Notes from each Summit release
Enhancements FTP Details – Exports to Use SFTP Irrespective of Port Number We have made changes to how Summit handles its SFTP settings. Previously, the system would only use SFTP when Port 22 was designated in the FTP Details for exports. This could create issues for TPAs that require a different Port number AND SFTP. … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.11.4. This release contains items pushed to production in November 2025 + the first week of December. For additional information on the Features and Enhancements, please see the What’s New Guide. Enhancements Issues Addressed 12/02/2025 11/20/2025 11/11/2025 11/4/2025
Features Premium Billing Group Coverage Administration We have added new tools to Processing | On Demand to allow users to perform Group Coverage Administration for Premium Billing benefits. Users with role permission will be able to perform terminations en masse for groups as well as undo, bypassing Process Approvals. Changes to Processing | On Demand … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.10.1. This release contains items pushed to production in October 2025. For more information on the Features and Enhancements included in this release, see the October What’s New Guide. Features Enhancements Issues Addressed 10/28/2025 10/22/2025 10/14/2025 9/30/2025
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.9.1. This release contains items pushed to production in September 2025. For more information on the Features and Enhancements included in this release, see the September What’s New Guide. Features Enhancements Issues Addressed 9/25/2025 9/16/2025 9/9/2025 9/3/2025
Features Administrator Central | Email UI & Technical Settings We have added a new Email Domains tab to Administrator Central to allow for more efficient handling of the technical settings pertaining to email domain management for communications generated by Summit. While the functionality of this tab will be primarily accessible to DataPath users only, TPA … Read More >>
Enhancements Process On Demand | Records Processed Status The Imports table on the Processing | Data Exchange | Process On Demand tab has been updated to include a Records Processed column that will display the number of records in the import file that have been processed since the file was uploaded. The Records Processed count … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.8.1. This release contains items pushed to production in August 2025. For more information on the Features and Enhancements included in this release, see the August What’s New Guide. Enhancements Optimization Issues Addressed 8/26/2025 8/20/2025 8/12/2025 8/5/2025
We are pleased to announce the latest release of the DataPath Summit Mobile App solution, Release 2025.07.1. This release contains items pushed to production in July 2025. For more information about the following changes, please see the Summit Release 2025.07.1 Mobile App “What’s New” Guide. Features Enhancements
Features Two Factor Authentication – Participant Portal The Summit Participant Portal and Mobile App now use Two-Factor Authentication (2FA) to better secure participant login and access. Participant users logging into their account through the Summit landing page will see a screen regarding authentication following the sign in process, by which they may have a verification … Read More >>
Features Two Factor Authentication – Mobile App The Summit Mobile App now uses Two-Factor Authentication (2FA) to better secure participant login and access. Users will see a screen regarding authentication following the sign in process, by which they may have a verification code sent to a phone number or email address associated with their account. … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.7.1. This release contains items pushed to production in July 2025. For more information on the Features and Enhancements included in this release, see the July What’s New Guide. Features Enhancements Issues Addressed 7/29/25 7/22/25 7/15/25 7/9/25 7/1/25
Enhancements Signature File Validation on PB Remittances Premium Billing Banking/Checking tabs will now validate the presence of signature files to ensure that check files are printed with a signature. The Premium Billing | Remittance Settings | Banking/Checking tab and the Employer Account | Premium Billing tab will no longer allow a user to save when … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.6.1. This release contains items pushed to production in June 2025. For more information on the Features and Enhancements included in this release, see the June What’s New Guide. Enhancements Optimization Issues Addressed 6/24/2025 6/17/2025 6/10/2025 6/3/2025
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.5.1. This release contains items pushed to production in May 2025. For more information on the Features and Enhancements included in this release, see the May What’s New Guide. Enhancements Issues Addressed Issues Addressed 5/27/2025 Issues Addressed 5/21/2025 Issues Addressed … Read More >>
Enhancements Document Fulfillment Process Approvals Alerts The Pending Approvals & Actions Alerts & Notifications screen has been updated to include a Documents Fulfillment link and show that items are pending on the notifications icon when there are documents waiting to be sent to fulfillment. The number of pending document actions pending approval not yet sent … Read More >>
Features Include Non-Active Employers and Participants in Reports We have enhanced Summit’s participant-based reports to allow for the inclusion of non-Active Employers and Participants. Report query parameters have been updated to include filter options that will allow users to include both Active and Inactive participants, include only active participants, include only a certain combination of … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.4.1. This release contains items pushed to production in April 2025. For more information on the Features and Enhancements included in this release, see the April What’s New Guide. Features Enhancements Issues Addressed 4/22/2025 4/08/2025 4/1/2025
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.3.1. This release contains items pushed to production in March 2025. For more information on the Features and Enhancements included in this release, see the March What’s New Guide. Features Enhancements Issues Addressed Issues Addressed 3/25/2025 Issues Addressed 3/17/2025 Issues … Read More >>
Enhancements Mobile App – Liquidate to Savings We have added a Liquidate to Savings option to the Summit Mobile App, allowing investment-enabled HSA owners to perform the Liquidate to Savings action on invested funds. The Investment screen of the Summit Mobile App has been updated to include a “Liquidate to Savings” options in the I … Read More >>
We are pleased to announce the latest release of the DataPath Summit Mobile App solution, Release 2025.03.1. This release contains items pushed to production in March 2025. For more information about the following changes, please see the Summit Release 2025.03.1 Mobile App “What’s New” Guide. Enhancements Issues Addressed
Features Reset User Registration Previously, when a user initiates the Forgot Password option, if they did not know the answer to their security questions, it required developer involvement to regain access to the account. We have added a User Reset Registration feature that will allow a user who has been locked out of their account … Read More >>
