October Release Notes¶
Aunalytics is excited to announce the October 2021 release to our clients. This release will provide clients with model and site enhancement information along with any fixes to existing functionality we have included.
Daybreak¶
Okta Multi-Factor Authentication¶
This month, we're premiering a long-anticipated capability that will revolutionize the way users access Daybreak: Okta Multi-Factor Authentication. Okta is an industry leader in cloud based identity and access management (IAM) solutions, providing a single, integrated database that connects to thousands of cloud-based applications, now including Daybreak!
At the conclusion of this month's release, our Daybreak application and Aunsight™ platform APIs will now be connected to Okta's identity and access management cloud. What this means is that Daybreak is capable of authenticating users who have an Okta account set up.
Many of our clients are already using Okta to manage identities across their networks. In these cases, our client success team will reach out to begin exposing Daybreak into your organization's managed applications. For our clients who do not use Okta, our client success team will be working to provide Okta integration to these users via our Aunalytics cloud. In either case, we believe Okta provides a level of security and simplicity that our clients need.
Once a client migrates, their login experience will change from what it previously has been. Users visiting https://daybreak.aunalytics.com will only see a welcome screen with the email address field. Users enter their email address so that Daybreak can determine whether that particular user has been enrolled in Okta. In the interim before migration, un-enrolled users will be shown a password prompt as usual. After enrollment in Okta, however, users will be taken to the Okta login page to complete multi-factor authentication (MFA).
Okta MFA works by presenting the user with several security measures:
- The Okta login page is loaded directly from Okta and can be verified by a custom icon chosen by the user at enrollment. This icon helps prevent spoofing attacks.
- The user will be asked to provide the password they have set.
- Upon successful entry of the password, the user will be prompted for a second method of authentication. Usually users will select a 2-factor authentication device like a mobile phone via the Okta Verify app, but other methods like SMS messages, an automated phone call, or dedicated hardware devices can also be configured if desired.
- Upon successful multi-factor authentication using the method that user has configured, Okta will pass an authentication token to the platform and redirect the user to the Daybreak web app.
Natural Language Answers Model Update¶
This month we've updated our Natural Language Answers™ language model to enhance its ability to handle queries on a number of new fields. The following table summarizes the large number affected fields:
| Table | Field | Example |
|---|---|---|
Customer |
ClosestBranchID |
Customers whose closest branch id is 1 |
Customer |
AreaCode |
Customers with 574 area code |
Customer |
HasStudentLoan |
show customers with student loans |
Customer |
HasDebitCard |
how many members have debit cards |
Customer |
HasActiveBankruptcy |
list of customers with a bankruptcy |
Customer |
AgeAtJoining |
Customers who joined at an age above 30 |
Customer |
ChurnDate |
Customers who churned this week |
Customer |
OriginationBranchID |
Customer who have an origination branch id 1 |
Customer |
HasPayrollService |
Customer has Payroll Service |
Customer |
HasRemoteDeposit |
Customer has Remote Deposit |
Customer |
HousingStatus |
Customer Housing Status is Other |
Customer |
TotalRevolvingCredit |
Total Revolving Credit above 1000 |
Customer |
MarketingMailingOptIn |
Customer has Marketing Mailing Opt In |
Customer |
RestrictATMAccess |
Customer has Restrict ATM Access |
Customer |
HasMerchantProcessing |
Customer has Merchant Processing |
Customer |
LastCampaignContactDate |
Customer has Last Campaign Contact |
Account |
ApplicationCode |
Accounts with an Application Code of 1600 |
Account |
EmployeeCode |
Account Employee Code is 0001 |
Account |
HasBillCoupon |
Account has Bill Coupon |
Account |
HasVacationRewards |
Account has Vacation Rewards |
Account |
InterestCheckGenerated |
Account has Interest Check Generated |
Account |
IsInterestBearing |
Account is interest bearing |
Account |
IsPublicFunds |
Account has Public Funds |
Account |
LastStatementDate |
Account Last Statement this week |
Account |
MailCode |
Account Mail Code is 1 |
Account |
NightlyODLimit |
Account Nightly OD Limit is 500 |
Account |
RenewalFrequencyDays |
Renewal Frequency Day is 1 |
Account |
StatementCycleDay |
Statement Cycle Day is 30 |
Account |
WasFundedByTransfer |
Account was Funded By Transfer |
Account |
BalancePreviousCycle |
Account Balance Previous Cycle above 1 |
Account |
BeginningInterestRate |
Account Beginning Interest Rate above 0.01 |
Account |
HoldAmount |
Account Hold Amount above 0 |
Account |
NumberOfTimesRenewed |
Account Number Of Times Renewed above 1 |
Account |
OriginalAmount |
Account Original Amount above 0 |
Account |
AverageCollectedBalanceLast12 |
Average Collected Balance in Last 12 Months above 0 |
Account |
AverageCollectedBalanceYTD |
Average Collected Balance Year To Date above 0 |
Additionally, this month the terms "open" and "active" in the context of account status are now synonymous. You can get the same results by asking either "Show me customers with open accounts" or "List customers with active accounts".
New Daybreak Icon¶
This month Daybreak will sport a new logo/icon to represent the application:
We believe our new logo enhances the look and feel of the application. This logo will replace the old Daybreak icon/logo in various places throughout the web app, as well as in marketing materials. Aside from the look and feel, users will not experience any change in the web app or its functions.
Aunsight™ Golden Record¶
This month, there are a number of enhancements to Aunsight™ Golden Record:
- The AuGR UI now gives improved, user-readable error messages when configuring connections so that users can resolve many connection problems on their own without having to seek support.
- Transactional Workflow (TXWF) users can now purge the TXWF tables.
- Users will have a new automatic logout experience when being disconnected from the tenant due to inactivity.