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
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
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
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