League InfoSight Highlight: COMING SOON- CUPP and RP
Posted: Jun 15, 2023 | Author:
Mary Ann Koelzer Senior Technology Products Manager, League InfoSight
As announced earlier this year, League InfoSight is working on a product redesign to bring InfoSight, CU PolicyPro, and RecoveryPro together into one platform. While all three products serve a unique purpose, the information in each complements the others and topics often overlap. The new system allows for better integration of our products along with a single sign-on, bringing compliance information, operational tools, resources, and your credit union’s own policies, procedures, and business continuity plan all in one place.
We will be combining the products in two phases.
We are nearing the completion of Phase I, which will bring CU PolicyPro and RecoveryPro together on a single platform. We will begin onboarding clients to the combined platform in the third quarter of 2023.
What can you do to prepare?
It’s a great time to review your CU PolicyPro and/or RecoveryPro content and remove any old, outdated, or unused information. We recommend these four steps:
1. Review/Update Users and Information
- Email addresses
- First and last name
- User access level and group assignments
- Remove users who no longer need access
2. Review Custom Content
- Remove content from the CU Policies and/or the CU BCP that have not been customized or are not in use
- Remove duplicate sections
3. Review Published Documents
- Delete published documents that are no longer relevant and would not need to be accessed in the future
4. Review Uploaded Documents
- Delete documents from the FILES area that are out of date, no longer relevant, or would not need to be accessed in the future
Stay tuned for more information in the coming weeks. If you have any questions in the meantime, please contact our team at Info@leagueinfosight.com.
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