadline on Merchant listing API
• KYC Status and Deadline display on Admin portal
• KYC Status value as a Boolean instead of String literal

Client Facing: No

────────────────────────────────────────────

Integration with Alloy Underwriting Services (AN-38476, AN-38809, AN-39428, AN-40058, AN-40571, AN-40666, AN-41078)

• Ability to perform Alloy Journey trigger for AndDone application
• Alloy adapter for service API integrations
• Ability to preserve underwritten applications and its references
• Ability to persist underwriting evaluations
• Redesign of underwriting results datasource to include additional attributes
• Decommission of underwriting results processing from Infinicept
• Mapping precedence of Business Entity representatives to Alloy

Client Facing: Yes

────────────────────────────────────────────

Merchant Facing Application Portal (AN-40665)

• Ability to create an AndDone Sub merchant Application for Admins

Client Facing: No

────────────────────────────────────────────

Tech Backlog & Miscellaneous (AN-41931, AN-41932, AN-36121, AN-40501)

• Virtual Account API returning Processor ID & Name
• Virtual Account Default API to set default account per processor
• Platform webhook to use Platform credentials
• Adding application logs on New merchant onboarding and update boarding steps

Client Facing: No

The post Production Release Notes – Balance Platform Phase II (AN_BALPH2_V2) appeared first on AndDone.

• Release date: December 29, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 309–310

Highlights

• AN-39705, AN-40271, AN-40275, AN-41610)

References

• AN-39705
• AN-40271
• AN-40275
• AN-41610
• AN_BALPH2_V2

Original release notes excerpt

UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V2)
Release Date: Dec ith, 2025,
Release Status: Deployed to UAT
This release bundle primarily consists of prerequisites for Phase 2 initiatives for Alloy
underwriting Foundational items KYC Deadline and KYC status summary views, and
Miscellaneous Tech Backlog and hotfix items. This includes updates to Admin Portal, Merchant
Portal and some backend processing upgraded. This also includes bug-fixes as identified during
the development cycle.
Features Deployed to UAT Client
Facing
Impact
Merchant Associations with Existing Application Admin No
Portal Changes
AN-39705, AN-40271, AN-40275, AN-41610)
re

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 309–310.

The post UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V2) appeared first on AndDone.

• Release date: November 24, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 185–186

Highlights

• AN-37318, AN-37820, AN-38565)

References

• AN-37318
• AN-37820
• AN-38565
• AN_BALPH2_V1

Original release notes excerpt

Production Release Notes – Balance Platform Phase II (AN_BALPH2_V1)
Release Date: Nov 24th, 2025
Release Status: Deployed to Production
This release bundle primarily consists of prerequisites for Phase 2 initiatives, Instructional
Payout Foundational items, KYC Updates and Miscellaneous Tech Backlog and hotfix items, This
includes updates to Admin Portal, Merchant Portal and some backend processing upgraded.
This also includes bug-fixes as identified during the development cycle.
Features Deployed to Production Client
Facing
Impact
Merchant Associations with Existing Application Admin No
Portal Changes
AN-37318, AN-37820, AN-38565)
Association of an existing merchant to an approved or
Ariemanart @ mares Armiieatian.

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 185–186.

The post Production Release Notes – Balance Platform Phase II (AN_BALPH2_V1) appeared first on AndDone.

• Release date: November 07, 2025
• Release status: Deployed to UAT
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 307–308

Highlights

• AN-37318, AN-37820, AN-38565)

References

• AN-37318
• AN-37820
• AN-38565
• AN_BALPH2_V1

Original release notes excerpt

UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V1)
Release Date: Nov 7th, 2025
Release Status: Deployed to UAT
This release bundle primarily consists of prerequisites for Phase 2 initiatives, Instructional
Payout Foundational items, KYC Updates and Miscellaneous Tech Backlog and hotfix items, This
includes updates to Admin Portal, Merchant Portal and some backend processing upgraded.
This also includes bug-fixes as identified during the development cycle.
Features Deployed to UAT Client
Facing
Impact
Merchant Associations with Existing Application Admin No
Portal Changes
AN-37318, AN-37820, AN-38565)
Association of an existing merchant to an approved or
Ariemanart @ mares Armiieatian.

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 307–308.

The post UAT Release Notes – Balance Platform Phase II (AN_BALPH2_V1) appeared first on AndDone.

