23.4.3 Product Release Notes
- Nate Wentzlaff
Trellance Business Analytics
23.4.3 Release Notes
Trellance has delivered another impactful 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.
Clicking the icon displays the information
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
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
Added the filter for Number of days delinquent to the Current Loan Portfolio Analysis report sidebar filters.
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.