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25.1.5 Release Highlights:

PLATFORM

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

USER PORTAL

Front door to Trellance Analytics

New Features

  • 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.

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  • Product Types:

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  • Transaction Types:

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  • Channels:

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DATA WAREHOUSE

Allows decision makers to quickly understand member behavior and access deep analytics without requiring any technical resources

New Features

  • 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.

Enhancements

  • 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.

New Features

  • Loan Portfolio Analysis - three new tabs added (LTV Migration, CLTV Loan Type, and Real Estate CLTV):

  • LTV Migration:

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  • CLTV Loan Type

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  • Real Estate CLTV

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PREDICTIVE ANALYTICS

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

New Features

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

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Enhancements

  • Next Best Action - UX Improvement to display all recommended actions on Next Best Action and Member Profile within Predictive Analytics dashboard.

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  • Member Profile - Search By expanded to enable easier recall for members

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  • 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.

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