Software updates
CUCollaborate Software Release Notes
Monthly updates on new features and improvements to all our software products.
Update 2024
October
- Updated Credit Union and Bank layers in Mapping
- New categorization and updated Demographic data in Mapping
- Additional information in Depository Institutions section of the Location profile in Mapping
- Released new PowerShell script 2.0 on the PowerShell self-service page
- Added the ability to duplicate saved filters on the Impact Report page
- Improved calculation accuracy for the LID category of College Students
- Improved calculation accuracy for the LID category of High School Students
- Created an additional export file for submission to NCUA
- Built a solution for the automatic analysis of files for CDFI analysis
- Finalized and improve the performance of the Export functionality
- Renamed CDFI Certification Page and Updated Documentation
September
- New Concentration of facilities heatmaps under Demographics implemented in Mapping
- Improved Search options - one specific address to choose and display in Mapping
- New CDFI category with CDFI Census tracts 2010 and 2020 added to Mapping
- Added the ability to save location filters in the Impact Report
- Implemented Automated Processing of Custom Flags in LID Files (AIRES+)
- Expanded the export file on the LID dashboard by adding the DOB column
- Resolved the discrepancy between Member Count and Call Report in LID Dashboard
- Updated the design of the CDFI Certification Dashboard
- Extended the CDFI API to improve address accuracy
- Deployed the Financial Service option on the CDFI Certification Dashboard
August
- For the Impact Report "Saved Filter" Feature releases into location filter
- Improved the CDFI API by adding the Geocoding Accuracy field
- Implemented new order of operation at the LID Dashboard to fully match NCUA process
- Data facilitation released PowerShell Self Service Page for automated data uploads by clients
- Updated LID layer to the latest NCUA LID workbook 2024 in the Mapping
- Added new geographies to choose from in the Members and member marketshare heatmaps feature at the Mapping
July
- Core Demographics feature released at Mapping
- Members and Member Marketshare Heat maps at Mapping
- Social Impact now operates with the latest data sets 2024 Q1-Q2
- Improved the UX of the filter panel on the CDFI Dashboard
- Added a new tab to the CDFI Certification dashboard for Custom Investment Area
- Implemented the New NCUA LID Workbook 2024 for the LID Dashboard
July
- Core Demographics feature released at Mapping
- Members and Member Marketshare Heat maps at Mapping
- Social Impact now operates with the latest data sets 2024 Q1-Q2
- Improved the UX of the filter panel on the CDFI Dashboard
- Added a new tab to the CDFI Certification dashboard for Custom Investment Area
- Implemented the New NCUA LID Workbook 2024 for the LID Dashboard
June
- For the Impact Report expanded Account Benefit Export File with race and ethnicity estimates based on BISG and BIFSG methodologies
- Release the Improved UX part of the filter panel on the CDFI Dashboard
- Updated population data for Underserved area reports to latest ACS 2022 data at Mapping.
May
- Released new LID 2022 workbook and update data at the Low Income Designation (LID) dashboard with a message that tells about new LID workbook
- At the Mapping added additional 2022 LID layer
- Released a redesigned AIRES Processor to optimize processing of data in AIRES files
- Released first version of CDFI Certification dashboard
- Added two additional fields to the CDFI API: County Name and County FIPS
April
- At the Low Income Designation(LID) dashboard made unknown category more detailed by splitting it into Non-foreign addresses and Foreign addresses
- Released new Data Submission Page for the Data Facilitation
- For Impact Report adjusted "Benefit by Account' Export File - removed Name and Addresses and added tax identifier type
- At the Mapping implemented a solution of adding a FOM expansion report without saving it
- Implemented CDFI and Benchmark tracts toggle switches at the Mapping
- Implemented printing from the Mapping app option (printing icon in the bottom right part of the screen)
March
- Update data from 2021 to ACS 5 year 2022 for Demographics
- Released new version of CDFI API with detailed data for qualification
- Improved Product Mapping flow with adding Edit button for whole table.
