v1.5.11

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Release overview

v1.5.11 focuses on helping users keep moving after setup. The SDK now presents a visible “Your journey” progress path, records meaningful Money, Growth, and Coach actions as milestones, and gives users clearer next steps as they move from first financial understanding into follow-through. The release also tightens the first-use path. Required user and business identity is captured before onboarding, while profile enrichment remains lightweight and skippable. Behind the product surfaces, QuickBooks, Shopify, and company website context have stronger foundations for future open finance intelligence. Breaking changes: None. Deprecations: None in the public integration surface.

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Journey progress

Users now see a persistent “Your journey” progress indicator that shows the current phase, completed milestones, next action hints, and a locked preview of the next phase. Completed phases collapse into a summary, while later phases remain hidden until they become relevant. Milestones complete automatically from user actions. Bank connection starts users with visible progress, Money action responses move users through the first discovery milestones, and Coach goal-setting captures the more specific goals and challenges that onboarding alone should not satisfy. Your journey gives users a visible progress path with completed milestones, next action hints, and the next phase preview. The journey surface supports expanded sidebar, collapsed sidebar, and mobile presentation. Phase transitions appear inside the progress flyout rather than as modal interruptions or Coach chat messages.

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Onboarding and first visit

Required identity data is now collected before onboarding. New users must provide business name, first name, and last name before continuing, so downstream processing has the minimum context it needs without turning the onboarding questionnaire into a required survey. Onboarding remains a light four-step path: account creation, Open Banking connection, processing, and first visit. Remaining profile questions stay optional, chips-first where available, and skippable. The first visit continues to open with useful Money context rather than a generic tour. The accounts-connected milestone can be shown as already complete, and users progress by reviewing distinct Money actions rather than repeating the same interaction.

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Money

Money action detail panels now present clear primary actions. Users can mark an action as “Worth pursuing”, choose “Not for me”, or select “Later”. These responses support both the action queue and journey progress. Bookmarked actions now have a follow-through state with “Mark as done”, “Snooze”, and “Remove”. Completion can include an optional note about what happened, helping the product distinguish review from real action.

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Growth

Growth is now connected to journey follow-through. If a user has not yet explored enough Money actions, Growth can show a one-time nudge that sends them back to financial opportunities while still allowing them to continue. Growth opportunity responses and project progress can now contribute to later journey milestones. This makes Growth part of the same follow-through loop as Money and Coach rather than a separate experience.

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Coach

Coach now supports the journey goal-setting flow. A “Help me set clear goals” entry point guides users to share specific goals and challenges connected to their financial situation. Briefings lead with Money actions before Growth opportunities. Coach can also ask about bookmarked action status during conversations, helping users return to priorities they have already chosen. All journey-related Coach copy uses guidance language and avoids regulated financial recommendation framing.

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Connected data and intelligence foundation

QuickBooks and Shopify data are now synchronised into a more consistent foundation for open finance workflows. Company website context can now feed the intelligence layer more reliably where website profiling is available. This improves the grounding available for later guidance without requiring owner-level profiling data.

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Compatibility

This release remains compatible with existing v1.5.x integrations. No partner migration is required for standard embedded integrations.

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Support

Questions about this release or integration: support@narrativebanking.com SDK documentation: docs.narrativebanking.com