Optio Changelog

Discover our latest updates, including new features, improvements, and bug fixes, all designed to enhance user experience on our platform.

🚀NEW FEATURES

• Call Campaign Analytics in Customer 360 – Added call campaign analytics directly into the Customer 360 view, giving a complete picture of customer engagement across outbound call activities.
• Regional Manager Call Analytics – Introduced dedicated call campaign analytics with branch drilldown for regional managers, enabling deeper operational oversight across territories.
• Operational Data Archiving – Added automated cold archiving for completed campaigns, improving long-term storage efficiency and platform performance.

🔄UPDATES

• MyPhone Consent Synchronization – Completed bidirectional consent synchronization with MyPhone, ensuring opt-outs initiated in any channel are respected across all MyPhone deliveries.
• Campaign Goal Definition in Campaign Overview – Goal definitions are now visible directly in the campaign overview drawer, providing instant context without additional navigation.
• Creator and Modifier Fields in Segments – Added creator and modifier users’ information to the segments list, improving traceability and accountability.
• Creator and Modifier Fields in Contact Lists – Added creator and modifier fields to contact lists, bringing consistency with other modules and strengthening audit visibility.
• Expanded Insurance Data Support –  Added configuration support for collecting insurance benefits data (policyholder coverage and payout structures), continuing the platform’s expansion into the insurance vertical.

🔧 BUG FIXES

• Data transformation logic fix in Tera connector
• Liberty connector synchronization fixes across customer, account, card, and loan data
• Azry sender metadata improvements
• Contact list name now loads correctly on the campaign overview page

🔄UPDATES

• Notifications for Field Teams – Extended the Internal Notification Module to branch managers, regional managers, and call operators, with automated email notifications for call campaign assignments.
• Segment Designer – Added new consent filters to the Segment Designer, enabling more precise audience targeting based on customer communication preferences.
• Call Campaigns – Delivered a set of updates to the call campaign manager experience, refining day-to-day operations for outbound call teams.
• Loan and Deposit Date Filters – Added End Date option to Loan and Deposit date filters in the Segment Designer, allowing more granular audience definitions.
• Loss Filters Update – Refreshed loss filters in the Segment Designer to align with the updated insurance data model.

🔧 BUG FIXES

• Additional stability fixes and improvements following the 6.13.0 release.

🚀NEW FEATURES

• Operator-Level Call Analytics – Introduced new analytics for outbound call campaigns at the operator level, giving managers deeper visibility into individual performance.
• Internal Notification Module – Launched a new notification module with email channel support, initially delivering campaign launch and update notifications to HQ teams.

🔄UPDATES

• Converted Customer Exclusion – Customers who have already converted can now be automatically excluded from future campaign waves, improving targeting efficiency and reducing audience fatigue.
• Duplicate Customer Detection – Added automated detection of duplicate customer records to strengthen data quality and governance.
• Split Marketing & Operational Templates – Content templates are now separated into marketing and operational views for clearer organization and faster access.
• Unsubscribe Support – Added unsubscribe handling for the MyPhone channel, expanding consent management across external messaging.
• Active Campaigns Filter in Call Distribution – New filter in the call distribution module to quickly isolate active campaigns and streamline operator workflows.
• Contact List Status Tracking – Contact lists now display usage status, providing better visibility into list activity and lifecycle.
• Reference Data Synchronization – Improved reference data integration with graceful upsert handling for more reliable synchronization.
• Connector Whitelist Sync – Added whitelist synchronization support for the GPI connector to enhance integration accuracy.
• SMS Link-Shortening Hint – Added an in-context note under SMS content to clarify link-shortening behavior during campaign setup.
• Segment Calculation Performance – Major performance improvements to the segment calculation process.
• Campaign Message Status Performance – Optimized customer ID handling for campaign message unique status tracking.

🔧 BUG FIXES

• Web and UI fixes across chip readability, disabled controls, Customer 360 tooltips, and engagement status colors
• Campaign event processing and message status stability improvements
• Read-only campaign filter control corrections
• Conversion matching fix for goal-based campaigns
• Analytics fixes across main dashboard, tables, and insurance organization 360
• Customer search disambiguation for multi-result scenarios
• Audit log permission guard improvements
• Insurance synchronization monitoring log improvements

🔄UPDATES

• Copy Alert Messages on HTTP Environments – Added support for copying alert messages on unsecured HTTP-hosted web environments, improving usability across deployment configurations.

