New Model Available (Early Adopters Needed) - New Member Acquisition
Member Profile - “Search By” enhancements to easily find members
Ability for a credit union to access and organize data coming from different data sources.
Front door to Trellance Analytics
Configuration UI in User Portal
Users are now able to configure their Products, Transaction Types, and Channels within a UI in the User Portal. If there are any unconfigured values, an alert will be displayed with a link to the corresponding configuration item.
Product Types:
Transaction Types:
Channels:
Allows decision makers to quickly understand member behavior and access deep analytics without requiring any technical resources
DNA DW Integration - New Mapping
Transaction Narration 1 is mapped using EXTRTXNDESCNBR from DNA_ODS.
Transaction Narration 2 is mapped using INTRRTXNDESCNBR from DNA_ODS.
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
Fixed to ensure all records have the Operator Name populating.
MEMBER_NBR changes in XP2_ODS causing duplicate transactions
Fixed to ensure only one transaction populates within Data Warehouse.
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.
Deep analysis into Credit Unions' loan portfolio to give deep insights and ensure compliance with regulations.
Loan Portfolio Analysis - three new tabs added (LTV Migration, CLTV Loan Type, and Real Estate CLTV):
LTV Migration:
CLTV Loan Type
Real Estate CLTV
Ability for credit unions to use machine learning and AI to predict future outcomes and proactively address members’ needs.
New Model Available (Early Adopters Needed) - New Member Acquisition
Next Best Action - UX Improvement to display all recommended actions on Next Best Action and Member Profile within Predictive Analytics dashboard.
Member Profile - Search By expanded to enable easier recall for members
Predictive models now trained with a further expanded Data Pool for even better lift!
Please reach out to your account manager with any questions about the overview of the exciting updates that occurred within 25.1.5 release.