Change Machine Platform Release Notes

SHARE Release 25.2.21

Launch date: Feb 21, 2025

Enhancements:

Enterprise account management

• Created special license group feature for enterprise accounts to prepare groups of users that can be upgraded/downgraded automatically at specific dates.

COACH Release 1.84

Launch date: Feb 21, 2025

Bug Fixes

• Fixed an issue that prevented recommended products to be suggested to the user.

SHARE Release 25.2.7

Launch date: Feb 7, 2025

Enhancements:

Self-upgrade is now available

• Users can upgrade their own license in SHARE

COACH Release 1.82

Launch date: Dec 17, 2024

Bug Fixes

• Fixed an issue that prevented users from seeing items in the toolbox.

SHARE Release 24.12.13

Launch date: Dec 13, 2024

Enhancements:

Improvements to user management

• SHARE admin users will now benefit from a better user experience to manage their users. The user list has been converted to a table and we have enabled sorting and filtering

COACH Release 1.81

Launch date: Dec 3, 2024

New features and Enhancements

• Highlight new calculators available in SHARE

Bug Fixes

• Updated text prompt when the user selects to delete an Income to clarify that previous entries will be deleted as well

SHARE Release 24.12.2

Launch date: Dec 2, 2024

Enhancements:

Zendesk integration in SHARE

• Fixed an issue that prevented the chatbot to show on SHARE

SHARE Release 24.11.1

Launch date: Nov 1, 2024

Enhancements:

TRANSFORM model in Organizational Checklist

• Included support for the TRANSFORM model in the organizational checklist, adding tier tracking and achievement logic

SHARE Release 24.7.26

Launch date: July 26, 2024

Enhancements:

• Add-on training
  • User can now acquire seats for the live advances training series in SHARE

SHARE Release 24.7.12

Launch date: July 12, 2024

Enhancements:

Paid features flag

• Tools can now be toggled from the license for each organization

Health checker for recommendation engine

• Automated hourly uptime checker for the recommendation engine is now deployed

COACH Release 1.73

Launch date: Jun 29, 2024

New Features and Enhancements:

Guidance for dashboards

• • New in-app guidance has been added to highlight the new dashboards

SHARE Release 24.6.28

Launch date: June 28, 2024

Enhancements:

Debt payoff planner updates

• Updated the UI of the debt payoff planner to provide additional context to the users on the different values used for calculating the payoff plan

COACH Release 1.73

Launch date: Jun 29, 2024

New Features and Enhancements:

• Due Dates show when printing the action plan
  • As a COACH user, you can now have the Due Dates you enter on Action items for your clients populate in the print. This enhancement helps in keeping these records in your client files
• Credit Score Clarification
  • Added clarification to indicate that the reported credit score is only the FICO score. This helps users understand that if only the Vantage credit score is entered, it is not missing information
• Reports and Dashboards
  • Added 40 new reports and 4 new dashboards to provide more insights and data visualization

Bug Fixes:

• Active Date Setup
  • Fixed the issue where the Active date was not being set up correctly on copy forward (dates only). The Active date now always reflects the last date
• Debt to Income ratio formula adjusted
  • Updated the DTI formula to account for instances where the Gross Income - Total benefits equals zero
• Copy Forward for Credit Report
  • Resolved the issue where the Copy forward function was not copying the Credit Report of the Month. The value is now correctly copied over during this operation
• Customer Summary Data Object
  • Ensured that the Customer Summary Data object is the one that has the Active date field. This maintains consistency and accuracy in the data management process

SHARE Release 24.5.17

Launch date: May 17, 2024

Enhancements:

My Organization Page

• Fixed an issue with the navigation link that affected a few Admin users

SHARE Release 24.5.3

Launch date: May 3, 2024

Enhancements:

New calculator features

• • Export Schedule Feature: Now you can export your schedule directly from the calculator.
  • Debt Payoff Planner Enhancement: You can now enter either the monthly amount or extra payments for better flexibility.
  • Savings Calculator Update: Target date is now optional, allowing for more versatile planning

User Management

• A new field has been added for COACH User ID in user management for streamlined organization and tracking.

