Release Planning

Ever wonder what’s coming for CU*BASE or It’s Me 247 online banking or other CU*Answers tools?  This page is intended to help you keep in the loop for things that are in the pipeline or nearing completion.  Just remember that our development cycle is a living, breathing machine and we are committed to remaining flexible and nimble so that we can continue to meet the needs of our clients, partners, regulators, and, most importantly, your members.  (In other words, all dates and slated projects are subject to change!)

What we hope you will get out of this page is a general understanding of the procedures and policies our teams must follow in reviewing project requests and monitoring how they move between the various stages of the development process: from initial request, to approval, to design (the “specs”), to production, to testing, to documentation, to communication and training for clients, then finally to implementation and follow-up. The process is time-tested and your understanding of the procedures will help you understand how our “factory” operates on a daily basis.

What drives development decisions?

There are many factors that control what projects can make it past the “what an interesting idea” stage into actual design specifications and programmer development (meaning: spending the CUSO’s money!).  Here are some key drivers that influence your CUSO every day (in no particular order):

Business Drivers

Event Drivers

Client Drivers

Professional Services that push software development

Annual or periodic events that prompt changes in software

Client-related needs that push software development

  • Xtend SRS Bookkeeping
  • Audit Link
  • Lender*VP (including Lender RE, Collections, Retailer Direct, Payday Lending, etc.)
  • Xtend (including Member Reach, Shared Branching, CU*OverDrive, Xtension, etc.)
  • Gividends
  • eDOC Innovations
  • Leadership Conference
  • CEO Strategies
  • Focus Groups


  • Regulatory changes
  • Software sales/contractual obligations
  • Custom work
  • Changes by 3rd-party vendors
  • Direct requests from clients, including via idea forms, focus groups and other special events, training contacts, daily client service interactions, etc.


What drives implementation timing?

The Production Team meets on a weekly basis to evaluate projects that are moving through the pipeline and getting ready to be slated for a release.  There are a number of factors this team considers when slating specific projects for a particular release date:

  • Progress and results of Quality Control testing – is the software good to go?
  • Are there potential conflicts between different projects that touch the same programs?  In some cases we delay one project because another, concurrent project may involve the same programs, and we do not want to risk one set of changes interfering with another.  Sometimes the projects can be merged, but occasionally it is safer to implement one project, make sure it’s stable, then proceed to the next project in an orderly manner.
  • What’s the availability of resources?  Can the project actually be completed in time?
  • Are there regulatory deadlines or conversion dates or third-party mandates we have to work around?
  • What specific promises have been made that we are working to keep?
  • Will there be ample time for alerting clients and offering training?  Sometimes a bigger project is delayed to a later release simply so that we have enough time to offer several training sessions and disseminate documentation to all affected parties.
  • Is a beta period important for this project?  Again, we often slate projects for a major release simply because it will be critical to run the changes in the more controlled environment of a beta-test before releasing them to the network at large. Want to get involved in our beta testing process? Jump in the Beta Pool to sign up.

Who manages this development at CU*Answers?

Unlike a traditional department or specific group of staff, software development at CU*Answers is driven by a network of leaders from all areas of the organization as well as external players from partners to clients and members.

Driving the day-to-day work is the Product Team.   This team consists of the key leaders for “the factory” – meaning all of the different phases in the development of software tools, from programming to QC to documentation. Our planning includes EFT, online banking, imaging strategies, audio response, and CU*BASE, since the tools often intertwine and share resources.

When are releases scheduled?

Version CU*Answers
Online CUs
CU*NorthWest /
PTF for Self
Processing CUs
15.1Jul. 12, 2015 Jul. 12, 2015 July 13-14 
15.2Oct. 18, 2015 Oct. 18, 2015 Nov. 9-10 
15.3Dec. 6, 2015 Dec. 6, 2015 Dec. 14-15 

Major releases are indicated by the shading. Other dates represent monthly GOLD updates.  All dates are subject to change.

How can I keep track of what’s coming down the road?

Check out a Big Picture View (the coming year in development)
Every year at the Leadership Conference we introduce some of the major initiatives and projects that we will be working on over the coming year.  Check out the presentation from the Leadership Conference for big-picture ideas for your credit union’s next Business Plan.

Review the Software Development Life Cycle (SDLC) Policy (Updated: March 5th 2015)
SDLC Temporary Addendum for Fiscal Year 2015 (Updated: March 5th 2015)
If you’re wondering why a project you submitted a while ago was suddenly referenced again in an email as “Pending approval” or “Closed,” it could be because it hit the 6-month rule covered by the SDLC. In a nutshell, if we can’t complete a modification in 6 months or start on a design change in 6 months, we need to run the project through our evaluation process again.

Review the working Project Release Plan (Updated: June 24th 2015)
This is the most important document used on a daily basis by our Production Team to plan for software releases.  Remember that this is a working document, and it is subject to change at any time.  No promises should be implied by this document: we reserve the right to change, remove, or reschedule any project from this list, even those that have already been slated for an approaching release, based on QC test results or changing priorities.

Monitor the projects you’ve submitted
Want to see what’s happening with a particular project number?  Need to track the status of a special custom project? To track your individual projects, check out the Monitor site.  Monitor lets you drill down to see the current status of every project # that has been entered on behalf of your credit union.

Read about projects already implemented
All major releases (and most monthly GOLD updates) are communicated via a Release Summary that is emailed to all clients and posted on our News page.  This same information is also available via the “What’s New?” topic in CU*BASE GOLD online help.

Join the beta pool! We’re always on the lookout for credit unions willing to participate in the beta-test period for major CU*BASE software releases. If your credit union would like be in the pool considered for beta testing new features and enhancements, we need you (and there might even be some $money$ in it for you!!

Be a part of the Active Beta Study Group! Get the first look at newly introduced tools and provide valuable feedback via a new collaborative community website.


March 5, 2015

Is Your Understanding of Policy and Examination Requirements a Bit Hazy?

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Clear things up with PolicySwap and ExamShare! What is PolicySwap? A website where credit unions across the United States can upload and share their policies with each other. This time saving peer resource helps credit unions use each other’s policies as a back bone to create their own policies –… Read more »

The 2014 SSAE-16 Results Are Now Available

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS The CU*Answers Board of Directors recently accepted the 2014 “Report on a Description of a Service Organization’s System and the Suitability of the Design and Operating Effectiveness of Controls Related to the CU*BASE Development” (SSAE-16 SOC 1 Type 2). Review the 2014 SSAE-16 Report and other Key Audit Results… Read more »

Puzzled by Policy Requirements and Examiner Concerns?

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Put the pieces together with PolicySwap and ExamShare! What is PolicySwap? A website where credit unions across the United States can upload and share their policies with each other. This time saving peer resource helps credit unions use each other’s policies as a back bone to create their own policies… Read more »

Compliance Concerns Got You Coming Unraveled?

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Keep things together with PolicySwap and ExamShare! What is PolicySwap? A website where credit unions across the United States can upload and share their policies with each other. This time saving peer resource helps credit unions use each other’s policies as a back bone to create their own policies –… Read more »

NEW Show Me the Steps Instructions!

ATTENTION ONLINE AND SELF-PROCESSING CREDIT UNIONS Ever wonder how to do something in CU*BASE? Are you a new employee unfamiliar with CU*BASE? Not sure how to perform a member task? Do you need to train staff on CU*BASE? Check out these instructions that were just added to Show Me the Steps, a how-to help system that provides simple… Read more »