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v4.22

Release Date: August 13, 2026

Highlights

  • Data Asset Coverage: SMB Insights now supports Occupation filtering, Credit Card - US Private Label (CA0058G) is live, and Securities Ratings (CA0092) is available in Block.
  • Prisms: Entity, Representation, and Insight IDs are now available directly in the Prisms drawer for clearer data provenance.
  • Platform Wallet: The Wallet has been redesigned to provide clearer visibility into Platform and MCP token limits and usage.
  • Account Recovery: Updated the account lockout recovery experience.
  • Cohort Builder: Cohort Builder has been deprecated as of August 13.

Key Releases

Card – U.S. Private Label (CA0058G) Now Live on Platform

We're pleased to launch our Card – U.S. Private Label (CA0058G), a comprehensive dataset of anonymized U.S. consumer credit card transactions sourced from a major private-label and co-brand card issuer. This dataset unlocks actionable insights into consumer spending patterns across key retail categories.

The dataset includes 420M+ transactions across 37M+ unique accounts, $130B+ in total spend historically, and 789K+ merchants captured. Historical data runs from January 2017 to present, delivered daily with a T+1 day lag.

Coverage spans Furniture & Home Improvement, Automotive, Electronics & Appliances, and Luxury Goods, as well as HVAC, Flooring, Music, Sporting Goods, and Lawn & Garden.

Card – U.S. Private Label (CA0058G) tear sheet in the Data Library

SMB Workforce (CA0055) – New Filtering Capabilities

Enhanced NAICS & SOC Code Filtering

We've extended Paychex SMB insights with powerful new filtering capabilities, allowing you to slice insights by NAICS2, NAICS4, and NAICS6. Please note, the filter is a waterfall filter so NAICS2 must be populated for NAICS4, and then NAICS6.

SMB Workforce NAICS filtering options

Securities Ratings (CA0092) Now Live on Block

Securities Ratings provides daily investment ratings for U.S.-listed equities and funds, derived from footnote-level analysis of company filings. This dataset surfaces accounting quality and true return on capital that headline financials often obscure.

Coverage spans 31.3M rating records across 5,000+ stocks (live and inactive), 1,140+ ETFs, and 7,610+ mutual funds, along with sector and industry aggregates. Historical data runs from 2016 to present.

Ratings assess overall attractiveness and investment quality, profitability (ROIC rating), valuation (price-to-economic-book-value), cash-flow quality (free-cash-flow-yield rating), and market expectations, and include fund-level ratings for portfolio construction and cost.

Securities Ratings (CA0092) tear sheet

Prisms Data Provenance

Prisms now display Entity, Representation, and Insight IDs directly in the drawer, making it easier to understand and reference the underlying data powering each Prism.

Prisms drawer showing Entity, Representation, and Insight IDs

Redesigned Platform Wallet

The Wallet has been redesigned to give users a clearer view of Platform and MCP token limits, usage, and remaining balances.

Redesigned Platform Wallet showing token limits and usage

Improved Account Recovery

We updated the account lockout recovery flow to make it easier for users to regain access to their accounts.

Cohort Builder Deprecation

Cohort Builder has been deprecated as of August 13 as we continue to simplify and improve the Carbon Arc Platform.