Journey Workspaces 26.04

Journey Workspaces 26.04 is now generally available. This release includes exciting new features and enhancements, plus some bug fixes. Read on to find out more.

Version	Date Released	New Features	Improvements	Fixes	Security	CVE
26.04.0	24 April 2026

Prerequisites

Journey Workspaces applications require an environment running Journey Manager.

Journey Workspaces: Journey Manager 25.04 or higher
Journey Applicants: Journey Manager 25.04 or higher
Journey Brokers: Journey Manager 25.04 or higher

Note

The Journey Workspaces 26.04 application is deployed as an Open UX form using the command-line interface tool. Upgrading from Workspaces 20.05 or a later release requires only minor changes to your existing configuration. However, if you're upgrading from an older release, you first need to migrate your configuration to work with the latest Open UX version of Workspaces. To learn more about what’s required, see the Workspaces migration guide for this release and any earlier Workspaces releases after the one you’re upgrading from.

What is Journey Workspaces?

Journey Workspaces, Journey Applicants, and Journey Brokers form an integral module of the Journey Manager platform, designed to create outstanding banking customer acquisition and onboarding journeys.

Journey Workspaces is a review and approval portal for bank staff, designed to support resolution and customer service activities for account opening and customer onboarding. Workspaces enhances the bank customer experience and improve banking staff productivity by increasing the efficiency and accuracy of the application review process, often a source of onboarding delays and customer dissatisfaction.

Journey Applicants is an authenticated portal for applicants, aimed at providing a secure way to perform any follow-up actions as part of the application process, and to keep track of application progress.

Journey Brokers is a new Workspaces app targeted at non-bank users, like brokers, who work for their clients to onboard them to a financial institution. Journey Brokers provides all the features these users need to create and manage applications on their clients' behalf.

Who is Workspaces for?

ballot Review	Processing Staff	Journey Workspaces offers review capabilities for pending applications that need manual action.
headphones Support	Helpdesk Staff	Journey Workspaces allows support staff to find applications quickly and easily when responding to inquiries.
accessibility Assist	Assisted Channel Staff	Journey Workspaces allows assisted channel staff to kick-start the application process and track application progress.
supervised_user_circle Manage	Managers / Supervisors	Journey Workspaces offers task management capabilities for managers.
portrait Applications	Authenticated Applicants	Journey Applicants is a portal for applicants to complete follow-up requests and monitor application progress.
portrait Brokers	External (non-bank) users / Brokers	Journey Brokers is an authenticated portal for non-bank users (like brokers) to manage application creation, perform follow-up actions, and monitor application progress.

Highlights

Journey Workspaces 26.04 includes some exciting new features and enhancements. For a full list of new features and improvements, see the changelog below.

This release's highlights include:

Notes classification for clearer sharing boundaries (Internal vs Public) — letting bankers’ separate staff-only notes from applicant-shareable notes.
A new Workspaces ↔ Form communication framework, including:
- In-line customer handoff actions to pass customer actions to applicants directly from Workspaces.
- Dynamic workspace reloading based on real-time form changes from sidesheet loaded within Workspaces.
- Dynamic sidesheet configuration (title + width) to improve readability for complex forms.
- Message queuing support to reliably handle multiple simultaneous events from forms without UI conflicts.
Custom card enhancements to speed up assisted workflows, such as:
- Dynamic task creation from custom cards, with immediate task opening.
- Row-level custom actions for table-based custom cards (e.g., resume applicant, remove applicant).
Dynamic theming & branding improvements, including:
- Portal theming via Journey Setup Tool variables for consistent branding across Workspaces and Applicants.
- Runtime branding resolution based on user-level, org-level, and default app configuration to support multi-brand deployments.
Journey Applicant improvements for assisted completion, including:
- OTP login (SMS/Email) for secure, frictionless authentication.
- Deep linking to ToDo tasks to take applicants directly to the relevant task after login (bypassing the dashboard).
Configuration editor enhancements now support debugging tools for debugging configuration issues and allows editing configurations on the fly with a runtime preview.

