January 2026
AnalyzeCU platform
- Fixed a mapping-status data issue where a submission could be left in an unfinished mapping state after a user mapped all of their loan, share, and PFC codes.
- Resolved a case preventing a specific credit union from mapping its codes.
- Added the ability for the platform to read submission settings, laying groundwork for later Data Management and AIRES processing features.
AI / Agentic & Data Analyst
- New: Reports workspace. Users can browse a searchable report catalog, open a report for view or edit, apply filters, and save their own report versions.
- New: Dashboards. Users can create and edit dashboards, pick reports into them from a catalog, and pin a default dashboard that opens on landing.
- New: Presentation builder and export. Users can add reports to a presentation, reorder and annotate slides, and export to PowerPoint and CSV.
- Enhanced filters: reports gained richer parameter filters, with single-option filters auto-disabled to prevent confusing dead-end choices.
- Reliability: added application-wide error handling, styled toast notifications, a custom error page, and graceful handling of agent communication failures.
- Data-correctness fixes: export file naming and timestamps, consistent sorting between the on-screen table and exported files, and corrected peer-group naming in exports and presentations.
- Internal: the agent backend added save-report, dashboard, and presentation endpoints, conversation state tracking, support for additional model families, and admin-only draft report visibility.
- Polish and fixes: sign-out and auth token clearing, chart axis and empty-space rendering, table sizing and zoom-based row counts, search debouncing, field length validation, and assorted layout alignment.
Shared platform / layout / identity
- New: Analyst section in the post-login sidebar. Added a dedicated menu item that gives users direct navigation to the CU Data Analyst experience from the shared left-hand menu.
- Added bot protection (Google reCAPTCHA) to the account registration page at auth.cucollaborate.com, reducing automated sign-up abuse.
- Refined the phone number fields in the user profile across the post-login pages for clearer, more consistent entry.
ExpandCU
- New: The interactive mapping app now qualifies rural district expansions correctly by calculating contiguity directly from selected county subdivisions, so users get accurate rural-district results as they build a selection.
- Corrected cached location profile data used by the ExpandCU report builders, fixing a file path and extension mismatch and removing obsolete legacy profile records, so reports draw on clean, current data.
CDFI
- Corrected CDFI LITP eligibility calculations and dashboard category results. Loans previously missed due to an incorrect benchmark income are now counted, address handling for PO Boxes and low-accuracy geocodes is more reliable, and LITP categorization moved from static tables to a dynamic calculation for more accurate certification reporting.
- CDFI dashboard now resolves the current fiscal year correctly, so the right reporting period is shown by default.
LID
- New: LID Dashboard now offers an NCUA submission export option, with a dedicated export action and guidance directly in the platform.
Location data
- Census tracts and financial institutions now populate in the Full Report for county-subdivision locations, so location profiles for these areas show complete data instead of blank sections.
Prospecting
- New: Prospecting list data is now available through integration endpoints, letting partner systems pull peer groups and look up a peer group directly. Access is secured with API key authentication.
Integrations & subscriptions
- Added a Non-Member Deposits calculation to the HubSpot company sync.
- Improved reliability of the HubSpot company sync: resolved sync failures caused by function timeouts and optimized the Demographics query for faster, more dependable runs.
- Fixed Partner API usage data not populating to HubSpot, a subscription end-date validation error, and a case where the Merger Analyst contact role disappeared after a sync.
Tooling, ops & docs
- NCUA call report data pipeline: added import of FS220 call report data from source files into the platform, improving the freshness and accuracy of call report data used across products.
February 2026
AnalyzeCU platform
- Validation hardening in Data Management: the system no longer creates a failed submission when a user uploads mixed loan and share files. The error is surfaced before a submission record is created.
- Loan and share template uploads now detect and handle duplicate rows.
- AIRES file processing reliability: large member files are no longer truncated when extracted from storage, fixing a case where one credit union's files were altered after extraction.
AI / Agentic & Data Analyst
- New: Credit Union search. Users can search for a specific credit union to analyze, with results restricted to real institutions.
- Apply Filters control: report filters now update only when the user clicks Apply, so results no longer shift unexpectedly while parameters are still being chosen.
- Data-correctness fixes: aligned the on-screen table and exported files to use the same rounded values, removed stray currency and percent symbols from every export cell, and unified number formatting to two decimals across charts and tables.
- Reliability: the app no longer crashes when a dashboard returns chart data with errors, server-side errors now surface to the user, and a security update moved the frontend to a patched React release.
- Internal: stood up the dedicated CU Data Analyst backend repository, added a batch endpoint for dashboard chart loading, centralized error handling and user-identity resolution, and integrated Application Insights monitoring.