🔧 BUG FIXES

• Engagement chart fix on the campaigns page
• Conversion reports on campaigns overview now populate correctly
• Link shortening fix preventing HTML formatting issues in email templates

🚀NEW FEATURES

• Static and Dynamic Segment Types – Segmentation now supports both static and dynamic segment types, giving users greater flexibility in audience design.
• Infrastructure Monitoring – Introduced a new infrastructure monitoring system with Elastic APM integration and persistent metrics collection, delivering deeper observability and historical performance insights across the platform.
• Call Campaigns List & My Campaigns Pages – Introduced dedicated list and personalized views for call campaigns, streamlining day-to-day operations for outbound call teams.
• Inline Campaign Analytics – Added inline analytics directly within campaign list for faster access to performance insights without drilling down into specific campaign.

🔄UPDATES

• Customer 360° – Launched an updated Customer 360-degree view for insurance organizations, providing a unified picture of organizational data, persons, and policies.
• Approval Permissions – Introduced granular permissions for campaign approvals along with enhanced rejection notes, strengthening governance.
• Engagement Status Configuration via Reference Data – Engagement and communication statuses can now be fully configured through reference data, enabling client-specific customization.
• New Filters in Segment Designer Module – Expanded the Segment Designer with new product and demographic filters for more precise audience targeting.
• Dynamic Unsubscribe-Aware Campaign Workflow – Campaign Management process is now automatically blocked  for a specific customer when this customer becomes unsubscribed after distribution, reinforcing consent compliance and better Customer Experience.
• SMS Status – Modified “undeliverable” status for SMS messages to improve reporting accuracy
• Personified Banner Lookup – Added customer core ID lookup for personalized banner delivery, improving targeting accuracy.
• Performance for Large Datasets – Core platform performance improvements for handling large datasets.
• SMS Performance – Improved message sending performance for the Azry SMS integration.
• Call Distribution Performance – Enhanced analytics performance for call distribution at scale.

🔧 BUG FIXES

• UI fixes across alerts, audit logs, dark mode, and reference data filters
• Permission propagation fixes for menus and changelog access
• Segment Designer chart and visual stability improvements
• Campaign page error handling and approver list visibility fixes
• Journey builder and mass outreach contact list improvements
• Link shortening reliability fix in transactional messaging
• S3 storage error handling improvements
• Schedule execution stability after seeding
• Duplicate enrichment prevention
• Delivered status display fix on segmentation dashboard

🔄UPDATES

• Insurance Data Quality Module – Introduced a dedicated data quality module and services tailored for insurance sector data structures.
• Data Synchronization Dashboard – Launched a dedicated dashboard and management UI for monitoring and controlling data synchronization across integrated systems.
• Improved Conversion Detection – Upgraded the conversion detection algorithm and added new inspection tools for better accuracy and transparency.
• Alerts History Window – Users can now review the 100 most recent alerts, improving operational visibility and traceability.
• Segment Enrichment Workflow – Introduced a new segment enrichment workflow with supporting plugins to expand customer profile capabilities.
• Redis Sentinel Cluster Support – Added support for Redis Sentinel clusters to strengthen infrastructure reliability and high availability.
• Server Unavailable Page – Added a dedicated server unavailable page and routing for a more graceful experience during downtime.

🔧 BUG FIXES

• Data collection stability fixes
• Enrichment duplicate processing prevention
• Customer field visibility corrections
• Campaign goal configuration improvements

🔄UPDATES

• Data Synchronization Enhancements – Improved data synchronization to ensure greater consistency and reliability across integrated systems
• Configuration Management Module – Introduced updated configuration module with a management interface for more flexible and centralized platform configuration.
• Customer Synchronization Visibility – Customer profiles and lists now display synchronization status, providing clearer insight into data alignment.
• Campaign Audience Prioritization Improvements – Enhanced targeting logic when using contact lists, ensuring more accurate audience selection and campaign execution.

