Release Notes

Disclaimer

This page contains selected release notes, updated monthly. The release notes only relate to the current production system and only include new features and enhancements that will benefit Credit Sense users. We deploy new releases at least weekly and they contain many more internal commits than listed on this page. As a general rule we work on two versions of the product at the same time, one currently in production and the next-generation version of our platform.

Terms

Enhancements – performance improvements, updating existing features and documentation
New Features – new features and products


2022 Releases

December 2022

Enhancements
  • Performance improvements to the client dashboard
  • Enhancements to ACL capability for Document Upload
  • UX improvements to the customer journey
  • Enhancments to report group totals for v2 reports

November 2022

Enhancements
  • Enhancements to customer journey debug visibility in the client dashboard
  • UX improvements to the customer journey
  • Improvements to the v2 reports interface

October 2022

Enhancements
  • UX improvements to ACL logs in the client dashboard
  • UX improvements to the customer journey, quick links and client dashboard
  • Updates to API v2.3 docs
  • Enhancements to the Document Upload UI in the client dashboard

September 2022

New Features

  • Implemented feature enabling download of all schema versions of report data via API
  • Implemented CSV export capability in data-only reports
Enhancements
  • UX improvements to the client dashboard, customer journey and quick links
  • Improvements to the handling of structured and unstructured addresses in v2 reports
  • Improvements to uncategorised transaction groups in v2 reports

August 2022

Enhancements
  • Updates to Document Upload API
  • Updates to API docs with new report-building error messaging

July 2022

New Features

  • Implemented security mechanisms in v3 customer journey for user-reported suspicious activity
Enhancements
  • UX improvements to the customer journey and client branding
  • Updates to transaction ordering in CSV export feature

June 2022

New Features

  • Implemented settings page in the client dashboard supporting v3 customer journey customisation
Enhancements
  • UX improvements to the customer journey
  • Updates to client configuration options

May 2022

Enhancements
  • Implemented new reference handling capability to enhance transaction grouping and improve insights
  • Improved dishonour matching and analysis calculation

April 2022

New Features

  • Implemented new document types able to be uploaded in the Document Upload service
Enhancements
  • UX improvements to the client dashboard
  • Improved ability for clients to share v1 and v2 reports via Broker Connect

March 2022

New Features

  • Implemented aggregated trends functionality in v2 reports
Enhancements
  • Improved salary transaction identification
  • Improved client naming convention on dashboard
  • Improved trend calculation to accommodate additional trend types and enhance accuracy
  • Reduced download time for large reports
  • Improved various UI patterns in v2 reports and email notification templates

February 2022

New Features

  • Implemented PDF report download for v2 reports
Enhancements
  • Improved performance when processing Document Upload applications
  • Improved Document Upload UX
  • Improved error handling during the extraction process of Document Upload applications
  • Added OTP token into SMS to improve message deliverability and customer access to the user journey

January 2022

New Features
  • Implemented account select functionality enabling users to choose the accounts that appear in a report via the Document Upload UI in the client dashboard
Enhancements
  • Added category group totals for all v2 report category groups
  • Added ‘Data Source’ in v2 report account section providing visibility of the source(s) of data for transactions on an account
  • Improved report generation time for Document Upload applications
  • Improved various patterns in the Document Upload UI in the client dashboard
  • Updated API docs for Document Upload endpoints to support account selection
  • Enabled PDF versions of Credit Sense v2 reports
  • Improved user ability to download uploaded PDF documents from the Document Upload UI in the client dashboard

2021 Releases

December 2021

New Features
  • Implemented new Document Upload outcome statuses in the client dashbaord
  • Released new Credit Sense website
Enhancements
  • Improved various patterns in the Document Upload UI in the client dashboard
  • Updated API docs for Document Upload endpoints to support combining existing applications
  • Improved end-user experience with re-designed Start Assessment page and 404 error management

November 2021

New Features
  • Implemented multi-bank reports functionality enabling users to combine existing applications via the Document Upload UI in the client dashboard
Enhancements
  • Improved various UI patterns and visual trends in the v2 reports
  • Improved visibility of the document extraction process in the Document Upload UI

