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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 allows for joint owners of an account to be inserted into the statement extract file for statement printing. -
This DNAapp appends special notes and warning flags to an account, person, or organization.
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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.
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The Authorization Role Compare tool allows you to quickly identify permissions and authorization items for an authorization code.
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This DNAapp will assist in the process of automatically transferring funds from multiple dealer reserve accounts to a single deposit account held either internally or externally on the day the loan is funded.
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This application enables Financial Institutions to prepare a group of loans for sale to multiple investors based upon defined percentage criteria for each investor through an automated process. -
The Backup Withholding Tool is a single screen developed to create, modify, and inactivate backup withholdings on a member's dividend earning accounts due to IRS notifications.
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The Bad Address Fee Assessment DNAapp increases fee income by automating the assessment of a customer level bad address fee.