v1.0.1 · Current
A clearer release history
See what changed in FolioPact and which version you are using.
Availability: Public release notes; the existing owner-only financial pilot continues.
What changed
- Refreshed the Help Centre with borrower-first guides, a glossary, worked interest examples and seven captioned video explainers.
- Added this release history with features, fixes, availability and known limitations for each version.
- Added version and release-note links to the homepage, Help Centre and private workspace sidebar.
- Added release documentation checks to the build and review process.
Calculation and record impact
None. Interest rules, rounding, payment allocation and repayment schedules are unchanged.
Known limitations at release
- This update does not expand access to the financial pilot. Comprehensive V1 acceptance testing remains in progress.
- Private document workflows, invited borrower access, staff workflows and deferred integrations are not enabled by this update.
Action required
No action required. Your existing records and agreement terms are unchanged.
v1.0.0
The borrower-first lender workspace
Organise a lender's loan book around each borrower and their agreements.
Availability: Financial workflows are restricted to the approved owner-only pilot.
What changed
- Open a borrower notebook to review separate loans, balances, payments and statements.
- Review loan entries, further advances and suggested payment allocations before saving.
- Keep legal lender entities and their bank or cash source accounts distinct.
- Retain the existing calculation engine, scoped access checks, audit history and duplicate-request protections.
Calculation and record impact
None in this borrower-first update. The existing versioned agreement and calculation rules were retained.
Known limitations at release
- The release was published with a recorded financial QA exception. Comprehensive acceptance was not complete at publication.
- Borrower invitations, private document workflows and deferred integrations were not enabled.
- Amortisation forecasts do not automatically post scheduled principal dues or implement floating-rate benchmark resets.
Action required
Use the public demo with fictional information. Financial pilot access is limited to authorised owners.