🔧 BUG FIXES

• Fixes in UI column customization and permissions handling
• Improvements to analytics tables and data visibility
• Workflow validation corrections in campaign setup
• Segmentation filter reliability enhancements
• File upload validation improvements
• Additional stability fixes across campaign and analytics modules

🔧 BUG FIXES

• Digital banner content stability fixes
• Messaging adapter configuration corrections
• Campaign analytics and audience calculation improvements
• Contact list upload reliability enhancements
• Multiple fixes across customer lists, templates, and user management

🔧 BUG FIXES

• Multiple fixes across customer lists, templates, and user management
• Messaging adapter configuration corrections
• Campaign analytics and audience calculation improvements
• Contact list upload reliability enhancements
• Email and banner content stability fixes
• Improvements to configuration handling and system transforms
• Email attachment delivery corrections
• Analytics chart data fixes
• Segment cleanup stability improvements

🔄UPDATES

• Campaign analytics – Campaign overview page now includes inline analytics insights, giving users faster visibility into campaign performance and engagement trends.
• Data Synchronization –  Improved synchronization of branch data to ensure greater consistency and accuracy across integrated systems.
• Updated data storage support – Added integration with S3-compatible storage to enable scalable and flexible file management across the platform.
• Improved Data Quality Module – Introduced a new data quality capability with duplicate person merge functionality to improve data consistency and governance.
• Loan Overdue Enrichment – Expanded enrichment data with loan overdue insights to support more informed segmentation and analytics.
• SMS status integration – Enhanced external messaging capabilities by integrating SMS delivery status tracking for improved monitoring and reporting.

🔧 BUG FIXES

• Customer profile and list UI corrections
• Campaign scheduling stability improvements
• Messaging event publishing reliability fixes
• Contact list upload handling improvements
• Campaign analytics visualization fixes
• Workflow test send stability corrections

🔄UPDATES

• Campaign goals  – updated campaign goal tracking functionality to help measure conversions across engagement channels.
• Insurance industry support – updated platform capabilities to better support insurance sector workflows and data structures.
• SMS channel Improvements  – Updated authentication handling for SMS integrations to enhance reliability and security.
• My Campaigns View Enhancements – updates to improve visibility and campaign lifecycle tracking.

🔧 BUG FIXES

• Import/export reliability fixes
• Customer enrichment data corrections
• Segmentation visualization and filtering fixes
• Campaign editing behavior improvements
• Messaging content preview corrections
• Multiple stability improvements across analytics and contact lists

🔄UPDATES

• New SMS Channel integration – Added native support for the Azry SMS provider to extend external channel delivery.

🔧 BUG FIXES

• 5 fixes in Campaign Management Covering data visualization and outbound wave creation issues.
• 4 fixes in UI & Navigation spanning campaign lists, reference data, and template redirections for smoother operation.
• 1 fix related to Security & Permissions. Resolved access inconsistencies to ensure proper role enforcement.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🔄UPDATES

• Multi-Industry Support – The platform now supports multiple industries, enabling more flexible configurations and smoother deployment across different business sectors.
• Optimized Campaign Execution Flow – Removed the legacy Pipelines module; all campaigns now run directly on the Workflow Engine for a more streamlined and reliable process.
• Health Checks – Added standardized health check endpoints to improve system monitoring and integrations.
• Campaign Overview Enhancements –The Customers list in campaigns now includes outbound call performance data at the individual level, providing a more complete view and better analytics.
• Updated Campaign Start Page – Regular outreach and trigger-based campaigns now launch from a single, consolidated start page for improved user experience.
• Expanded Location Data – Added region-level support to the location/branch system and improved internal handling of customer location data.
• Contact List Improvements – Contact Lists now support branch-based customer information, making it easier to build targeted groups.
• Unified Message Rendering – Message previews and “test send” in campaign editors now replicate the final output exactly, ensuring consistency across channels and reliable QA.