- Polish and fixes: sidebar highlighting and overlap, credit-union name abbreviation in tables, peer-group selector tooltips, presentation name validation, scrollbars, and dashboard edit-state caching.
Shared platform / layout / identity
- Restructured the post-login sidebar menu so sections and items are grouped more logically and easier to scan. Includes fixes so the active page is correctly highlighted when navigating between Map Codes, Manage, Mergers, Prospect, and My Organization, including when the sidebar is collapsed.
- Polish and fixes: corrected the CU Data Analyst sidebar icon and font-weight states, and added missing "BETA" labels.
CDFI
- CDFI accuracy: updated the date-range logic for Financial Services Options, refined handling of unknown-address types in CDFI endpoints and the TM Analysis Details export, and fixed an incorrect "Requirements not met" label when a Financial Services Option is active.
- New: CDFI now shows a clear "Financial Services Option Not Available" message where that option does not apply.
Low-Income Designation (LID)
- New: Automated invoice generation and storage for NSC member-enrichment charges, removing manual billing steps and giving a clear record of enrichment costs.
- Resolved a database timeout affecting the LID API, restoring reliable performance during member processing and reporting.
- College enrollment verification payment flow moved to a hosted invoice URL and now prevents a server error when payment has not been completed, giving a cleaner path through purchase and enrichment.
Credit Union Match
- Public site polish on creditunionmatch.com: corrected the main-page text styling, fixed the broken "X" close button icon, capitalized "ATM" on maps, and updated the social icon and link for X (formerly Twitter). Also corrected a header sizing regression introduced by a front-end library update.
Prospecting
- Prospecting list reports are now restricted to the user who created them, so merger-related lists stay private to their owner.
- The integration endpoint now accepts a user identifier, so a user can retrieve their own prospecting list through the integration.
- Expanded the Prospecting Excel export to include the full data set, with cleaned-up column labels, ordering, and cell formatting.
Integrations & subscriptions
- Added a CEO Tenure Years field to the HubSpot company integration.
- Resolved SQL timeouts in the demographics market-fields sync by aggregating distinct geocodes and adding covering indexes.
- Subscription management now filters to active credit unions only, fixing a data issue affecting Educators Credit Union.
March 2026
AnalyzeCU platform
- Users now receive a clear message when a PFC template upload contains duplicates.
- AIRES file processing fixes: corrected cropped encrypted SFTP files for one credit union so full data comes through intact.
- Backend: introduced a dedicated data-ingress queue to improve submission processing throughput. Internal architecture.
AI / Agentic & Data Analyst
- New: Compare This / Against This comparison filters. Users can now set a primary subject and choose what to benchmark it against, comparing a credit union against other credit unions or named peer groups, with credit-union search and infinite scroll in the selectors.
- New: first-time onboarding landing page that greets new users before they reach the reports.
- Clearer peer-group labels: peer groups renamed to plain-language names such as Similar Assets and Similar Assets and Footprint, "Your CU" relabeled to "My CU", and chart, table, and slide titles updated to match.
- New metrics: added charge-off and delinquency ratios (Round 3) and a further metrics batch (Round 4), expanding the questions the analyst can answer, with corrected formulas and pre-1999 data coverage.
- Reliability and data correctness: faster dashboards through eliminated duplicate peer-group lookups, corrected peer-group data and naming in CSV exports, and proper API error codes for missing or invalid resources.
- New: AMA (ask-me-anything) agent prototype on the agentic platform, plus a Conversation Explorer for staff with thread search and deep links to review past conversations.
- Internal: the platform gained configurable conversation compression, an agent host with a reskinned chat experience, configurable landing pages, and an observability access layer.
- Polish and fixes: report list ordering, chart axis tick rounding, filter loading behavior, credit-union name shortening with tooltips, and assorted report-page label and layout corrections.
Shared platform / layout / identity
- New: redesigned post-login shell. Rolled out a rebuilt cross-app layout with a new top bar (header), navigation menu, and footer, plus dedicated error and not-found pages. Navigation now uses a dynamic configuration so menu items, links, and icons stay consistent across apps, with support for hiding items by environment.
- Added Leagues support to the shared navigation, tailoring which menu items appear for league users.
CDFI
- CDFI accuracy: Target Market analyses exports now show the correct lending year, and NonGeo loans with a valid census tract are now counted as TM-qualified under the Financial Services Option.
- Enriched CDFI address data with latitude, longitude, and geocoding accuracy, now returned by the API and stored on each submission, giving more precise location detail behind certification analysis.
Low-Income Designation (LID)
- Updated the NCUA submission export to include the full set of members submitted to NSC, so the export reconciles with what was actually submitted.