Changelog

This changelog lists the new features, improvements, and fixes in this release.

New Features

The following new features are introduced in this release.

Notes classification (Internal vs. Public)	Journey Workspaces now supports classifying notes captured on an application as Internal (visible only to Workspaces users/bank staff) or Public (shareable with applicants), enabling clearer communication boundaries and safer information sharing.
In-line customer handoff actions (Eg: Workspaces ↔ Assisted Channel)	A new bi-directional communication layer enables in-line customer handoffs, allowing Workspaces users to hand off customer actions as to-do tasks to applicants directly from the UI without navigating away.
Dynamic task creation from custom cards	Custom cards can now dynamically create and immediately open tasks directly from within the custom card (e.g., adding a new applicant to an existing application).
Row-level custom actions for table cards	Table-extended custom cards now support contextual row-level actions (e.g., resume applicant, remove applicant), improving configurability and banker efficiency.
OTP login (SMS/Email) for applicants	Applicants can authenticate using a one-time passcode (OTP) sent via SMS or email, providing a frictionless and secure login experience—particularly useful for assisted sessions.
Deep linking directly to ToDo tasks	Deep-linked URLs sent via SMS/email now take applicants directly to the specific ToDo task after login in to Journey Applicants, bypassing the dashboard to reduce steps for simple tasks such as agreement signing.

Improvements

The following improvements are included in this release.

Dynamic workspace reloading (real-time refresh)	Sections of Workspaces can now be dynamically refreshed based on real-time form content changes, especially in Assisted Channel, keeping banker views in sync without manual reloads.
Dynamic sidesheet configuration	Forms loaded within Workspaces can now dynamically update the sidesheet title and sidesheet width, improving readability and optimizing space for complex forms.
Message queuing support for form events	When multiple events are triggered simultaneously from a form, Workspaces now queue and process them reliably to avoid race conditions or UI conflicts.
Portal theming + dynamic branding resolution	Workspaces and Applicants can consume theme variables defined in the Journey Setup Tool for consistent branding, and branding is determined at runtime based on user-level, organization-level, and default application configuration—supporting multi-brand deployments and personalized experiences.
Configuration editor with debugging tools	The in-line configuration tool is enhanced to offer debugging abilities for misconfigurations. The configuration editor is also enhanced to support editing and previewing real-time configuration changes, thereby helping solution builders to configure Workspaces in more efficient ways.
Notifications in Journey Applicants	The notifications feature is now available in Journey Applicants, similar to Journey Workspaces, which notifies applicants about new task assignments or replies to comments.
Native PDF viewer enhancements	There are a few usability improvements introduced in the native PDF viewer, which include A way to print the PDF documents using the print option in the PDF viewer. The search feature is introduced with the PDF viewer that allows searching the contents of the PDF document.
Receipts improvements	Journey Workspaces now supports viewing receipts that are part of an in-flight transaction or transactions that are not part of a job.
Custom card improvements	There are a few custom card improvements introduced in this release to improve the functionality Custom card links now support PDFs as base64 encoded strings. Documents previewed from custom card links now support viewing in original format / stretched format. Custom card links now support rendering HTML, PDF, Images, XML / JSON returned by invoking a fluent function as a base64 encoded string.
Node version upgrade	Journey Workspaces, Journey Applicants and Journey Brokers 26.04 release is now upgraded to use Node 22.
Search performance improvement	Search in Journey Workspaces no longer defaults to the "All" option and instead defaults to the first option in the configuration to improve performance implications with searching the entire range of configured options.

Fixes

This release fixes the following known issues.

Journey Workspaces

26.04.0

Fixed an issue where the last step in the application timeline doesn't reflect the completed stage upon application completion
Share action was not working on iOS devices
Increased the clickable area for the search drop-down items