🔧 BUG FIXES

• Segment Management – Fixed errors related to large segment creation and customer count accuracy.
• Campaign Execution – Resolved issues with manual campaign completion and cancellation.
• Export Functionality – Corrected missing or mislabeled fields in exported files across various modules.
• Role Management – Fixed permission assignment issues and addressed minor UI glitches.
• Call Distribution – Resolved customer assignment issues in outbound call campaigns.
• Content Templates – Fixed dynamic variable errors in call campaign templates.
• Message Preview & Test Send – Ensured consistent rendering across editors and test sends to match final campaign output.
• Customer 360 – Fixed access errors when opening customer profiles via unique key.
• Workflow Conditions – Resolved logic issues in the Condition Split block.
• RabbitMQ Stability – Fixed reconnection issues to improve reliability in message processing.
• UI/UX Improvements – Implemented visual fixes across the platform, including Segment Designer, My Campaigns, Contact Lists, and Stop Lists for improved usability.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• Individual Conversion Reporting – Introduced detailed, customer-level conversion reporting within campaigns. Users can now analyze which specific customers converted and what products they purchased.
• Aggregated Conversion Overview – Added an aggregated conversion report at the campaign level, providing breakdowns of key statistics—such as quantities, sales volumes, unique customer counts, and product types

🔄UPDATES

• Role Permissions – Enhanced the role permission system with improved matrix controls
• Campaign Goal Configuration – Improved UX within the product filter block to help reduce configuration errors during goal setup.
• Content Template Navigation – Improved UX/UI to make template management faster and more intuitive.
• SMS Preview Rendering – Aligned the “message preview” component to reflect exactly how the text will appear on customers’ devices, ensuring better QA before sending.
• Test Send Accuracy – Updated the ‘Test Send’ function to provide more reliable pre-send validation.

🔧 BUG FIXES

• Campaign Tracking & Delivery – Fixed link click counting issues and resolved case sensitivity problems in the link shortening process.
• SMS Preview & Test Send Consistency – Addressed multiple bugs to ensure that SMS previews and Test Sends function consistently with live campaign behavior.
• Role Management – Fixed issues related to new role creation.
• UX/UI – Implemented minor UI and UX updates for improved usability.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• Approval Workflow for Role Creation – Introduced an approval process for creating new roles, strengthening security governance and permission control.
• Integration with New SMS Provider – Enabled support for a new SMS sending service, expanding messaging capabilities and improving delivery reliability.
• Granular Permissions per Object Type – Added the ability to configure available permissions based on reference data object types for more precise access control.
• Event Generator – Launched new functionality for defining and managing custom system events, supporting more advanced automation workflows.

🔄UPDATES

• Customer 360 Privacy – Updated privacy settings to hide all financial information for staff members, enhancing internal data protection.
• SMS Status Update Timing – Adjusted timing parameters for SMS status updates to improve reporting accuracy and reliability.
• Role Permissions Interface – Redesigned the UI/UX for managing role permissions, delivering a more intuitive and efficient user experience.
• Shorter Data Sync Periods – Added support for more frequent data synchronization to ensure fresher and more accurate data.
• Campaign Target Export Restrictions – Limited exportable fields and applied updated permission settings to strengthen data security.
• Sensitive Data Permissions in Segment Designer – Introduced new permission controls to restrict access to sensitive customer data within segments.
• Repeated Customer Processing in Workflows – Enhanced the workflow engine to allow the same customer to be processed multiple times in a single execution.

🔧 BUG FIXES

• Segment Designer – Improved stability with 3 key fixes
• Reference Data – Enhanced reliability with 4 updates
• Campaigns & Analytics – Resolved 4 issues to improve accuracy and display
• Customer Management – Fixed 2 issues for smoother user experience
• System Functions – Addressed 3 problems for better performance
• Conversion Tracking – 1 update to improve tracking accuracy

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🚀 NEW FEATURES

• New Configuration Tool for Digital Banner delivery: Introduced dedicated functionality for adding new digital channels and zones under each channel for banner placement, allowing more flexibility on clients side for adapting Optio to its needs.
• Content Management – Digital Banners: Added comprehensive tools for creating, managing, and organizing digital banner content.
• Personalized Digital Banners: Launched new capability to create and deliver targeted and personalized digital banners, enhancing customer engagement opportunities

🔄UPDATES

• Conversion Tracking: Modified to show cumulative clicks per URL rather than unique clicks for more comprehensive analytics.
• SMS Enhancements: Added Unicode/ASCII SMS flag in the sending process for better character support and delivery reporting.
• Health Check Endpoints: Added health check endpoints to new services for improved monitoring and reliability.
• Security Enhancement: Removed ENV variables endpoint from external services to strengthen security posture.
• Customer Object Refactoring: Optimized customer data structure for improved performance and scalability.
• Segment Designer – Predictions: Added Include/Exclude filtering options in Predictions module for more precise segmentation.
• Separate Permission for Export to Meta: Added granular control for Meta data export permissions.