October 2021

Enhancements
  • Improved handling of customer consent emails in the customer journey

September 2021

New Features
  • Implemented v2 reports with Credit Sense branding
Enhancements
  • Updated UI messaging for users attempting to log in to the client dashboard using a disabled user account
  • Improved various Document Upload UI patterns in the client dashboard

August 2021

New Features
  • Added v2 Data Only Categorised report
  • Added v2 Data Only Uncategorised report
  • Added v2 Tenancy Affordability report
Enhancements
  • Updated API docs with responses for Document Upload endpoints
  • Implemented ability to clone existing applications created via Document Upload
  • Added tooltip to show full App Reference on the client dashboard
  • Improved handling of file names on HTML reports renamed using Document Upload
  • Added prefilling of email in customer journey T&Cs when the email is known
  • Improved Document Upload UI in the client dashboard
  • Implemented partner-branded welcome emails for new users
  • Improved blur mask displayed on the user profile page when creating or updating users

July 2021

New Features
  • Implemented Document Upload API
  • Updated client dashboard to support the creation of applications via Document Upload UI
  • Improved various visual patterns on v2 reports
Enhancements
  • Improved various visual patterns on client dashboard
  • Added help docs widget to the client dashboard

June 2021

Enhancements
  • Updated email template for quick links sent in Canada
  • Updated v2 report schema to include the report code
  • Added suite of Commercial Decision Points to the Commercial report
  • Implemented CSV transaction export on the Commercial report
  • Added secure password-free access to help docs for users logged in to the client dashboard
  • Improved performance creating a CSV export from Commercial reports with large transaction sets

May 2021

Enhancements
  • Improved various visual patterns on v2 reports
  • Updated supported data sources in API docs
  • Implemented improved patterns on v2 reports to visually identify ‘Uncertain’ ongoing trends

April 2021

New feature
  • Added v2 Commercial report
  • Added v2 Detailed Affordability CCCFA report for New Zealand clients
  • Added support for sending quick links via SMS in Canada
Enhancements
  • Enabled v2 reports for leads page in client dashboard
  • Improved performance viewing v2 reports on client dashboard
  • Improved various visual patterns on v2 reports
  • Updated client dashboard login flow options
  • Added suite of CCCFA Decision Points to the Detailed Affordability CCCFA report

March 2021

New Features
  • Added partner-branded v2 reports
Enhancements
  • Updated partner branding on client dashboard login pages
  • Enabled display of partner-branded reports via the ‘view’ button on the client dashboard
  • Updated API docs with a preview of the v2.2 API
  • Updated welcome email sent to new clients
  • Improved various visual patterns on v2 reports
  • Reduced load times on v2 reports
  • Added partner-branded new client onboarding email comms
  • Enabled delivery of v2 reports via API and webhook

January 2021

Enhancements
  • Updated ‘app search’ API to improve performance

2020 Releases

December 2020

New Features
  • Added Decision Point 626 to flag business bank accounts

November 2020

Enhancements
  • Updated bank test credentials to avoid triggering Chrome browser password warnings
  • Improved user login to client dashboard

October 2020

New Features
  • Added Decision Points 580-615 for home loan products
Enhancements
  • Reduced processing time in the customer journey

September 2020

Enhancements
  • Improved CIBC login form for customers with multi-factor authentication
  • Improved deliverability of quick links via SMS in New Zealand
  • Improved sort order of banks when creating quick links via the client dashboard
  • Updated report schema in API docs
  • Updated content for customer consent emails in Canada
  • Added path to v2.1 API to check which environments a set of API credentials has access to
  • Updated content in client invoicing emails

August 2020

New Features
  • Introduced enhanced billing functionality
  • Added support for transfering report ownership between clients using a transfer token

July 2020

New Features
  • Added Decision Points 557, 560 and 561 for income and salary
  • Added ability to subscribe to system notices
Enhancements
  • Updated help text in NAB Connect Business Banking login form
  • Updated customer consent email content
  • Updated customer consent email delivery functionality

June 2020

New Features
  • Added status subscription on Change Bank step in the customer journey
  • Added Decision Points 555 and 556 for income
Enhancements
  • Updated quick link email content
  • Added custom expiration period for quick links
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