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
19.05 March 24, 2019 May 5, 2019
  • Employee Security Officers
  • Auditors
  • Accounting Teams
  • EFT Teams
  • MSRs and Call Center Operators
CollabRebate for Beta Test: $3,000
Beta CUs selected:  TBA
CUs Eligible for This Release Eligible Reason
Xtend Shared Branch Participants No Because of changes to the member tables in this release, CUs using Xtend Shared Branching will not be able to participate in this beta.
CUs with shared employee arrangements with other CUs * *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. Looking for a CU willing to test the new money order feature.
Security Officers Yes Several changes to employee security features will require an active security officer to review and test the new functionality.
Auditors Yes Need a CU willing to set up the new secondary name type for miscellaneous owners (such as beneficial owners, POD, etc.) and maintain member secondary name settings to test the new functionality.  Looking for an internal auditor willing to work with the new BSA structuring reporting tools.
Accounting Yes Looking for a credit union willing to work with the new tools for entering beneficiary names for Roth IRAs, particularly if there are distributions to beneficiaries.
Lending Yes Looking for a credit union who uses CU*BASE escrow processing to test enhancements to those tools.
EFT Yes This release does contain a number of EFT enhancements, but be aware that some of them (including transaction notifications and the VAU/BAU mandate) cannot actually be activated until the release goes live for all CUs, and therefore will not be part of the beta-test.

However, this beta-test will include minor enhancements to front-line card ordering and maintenance features, as well as a new optional technique for releasing ATM deposit holds based on aggregated daily deposits.

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 19, 2019

Design Your Own Database Solutions with Unique Data Management!

Design Your Own Database Solutions with Unique Data Management!

Unique Data Management (UDM) custom fields is a design-your-own-database solution for customized data points!  Use UDM fields to expand the collection of information you and your staff know about a member and the products they use.  Want to learn best practices for configuring custom fields in CU*BASE, or looking for tips on generating and custom field… Read more »

Feb 19, 2019

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

1 Day, 2 Great Events – Join Us for the 2019 CFO Roundtable and Pricing Focus Group!

CFOs and accounting leaders: join your peers for a discussion of network solutions available as you finance professionals and learn more about what drives development at CU*Answers.  Join us for the following events on Thursday, April 11th, and help us shape the solutions being developed by our CUSO for your teams!   CFO Roundtable and… Read more »

Feb 15, 2019