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The Account Role Maintenance DNAapp 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.
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This DNAapp is a multiple screen application developed to simplify and streamline the operation of updating a person’s or organization’s roles for a list of deposit accounts (e.g. checking, savings, money market, etc).
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This batch application extracts deposit account status for reporting to a third party.
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This application identifies account transfer transactions and masks a portion of the account number in the transaction description. -
This DNAapp allows for joint owners of an account to be inserted into the statement extract file for statement printing. -
This custom batch application reports the total number of transactions and total dollar amounts broken down by advance post days for all runs of the PS_FWPDAT batch application for a given postdate.
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The Advanced Notes Maintenance DNAapp provides the ability to add a Note on a group of Person, Organization or Accounts using a single screen.
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This DNAapp appends special notes and warning flags to an account, person, or organization.
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The application enables the Financial Institution to export two extract files, one with all DNA accounts, including externally serviced accounts, and a second with only the DNA externally serviced accounts cross referenced with their external account numbers from the system.
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This app creates a new screen that displays transaction activity for all accounts for which the selected Customer / Member is listed as the tax owner, and optionally, the non-Tax Owner.