July 2022 Release Notes

Aunalytics is excited to announce the July 2022 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

Census for Address Validation & Geocoding

Aunalytics makes the move from using Smarty Streets to the US Census API for address validation and geocoding, benefiting clients currently on the V3 data model.  Currently, both Smarty Streets and US Census are used to perform address validation.  Moving to one tool will streamline processing while providing a similar level of address validation and geocoding.

Leveraging the Census API allows Aunalytics to provide clients with Census Blocks and Census Tracts fields. To standardize our product and provide robust data efficiently, the combined street number and street name will continue to be available in the StreetAddess field while the independent fields for StreetNumber, StreetName and ZipCodePlus4 will be removed from the Address table and the Branch, Customer, and Collateral views which join in these address fields.

NLA Autocomplete Search Additions

The NLA Autocomplete feature will now suggest the following search phrases:

  • How many {customer_hascolumn} customers
    • "How many eStatements customers"
  • {Account_ProductType} closed in {month_current_year}
    • “Certificate accounts closed in June 2022”
  • Accounts in {Customer_County} county
    • “Accounts in Delaware county”

Small Feature Enhancements

  • ‘Columns’ now referred to as ‘Fields’ in the Run screen of the Daybreak Query Builder and in the Data Results header.
  • Product Propensity: Add Next Best Product Tie-breaking Logic
    • The rules used to calculate the Customer_NextBestProduct datapoint have been improved to also consider the customer's existing account types and account type priority, adding to the original criteria of Propensity Decile and Date of Change.

Bug Fixes

Description Client Request ID
Users can provide a custom file name for downloaded results in Daybreak. T20220315.0363
Fix for Query Builder Refresh button that was incorrectly enabled when an invalid character was entered.
A bug in the Daily Balance table in V2.2 and V3 was fixed so now it will calculate and provide the daily balance value for the days between when an account opens and the first transaction. Any daily balance rows that were previously missing will now be present.