SHARE Release 24.4.19

Launch date: Apr 19, 2024

New Features:

New resources page:

• We've added a dedicated Resources page that includes three new tools to assist you in managing your finances more effectively
• Savings Calculator: Quickly estimate how much you can save over time based on your current savings and future contributions.
• Debt Payoff Planner: Create a plan to pay down your debts smarter and faster, compare different strategies and see how each one will vary the length of your debt and interest paid.
• Financial Tune-Up Assessment: Evaluate your financial health and discover areas for improvement to optimize your financial strategy.

Enhancements:

Premium licenses are always available:

• You can now purchase premium licenses before even setting up your Salesforce organization. This allows for a smoother transition and quicker setup once you're ready to roll out.

Prorated license pricing

• License costs will now be prorated for periods less than a year. This means you only pay for the time you need, making it more cost-effective and flexible.

Enhanced registration process

• We’ve added a referral source field to our self-registration page, making it easier for you to tell us how you found us and allowing us to better tailor your onboarding experience.

SHARE Release 23.8.1

Launch date: Aug 25, 2023

Improvements

• Updated our Analytics infrastructure to better understand customer journeys around tools and resources.

Coach Release 1.60

Launch date: Aug 17, 2023

Fixes

• Major improvements to outcome calculations to increase accuracy, resolve previous inaccuracies, and better handle larger quantities of data.
• Updated the recommendation engine to support the newer version of the underlying AI environment.

SHARE: Version 23.6.1

Improvements

• Updated our Google Analytics infrastructure to better understand customer journeys throughout our SHARE.

Fixes

• Updated various links and references to LEARN to refer you to the Partnership Team if you do not have the correct license level.
• Fixed some issues with how future Events are being displayed in SHARE.

SHARE: Version 23.4.1

New Features

• Feedback Portal:
  We're excited to announce the inclusion of the Feedback Portal, accessible from the left navigation. With this new feature, users can easily submit feedback, vote on other user submissions, and provide comments. This will help us to better understand our users' needs and make improvements accordingly.
• Catalog & Discoverability:
  We've added a new LEARN section in the right navigation of SHARE that will highlight the next recommended course. It will also include a link to navigate directly to the full course catalog. This will make it easier for users to discover and access relevant courses.

COACH: Version 1.55

Considerations for newest version:

• Some environments may need to update the settings to account for newest features. If you are receiving an email regarding the below, follow the instructions to resolve this error.
  • Developer script exception from [Organization's Salesforce Name] : 'change_machine.ToolsController'

    • Log into Salesforce.

    • Navigate to Setup.

    • Use the navigation panel to scroll down to and click on Security and then select Remote Site Settings or use the Quick Find box to search for Remote Site Settings.

    • In the All Remote Sites list, locate Financial Clinic and click the Edit button to the left of the name.

    • Check the Active box and click Save.

COACH: Version 1.51.7

Improvements

• Increased backend capacity for total survey information collected for customers.

Fixes

• The Recommendation Engine is now live with 2 new fintech products! Users can now use the Products tab to access custom fintech recommendation to support each customer's unique journey to financial security.

Version 1.51

New Features

• Updated UI interface to include Change Machine's current Terms of Use and Privacy Policy.
• New on-demand onboarding modules for Change Machine’s LEARN, COACH, and SHARE components
• Advances to survey tracking (i.e., baselining surveys)
• Updates to the recommendation engine with new product tracking fields, and new financial products and services added to the Products tab

Considerations for newest version:

• Some environments may need to update the settings to account for newest features.

Version 1.47

New Features

• New AI/ML algorithms have been inserted into the Recommendation Engine feature to provide customized product recommendations to best support customers towards achieving financial goals.

Improvements

• Additional Challenge Coaching Protocols have been added to support hardships for customers.
• New UI visuals have been added to the platform.

Version 1.44

New Features

• We're releasing the Challenge Coaching Protocols, which sets up a set of actions depending on the customer's current situation. For these challenges that emerge, the user can use this new feature in the Action plan. After filling out a quick survey, specific actions and tools are recommended to the customer. Please check out this Brief on Challenge Coaching Protocols to learn more about this feature.
  
• Goals now have a Due Date assigned to them.
  

