Software updates

CUCollaborate Software Release Notes

Monthly updates on new features and improvements to all our software products.

February

  • Introduced open-ended search in Mapping 2.0 for addresses, organizations, and locations
  • Added "No: Military" category in LID calculations Details tab
  • Added "No High School Student" category in LID calculations Details tab
  • Launched first version of the CDFI API
  • Redesigned the product mapping button panel for improved usability

January

  • Demographics data was updated for State Legislative District Lower/Upper Chamber to 2022 at The Impact Report
  • Implemented new “Note” section at LID dashboard
  • Foreign Address included into LID analysis
  • Other Address into LID analysis
  • Enabled listing of all Credit Unions under  "Credit Unions serving in the selected area" at the Mapping 2.0
  • Implemented Service areas visualisations at the Mapping 2.0

AnalyzeCU

December 2023

  • Updated datasets for Impact Report with Q2 and Q3 data
  • Added clients ideas portal to the header

November 2023

  • For LID dashboard implemented: business accounts analysis, college students analysis, by additional payment directly via website, college student identification logic based on loan mapping
  • Added alert if a CU's total number of members is outside of 10% threshold
  • Update formula for additional number of members that CU needs to be LID qualified
  • Updated Cross Walks files for Virginia State Representative Districts

October 2023

  • Update of Virginia State Representative Districts- Implement redistricted State Legislative district Upper and Lower chambers into Impact Report
  • Extended LID API endpoint that contains all LID analysis of the addresses and Date of Birth

September 2023

  • No data.

August 2023

  • Extended LID API endpoint to validate High school students based on address and date of birth
  • Implemented new possibility to allow users to choose “Other” when they map their product codes
  • Improved performance of the AnalyzeCU pages (Impact Report, Demographics, LID)

July 2023

  • Implemented Race and Ethnicity modeling
  • Finished Migration to census block group (Impact report, demographics pages)
  • Included for CDFI Export file for 2016-2020 ACS-5 year estimate locations ID 2020

June 2023

  • Delete functionality added on Data Management;
  • 2016–2020 ACS 5-year estimates added to CDFI Pre-qualification report;
  • Updated LITP calculation for CDFI Pre-qualification report.

May 2023

  • Updated design of Data Preparer to show version, warning messages;
  • Changed validation of "Certificate Maturity Date" in the Share file;
  • Updated, more accurate calculations for Impact Report;
  • Knowledge base added to the header for all authorized users.

April 2023

  • Implemented loading process visualization for LID and CDFI pages, as well as for Data Preparer downloading and Benefit by Account features;
  • Implemented new Benefit by Account feature allowing users to extract member benefit by individual product on impact report page;
  • New PFCs added to the meaning list that system needs to calculate loan duration for product types;
  • Changed order of PFC meanings.

March 2023

  • Implemented data extract of member benefit by individual product in AIRES files (Benefit by Product);
  • Improved “Total Benefit to Member” calculation;
  • Began using "Other lenders" data from TransUnion to calculate Auto Benchmark IR;
  • Removed warning message regarding incorrect date format;
  • Combined all critical errors into one notification message;
  • Implemented new validation of SSN;
  • Changed critical error for incorrect SSN data into warning message;
  • Changed validation of columns in AIRES files (now showing warnings opposed to errors so as not to block users);
  • Changed validation for Record code (first column of AIRES files);
  • Changed validation of header in AIRES files (file will now be encrypted so as not to block users).
  • Implemented new loading icon for all AnalyzeCU pages;
  • Implemented visualized loading process when user clicks to download Data Preparer;
  • Implemented new solution for LID graph that gives users the option to zoom in/out.

February 2023

  • Added new License Agreement to installer for Mac and Windows;
  • Within AIRES file, header names now work as values to prevent error message;
  • Change format of data to XX/XX/XXXX for Loan and Share files;
  • Fix for Error "More than 39 columns when column is empty" while encrypting excel file;
  • Implemented header notification regarding latest version of Data Preparer;
  • Fixed issue with failing of file upload related to 'Execution Timeout Expired';
  • Fixed issue with failing of file upload related to 'System.OutOfMemoryException';
  • Fixed issue with failing of file upload related to 'Value cannot be null' (Parameter 'key');
  • Improved performance for CUs/Leagues (Fixed 500 errors);
  • Started to support Congressional district 118 in Location filter;
  • Removed Congressional district 116 from Location filter;
  • Implemented estimated number of members for leagues and based on this began computing Total benefit to member, direct/total jobs, and economical contribution for leagues;
  • Implemented Trigger for Total benefit to member, which will now be recalculated automatically—opposed to manually—with numbers shown on the page;
  • Implemented message for league users regarding insufficient member accounts;
  • Implemented Weighted Average Methodology (removed Montecarlo method).

