Release 8 – September 7, 2025

General Updates

• Improved the efficiency and reliability in retention modeling processes.
• Enhanced the AI engine, including:
• Better natural language–to–query functionality.
• Faster and more reliable performance.
• Improvements that reduce the time to complete processing jobs. 
• Better engine management.
• Improved the Forecast dashboard through added functionality to incorporate current-year trends. This provides more accurate and flexible forecasting.
• Updated the AI-driven individual summary feature: summaries are no longer generated for individuals who have reached a terminal end node, since no further action can be taken. Instead, the terminal status and relevant phase are noted.
• Improved color mapping in sensitivity analyses to align with the dynamic range of the data.
• Othot is now compatible with SSO IDs that include spaces.

Core Bug Fixes

Resolved:

• • A calculation error in incremental tuition sensitivity values that could result in doubled output values.
  • An issue that allowed matrix production to be misaligned with lifecycle phases.
  • An issue where an existing import did not display an alert message.
  • An issue that caused unwanted recalculation of the predict set in sensitivity analyses when no user changes were made. The predict set now updates only when grid settings are applied.
  • An issue in What-If reports that prevented calculations on variables entered as strings.
  • An issue that prevented viewing percent cost of attendance as an average in sensitivity analyses.
  • An issue where variable picklist values disappeared when editing the chosen set.
  • An issue in divisions using delta service that prevented rerunning predictions on the same dataset.
  • An issue where row segmentation filters were not properly limited.
  • An issue in Strategize exports for travel companions for enrollment clients.
  • An issue in pivot creation that could duplicate a lifecycle variable.
  • An issue with signal dashboard email links that blocked access for users who were not logged in. Users should now have a smoother login experience.
  • An issue for clients with large volumes of historical data where minor impacts were not displayed in waterfall charts.

Enhanced Applications Grid Functionality

You now have more control over how information displays in the grid: 

• Add multi-answer fields as columns: fields that may have multiple values can now be added to the grid, and all values are displayed. This is especially helpful for programs that want to see things like colleges attended or reviewers assigned to applications. 
• Pin the first column: keep the first column fixed while scrolling horizontally. 
• Resize columns: click and drag headers to adjust column width.
  
  

Segments Now Include Picklists

When building segments with the is exactly operator, you’ll now see a type-ahead picklist of available values. For example, when segmenting by medical school, experiences, or COMLEX/USMLE exams, a list of applicant-entered values will appear as you type. This reduces errors from manual entry and makes it easier to build accurate segments.

Applicants Now Access the Interview Portal Directly from the ResidencyCAS Application

Starting on October 1, 2025, applicants will access the Interview Portal directly from the ResidencyCAS application. A new button in the left navigation menu takes them straight into the portal:

Previously, applicants used their ResidencyCAS credentials to log in to the Interview Portal directly. This update streamlines the process for them.

Action needed:
If you're reusing last cycle's interview invitation email template, review and update any login instructions for applicants. As a best practice, you can share the Participating in Interviews guide with them.

Download Interviews to Your Calendar

Applicants and interviewers can now download scheduled interviews and meetings from the Interview Portal to their personal calendars, such as Google or Outlook. From the dashboard, click the Download icon to generate a single .ics file containing all scheduled events at that point in time.

Tip: to prevent duplicate calendar entries, download the file to your personal calendar after all interviews are scheduled.

Control Email Notifications for Staff

Programs can now choose which staff members receive automated emails about canceled interviews and declined invitations. You can access Notification Settings in the Program Settings area.

Student & Campus Portals: Cal-GETC General Education Requirements

Beginning in Fall 2025, the General Education (GE) requirements will change from the existing GE pattern. This change stems from the passage of California Assembly Bill 928 (AB 928), the Student Transfer Achievement Reform (STAR) Act of 2021, which mandates a singular lower-division GE pattern, known as the California General Education Transfer Curriculum (Cal-GETC), for students transferring from the California Community Colleges to the CSU or the University of California. Effective Fall 2025, Cal-GETC will become the only GE transfer pattern offered by the California Community Colleges.

Student Portal

The General Education page now has two layouts: one for existing students using the existing GE pattern, and one for new students using the new Cal-GETC pattern. If applicable, students can use a view selector to switch between these views.

The new Cal-GETC General Education page includes several changes, such as:

• Areas A-F have been renamed Areas 1-6.
• Mathematics has its own area, English Composition completion requirements have been updated, and the Lifelong Learning and Self-Development area has been removed.
• The GE total units have decreased from 39 to 34.
• The Dashboard, Program Progress, FAQ panels, milestone graphics, and program requirement text have been updated to reflect the new Cal-GETC naming and requirements.

Campus Portals

Campus users will see the applicable areas and coursework based on whether a student completes the current General Education page or the new Cal-GETC General Education page. Additionally, you can use the left arrows to minimize the area and course list.

If you use the following GE requirements in your segments or other Transfer Planner features, you will want to now include the corresponding Cal-GETC requirements:

• A2 Complete (existing GE pattern) corresponds with 1A Complete (Cal-GETC pattern)
• B4 Complete (existing GE pattern) corresponds with 2 Complete (Cal-GETC pattern)
• A2/B4 Complete (existing GE pattern) corresponds with 1A/2 Complete (Cal-GETC pattern)