Jump In the Beta Pool

So what’s the difference between beta and “active” beta?
This page describes traditional beta testing for software prior to full implementation to all clients. Active beta is a whole different animal that lets us release live software in the field, for everyone to test over an extended period. Learn more about Active Beta

Does your credit union like to be in on the ground floor of new tools and ideas?

Have you got the kind of team that dives into new software with enthusiasm?

Are you an early adopter just chomping at the bit to get at that next new software feature?

Earn CollabRebate $$ for beta-testing!

If you’re willing to help us test other new tools at the same time, you just might get your wish.

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!

Specific Requirements for the Next Release

Beta Test Begins Full Release to Online CUs Teams Affected Most
20.05 March 22, 2020 May 3, 2020
  • Data Analysts
  • Accounting
  • Lending
CollabRebate for Beta Test: $3,000
Beta CUs selected:  TruChoice FCU, Kellogg Community CU, and Commodore Perry FCU


CUs Eligible for This Release Eligible Reason
Xtend Shared Branch Participants Yes CUs using Xtend Shared Branching are able to participate in this beta.
CUs with shared employee arrangements with other CUs No *It is not possible for a CU in a shared employee arrangement to participate in a beta-test unless all parties in that arrangement also agree to participate in the beta. Other eligibility rules also apply.
Co-Op (National) Shared Branching Participants Yes CUs using Co-Op Shared Branching will be able to participate in this beta.
Data Analysts Yes This release includes many VAT enhancements, including presentation-size screens on existing analysis panels. This release also includes multiple new dashboards and improvements to existing ones.
EFT Yes We are seeking a credit union with an existing credit card cashback program, or someone interested in starting one, to test the new auto-enrollment feature. There are also enhancements to reporting.
Member Service (& Online Banking) Yes A credit union with a strong member service team is encouraged to apply to test the household, employee security analysis, tool usage statistics, online banking dashboard, and notice updates. Also, an online banking savvy team to test the ACH on-demand posting.
Accounting Yes We are looking for a credit union that currently uses ACH to pay vendors and is interested in using the new Payment Advice email option.
Lending Yes The CU*BASE LOS has several updates within the loan processing screens, such as the recap, as well as a Lending Opportunities dashboard. We are also looking for a credit union to specifically test offering members the ability to request loan modifications via online banking.

See a list of projects planned for this release

Feedback From Recent Beta-Tests

How to Earn the Beta-Test CollabRebate

CollabRebateTo increase the effectiveness of our beta-test process, we need as many eligible CUs in our beta pool as possible. We recognize that beta-testing is an added challenge for your busy teams, and we also know how important a good beta-test is for the success of our releases with all of our clients. So we’re putting our money where our mouth is by offering a CollabRebate reward for active beta-test participants.

  • How much money are we talking? For each of our 2-3 major releases per year, we’ll offer between $2,500 and $5,000 per beta-test CU. The amount will be determined prior to the release according to the number of projects and relative complexity of the release.  For example, for a recent release we offered a beta-test CollabRebate of up to $3,000.
  • What do you mean, “up to?” If your credit union actively participates in the beta by staying in contact with our teams and completing the necessary feedback forms, we’ll award the full amount. (In the past we have had credit unions start off with a bang then back out partway through the test period, so we do reserve the right to adjust the amount if appropriate, based on a credit union’s actual participation.)
  • What do we have to do? You’ll need to agree to the rules and tasks outlined below, including completing our feedback form and returning it to our QC team within 1 week after the end of the beta test.
  • Can anyone be a beta? Not every release can be beta-tested by every credit union, so first check the requirements to see if you are eligible. And while we do want multiple beta test sites, we need to keep the project manageable. So we reserve the right to choose the final selection of beta CUs for each release.
  • When will I know I am in the beta? We will make the announcement on the Wednesday three weeks prior to the beta test start date. You will contacted immediately by our QC team to arrange for your training web conference a week or two prior to the beta release.
  • What if I can’t gear up my team that quickly? Then perhaps beta-testing is not right for your credit union. The reality of our development track is that software releases move very rapidly. Our beta credit unions need to be able to hit the ground running. But rest assured we are behind you every step of the way and you will receive targeted, one-on-one support during the beta period. And don’t forget that CollabRebate waiting for you when you hit the finish line!

…keep reading to learn about what you’ll be committing to, and what you’ll get as a beta-tester.

February 26, 2020

Join Us for a FREE Education Express Webinar!

Join Us for a FREE Education Express Webinar!

Tuesday, July 28 3:00 PM – 3:30 PM ET This Month’s Focus Educational Resources Available to our Clients Join Ashley Fryling of the Client Services and Education team for a FREE refresher of educational resources we have available to our clients.  Ashley will discuss resources that are currently available, the benefits they present, and where… Read more »

Jun 24, 2020

Are You Ready for the CU*BASE Data Transfer Tool Change?

Are You Ready for the CU*BASE Data Transfer Tool Change?

With the implementation of the 20.07 CU*BASE release, the current upload (Tool #374) and download (Tool #373) functions will be made obsolete and Tool #1375 Data Transfers (Upload or Download) will become the standard data transfer tool. If you haven’t started using Tool #1375, you may have a bit of housekeeping to do before the… Read more »

Jul 6, 2020

Developer’s Help Desk e-Alert: Check Out Our Latest Project!

Developer’s Help Desk e-Alert: Check Out Our Latest Project!

The Developer’s Help Desk (DHD) team is regularly incorporating new third party vendor integrations to CU*BASE.  To help keep our clients updated, we are delivering this e-alert to announce a previous vendor integration, which can be ordered through our online store. Verafin – Verafin specializes in anti-money laundering and fraud detection for the financial services… Read more »

Jun 26, 2020

It’s Leadership Conference Day! Our 3-Part Video Series is Now Available!

It’s Leadership Conference Day! Our 3-Part Video Series is Now Available!

The 2020 Leadership Conference is here!  Our three talk show themed episodes are now available on the CU*Answers website.  Click the button below to view each episode and learn all about what the cooperative is working on! View the 2020 Leadership Videos Additionally, a Digital Packet and series of Home School Assignments are available on… Read more »

Jul 1, 2020