Improvements

• Newly added tools and Budget Categories can be updates by System Administrators with an easy click of a button.
• Fixes
• Previous Print page issues with text overflow now resolved.
• Technical advances, including displaying custom tools and actions are corrected.
• Customer Dashboard and Copy Forward updates.

Version 1.40

New Features

• A new Recommendation Engine integration has been added within the Assets/Debt tab of the Change Machine App. In a coaching session, any recommended asset or debt Fintech products will be accessible in the Assets/Debt tab.

Improvements

• Users can select specific portions of the customer information as needed. Redesigned view and text formatting are now available.
• Automatic calculations are now available for users to set more accurate savings goals based on target savings goal amount, savings due dates, and target monthly savings.
• Backend data retrieval updates.
• The Credit tab matches the User Interface found in other areas in the platform, while still allowing access to original Salesforce record pages.
  

Fixes

• Toolbox usability fix where System Administrators can ensure other users in the platform have access to the latest tools by going to Change Machine Configurations.

Version 1.38

New Features

• An "On Hold" status has been added for Goal creation.

Improvements

• New field added to the dashboard in the Credit tab: Change in Credit Score.

Fixes

• The print has expanded to allow large dollar amounts.
• Expanded the workshops view to support large attendee data sets.

Version 1.37

New Features

• New fields in the Goals and Product tabs, including Completed By and Notes.
• A review feature has been added into the Recommendation Engine found within the Products tab that allows users to submit comments and rate products.
  

Improvements

• New visual updates for the Recommendation Engine feature within the Products tab.
  
• A redesigned homepage for easier access to our LEARN and SHARE tools.
• Users are able to prioritize actions within a goal through & drop capabilities.
  
• New attendees can be created within the Workshops tab using only their first and last name.
• Backend improvements for data migration, quality and processing. This includes displaying a new CSD field on the Customer Dashboard to be later used for Reporting.
• More robust calculations used, with the system also handing missing information values better.
• Display date corrected, with visuals for achieved outcomes denoted.
• Consistent design throughout the application, including in the Credit section.

Fixes

• The copy forward functionality has been updated to support capacity for large data sets.
• The time displayed for events has been updated to reflect the users timezone.

Version 1.35

New Features

• A new alerts system has been added to the customer dashboard with reminders and notifications.
• Single Sign-On (SSO) integration has been added for direct access to our LEARN and SHARE tools.
• Replacement of old logo and theme with current and official logo and theme of Change Machine.

Improvements

• A redesigned landing page to support navigation through the app.
  
• New visual updates within the customer record to reflect the organization's new mission and brand.
  

Version 1.34

New Features

• New metric added Customer Dashboard labeled “Recommended Products” - a total count of products that are recommended for the customer based on the information that has been entered.
• New Notification in the Launch Pad when products have been recommended for the customer.
• A Product tab to view and recommended products, as well as a tracker to monitor used and recommended products.
• Celebration animation to commemorate the customer's completion of a goal within the Action Plan.
• Starter pathways can now be assigned for all customers when the customer is first entered into the platform.

Improvements

• Expenses Modal was redesigned to improve entering Expenses in the Spending Plan tab.
  

Fixes

• Debt field "Credit Card Limit/Original Loan Amount" can now be modified after clicking on “Edit Month.”
• Hover text labeled "Cash" in the Assets tab is now visible.

Version 1.30

Improvements

• Multiple Custom Actions can now be created one after another for the Action Plan.
• The Customer’s Print page has a completely new design and layout, making it more user friendly and easy to print. Specific components are easier to select for printing essential information as needed.
• New report type added, specifically the report type “Contact Summary Data with Dates with Credit Reports.”
• Character counters have been added to the Pathway Name and Pathway Description when creating a new custom pathway.
• Added code to back-end to increase security.
• Gross income formula fields have been added for custom reports.
• Tool sheets and tip sheets are accessible in Actions for both Goals and Pathways. Both are also Searchable on the platform by clicking on the Tool Box tab.
  

Fixes

• Editing a financial account like a Physical Asset displays all editable fields. Editing the baseline updates all the monthly values for that input accordingly.
• In the Outcomes tab, the “First Achievement Date” denotes the first date an outcome was achieved regardless of any date being copied forward. Customers with extensive historical information are accounted for and the Current Status remains independent of the achievement date.
• Some editing on phrasing and design changes on specific pop up windows.

