---
agentTools:
  projectIndex: https://docs.moderntreasury.com/platform/llms.txt
---

# 9.1.2026

# Recently Released

### 💵 Payments

#### **Programmatic Cases for Onboarding RFIs**

For common compliance failures, when a legal entity fails an automated compliance check during onboarding, Modern Treasury will open a `Case` recording what's needed to resolve it.

Customers will receive a `case.opened` webhook and can retrieve or list Cases via the API. Cases resolve automatically once the legal entity is updated through `PATCH /legal_entities/:id `and compliance re-verification passes. 

Open Cases and their history will also appear against a Legal Entity in the Cases tab. 

Documentation available [here](https://docs.moderntreasury.com/platform/reference/case-object). 

# Upcoming Releases

### 💵 Payments

#### Change to webhook events for returned payments

Starting November 2, 2026, PSP Payment Orders that where a return is received before any completion signal will transition directly from `sent` to `returned`:

You'll receive a single `payment_order.returned` event — no `payment_order.completed` event.
Ledgering is unchanged: the original Payment Order still posts its Ledger Transaction, and the Return reverses it.
Payment Orders returned after completion are unchanged — you'll still receive both events.

All new organizations will have this behavior by default starting today. Existing BYO Bank customers are excluded from this migration unless they opt-in, which is available to all customers today.

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