Account Role Maintenance

This application provides the ability to add, update, and delete roles on accounts, based on information contained in a CSV (comma separated) data file. The application records activity and produces a report for all role maintenance performed.

Benefits

This application helps improve financial institution efficiency by providing a file driven maintenance capability for Account Role changes. In situations where numerous role changes are needed, a CSV file can be created using Excel, which can then be used by this application. This would replace the process of navigating to the relevant screens and entering the needed data for each subject account in DNA®.