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

  • ROTH IRA Contribution Date
  • Loans - Only view Escrow transactions, Book Balance transactions, and Non-accrual transactions
  • Improved Loan Participation and Master Agreement interactions
  • Add Master Agreement section to Customer Summary page
  • Checking Loan Transactions
  • Documents in Director (Institution hosted Director only)
In Progress / Researching

Features

  • Add Memopost on the Transactions page
  • Add Digital Channel products to Customer Dashboard
  • Add Relationship page to Loan Dashboard
  • DDA accounts and memo ledger balance
  • Audit (PAL) information in the new Customer and Account UI
  • Display Debit card attachments on account inquiries
  • Loans - ability to calculate Loan amortization scenarios from Loan page
  • TMS - Transactions to Real Time Loans via TMS accounts
  • Reminders, Holds, and Stop Pays in the right-side panel for Loans
  • Add Relationship page to Savings, Certificate, and Loans dashboards
  • Access Premier Collection Manager (PCM)
  • View Focus DB Manager information
TBD

Updates

  • More Transactions error (DEP1650 Premier UI 2024.3 release)
  • Service Charge missing on Savings accounts
  • Unable to set new user password (In-house)
  • TMS not in Presentments
  • Loan escrow transaction descriptions missing
  • POD Namefile
  • Time Out message
  • Signature card icon missing (In-house) for cards archived as PCL files
  • GL number in TMS
  • Reports & Notices
  • Unable to access Debit Cards from Navigation panel
  • Inconsistency between Navigator and PUI pulling reports
  • Bookmarks cleared out
  • Windows security pop up window (In-house) (Validating updates with client)
  • Loans - unable to reverse transactions
  • Memo Ledger balance
  • COD - Dividend vs. Interest in Statement verbiage (In-house) (Premier 2024.4 release)
  • EIM Account level link ( Premier 2024.4)
  • Change Branch missing (Premier Release 2024.4)
  • NSF item last update link (Premier Release 2024.4)
  • Unable to review reports and images when using the top search bar (PDS1450)
In Progress / Researching

Updates

  • Add Participation Loan interactions to Customer Dashboard
  • Add Service Charge Item Type Counts and Overrides on Checking tile
  • Add Change icon to Loan > Balances > Collateral tab
  • TMS - GL Transactions not appearing on correct Branch Number report
  • Cannot access FMS Branch Cost Center
  • Tax Reporting address missing
  • DDA Analysis information missing
  • Hour glass broken when accessing SCM screen through Navigator (In-house)
  • IRA Mapping issues
  • IRA Codes tiles cannot expand
  • Some calculators under Modeling not working; however, Payoff calculator is working (In-house)
  • Charge amount not matching Charge specification warning message
  • Transfers not showing for Savings accounts
  • Missing Savings fields (In-house)
  • Users logged out (Outsourced client with In-house Director)
  • Username on Login page not working with Password Managers
  • Loan split rate on Customer Summary page
  • Display of transactions when using filter option
TBD

View the Progress Report for a list of implemented features and updates.