Version 1.29

Improvements

• Minor back-end fixes

Version 1.26

Improvements

• Vantage Score now displays in the Credit section.
• In the Assets and Debts section, the Edit icon has been replaced with a pencil icon instead of a "+" button.
  
• Relevant actions are previewed when adding pathways to a customer's profile.
• Visual change of column "Orig Amt/CC Lmt" location in the Debt section.
• The owner of associated records for a contact equal the owner of the contact.

Fixes

• Previous issue with Date and Contact Summary Data object mapping is fixed.

Version 1.25

New Features

• Copy Forward button for Auto deductions has been added in the Assets/Debts section.

Improvements

• Taxes, Savings Goal, and Auto Deduct markers have been added as new outcome indicators in the Outcomes tab.
• Gross income is now displayed when choosing a Benefit Income.
• Custom pathways can now be created for customer goals.
• Spending Plan visual improvements includes the percentage of Savings Goal reflecting the amount saved in green.
  

Fixes

• The description for a custom pathway has been updated to limit 255 characters.
• Financial Security Actions are now visible for actions in Action Plan and Workshops.
• Deposit entries are no longer copied forward from previous months.
• Issues related to creating custom pathways and adding standard actions to pathways in the Change Machine Configuration app have been resolved.
• Security review of Tools allows Search for specific Tools and Tip Sheets.

Version 1.24

New Features

• COVID-19 driven and similar situation fields have been added to the platform to capture national emergencies and catastrophic events.

Improvements

• Security improvement for Budget Data API, Actions API and tools and tip sheets.
• Custom pathways can now be created for customer goals.
• Taxes, Savings Goal, and Auto Deduct markers have been added as new outcome indicators in the Outcomes tab.
• Updated fields and categories to Spending Plan, Budgets, Credit, Taxes and Contacts.
• Gross income is now displayed when choosing a Benefit Income.
• Assets/Debts section has new visual improvements to highlight changes in balances.
  
• Print button moved to the right side of the contact page.
  
• Action Plan and Dashboard have new visual improvements. Suggested tips available for Personal Goals.
  

Fixes

• Previous issues with Change Machine Outcomes including Debt to Income Ratio, Total Debt, Expenses, Unproductive Debt and Banking Fees under the Outcomes section is now resolved. Issues with display amounts for Target Outcomes also corrected.
• Deposit entries are no longer copied forward from previous months.
• Print page improvement, which now includes some missing monthly amounts.
• Actions now display Tools and Tip Sheets for Goals and Pathways.
• Security review of Tools allows Search for specific Tools and Tip Sheets.
• Issues related to creating custom pathways and adding standard actions to pathways in the Change Machine Configuration app have been resolved.
• Missing fields in the Print page for Contact has been fixed.

Version 1.22.1

New Features

• Blank Contact Summary Data feature, ensures Contact Summary Data files that are accidentally created are removed from the app. At least one field in the secondary contact tab must be filled for the newly created contact.
• Visualization of annual values on Dashboard for the Spending Plan are now available.
  

Improvements

• Overhauled internal logic in order to streamline functionality and code quality.
• Able to add Actions within the Action Plan and mark as complete. Status bar now updates after actions are completed and marked by the user with minor UI modifications.
• Expenses can now be saved by filling out either Monthly Actual or Monthly Expected values. Previously, users had to fill out both columns. Now, if one column is blank, we will populate it with the value of the other column.
• New Contacts can now be logged in workshops with duplicate phone numbers.

Fixes

• All survey types in Launch Pad now accurately reflect when completed and available to users.
• Previous issue with alerts specifically for CFPB also now fixed, and updating on Launch Pad appropriately.
• Debt entries are now able to copy forward to the most current month without issue.
• Users can now create custom actions without error.
• Monthly Expenses section also includes an auto-fix that affected organizations can run to fix their data for expense categorization.
• Removed name for Benefits. Benefits fields cannot remain blank.
• Dashboard populates properly with the most current data inputted by the user.
• Previous bug with inaccurate Expense categorization is now fixed, viewable under Monthly Expenses.
• Users can now select Cancel if the "Update all" option was selected for Asset/Debts.

