August 2025 Product Enhancements from Global

As part of our ongoing commitment to innovation, transparency, and operational excellence, Global is proud to share our August 2025 product release notes for both Global CORE and Global Prime.

These updates incorporate direct feedback from our partners and our ongoing efforts to address real challenges that DSPs encounter daily.

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Global CORE Product Release Notes 

Release Name: Global CORE August 2025 
Release Date: August 2025 
Product Areas Affected: DSP Portal, Webhooks

Summary 

This release enhances efficiency and transparency with a smoother Payee Search experience and real-time visibility into document rejections. Alongside these updates, we’ve strengthened our platform behind the scenes to ensure reliable, compliant, and best-in-class service.

New Features

Feature	Description	User Impact	Business Benefit
Payee Search Functionality	Thoughtful updates to the Payee Search Functionality within the Payments Modal – starting with moving the “Add a Payee” option to a hyperlink  at the top of the Payee Search bar.	DSP Portal Users	Optimizing the payee selection process ensures an efficient, accurate Payment workflow
Client Document Rejected Webhook	Webhook now includes the reason when a Client Document is rejected by Global.	DSP Ops	Gives users immediate visibility so they can quickly correct and resubmit documents.

Improvements 

• Ongoing Platform Enhancements: We’ve made behind-the-scenes updates to keep our systems current, efficient, and compliant with industry best practices.

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Global Prime Product Release Notes 

Release Name: Global Prime August 2025 
Release Date: August 2025 
Product Areas Affected: Workflow Automation, Phone System, Data Integrations, Reporting

Summary 

This release delivers smarter automation, stronger integrations, improved reporting, and better user experiences across phone, compliance, and operations. From negotiation workflows to call center routing to financial reporting, everything is faster, clearer, and more reliable.

New Features and Enhancements 

1. Smarter Workflows: Delivering efficiency & transparency in a compliant way for users

Feature	Description	Impacted Users	Business Benefit
Cancel Reason Visibility	Improved cancellation workflow for agents.	Agents, Supervisors	Better decision-making and support.
Hardship Notes	Notes auto-expand when hardship is present.	Agents, Supervisors	Increased productivity.
Creditor Status Auto-Notes	Auto logging of status changes for customers.	Agents, Compliance	Improved auditability.
CSR Task Automation	Automated tasks for draft change and NSF recovery.	Agents	Reduced manual work & improved retention.
Ticket Assignment	Assign/unassign tickets directly from the Tasks tab.	Agents, Supervisors	Streamlined task management.
New Template Placeholders	Support for draft changes, cancel reasons, and enrollment dates.	Admins	More personalized communication.
Dual Settlement Statuses	Track approval, payment, and dispute statuses.	Negotiators	Clearer tracking and reporting.
Cash Flow Forecaster	Enhanced fee calculation.	Negotiators	More accurate planning.
Task Automation Enhancements	Smarter task criteria including cash-flow checks.	Negotiators	More relevant, timely tasks.
Postpone Button	Delay tasks directly from task view.	Negotiators	Greater flexibility.
Compliance Upload Rules	Enforced naming conventions for documents.	All Users	Stronger compliance.

2. Phone & Communication Enhancements: Making conversations more seamless, private, and customer-friendly.

Feature	Description	Impacted Users	Business Benefit
Call-Log Privacy	Added more security around log visibility.	Agents	Enhanced privacy.
Holiday Management	Holidays and office hours can be self-managed.	Supervisors	Better customer experience.
Round-Robin Improvements	Faster call distribution with reduced delays.	Agents, Supervisors	Higher efficiency.
Live Call Dashboard	Full-screen mode added for visibility.	Supervisors	Better monitoring & coaching.
Hold-Time Metrics	Track caller hold time for insights.	Supervisors	Smarter staffing decisions.
Auto Status Change	Agents are marked “Away” after missed calls.	Agents	Better routing & availability.
Channel Preferences	Customers can select their preferred communication channel.	Customers, Agents	More engagement and satisfaction.

3. Integrations: Stronger, More Reliable Connections – Improving data flow and partner collaboration.

Feature	Description	Impacted Users	Business Benefit
External CRM Sync Enhancements	Co-applicant support and cleaner lead tracking.	CRM Admins, Partners	Better accuracy.
SFTP Reporting Stability	More reliable report delivery.	Reporting Teams, Partners	Timely, accurate data sharing.
API Improvements	Duplicate lead handling and customer creation.	Sales Users, Admins	Improved reliability.
Data Pipeline Upgrade	Faster, more observable pipelines for draft jobs.	Partners	Better performance.

4. Reporting & Insights: Faster & smarter visibility of your business.

Feature	Description	Impacted Users	Business Benefit
Performance Optimizations	Faster report loading, with filters preserved.	All Users	More productive workflows.
Pending Payments Report	New report to track pending payments.	Supervisors, Managers	Better visibility & planning.
Enhanced Metrics	New fields and fixes across approvals, drafts, and fees.	Supervisors, Managers	More complete reporting.
DocuSign Status Tracking	Recipient-level progress tracking.	Agents	Better document visibility.

5. Platform & Usability Enhancements: Quality-of-life improvements that keep everything running smoothly.

Feature	Description	Impacted Users	Business Benefit
Team Structure Updates	Added flexibility for team management & reporting.	Managers, Admins	Better org tracking.
Document Versioning	Auto-numbering for uploaded documents.	Compliance	Stronger auditability.
Knowledge Base Recommendations	Contextual help across more settings pages.	All Users	Faster onboarding & self-service.
Migration Utilities	Smarter migration logic with accurate fee and policy tagging.	All Users	Fewer errors during transitions.
Platform Reliability	Minor enhancements across reporting, cash flow, and settlement fees.	All Users	Greater stability.

Ongoing AI Research & Automation

We are actively investing in AI research to develop innovative use cases that improve key operational metrics. Our focus includes increasing call conversion rates, growing settlement volumes, ensuring draft compliance, and maximizing fee strategies. Using advanced AI techniques, we aim to automate and refine these processes, helping your team achieve better results, boost efficiency, and deliver superior client outcomes.

These enhancements highlight our ongoing commitment to delivering meaningful, partner-driven innovation. Whether you’re aiming to improve operational efficiency, increase agent productivity, or better serve your clients, Global’s platform continues to evolve to meet your needs and drive results. 

Call Premier Support or contact your Global Account Executive to schedule a personalized demo with our sales team.