Current Release Plan

Project Release Planning

Last reviewed: November 4, 2026 at 11:38 AM

This list shows currently planned releases for CU*Answers software products, including CBX, It’s Me 247 online, mobile, and text banking; CU*Talk; UCI/API middleware solutions; Analytics Booth; and other CU*Answers software products. Releases may also contain a number of minor modifications not outlined here.

All release dates and projects listed are tentative and subject to change, and we reserve the right to delay slated projects based on QC test results.

Release Designation Legend

24.05.01

24 represents the year (2024)
05 represents the month (May)
01 represents the day on which the release will be deployed

2026 Releases

26.11.10

Final Deployment: November 10, 2026

2 Projects 0 Milestones

Release Timeline

Final Deployment
November 10, 2026

Projects in this Release

67495
Sentinel FCU – Create an SSO from ItsMe247 to JHA Rewards redemption site
In QC Testing
68621
Correct draft return codes in files sent to VISIO
Awaiting Implementation

26.11.17

Final Deployment: November 17, 2026

1 Project 0 Milestones

Release Timeline

Final Deployment
November 17, 2026

Projects in this Release

64491
GOLD development for screens related to data queue in project 62844
In GOLD Development 🖥️ Screens

26.11.24

Final Deployment: November 24, 2026

0 Projects 0 Milestones

Release Timeline

Final Deployment
November 24, 2026

26.12

Final Deployment: December 6, 2026

5 Projects 0 Milestones

Release Timeline

Final Deployment
December 6, 2026

Projects in this Release

66999
Allow for New Reporting of Qualified Charitable Distribution (QCD) IRA Codes
Additional Information:
This project adds reporting of qualified charitable distributions (QCD’s) and adjusts 1099-R processing for this new distribution type. This change applies to traditional and Roth IRAs (IRS does allow for Roth’s even though it would be rare since most Roth IRA distributions are not taxable). Information from the IRS is listed below in the “What’s New” section along with some background from Heather Hull but in a nutshell, we are adding three new internal codes for the IRS defined types of
In QC Testing 🖥️ Screens 📋 Table Changes
67373
New 1098-VLI (Vehicle Loan Interest) Tax Reporting Changes
Additional Information:
The IRS recently announced new reporting requirements for interest on car loans as part of the One Big Beautiful Bill Act (OBBBA) signed into law on July 4, 2025. A recipient of individual interest aggregating $600 or more for the calendar year on a passenger vehicle loan must file an information return (1098-VLI) reporting the receipt of interest. As of spec writing, the new 1098-VLI will need VIN, make, model and year of the vehicle, vehicle loan interest received, loan origination da
In Development 🖥️ Screens
68385
AI programming research for new IRS tax filing requirements for 2027
In Development
68590
Create a mechanism to flood the new 1098-VLI flag on collateral records using a list of account base/suffixes
Additional Information:
During 2026 CUs have been manually tracking loans that will qualify for 1098-VLI reporting in the 2026 tax year. Project #65769 (coming in the 26.10 release) will be adding a flag to the collateral file. In order for an account to have a 1098-VLI form generated for it, CUs will need to change that flag to Y (checked) on all collateral records that qualify for this tax incentive. This project creates a mechanism so that CUs can request a flood to set this new flag on a batch of loan accounts at
In QC Testing
68634
Code tax filing requirements for 2027, new IRIS system
In Development

Updated
November 4, 2026

Related News

October Owner’s View Monthly Recap

October Owner’s View Monthly Recap

Check out recent programming changes in the October 2026 edition of the Owner’s View Monthly Recap! Open the Owner’s View Monthly Recap The Owner’s View Monthly Recap is designed to keep you informed of feature improvements, vendor enhancements, and other changes to CBX and accompanying core-software products. Read previous editions of the Owner’s View Monthly Recap… Read more »

Nov 2, 2026

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

Make the Most of Your Credit Union’s Initiatives with Strategic Release Management!

You’ve spent weeks reviewing CBX Release documentation and your staff has attended CU*Answers Release Training web conferences. Now it’s time to put all you have learned into action! CBX Strategic Release Management is a service which equips credit union executives and managers with strategic and meaningful approaches for the utilization of technology associated with major… Read more »

Nov 2, 2026

An Open Discussion on CU*Chat – From the Current Experience to Future Enhancements

An Open Discussion on CU*Chat – From the Current Experience to Future Enhancements

A chat platform built into the loan application workflow in CBX, CU*Chat allows borrowers and staff to easily communicate about loan applications. Whether it’s gathering references, verifying collateral information or requesting support documents, any and all communication with the borrower is seamless and secure via CU*Chat! Plus, any documents or images the borrower sends will… Read more »

Nov 2, 2026

In Case You Missed It – Late October 2026

In Case You Missed It – Late October 2026

Take a look back at some important topics from the second half of October 2026: Tips from Lender*VP: Recommendations for Credit Unions that Utilize 1Click Offers What’s the Latest from Lender*VP? A Quick Look at Hot Topics in Lending 2026 Education Spotlight – Standard Teller Techniques Lender*VP Presents an Overview and Discussion on 1Click Limit… Read more »

Oct 30, 2026

More related in Category: **Home** Client News CU*Answers Or Tag: