25.1.5 Release Highlights:

• Configuration UI in User Portal

• Added CU Analytics to Source System Glossary

• New Mapping for DNA DW Integration

• Mapping Fixes for Episys and XP2 DW Integrations

• New LTV Reporting for Loan Analytics

• New Model Available (Early Adopters Needed) - New Member Acquisition

• Next Best Action - Updated to display all actions

• Member Profile - “Search By” enhancements to easily find members

PLATFORM

Ability for a credit union to access and organize data coming from different data sources.

USER PORTAL

Front door to Trellance Analytics

...

• Anchor
  DWEnhancements DWEnhancements

  Episys DW Integration - Mapping Logic Update

  • Transaction Amount mapping has been updated to ensure the correct amount reflecting the absolute value of the Principal Amount, Interest Amount, Fee Amount, Escrow Amount.

• XP2 DW Integration - Mapping Logic Updates

  • Operator Full Name doesn’t populate when Operator name changes

    1. Fixed to ensure all records have the Operator Name populating.

  • MEMBER_NBR changes in XP2_ODS causing duplicate transactions

    1. Fixed to ensure only one transaction populates within Data Warehouse.

INSIGHTS

Ability for credit unions to quickly access and generate insights from the data via data visualizations and the ability to drill-through to the details.

LOAN ANALYTICS

Deep analysis into Credit Unions' loan portfolio to give deep insights and ensure compliance with regulations.

...