Version 1.21

New Features

• We now display Change Since Last Update and Change Since Baseline for monthly line items on Assets/Debts
  
• Expanding the Header in the Spending Plan will now show summary Expenses/Savings Goals for both Expected/Target and Actual
  
• Surveys have now been linked to the Date object. This will allow organization to report on changes between surveys over specific time periods

Improvements

• Refactored the Update All buttons on Assets/Debts and Spending Plan to streamline the behavior for updating historical items

Fixes

• Fixed an issue where a Salesforce error message box will pop up when baselining months in which there are no line items
• Fixed some issues where the Baseline buttons were not working properly

Version 1.19

New Features

• The Change Machine Configuration App now has a place to schedule automatic Cash Value and Outcome calculations for your database. These calculations run in the background and can be run on demand by clicking on the Refresh button in the One Time Update section
  
• Action can now be moved from one Personal Goal to another. Users can click on the Goal Options button on the upper right hand side of a Goal card and click on Move Actions to move actions from that goal to another goal
  

Improvements

• Actions can now be renamed in the Edit Action modal
• Changed the icons for Edit Baseline and Edit Monthly to further distinguish between the two
• Users can now click on the names of Spending Plan and Assets/Debt line items to view the Salesforce record page for these items

Fixes

• Fixed an issue where the User Updated checkbox on monthly line items may be checked when copying data forward
• Fixed the issue where Baseline buttons on Assets/Debts and Spending Plan might not work sometimes

Other

• Improved Field Level Security to increase Data Security

Version 1.12

New Features

• Contacts will now display a "Launch Pad" which guides you through the setup and maintenance of a contact's data. You can click on the buttons in each reminder card to perform the actions indicated or to view instructions on how to do these in the app. This "Launch Pad" will also display periodic reminders to log meetings and surveys (frequency of survey reminders can be customized by your administrator) for your contact
  
• Personal Goals can now be linked to Savings Goals in the Budget tab. When creating a Savings Goal, you can specify which a Personal Goal to link the two. When creating a new Personal Goal, you can see a list of unlinked Savings Goals and select which ones you want to associate with this Personal Goal
  
  
• We extended the Batch Entry functionality from the Accounts tab to the Income and Expenses portion of the Spending Plan
• Users can now backdate data for Contacts. On the calendar component in Assets/Debts or the Spending Plan, a user can click on a historical month and click Create date record for that historical month. When adding line items in historical months, you can click on Copy Forward to propagate that line item forward to the most recent date. When editing any historical line item, you can select Copy this value to all future dates to edit all values in the future for that line item as well.
  
  
  

Improvements

• Survey Flows are now marked as Template to allow your organization to create its own Survey
• Added a field to start tracking Status (Open or Closed) for Debt line items
• Added a field to track Gross Income
• Personal Goals will now display an image based on the category
• We now fade out the edges of the list of Actions in a Goal to indicate that there are more actions above/below the visible list of actions
• Improved the look and feel of the Outcome tab to better report on the status of Contact Outcomes
• Expanded the Print Page tool to include other sections of the Contact's file
• We now display Cash Value in the Contact Dashboard
• Notes and Messages are now in separate buttons in the Contact Dashboard to improve ease of access
• We now track change in credit score on the Contact Summary Data Object

Fixes

• Reverse sorting now works on all tables
• Fixed a bug which prevented Budget Categories from displaying

Version 1.11

New Features

• We added Batch Entry functionality for Assets/Debts. This allows you to quickly insert multiple Financial Accounts and is ideal for the first meeting with a contact.
  
• You can now track Auto-deduct amounts for your contacts in the Accounts tab
  
• We added a way for Administrators to refresh all static cash value fields to take advantage of new formulas (and any formula updates in the future).