Credit Union Match
- Added website analytics to creditunionmatch.com so we can measure visitor traffic and usage and improve the match experience over time.
Org search
- Fixed an error that occurred when search phrases contained special characters, so organization searches return results reliably regardless of punctuation.
Integrations & subscriptions
- Added several new HubSpot company fields: a "No CDRLF Grant History" indicator, merger and acquisition properties sourced from the merger network, an upload-method value, and loan-origination upload date and user mapping.
April 2026
AnalyzeCU platform
- AIRES file processing reliability, a strong month for data correctness: fixed processing of large xlsx files, corrected comma and field-quoting handling that could shift data, resolved a partial share-file upload for one credit union, and fixed an xlsx ingestion failure for another. These changes prevent silent data shifts and dropped rows during submission processing.
- Interrupted submissions are now handled cleanly. The application maps the new "Interrupted" status instead of crashing, and the dashboard treats it as in-progress.
- Submission deletions from the AIRES dashboard now capture audit information (who deleted, and when).
- Backend foundation for the Upload History feature: a submission-history data model and a read-only history endpoint.
- Fixed a failure-reason field being shown incorrectly in the UI, and a flickering tooltip on the AIRES page.
AI / Agentic & Data Analyst
- New: Financial Statements (Balance Sheet and Income). Users get a dedicated balance-sheet and income-statement view with its own layout, filters, and expandable tables.
- New: chart readability controls. Charts now hide anomalous high and low values by default, let users temporarily toggle individual lines off, and show data points only on hover.
- New: bulk add to dashboard. Users can select and add multiple reports to a dashboard at once instead of one at a time.
- Template protection: templated reports are now view-only and cannot be renamed or deleted, and deleting a report removes it from any dashboards that referenced it.
- Data correctness: fixed newly generated reports that stored empty subject data, corrected metric aggregation, and excluded internal QA and demo credit unions from search results for external users.
- New metrics: added a further metrics batch (Round 5) and precalculated metric values to speed up the analyst.
- Internal: added a GetMetrics API with a metrics tree and caching, a Financial Statements API with database-side averaging and input validation, and a user-profile endpoint for onboarding activation tracking.
- Polish and fixes: balance-sheet table loading states and tooltips, presentation slide handling for long benchmark lists, charts rendered without dots, and search improvements for "CU" and "FCU" terms.
Shared platform / layout / identity
- New: Financial Statements section added to the post-login navigation, giving users a direct entry point to balance sheet and income statement views with filtering.
- Streamlined the post-login top bar by removing the Ideas Portal button and retiring the Crisp chat widget.
- Sidebar polish on the redesigned layout: added "BETA" labels for the Data Analyst and Merger pages, added skeleton loading placeholders during page load, fixed a horizontal scrollbar at 125% zoom, corrected item alignment, moved the expand/collapse control to the top, and improved collapse behavior so expanding one list closes the others.
FOM / JoinCU
- Resolved timeouts when editing Field of Membership entities and creating new review slots in the FOM Reviewer Interface, so reviewers can work on large datasets without errors.
Credit Union Match
- Corrected the eligibility reason shown to members for Northern CU, so the survey returns the right "why you qualify" explanation.
SEG application
- Restored the Select Employee Group application form, which had stopped working in both the Global and Individual workflows and was returning unexpected errors. Submissions complete reliably again.
Integrations & subscriptions
- Fixed HubSpot sync dropping the decimal on the Business Loans (percent of assets) field and corrected incomplete MBL cap data.
- Billing point-of-contact and IT email now sync alongside their contact roles.
May 2026
AnalyzeCU platform
- New: Upload History tab in Data Management. Users can now see a paginated, sortable history of their submissions, including loading, empty, and error states, wired to the new history endpoint.
- AIRES file processing fixes: corrected column-shift handling so foreign and partial-address rows are recovered rather than misaligned, fixing shifted share data for one credit union, and added correlation IDs and richer logging to speed up diagnosis of processing issues.
- Mapping reliability: fixed case-sensitivity handling for loan, share, and PFC type codes in mapping files, and resolved an error when adding a pre-filled loan template.
- Began phasing the standalone AnalyzeCU pages over to the new Data Management app, including updated code-mapping links on the Impact Report page and fallback links from the old app to the new one.
- Refactored submission deletion for reliability.
- Polish and fixes: AIRES and mapping table sorting order and reset-on-sort, pagination starting page, select-all and intermediate-checkbox behavior, tab counters refreshing after mapping changes, typing and render performance in edit mode, file-type icons, table responsiveness on sidebar expand, font sizing, mapping-status label colors, and an unsaved-changes warning when canceling an edit.
AI / Agentic & Data Analyst
- New: LID agent in-chat exports on the agentic platform. Users can export Low-Income Designation data directly from chat, including export by submission date, with legal export combinations enforced.
