2.5 Release Notes

June 2023

Here are the newest enhancements and system capabilities now available in Strum Platform’s Release 2.5.

Shared Member List & Filter Access

Strum Platform users can now share saved Lists and Filters with other users inside their organization to streamline workflows and create a more cohesive UX.

To share a saved List, the List creator can visit the List Manager and select the ‘share’ icon next to the list name. This is a toggle button, which can turn shared access on and off for the specific list. Once the list is selected for sharing, the ‘share’ icon will turn green, indicating its availability to all other users in the credit union’s instance.

To share a saved Filter, the Filter creator can select the ‘share’ icon next to the filter within the Saved Filters drop down. This is a toggle button, which can turn shared access on and off for the specific filter. Once the filter is selected for sharing, the 'share’ icon will turn green, indicating its availability to all other users in the credit union’s instance.

This newly added capability is available within both the Dashboard Filter engine and Member List Filter engine.

Extended Search within the Filter Engine

Search functionality within Strum Platform’s filter engines has been expanded so that users can now quickly and effectively search for key words across possible selection values. Previously, users were equipped with the ability to search criteria/field names, but this has been extended further to search the possible returned values as well. This capability creates an even more efficient filtering process for users, allowing them to quickly find a word or code within thousands of potential results, without the need to scroll through all selection options.

The extended search bar can be located above the Filter Selection window, within both the Dashboard Filter and Member List Filter engines.

Expanded Listing of Reports within Report Center

Strum Platform’s Report Center continues to grow in its insightful offerings with additional, account-, member- and household-level reports added in this most recent release. These dynamic reports that can shed rich insights into data in a range of account, member and household level analysis, including sales, new member growth, branch performance, member relationships, profitability levels (decile), transactions, and enterprise-level reports.

Like existing reports, each newly added report is built upon Power BI, giving the user many actionable options, such as exporting, sorting, copying, etc. via the top right toolbar. Users can also utilize the Dashboard Filter criteria and historical data periods in conjunction with these reports to focus on researching specific details around filtered members, lifestyle segments, accounts and households as you analyze opportunities for growth, manage branch trends, profile membership journeys and more.

The Report Center within Strum Platform can be accessed on the hamburger menu and as a button along the top activity bar.

Data Additions within Loans, Deposits and Segmentation Chapters’ Visuals

Additional data points have been rolled into visuals across the Loans and Deposits Chapters providing deeper insights and analytic abilities within the Strum Platform tool. Users can now quickly access the #of accounts and average balances by Loan and Deposit Products, Product Groups, Services Groups, Officer, and Lifestyle. These additions allow users to quickly generate metrics and reports, and well as analyze data, more efficiently. The added data expands perspective for analysts, finance, and leadership when viewing loan or deposit growth areas, opportunity and profiling of look-a-likes or key membership segments. Power BI’s inclusion of accounts and average balances further expands the dynamic action that can be taken on any one of the visuals.

Similarly, the Segmentation Chapter’s Demographic dashboard now also contains highly visible ratios allowing quick insights and greater reporting abilities for all users.