Improvements

• Actions are now grouped by Category in the Add Actions pop up
  
• We exposed Coaching Status and Deactivation Reason in the Information tab to allow you to archive contacts that are no longer being coached
• The Spending Plan summary header will now calculate Surplus based on Income and Expenses only
• We added support for activating/deactivating Pathways, Pathway Actions, and Actions as needed by your organization. If any of these are deactivated, they will no longer show up on their respective interfaces
• The Outcomes tab will now always display the current Outcome status
• All CM demographic fields will now be visible on Contact Summary Data records
• We added Data Validation to the Credit Report entry form
• We made some improvements to the Cash Value formula to better capture niche circumstances
• Site, Referral Source Lookup, and Project fields have now been turned into picklists.

Fixes

• We fixed the cash value formula fields to prevent negative numbers
• We fixed a few bugs which were causing error messages and display issues in the Action Plan, Spending Plan, and Credit Report Sections
• We made some minor display/text changes across all sections to improve clarity and better highlight action items
• We fixed an issue where Credit Reports may sometimes be submitted twice
• We fixed an issue where items were sorted inconsistently from month to month

Other

• We made some back-end optimizations to the scrolling calendar component and copy forward logic on the Contact Page
• We improved our code to better adhere to field level security rules
• We added support for copying external demographic information collected outside of CM into fields within the app.

Version 1.08

New Features

• We added a reminder box for Surveys to the Contact page. If your contact has not filled out a survey in a while (or at all) then we will display a reminder on the contact page. Your organization can configure the length of time between each survey before we post a reminder (e.g. post a reminder if a survey has not been filled in 30/60/90 days) as well as which types of Surveys to check for the reminders
• We added a Change Machine Configuration interface available from the App Launcher. This interface allows your organization to create custom actions that will be available to all Change Machine users. Your organization can also upload tools (PDF's or other files) which you can then attach to your custom actions
• Improvements
• We now display the Financial Security Area associated with each Action in the Add Action popup
• When adding a new goal, we now display helpful tips on how to frame the goal conversation with clients
• We added a trigger which deletes all Change Machine custom records upon deletion of their parent Contact/Account.

Fixes

• We fixed some typographical errors in the App

Other

• We streamlined the organization of assets (files, colors, etc.) in the back-end of the App

Version 1.07

New Features

• We added a tab to display all the potential outcomes your contacts can achieve. In this tab, we display the current status of each outcome area as well as the target numbers specified by your organization
• We added a help button on the contact page to allow you to access our Help Center and get in contact with our Tech Support Team

Improvements

• We made several backend improvements to optimize loading, testing, and error handling of the various components of the App
• We added more fields to the table and the input form of Savings Goals in the Budget tab
• When a contact does not have any Personal Goals or Pathways, we will now display cards describing these concepts and prompting you to add them
• The Baseline button color is now more aesthetically consistent with its surroundings
• Hovering over Financial Account or Budget Items will now display a menu button. Clicking on the button will allow you to edit or delete the item

Fixes

• We now no longer show a calculation error for certain cash value formula fields if the denominator is negative
• Previously, the list views on the Workshops tab were not displaying the workshops created. This is now fixed

Version 1.06

Fixes

• We removed the Default Record Type on the Contact Object as this was not in use
• We removed some picklist values on the Personal Goal Object to further differentiate this from Savings Goals

Version 1.05

Improvements

• We now display Original Loan Amount/Credit Card Limit for Debt Accounts
• We now automatically baseline a contact's Credit Status based on the chronologically earliest Credit Report pulled. We now also automatically tag the latest report to the Date record so the score is accurately represented that month

Fixes

• We fixed an issue where moving actions across multiple status columns would only save the first status

Version 1.04

New Features

• We added the horizontal calendar functionality to the Credit Tab. Credit reports will now be organized according to the month they were pulled. This makes it easier to track a contact's credit scores/status over time and keeps the interface consistent across sections

Improvements

• We unrestricted all picklist fields to better support migration/mass uploads from external sources. You can now upload picklist values which aren't in the defined value set
• We added a field for Auto-Deduct Amount on the Date object. This is to support migrating this data over from CM Classic. A user interface for this is coming soon

Fixes

• We fixed an issue where forms were not closing properly. You should now be able to close the pop up forms without issue
• We fixed an issue where copying data forward would also move the baseline month forward
• We fixed an issue that prevented you from removing baseline statuses
• We fixed an issue that prevented you from searching expense categories
• We fixed several typographical errors on picklist values