Internet Retailing/LOS Tools and Features

Did you know…? New integrations for CU*BASE for Ready-to-Look (R2L) LOS Solutions, Ready-to-Book (R2B) LOS Solutions, and Misc. Coverage Solutions are in process all the time. Contact our LOS Coordinator Charlie Dean to see what’s cooking now!

Projects Recently Completed

  • Share-secured loan offers via online/mobile banking – implemented in the 22.05 release
  • Ability to automatically create participation loans using the Package Loans for Sale tool – implemented in the 22.10 release

Projects in the Works

Enhancements to our Online LOS

See the separate Kitchen recipe for details about these projects.

Differentiating Product Rate Boards

This project adds a new flag to the configurations that display savings, certificate, and loan products on the online rate board used by BizLink 247 and It’s Me 247 to allow credit unions to choose the online banking product(s) in which that particular product should be displayed. This will act as a simple filter only, and the same product can be set up to appear in one or any combination of the CU’s supported online banking products.

This would allow CUs to have a few general products that are offered across the board, as well as to designate specific products that only get displayed to businesses via BizLink 247, or for individuals that only get displayed via It’s Me 247, with unique sales text and offer terms directed to that audience.

Status as of November 2022: Project #56802 is in QC testing and slated for the 23.05 release.

1Click Offers Enhancements: e-Sign Forms for Credit Card Offers, More e-Sign Forms Per Offer

This project adapts the e-sign forms feature that was recently implemented for 1Click unsecured and signature loans so that forms can also be attached for e-signing to 1Click credit card offers. This will be useful for credit unions wanting to capture a member signature on a terms & conditions document when a member accepts a 1Click credit card offer. In addition, to allow for CUs to include additional forms for e-signing beyond the obligatory promissory note, we will be expanding the 1Click configuration to allow for up to 5 custom forms to be attached to each 1Click offer.

Status as of November 2022: Project #58121 is waiting for available programming resources.

1Click Credit Card Offers Enhancements: Digital Card Issuance

See the separate Kitchen recipe for details about this project.

Debit Card Round-up Activation via Online Banking

This project will allow members to activate the round-up feature on an existing account via a new feature in online/mobile banking.

Status as of November 2022: Project #58138 will be implemented with the 22.12 release.

Flex Loans Enhancement

This project will allow you to prevent a member from requesting more than one modification on the same loan within a defined number of months (such as one per 12 months).

Status as of November 2022: Project #58021 is awaiting availability of programmer resources.

CLR Path Enhancements

This project adds the ability to run an entire membership through the CLR Path decision advisor as a “test run” to see if CLR path parameters yield the results the credit union is expecting.  Summary statistics will be displayed and a list of passed members can be exported to a file.

This project also creates a separate standalone tool to run a list of account bases through the CLR Path decision advisor scoring process.  The main purpose of this tool would be so that a marketing team could create a list of targeted members, then “wash” the list through the decision advisor to narrow down the list for a 1Click offer.

Status as of November 2022: Project #58298 is awaiting availability of programmer resources.

Automating Loan Participation Packages for Sale

See the separate Kitchen recipe for news about this project.

Online Loan App Auto-approvals and Fulfillment via FUEL Decisions

See the separate Kitchen recipe for news about this project.

 

Chef for this recipe:  Dawn Moore

Updated
December 1, 2022

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