January 2023

  • Improved “Total Benefit to Member” calculation.

December 2022

  • Released Total Benefit to Member feature;
  • Released Data Preparer with new features:
    -Validation of SSN/TIN;
    -Warning messages and Errors (Critical) messages;
    -Export file features (User can export report with warnings and errors).
  • Added a button with tooltip that leads to the CDFI API;
  • Added a button with tooltip that leads to the LID API.

ExpandCU

December 2023

  • For the Mapping 2.0 Implemented View and editing options for existing FOM Expansion reports; Adding a new Underserved Area report;  ability to switch between different report views (from Community charter to Underserved areas and vice versa)
  • CDFI Approved area and Rural area coloring changed for the Mapping 2.0
  • Implemented Multi-select and Clear selection tools for Mapping 2.0

November 2023

  • Visualization of a Credit Union name when hovering over their FOM rules and in a pop-up window
  • View of Community Charter FOM Expansion reports
  • Visualization of Credit Unions serving in a specific area
  • Report Definition table with statuses
  • Ability to edit/update the existing Report

October 2023

  • New version of Mapping (2.0. BETA), including:
    - Different styles of mapping.
    - Geographical boundaries.
    - Demographic data.
    - CU data, Financial institutions data and Comparison data.  
    - LID areas. Options to reorder and hide/show layers, tooltips and information boxes.

September 2023

  • Updated LID areas information

August 2023

  • Updated Location data to ACS 2017-2021 and Census Pop. Est. 2022

July 2023

  • Imported CO-OP network data updates
  • Updated labels for Population data in Location profile

June 2023

  • Population and demographics data updated for ACS 5-year 2016–2020 estimates and most recent Census Population Estimates.

May 2023

  • LID location data updated;
  • Several minor issues in interactive mapping resolved.

April 2023

  • Resolved the issues in internal software processes;
  • Updated the database.

March 2023

  • No notes.

February 2023

  • Added feature allowing credit unions who have uploaded their AIRES files to view and map members' home addresses across their entire service area;
  • Improved visibility of low-income designated areas with increased visual transparency.

January 2023

  • Initiated support of CDFI Updated Investment Area Eligibility 2016–2020 ACS Data for Report builder and Interactive mapping;
  • Changed CO-OP ATM pin color in interactive mapping to make it more visible.

December 2022

  • No notes.

JoinCU

December 2023

  • Open Association Management functionality
  • Changed Language to be Compliant for Open Associations on CUMatch & JoinCU

November 2023

  • Implemented Customized failure steps
  • Open Association shows correctly as reason of match
  • Implemented Email Validation at global workflow

October 2023

  • Open Association management

September 2023

  • No notes.

August 2023

  • Implemented new error messages

July 2023

  • Update user interface for Open Association (removed addition text)
  • Hide the Ad Campaign pages from SEG and JoinCU and Social triggers for JoinCU page

June 2023

  • Implemented different color Status for Submitted vs. Approved;
  • New congratulations step added.

May 2023

  • Fixed minor issues.

April 2023

  • No notes.

March 2023

  • Created main page for API on navigation panel;
  • Implemented API keys to work solely for a specific CU's FOM rules;
  • Fixed issue with yellow exclamation mark showing for organizations. (Currently, only locations should show up as yellow with an exclamation mark only if we do not have a shape file for them).

February 2023

  • Fixed issue with initiating JavaScript integration;
  • User can now answer survey question if address contains the "#" symbol.

January 2023

  • Home page changed from JoinCU dashboard to My organization;
  • Fixed issue with adding new FOM rules templates;
  • Eligibility validation engine now able to implement the following type of rule: “Employees of [company name] works at [location] and paid from [company HQ]”;
  • Editing of FOM rules disabled.

December 2022

  • Release of Export of User Activity;
  • Improvement of communication in export file user device, OS and browser;
  • Implemented functionality to resize logo on JoinCU survey;
  • Improvements made to FOM rules configuration data consistency.

Partner API

September 2023

  • No notes.

August 2023

  • No notes.

July 2023

  • No notes.

June 2023

  • No notes.

May 2023

  • Added organizational search to API selection.

April 2023

  • No notes.

March 2023

  • No notes.

February 2023

  • No notes.

January 2023

  • No notes.

December 2022

  • Section added to navigation panel with link to API documentation.