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This application provides a screen that displays year to date interest earned on all accounts for a selected customer for the current and prior years. This screen eliminates the need to research and manually calculate interest on each account individually for yearend reporting.
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3rd Party Bank Check Data DNAapp provides the ability to extract batch check data for printing by a third party vendor. -
This application analyzes cash transactions and increments Account Analysis counters based on the amount of cash deposited and withdrawn against a commercial analysis account.
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This application analyzes cash transactions and updates counters in the DNA® database for use by the DNA® Account Analysis functionality.
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The Account Analysis Item Count app automates the posting of an item count of transactions belonging to configurable Transaction Reporting Groups that are posted during a specified time period.
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This feature allows a user to view certain “updating” applications that ran for an account within a date range. There are limitations regarding which applications will appear in this inquiry.
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This application auto closes accounts based on account level criteria. The accounts current balance needs to be zero for a specified amount of days based on its major/minor. The available balance is not always be zero.
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This application increases operational efficiencies when members make vehicle payments in person at a credit union branch. -
The Account Description Update application reads in a CSV file containing two columns, account number and new account description, and updates the account description in the DNA™ account record.
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This application provides the ability to view escrowed and non-escrowed tax and insurance records for an individual account regardless of whether the records are still active.
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This DNAapp creates notices for accounts that had an exception requiring a notice raised on a transaction.
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Account Insert Utility DNAapp is a custom batch application that will retrieve account information from a comma delimited file (.csv) and upload this information to DNA™. The application will also insert a warning flag to the newly inserted accounts.
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This batch application creates a data file of account system codes that can be sent to other systems which would otherwise be manual.
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The Account Qualification application analyzes account activity and updates account-level fields to indicate whether the account meets the qualifications. The account-level fields may be used by other applications to apply benefits to qualified accounts.
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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 application improves the efficiency by automating a series of actions that would otherwise be manual and produces an extract file containing account detail. -
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. -
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This DNAapp changes the ONLINE PMT payment type description to BILL PAYMENT in the DNA transaction history for ACH debit transactions generated from the Checkfree® RXP® Bill Pay product.
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ACH Deceased Account Holder DNAapp, removes Accountholder Deceased file load errors for transactions not originating from specific sources.
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This DNAapp provides the ability to assist with risk management on files that contain transactions that are being originated to other institutions from an account within the institution.
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This application will limit the number of ACH External Origination transactions based on set Account and Organizational limits.
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Fiserv provides a file loader application that can be utilized when ACH files are loaded into DNA® allowing transactions which were intended for external accounts (specifically credit card accounts) to post. This application run as part of the file load process.
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This DNAapp displays ACH related data for credit counts, total credits, debit counts and total debits by post date so that manual calculations for ACH postings are eliminated.
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This application will provide a financial institution with the ability to locate companies within their financial institution that originate ACH transactions, where there is a return rate of transactions greater than a configurable percentage over a specified time frame.
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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 is an SQR that provides a list of all address changes made by branches or business units during a specified time period.
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This application allows users to verify if the mailing address of a person or organization was changed in the system within a certain time period.
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This application generates a report that lists all adjustable loan accounts not having a next interest rate change date present by account major and minor.
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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 application has a custom screen which allows the user to view the agreement activity. This screen also allows the user to enter a date period and the agreement number to search for the activity for a specific agreement number in a specific date range.
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This DNAapp delinks accounts with designated statuses from Card Agreements or Electronic Agreements and optionally closes the Card Agreement or Inactivates the Electronic Agreement if there are no accounts linked.
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This application updates the daily spending limits for cards. Flexible criteria can be specified for selecting and changing various limit fields associated with card agreements.
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This application automates the process of resetting the PIN on all agreements based on predetermined criteria.
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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.