🔧 BUG FIXES

• 4 fixes in Audit Logs: Resolved “Export Customer List” issue, corrected “Login” and “Logout” tracking problems, addressed duplicate logging entries.
• 3 fixes in Campaign Management: Fixed inaccuracies in campaign overview, resolved discrepancies between Customer List and Segment Designer, fixed Segment Designer label filtering functionality.
• 1 fix in Customer List: Personal ID filter now working correctly after fixing search functionality issues.

🔧 BUG FIXES

• This release focuses on improvements and bug fixes, addressing known issues and enhancing platform performance, without introducing new features.

🔧 BUG FIXES

• This release concentrates on behind-the-scenes improvements, resolving known issues and optimizing performance without introducing new features.

🚀 NEW FEATURES

• Audit Logs – Introduced new logging to track and monitor platform activity, enhancing security and traceability of user actions.
• Customer 360 – Sensitive Data Visibility Control: Customer income information is now hidden from users with certain roles, reinforcing data privacy for sensitive customer information.
• Customer Search – New Exclusion Rules: “Confidential Customers” are now automatically excluded from searches, lists, and profiles, providing enhanced privacy for specific customer segments.
• Reference Data – Color Support: Added color support to the Reference Data module for improved visual differentiation and clearer data presentation.

🔄UPDATES

• Content Editor Permission: New, distinct permissions introduced to control content editing access during the campaign preparation process.
• Customers – Payroll Labeling: Introduced payroll labels to streamline the identification and organization of payroll-related customer information.
• Data Export Controls: Updated permissions in the Behavior module and campaign overviews, allowing admins greater control over customer data exports.

🔧 BUG FIXES

• 4 fixes in Outbound Call Management: Resolved issues with filter functionality, employee search, assignment visibility, and detailed call views.
• 2 fixes in Segment Designer: Improved dynamic filtering and account filtering for transactional behavior
• 3 fixes in Campaign Management and Campaign Analytics: Addressed multi-wave campaign failures, SMS click tracking, and link event flagging

🚀 NEW FEATURES

• Outbound Call Campaign Management – Effortlessly manage call campaigns across call centers and branches. Assign, update, and reassign customer lists from HQ in one place, maximizing reach.
• Personalized Message Viewer – Easily review individual messages delivered to each customer across channels, gaining full visibility into your campaign communications.
• Multiservice Scheduler Support – Our Scheduler now handles multiple services, streamlining complex, multi-step campaigns with improved accuracy and efficiency.

🔄UPDATES

• Ask AI – Now, search customer digital activities with ease! Our enhanced AI tool lets you dive deeper into digital activity data using simple text queries.
• Bank Simulator – Experience a more robust testing environment with the updated Bank Simulator. Generate unlimited demo customers and explore extended customer data, now enhanced with various ML predictions for richer simulations.

🔧 BUG FIXES

• 6 fixes in Analytical Dashboards
• 11 fixes in the Segment Designer module
• Various improvements in Reference Data, Content Manager and other key areas

🚀 NEW FEATURES

• Bank Simulator – Run simulated banking scenarios with this initial version, crafted to model customer databases for training or testing purposes.
• Customer Enrichment with Segments – Enhance customer profiles by enriching them with relevant segments, boosting personalization and engagement.

🔄UPDATES

• Customer Contact Lists – Improved process of customer contact list import with enhanced stability and smoother operations.
• Segment Designer – Added a product activity filter to Segment Designer, allowing for more detailed segment targeting.

🔧 BUG FIXES

• 14 fixes in Segment Designer, resolving issues in filters, inline saving and customer drill-down
• 9 fixes in Contact Lists, ensuring better data management and smoother imports

🚀 NEW FEATURES

• Conversion Tracking Configurations – Enable or disable Conversion Tracking tailored to each client’s needs, allowing flexibility in offering this functionality when needed.

🔄UPDATES

• User Log Improvements – Upgraded logs with improved filtering options for better user activity tracking and security analysis.
• Data Connector – Periodic Synchronization -Introduced periodic sync support to ensure smoother and more consistent data updates.