- Implemented Pre-filled product mapping file download (Users can adjust their codes by excel)
- Release of Mapping 2.0 version with additional geographies for Community Charter report (Places, Census Tracts...), option of adding multiple Credit Union layers at once, Search Button and Textbox for Locations and Organizations, CSA and CBSA Layer styling changes, Enabled optional Rural Area colouring, Added MapToolbox, Multi-Deselect Tool, optional Service areas and grouping in clusters, Report details Modal window and saving report on demand
February
- Introduced open-ended search in Mapping 2.0 for addresses, organizations, and locations
- Added "No: Military" category in LID calculations Details tab
- Added "No High School Student" category in LID calculations Details tab
- Launched first version of the CDFI API
- Redesigned the product mapping button panel for improved usability
January
- Demographics data was updated for State Legislative District Lower/Upper Chamber to 2022 at The Impact Report
- Implemented new “Note” section at LID dashboard
- Foreign Address included into LID analysis
- Other Address into LID analysis
- Enabled listing of all Credit Unions under "Credit Unions serving in the selected area" at the Mapping 2.0
- Implemented Service areas visualisations at the Mapping 2.0
Update 2023
AnalyzeCU
December 2023
- Updated datasets for Impact Report with Q2 and Q3 data
- Added clients ideas portal to the header
November 2023
- For LID dashboard implemented: business accounts analysis, college students analysis, by additional payment directly via website, college student identification logic based on loan mapping
- Added alert if a CU's total number of members is outside of 10% threshold
- Update formula for additional number of members that CU needs to be LID qualified
- Updated Cross Walks files for Virginia State Representative Districts
October 2023
- Update of Virginia State Representative Districts- Implement redistricted State Legislative district Upper and Lower chambers into Impact Report
- Extended LID API endpoint that contains all LID analysis of the addresses and Date of Birth
September 2023
- No data.
August 2023
- Extended LID API endpoint to validate High school students based on address and date of birth
- Implemented new possibility to allow users to choose “Other” when they map their product codes
- Improved performance of the AnalyzeCU pages (Impact Report, Demographics, LID)
July 2023
- Implemented Race and Ethnicity modeling
- Finished Migration to census block group (Impact report, demographics pages)
- Included for CDFI Export file for 2016-2020 ACS-5 year estimate locations ID 2020
June 2023
- Delete functionality added on Data Management;
- 2016–2020 ACS 5-year estimates added to CDFI Pre-qualification report;
- Updated LITP calculation for CDFI Pre-qualification report.
May 2023
- Updated design of Data Preparer to show version, warning messages;
- Changed validation of "Certificate Maturity Date" in the Share file;
- Updated, more accurate calculations for Impact Report;
- Knowledge base added to the header for all authorized users.
April 2023
- Implemented loading process visualization for LID and CDFI pages, as well as for Data Preparer downloading and Benefit by Account features;
- Implemented new Benefit by Account feature allowing users to extract member benefit by individual product on impact report page;
- New PFCs added to the meaning list that system needs to calculate loan duration for product types;
- Changed order of PFC meanings.
March 2023
- Implemented data extract of member benefit by individual product in AIRES files (Benefit by Product);
- Improved “Total Benefit to Member” calculation;
- Began using "Other lenders" data from TransUnion to calculate Auto Benchmark IR;
- Removed warning message regarding incorrect date format;
- Combined all critical errors into one notification message;
- Implemented new validation of SSN;
- Changed critical error for incorrect SSN data into warning message;
- Changed validation of columns in AIRES files (now showing warnings opposed to errors so as not to block users);
- Changed validation for Record code (first column of AIRES files);
- Changed validation of header in AIRES files (file will now be encrypted so as not to block users).
- Implemented new loading icon for all AnalyzeCU pages;
- Implemented visualized loading process when user clicks to download Data Preparer;
- Implemented new solution for LID graph that gives users the option to zoom in/out.
February 2023
- Added new License Agreement to installer for Mac and Windows;
- Within AIRES file, header names now work as values to prevent error message;
- Change format of data to XX/XX/XXXX for Loan and Share files;
- Fix for Error "More than 39 columns when column is empty" while encrypting excel file;
- Implemented header notification regarding latest version of Data Preparer;
- Fixed issue with failing of file upload related to 'Execution Timeout Expired';
- Fixed issue with failing of file upload related to 'System.OutOfMemoryException';
- Fixed issue with failing of file upload related to 'Value cannot be null' (Parameter 'key');
- Improved performance for CUs/Leagues (Fixed 500 errors);
- Started to support Congressional district 118 in Location filter;
- Removed Congressional district 116 from Location filter;
- Implemented estimated number of members for leagues and based on this began computing Total benefit to member, direct/total jobs, and economical contribution for leagues;
- Implemented Trigger for Total benefit to member, which will now be recalculated automatically—opposed to manually—with numbers shown on the page;
- Implemented message for league users regarding insufficient member accounts;
- Implemented Weighted Average Methodology (removed Montecarlo method).
