April 2022 Release Notes¶
Daybreak¶
Query Catalog¶
The new Daybreak Query Catalog feature will allow users to easily access and view available query templates, queries the user has built themselves, or any queries that have been shared with the user. If the query the user is searching for isn’t available, the quick link to New Query will take the user to the Query Builder to build the desired query. For those users who have many of their own queries, queries that are shared with them, or templates available they can easily search by keywords to find the query they are looking for.
NLA Autocomplete Search Additions¶
The NLA Autocomplete feature will now suggest the following search phrases:
- {Customer_Status} customers with current balance less than {Account_CurrentBalance}
- “Active customers with current balance less than $10,000”
- Customers with {account_hascolumn} accounts
- “Customers with overdraft protection accounts”
- {Customer_Status} customers with {Account_ProductType} accounts
- “Active customers with checking accounts”
- How many {Account_ProductType} accounts opened in {month_current_year}
- “How many cd accounts opened in December 2022”
- “How many mortgage accounts opened in February 2022”
Small Feature Enhancements¶
- The NLA model will now support branch name reference in search phrases
- Example: “Active customers at cross st branch“
- Data Builder tool is now updated to the Query Builder
- Updates to Query List inside menu & query description
- Update icons in Data Results banner
Daybreak Bug Fixes¶
Description | Client Request ID |
---|---|
Running balances support for accounts that have more than 10 transactions per day | |
Income Series will now select the maximum series contributor instead of the first contributor to improve the determined employer data accuracy |