Software updates
CUCollaborate Software Release Notes
Monthly updates on new features and improvements to all our software products.
Update 2024
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
Update 2023
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.