Trellance Business Analytics

23.4.3 Release Notes

Trellance is working on another release of its Business Analytics Products. Below are the features that will be released in 23.4.3

Trellance User Portal

Trellance User Portal is the “front door” of the Trellance analytics offering.

What Is New?

Greater visibility to user setup.

Active Users Tab

An information icon has been added to the Active users page with information about the differences between a viewer and a contributor.

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Clicking the icon displays the information

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Clicking anywhere outside of the information box will close the box and return the user to the Active users page.

DESCRIPTIVE ANALYTICS

Ability for credit unions to quickly access and generate insights from the data via the Trellance dashboards.

What Is New?

Overview

This release introduces several new features and improvements to the Data Warehouse Dashboards

New Feature

Current Loan Portfolio Analysis redesign and Drill through capability

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Added Account Opened at Branch Filter to the sidebar of the following reports:
- Member Relationships
- Member & Account Dash
- Member Branch Account Analysis
- Account Operator Analysis
- Current Loan Portfolio Analysis
- Deposit Relationships
- Branch Transaction Analysis
- Lender Loan Analysis
- Lending Relationship
- Loan Account Summary
- Loan Charge-Off Analysis
- Loan Charge-Off Tends
- Loan Portfolio Balance Tends
- Loan Static Pool Analysis
- Loan Tends (Orginal Balance)
- Member & Account Mapping
- Member Age Account Analysis
- Member Gender Account Analysis
- Merchant Relationships
- Branch Loan Analysis
- Channel Transaction Analysis
- Credit Card Summary
- Account Operator Analysis

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Added the filter for Number of days delinquent to the Current Loan Portfolio Analysis report sidebar filters.

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Improvements

Updated credit limit calculations have been revised for greater accuracy. The following reports will be affected:

Branch Loan Analysis.
Credit Card Summary
Current Loan Portfolio Analysis
Lender Loan Analysis
Loan Account Summary
Loan Pool Balance (Original) Analysis
Loan Portfolio Balance Trends
Loan Trends (Original Balance)

PREDICTIVE ANALYTICS

Ability for credit unions to use AI to predict future outcomes and proactively address members’ needs.

What Is New?

All 3 cores (DNA, Epysis, and Keystone) now have a Dashboard Glossary.