August 2026 Product Enhancements from Global

September 8, 2026

Global Holdings

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

These updates come straight from partner feedback and our ongoing work to solve the real challenges DSPs face every day.

Global CORE Product Release Notes

Release Name: Global CORE August 2026

Release Date: August 2026

Product Areas Affected: Policy Group Management, Phone Pay Exceptions, Global Direct Pay, Payment Notifications

Summary

This release focuses on giving users better control over how they prioritize their work. Phone Pay Exceptions users can now sort the Standard View by oldest return deadline, bringing it in line with the List View. We also expanded the Policy Group Move Request Summary email at the request of the investors who partner with our provider companies, adding detail that gives them clearer insight into each move request. Ongoing platform improvements continue to ensure the best possible user experience.

New Features

Feature	Description	Impacted Users	Business Benefit
Phone Pay Exceptions: Sort by Return Deadline	The Standard View of Phone Pay Exceptions can now pull the next unassigned exception by the oldest Timely Return Deadline. This brings the Standard View to parity with the List View, so the same prioritization is available regardless of how a user prefers to work the queue.	Exceptions Users	Users can work the most time-sensitive exceptions first without switching views, which supports on-time returns and reduces the risk of a missed deadline.

Coming Soon

Feature	Description	Impacted Users	Business Benefit
Payment Lifecycle Webhook	Near real-time notifications for meaningful state changes across the life of a payment, from scheduled through delivered, cleared, voided, and reversed. Subscribers will be able to track payment progress and exceptions without polling.	Integration Partners	Partner systems will be able to stay in step with payment activity automatically, reducing manual reconciliation and the delay between an event and the partner knowing about it.
GDP Exceptions: On-Screen Processing	Users will be able to resolve Global Direct Pay exceptions directly on the Exceptions screen rather than returning to the Payments screen. Applicable changes will cascade to the remaining scheduled payments, and a webhook event will let CRMs stay in sync with those changes.	Exceptions Users	Resolving an exception in one place removes screen-to-screen navigation and keeps downstream systems aligned without manual updates.

Improvements

Policy Group Move Summary Email Enhancements: At the request of the investors who partner with our provider companies, we enhanced the Policy Group Move Request Summary email to include additional detail about each submission. Investors have more insight into every move request, so they can confirm that purchased clients were placed in the correct Policy Group and follow up promptly on any that were not.
Ongoing Platform Enhancements: As always, we continue to deliver improvements behind the scenes to ensure the best possible user experience.

Global Prime Product Release Notes

Release Name: Global Prime August 2026

Release Date: August 2026

Product Areas Affected: Portal Features, UI Enhancements

Summary

This release delivers updates focused on the customer portal and on usability improvements. For the portal, customers can now use it to preview or download documents themselves, without waiting on emailed copies.

New Features

Feature	Description	Impacted Users	Business Benefit
Customer Portal Previews and Downloads	Customers can now preview and download documents from the customer portal.	Customers	Customers can now preview or download copies of their documents instead of waiting on emailed copies.

Improvements

Creditor Names in Draft Changes: When selecting a creditor for bulk payment changes in Draft Changes, Global Prime now displays the current creditor name when available.
Negotiator Task Auto-Close: When multiple users have the same negotiator task open and one user approves or declines it, Global Prime now automatically closes the task for the other users. A message identifies whether the task was approved or declined and who completed the action.

These enhancements reflect our ongoing commitment to meaningful, partner-driven innovation. Whether you want to improve operational efficiency, increase agent productivity, or better serve your clients, Global’s platform keeps evolving 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.