- New: LID breakdown charts and richer bar charts in the agent host chat.
- Security: row-level security now filters data per user through session context on the data gateway, and a fix prevents the agent from referencing disabled or internal-only views.
- Data correctness: LID member thresholds in chat now match the dashboard, credit-union display names corrected in responses, and report and peer-group display names made consistent across the report page and exports.
- New metrics: added a further metrics batch (Round 6) covering loan penetration ratios.
- Internal: added a reasoning and thinking UI with a per-agent toggle, LLM response telemetry, a markdown knowledge-base editor in the admin panel, and per-agent suggestion prompts.
- Polish and fixes: chat input text color and visibility, error messaging for missing analytics data, and agent-host stability patches.
Shared platform / layout / identity
- Updated the shared navigation links to point to the new Data Management application, so users move into the rebuilt experience from the master layout.
FOM / JoinCU
- New: Launched the FOM Toolkit, an AI-assisted Field of Membership extraction and review system. It reads FOM documents, extracts entities and rules, and surfaces issues for review on a Final Review workflow.
- Strengthened the FOM Toolkit review experience: faster Final Review and Dashboard pages, server-side pagination, grouped issue panels with at-a-glance issue counts, smarter rule editing, address geocoding, and clearer warnings on entities that need attention.
Low-Income Designation (LID)
- New: Rebuilt LID statistics and reporting. New Results, Tools, Benefits, and Improve LID views surface member counts, summary and detailed-breakdown figures, trend line charts, and period-over-period comparisons, with one-click export to Excel for member, NCUA, comparison, and detailed-breakdown reports.
- Improved data correctness across LID exports: Clearing House data now appears in the NCUA and internal analysis exports, pre-1990 dates of birth render correctly, snapshot-based figures keep totals consistent, and trend charts order submissions correctly when reprocessing occurs.
Credit Union Match
- Both paid and unpaid credit unions now receive global workflow links, so every listed credit union routes members consistently into the join flow.
- Reliability: investigated and resolved runtime errors in the survey service, improving stability of the eligibility questionnaire members complete on the site.
SEG application
- Fixed a broken page that sent users to a "not found" error during the Global workflow.
Org search
- Refined business search indexing to exclude locations, keeping search results focused on the intended organization records.
June 2026
AnalyzeCU platform
- New: Analyst banner introduced on the former AnalyzeCU pages, and a redirect from the old Data Management app to the new one so users land in the right place.
- Upload History now shows whether a submission came from a user or an upload method in the "Submitted by" column.
- Upload Data modal improvements: future years removed from the document-date picker, clearer duplicate type-code errors, a working download trigger inside error messages, and a corrected "Learn about AIRES/AIRES+ files" help link.
- Bulk and single mapping refinements: fixed pagination after bulk map or unmap on the last page, corrected edit and mapping error messages for different scenarios, fixed an empty AIRES table after deleting the last submission on a later page, and polished bulk-mapping modal styling and tooltips.
- AIRES file processing fix: corrected a case where a state value was misread inside a loan type code when a row had no address data, preventing column shifts.
AI / Agentic & Data Analyst
- New metrics: added further metrics batches (Rounds 7 and 8) covering indirect-loan delinquency and charge-off ratios, net-worth ratios, and re-implemented MVP metrics.
- Data correctness: a cross-audit corrected overreported investment securities, fixed account periods for several metrics, and renamed reporting line items for accuracy.
Shared platform / layout / identity
- Set up automatic redirects from the old Data Management app to the new one, so existing links and bookmarks continue to work seamlessly.
- Completed the move to a new identity and sign-in platform across the post-login apps. Users now experience more reliable login and logout, including being signed out of all open apps in a single action, with graceful handling of authentication failures.
FOM / JoinCU
- Fixed the Export User Activity action on the Member Acquisition JoinCU dashboard, which previously failed with an error on large datasets.
- Resolved runtime exceptions in JoinCU persona and lead handling, including eligible survey addresses now correctly routing to the lead form.
Credit Union Match
- Only active credit unions are now shown on the site, so members no longer see listings for credit unions that are no longer participating.
- Reviewed and corrected site caching, including blog-post caching, so content updates appear promptly and pages load reliably.
- Fixed sitemap.xml and robots.txt accessibility for creditunionmatch.com, improving how search engines crawl and index the site (SEO).
- Reliability: a further round of runtime-error fixes in the survey service, continuing the stability work begun in May.
Tooling, ops & docs
- NCUA call report data refresh: fixed several import issues ahead of the next data load, including field-of-membership and ATM location imports and FS220 file handling, improving call report data accuracy.
