Add Roles to Statement Extract

This program identifies persons and organizations with roles on accounts in the DNA Statement Extract (MM_STMXT) file. When a person or organization is identified, a new record (7000) is added to the MM_STMXT extract file for each member / customer found.

Benefits

Theis DNAapp can be used to insert joint owners of an account into the statement extract file for statement printing provided other owners are present for the statement account being processed. Joint owners with employee roles can optionally be excluded.