Enhancements Default Remittance Schedules for New Employers We have added an option to automatically assign newly added employers to a designated remittance schedule. Add/Edit Remittance Schedule The Add/Edit Remittance Schedule UIs have been updated to include an option that will allow the user to designate the schedule as the default schedule for new employers that … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.2.1. This release contains items pushed to production in February 2025. For more information on the Features and Enhancements included in this release, see the February What’s New Guide. Enhancements Issues Addressed Issues Addressed 2/25/2025 Issues Addressed 2/18/2025 Issues Addressed … Read More >>
Features Centralized Communication Access Page The Communication Page in Summit has been updated to be a more comprehensive centralized repository of all communications within Summit. A new Other Communications section has been added to Communications | User Communications. This section lists all communications with descriptions of said communications and will include links to the pages … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2025.1.1. This release contains items pushed to production in December 2024 and January 2025. For more information on the Features and Enhancements included in this release, see the January What’s New Guide. Features Enhancements Issues Addressed Issues Addressed 1/28/2025 Issues … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.11.1. This release contains items pushed to production in November 2024. For more information about the following changes, please see the Summit Release 2024.11.1 Mobile App “What’s New” Guide. Enhancements
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.11.1. This release contains items pushed to production in November 2024. For more information on the Features and Enhancements included in this release, see the November What’s New Guide. Enhancements Issues Addressed 11/19/2024 Issues Addressed 11/12/2024 Issues Addressed 11/5/2024
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.10.1. This release contains items pushed to production in October 2024. For more information on the Features and Enhancements included in this release, see the October What’s New Guide. Features Enhancements Issues Addressed 10/30/2024 Issues Addressed 10/22/2024 Issues Addressed 10/15/2024 … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.09.1. This release contains items pushed to production in September 2024. For more information on the Features and Enhancements included in this release, see the September What’s New Guide. Features Enhancements Issues Addressed 9/24/2024 Issues Addressed 9/17/2024 Issues Addressed 9/10/2024 … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.08.1. This release contains items pushed to production in August 2024. For more information on the Features and Enhancements included in this release, see the August What’s New Guide. Enhancements Issue Addressed 8/28/2024 Issues Addressed 8/27/2024 Issues Addressed 8/13/2024 Issues … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.07.1. This release contains items pushed to production in July 2024. For more information on the Features and Enhancements included in this release, see the July What’s New Guide. Enhancements Issues Addressed 7/23/2024 Issues Addressed 7/16/2024 Issues Addressed 7/9/2024 Issues … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.06.1. This release contains items pushed to production in June 2024. For more information on the Features and Enhancements included in this release, see the June What’s New Guide. Features Enhancements Issues Addressed 6/25/2024 Issues Addressed 6/18/2024 Issues Addressed 6/11/2024 … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.06.1. This release contains items pushed to production in June 2024. For more information about the following changes, please see the Summit Release 2024.06.1 Mobile App “What’s New” Guide. Features Enhancements
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.04.1. This release contains items pushed to production in April 2024. For more information on the Features and Enhancements included in this release, see the April What’s New Guide. Features Enhancements Issues Addressed 4/23/2024 Issues Addressed 4/16/2024
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.03.1. This release contains items pushed to production in March 2024. For more information on the Features and Enhancements included in this release, see the March What’s New Guide. Enhancements Optimization Issues Addressed 3/26/2024 Issues Addressed 3/19/2024 Issues Addressed 3/12/2024 … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.02.1. This release contains items pushed to production in February 2024. Issues Addressed
Enhancements Receipt Distribution Report – By Divisions The Receipt Distribution Report may now be run By Division. A “By Division” option has been added to the Report Query UI for the Receipt Distribution Report. When this option is selected, the query results will be grouped by division within each employer for which the query is … Read More >>
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.02.1. This release contains items pushed to production in February 2024. For more information on the Features and Enhancements included in this release, see the February What’s New Guide. Enhancements Issues Addressed 2/27/2024 Issues Addressed 2/20/2024 Issues Addressed 2/13/2024 Issues … Read More >>
Introduction We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.01.1. This release contains items pushed to production in January 2024. Issues Addressed
We are pleased to announce the latest release of the DataPath Summit online solution, Release 2024.01.1. This release contains items pushed to production in January 2024. For more information on the Features and Enhancements included in this release, see the January What’s New Guide. Enhancements Issues Addressed 1/23/2024 Issues Addressed 1/16/2024 Issues Addressed 1/9/2024 Issues … Read More >>
Enhancements Receipt Distribution Details Report Sorting The Receipt Distribution Details Report will now sort by Employer and then by Participant within the Employer Group. Schedule Interval Validation We have added validation to the “Run Every” field of the Scheduling section of Remittance, Custom Billing, and Auto Draft Schedules that will prevent schedules from being saved … Read More >>
**IMPORTANT NOTE** The ARPA supplemental assistance notice is intended to be sent with the COBRA election notice during the subsidy period when a qualifying event occurs, after all ARPA Subsidy Election notices and ARPA Extended Election notices have been triggered. The ARPA supplemental assistance notice is applicable for all plan types and qualifying event (QE) … Read More >>
The ARPA Subsidy Election Notice is now available to be generated via the On Demand user interface. A qualified beneficiary (QB) should receive the ARPA subsidy election notice if they: Elected COBRA and: Experienced an Involuntary Termination or Reduction of Hours qualifying event AND The Qualified Beneficiary is currently enrolled in COBRA AND The Qualified … Read More >>
The ARPA Extended Election Notice is now available to be generated via the On Demand user-interface. A qualified beneficiary (QB) should receive the ARPA extended election notice if they: Elected COBRA and: Coverage was terminated on or after October 1, 2019 but before April 1, 2021, AND The Qualified Beneficiary is still within their maximum … Read More >>