AXIS CRM v7.27.0 Update – Reinforced Security, Expanded API Functions and more
This latest release bolsters security, enhances API automation, streamlines email workflows, and introduces advanced reporting tools. Highlights include mandatory 2FA for password resets, detailed payment transaction insights via API, and jurisdiction-based filtering for targeted reporting. Read on to explore the full range of updates.
Key Function Highlights
1. Improved Security Protocols
Mandatory 2FA for Password Resets: Strengthen account protection by requiring two-factor authentication during password reset processes, safeguarding against unauthorized access.
Email Push Notifications for Profile Changes: Automatically alert clients in real-time when updates are made to sensitive personal details such as email addresses or phone numbers, promoting proactive security awareness.
Failed Login Thresholds: Define limits on failed login attempts for both clients and admins, triggering automatic account suspension after repeated failures to mitigate security risks.
2. API Enhancements
Transaction Comments via API: Access transaction remarks or comments from your PSP directly in the CRM using the newly added “Comments” field in the PSP integration API, simplifying monitoring and tracking.
Upline & Downline Data Query via API: Retrieve hierarchical relationship data using user IDs or emails via API, simplifying integration with third-party platforms.
3. Optimized Email Setup
Daily Email Logs Display: Email logs now display only the current day’s activity by default, enabling faster and more efficient review of recent communications.
Summary Data for Email Logs: Quickly analyze email activity with a new summary displaying the total number of emails sent, visible at the end of the report.
Server Identity Verification Option: Toggle server identity verification to enhance compatibility with a broader range of email providers.
4. Enhanced Reporting Capabilities
Introducing the “Account Capital” Report for Clients: A newly available report that provides clients with detailed insights into their trading accounts, covering deposits, withdrawals, bonuses, and credits—all accessible through the client portal.
Jurisdiction-Based Filter: Refine reports and requests using a country code filter, allowing for targeted analysis by jurisdiction.
About Broctagon Fintech Group
Broctagon Fintech Group is a leading multi-asset liquidity and FX technology provider headquartered in Singapore, with over 15 years of global presence across China, Hong Kong, Malaysia, India, Thailand, and Armenia. We deliver performance-driven, bespoke solutions to more than 350 clients in over 50 countries, offering institutional-grade liquidity, brokerage and prop trading solutions, as well as enterprise blockchain development.
