Coming attractions

Our plans may change; however, we're currently planning to focus on these features and updates after What's next and further down the road. This information will be updated periodically as we continually review our backlog, complete discovery, and prioritize the features that address the majority of our clients’ needs.

Features / Updates

Summary

 Anticipated Availability

Features
  • New Help widget
  • Add Agreement Loans section to Customer Summary page
  • Participation Loan interactions on Customer Dashboard and Loan Summary page
  • Loan Transaction - Isolate Non-Accrual transactions on a single view
  • Isolate Escrow transaction in a single view
  • Isolate Book Balance transactions in a single view
  • Add fields to Savings Interest tile, include new tabs/structure
  • Loan Pending Payoff Quote tile
  • Transaction filter work for Deposits and Loans, including IRA mapping issues
  • Loan Relationships page - Non-Addenda tiles
  • Loan Relationships page - Addenda tiles
  • Add and delete Memopost on the Transactions page
  • Single Sign-on to multiple applications
  • Loans - ability to calculate Loan amortization scenarios from Loan page
  • TMS - Transactions to Real Time Loans through TMS accounts
  • Update Relationships pages for Savings, Certificate, and Loans to the new UI view
 In Progress

Features
  • ROTH IRA Contribution Date
  • Checking Loan Transactions
  • Signature card button and CF Drivers License from Director
  • Documents in Director (Institution hosted Director only)
  • Audit (PAL) information in the new Customer and Account UI
  • View Focus DB Manager information
  • Access Premier Collection Manager (PCM)
  • Add Reminders and Stop Pays to Loan right-side panel
  • Digital Channel products to Customer Summary page
  • Add Statement Produced Line, Balance Forward and Balance This Statement to Transaction tile for Deposits / Loans
  • Access Premier Collection Manager (PCM)
  • Customer and Account Summary – Update and Enhance PAL/Audit Experience
  • Allow Multiple Transactions Entries for TMS Templates
  • Add Account Contact Addendas in Right Side Panel
  • Add Service Charge Item Type Counts and Overrides on Account Inquiry
 Researching

Updates
  • Internal Tran Codes in Loans and reversals in TMS
  • Principal amount update and missing interest payments (PRM0600 update required) (2025.2)
  • Transaction description and Tran Code different from Navigator (PRM0600 update required)
  • Short account number search (In-house May Update)
  • Multiple tenants allowed and users notified of duplicates (In-house May Update)
  • Enable Dishonored Fee
  • Cannot access FMS Branch Cost Center (2025.3)
  • Pop-up closing and multiple clicks
  • Edit transaction error
  • View isolated transactions for Book Balance, Escrow, and Non-Accruals.
 In Progress

Updates
  • Spec screens display "Session Expired"
  • Users logged out randomly
  • Exception item images
  • Customer not reflecting all accounts
  • Citrix connection
Researching

Note: View the Progress report for a list of implemented features and updates.