JoinCU

Customer requested ability to " only include the 2 questions regarding “Residence address” and “Work/Work address” in determining eligibility. If the member fails, we would complete the validation on our end." After these two questions, for exampl...

CUCollaborate could append a code to attribute an application to a source (eg CUCollaborate): To pass an source identifier over to MeridianLink we would need to append a ‘referralsource’ URL query parameter to the end of the URL – this then fills ...

The descriptions and wording of lead originations in JoinCU is creating confusion and overcomplicating the data. For example, leads are described as coming from 'Own Site' even though they have no implementation on their website. The leads may hav...

To create the functionality for clients to customize the business logic in order to change the display of reason of eligibility. So for example, "you are eligible to join because you live in 21490349" to "You are eligible to join because you live ...

Customer uses a Business Intelligence tool and wants to automate the process of exporting JoinCU user activity reports. Having scheduled reporting would allow them to automate the process and ingest those excel files and take out the extra work th...

Create a unique workflow that creates a CD product that provides a promotional rate based on a certain percentage of the money for the CD is net new money to the credit unions (comes from an external financial institution).

Allow users to customize how things work with marketplaces (global workflows). We should allow them to customize the success step, failure step, which field of membership rules should apply to them, etc.