January 2023
- Improved “Total Benefit to Member” calculation.
December 2022
- Released Total Benefit to Member feature;
- Released Data Preparer with new features:
-Validation of SSN/TIN;
-Warning messages and Errors (Critical) messages;
-Export file features (User can export report with warnings and errors). - Added a button with tooltip that leads to the CDFI API;
- Added a button with tooltip that leads to the LID API.
ExpandCU
December 2023
- For the Mapping 2.0 Implemented View and editing options for existing FOM Expansion reports; Adding a new Underserved Area report; ability to switch between different report views (from Community charter to Underserved areas and vice versa)
- CDFI Approved area and Rural area coloring changed for the Mapping 2.0
- Implemented Multi-select and Clear selection tools for Mapping 2.0
November 2023
- Visualization of a Credit Union name when hovering over their FOM rules and in a pop-up window
- View of Community Charter FOM Expansion reports
- Visualization of Credit Unions serving in a specific area
- Report Definition table with statuses
- Ability to edit/update the existing Report
October 2023
- New version of Mapping (2.0. BETA), including:
- Different styles of mapping.
- Geographical boundaries.
- Demographic data.
- CU data, Financial institutions data and Comparison data.
- LID areas. Options to reorder and hide/show layers, tooltips and information boxes.
September 2023
- Updated LID areas information
August 2023
- Updated Location data to ACS 2017-2021 and Census Pop. Est. 2022
July 2023
- Imported CO-OP network data updates
- Updated labels for Population data in Location profile
June 2023
- Population and demographics data updated for ACS 5-year 2016–2020 estimates and most recent Census Population Estimates.
May 2023
- LID location data updated;
- Several minor issues in interactive mapping resolved.
April 2023
- Resolved the issues in internal software processes;
- Updated the database.
March 2023
- No notes.
February 2023
- Added feature allowing credit unions who have uploaded their AIRES files to view and map members' home addresses across their entire service area;
- Improved visibility of low-income designated areas with increased visual transparency.
January 2023
- Initiated support of CDFI Updated Investment Area Eligibility 2016–2020 ACS Data for Report builder and Interactive mapping;
- Changed CO-OP ATM pin color in interactive mapping to make it more visible.
December 2022
- No notes.
JoinCU
December 2023
- Open Association Management functionality
- Changed Language to be Compliant for Open Associations on CUMatch & JoinCU
November 2023
- Implemented Customized failure steps
- Open Association shows correctly as reason of match
- Implemented Email Validation at global workflow
October 2023
- Open Association management
September 2023
- No notes.
August 2023
- Implemented new error messages
July 2023
- Update user interface for Open Association (removed addition text)
- Hide the Ad Campaign pages from SEG and JoinCU and Social triggers for JoinCU page
June 2023
- Implemented different color Status for Submitted vs. Approved;
- New congratulations step added.
May 2023
- Fixed minor issues.
April 2023
- No notes.
March 2023
- Created main page for API on navigation panel;
- Implemented API keys to work solely for a specific CU's FOM rules;
- Fixed issue with yellow exclamation mark showing for organizations. (Currently, only locations should show up as yellow with an exclamation mark only if we do not have a shape file for them).
February 2023
- Fixed issue with initiating JavaScript integration;
- User can now answer survey question if address contains the "#" symbol.
January 2023
- Home page changed from JoinCU dashboard to My organization;
- Fixed issue with adding new FOM rules templates;
- Eligibility validation engine now able to implement the following type of rule: “Employees of [company name] works at [location] and paid from [company HQ]”;
- Editing of FOM rules disabled.
December 2022
- Release of Export of User Activity;
- Improvement of communication in export file user device, OS and browser;
- Implemented functionality to resize logo on JoinCU survey;
- Improvements made to FOM rules configuration data consistency.
Partner API
September 2023
- No notes.
August 2023
- No notes.
July 2023
- No notes.
June 2023
- No notes.
May 2023
- Added organizational search to API selection.
April 2023
- No notes.
March 2023
- No notes.
February 2023
- No notes.
January 2023
- No notes.
December 2022
- Section added to navigation panel with link to API documentation.