• Release date: October 30, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 183–184

Highlights

• Balance Platform KYC Fast Follow Items (AN-37798, AN- No
• 138708, AN-56122, AN-38376)

References

• AN-37798
• AN-38376
• AN-56122
• AN_BALPLT_V11

Original release notes excerpt

Production Release Notes – Balance Platform (AN_BALPLT_V11)
Release Date: October 30th, 2025
Release Status: Deployed to Production
This release bundle primary contains some fast-follow lems for KYC Use cases on AndDone
platform. Additionally the bundle includes Foundational tems fr Instructional Payouts
supporting middleware APIs to support Payout configuration use cases, This also includes bug-
fixes a identified during the development cyele and technology backlog items
Features Deployed to Production Client
Facing
Impact
Balance Platform KYC Fast Follow Items (AN-37798, AN- No
138708, AN-56122, AN-38376)
Application KYC Actions availabilty for specific conditions
KYC No Change and Eaft Application

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 183–184.

The post Production Release Notes – Balance Platform (AN_BALPLT_V11) appeared first on AndDone.

• Release date: August 13, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 181–182

Highlights

• KYC Updates and Confirmations (AN-30872) No

References

• AN-30872
• AN_BALPLT_V9

Original release notes excerpt

Production Release Notes – Balance Platform (AN_BALPLT_V9)
Release Date: August 13, 2025
Release Status: Deployed to Production
This release bundle contains primarily enhancements to support KYC Updates and Confirmation
workflow for Account holder updates as reported by Adyen of Legal Entity constructs for
onboarding and account holder migrations. This allows cloning of applications and patch
boarding to Adyen with a sequence of service APIs Additionally the build comprises of bug
fixes as found during development cycle and other regressions
Features Deployed to Production Client Facing
Impact
KYC Updates and Confirmations (AN-30872) No
Ability to clone applications for KYC updates as per verification issues
reported by Adyen.
Patch update boarding steps for Organizational, Individual,

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 181–182.

The post Production Release Notes – Balance Platform (AN_BALPLT_V9) appeared first on AndDone.

• Release date: June 17, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 179–180

Highlights

• Custom Configurations, Accounts & Payouts (AN-25347) No

References

• AN-25347
• AN_BALPLT_V6

Original release notes excerpt

Production Release Notes – Balance Platform (AN_BALPLT_V6)
Release Date: June 17, 2025
Release Status: Deployed to Production
This release bundle contains primarily Balance platform changes to support custom Payouts for
AndDone merchants and ability to perform Fund movement between VIAS and Balance
accounts. This bundle also contains additional CRs to support multi merchant support for
allowing to create multiple merchants from an approved and Boarded application
Features Deployed to UAT Client
Facing
Impact
Custom Configurations, Accounts & Payouts (AN-25347) No
Ablity to utilize information supplied in Hidden fields of
Infinicept Application to populate custom configurations, for
the following capabilities

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 179–180.

The post Production Release Notes – Balance Platform (AN_BALPLT_V6) appeared first on AndDone.

• Release date: May 22, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 166–170

References

• AN_ALMGMT_V3
• AN_ALMGMT_V4

Original release notes excerpt

Production Release Notes – Ally Management V3 & V4(AN_ALMGMT_V3 &
AN_ALMGMT_V4)
Release Date: May 22, 2025
Release Status: Deployed to Production
With this version of release, All the Ally changes required for IPFS Total pay migration will be
released to UAT enabling IPFS to perform an integration testing with AndDone environment.
Features Deployed to Production Client Facing Impact
AndDone Ally Ver 1 Secure Payment APIs Changes (AN- YES
25193)
Allies can submit payments on behalf oftheir sub merchants
For an Ally to submit a payment, he would need an APL key (
associated with Ally user) and @ APP key (associated with
the sub-merchan}
This epic encompasses all the changes to be made tothe
Secure Payments, Payment intents and payment details

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 166–170.

The post Production Release Notes – Ally Management V3 & V4(AN_ALMGMT_V3 & appeared first on AndDone.

• Release date: May 22, 2025
• Release status: Deployed to Production
• Source pages: ANDDONE-ALL RELEASE NOTES.pdf pp. 177–178

Highlights

• Admin Portal – Advanced Onboarding (AN-25820) No

References

• AN-25820
• AN_BALPLT_V5

Original release notes excerpt

Production Release Notes – Balance Platform (AN_BALPLT_V5)
Release Date: May 22, 2025
Release Status: Deployed to Production
This release bundle contains primarily Balance platform UI Changes to support Advanced on-
boarding and Edit functionality for non-Infinicept boarded merchants-along with set of CRs to
enhance the configuration features. There is one bug fixe that was also added to the bundle
Features Deployed to Production Client Facing
Impact
Admin Portal – Advanced Onboarding (AN-25820) No
Ability to display approved Infinicept applications and onboard
them through advance onboarding option,
Merchant Onboarding flow – ability to create merchant from
Approved application
Advanced Onboarding from Approved Application

Source: Compiled internal release notes PDF (ANDDONE-ALL RELEASE NOTES.pdf), pages 177–178.

The post Production Release Notes – Balance Platform (AN_BALPLT_V5) appeared first on AndDone.