BP - Split Funding release notes
📝 Release Notes: Split Funding Reporting and API Improvements guide
Deployment Date: March 11, 2026
Priority: Non-critical
CMP : https://merchante.atlassian.net/browse/CMP-9467
Jira Tickets:
🚀 Executive Summary
This release focuses on enhancing the usability, branding, and security of the Split Funding Summary Report. Key improvements include adding essential merchant identifiers (DBA Name) and transaction reference numbers for easier reconciliation. We have also introduced automated fee calculations, a summary totals section, and UI visual feedback to indicate report loading states. Critically, we have implemented session-based authentication to secure the Split Funding API from unauthorized public access.
🛠 Key Functional Changes
1. Enhanced Identification & Search [OO-1911]
To assist merchants with cross-referencing and transaction reconciliation:
New Column: Added a Reference Number column (Order ID) between the Transaction ID and Split Amount columns in the UI, CSV download, and API.
Advanced Search: Added the ability for users to search the report specifically by Transaction ID or Reference Number.
Optimized Performance: Implemented a Common Table Expression (CTE) query to ensure fast performance when joining extended data tables for reference numbers.
2. Branding & Mathematical Clarity [OO-2406]
Updates to the report structure to reduce manual calculations and improve clarity:
Branding: Added the Merchant Number and DBA Name to the report title for easier account identification.
Summary Section: Added a new row/section at the top/bottom of the report providing totals for Split Amount, Split Fee, and Transaction Total.
Calculated Fields: Introduced a Split Fee column, calculated as the difference between the Transaction Total and the Split Amount.
Formatting: All currency fields (Split Amount, Split Fee, Total) are now strictly adjusted to two decimal places (%.2f).
3. UI Visual Indicators [OO-2485]
Improved user feedback during report generation and downloading to resolve "browser repaint starvation":
Loading Feedback: Added a transparent grey background overlay and a loading favicon to indicate a search is in-progress.
Download Action: The favicon now changes to a downloading icon until the file is fully served.
4. Security & Access Control [OO-2465]
A high-priority update was implemented to protect merchant data:
The Issue: The Split Funding API was previously accessible to the public without authentication.
The Resolution: Implemented session authentication/authorization verification. The API now requires the same access level as the frontend page.