🔧 BUG FIXES

• 12 fixes in Campaign Management, including export issues, filter updates, and improved chart displays
• Various fixes in Transaction, Income, and Merchant Overview for enhanced performance.

🚀 NEW FEATURES

• SMS Link Tracker – This suite of tools includes a URL Shortener, URL Substitution in SMS Messages, and a Tracking Event Collector, all designed for streamlined campaign management and analytics. It allows Optio users to track customer engagement by identifying which customers clicked on SMS links, offering insights to optimize future campaigns

🔄UPDATES

• Platform User Management – New functionality enables better role management across the organization, with specialized features for front-line employees.

🔧 BUG FIXES

• 3 general fixes for better performance in the “Top Merchants chart”, Filter Builder, and Data Connector stability.

🚀 NEW FEATURES

• Find Customer – For enhanced security, a new customer search feature has been added to the platform. This feature enables users with restricted access to search and view only limited information about customers, ensuring data privacy.
• Dark Mode – New dark mode option for a more comfortable user experience, especially in low-light environments

🔄UPDATES

• Segment Designer – Enhanced UI and UX improvements provide a more intuitive experience and improved segmentation capabilities.

🔧 BUG FIXES

• 5 fixes for better performance in the “Top Merchants chart”, Filter Builder, and Data Connector stability.

🚀 NEW FEATURES

• Workflow Analytics Aggregations – Gain deeper insights into workflow performance with advanced aggregation tools.
• Workflow Visual Validations – Simplify workflow creation with intuitive visual validation tools.

🔄UPDATES

• Segment Designer Dashboard – Enhanced tracking for users digital activity and digital channel consumption.
• Segment Designer Filters – Refined filtering for historical communication analysis.

🔧 BUG FIXES

• 2 fixes in Transactions and Filters – Addressing category key issues in transaction blocks and improving navigation from the main page to “See More” pages.

🚀 NEW FEATURES

• API Health check Endpoints – Easily monitor API health with new dedicated endpoints.
• Graylog Logging Integration – Centralized logging for enhanced debugging and observability.

🔄UPDATES

• Segment Designer Filters – Smarter segmentation based on product usage.
• Segment Designer Filters – More intuitive and efficient list filtering options.

🔧 BUG FIXES

• 2 fixes in Transactions and Filters – Addressing category key issues in transaction blocks and improving navigation from the main page to “See More” pages.

🚀 NEW FEATURES

• Socket.io Redis Emitter – Improved real-time event handling for better platform responsiveness.

🔄UPDATES

• Segment Designer Filters – Improved predictive insights for smarter customer segmentation.

🔧 BUG FIXES

• Contact List Selector – Addressed data filtering issues and fixed navigation problems.

🔧 BUG FIXES

• This update focuses solely on bug fixes and performance improvements to enhance stability and user experience. No new features were introduced in this release.

🚀 NEW FEATURES

• Campaign Analytic Aggregations – pre-aggregated stats now provide faster campaign insights by reducing system load and eliminating delays from on-demand calculations.

🔄UPDATES

• Campaign Management – Creator and approver fields added to both Campaign List and Campaign Details
• Segment Designer – Refreshed layout with improved formatting, tooltips, and streamlined filters.
• Segment Designer  – Updates to Demographics, Active Customers, and Genders by Age widgets improve data precision and usability.
• Segment Designer  – Leads hidden for a more focused customer analysis experience.

🔧 BUG FIXES

• Several minor bug fixes and stability improvements to enhance overall performance and user experience.

🚀 NEW FEATURES

• Updated Data Connector – Simplifies connectivity and enhances data integration between systems.
• Data Permissions – Manage data access within your team effectively. This feature ensures each team member sees only the data they need, improving privacy and boosting collaboration.

🔄UPDATES

• Customer List – New columns for distinguishing leads vs. customers and displaying customer registration dates.
• Customer List  – Enhanced file import functionality allows separate handling of leads and customers.
• Dashboard Refinements – Widgets like “Locations,” “Tenure,” and “Number of Customers” now include tooltips and error alerts for comprehensive analytics.
• Customer Profile Updates – Spending & income analytics block added for better insight into financial behavior.
• Filter Enhancements  – Dynamic filters updated for clarity with intuitive operators and better logic for date/time filtering.

🔧 BUG FIXES

• Several minor bug fixes and stability improvements to enhance overall performance and user experience.