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The application helps financial institutions to fix the address line numbering issues for online banking and iVue reporting.
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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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This DNAapp consolidates all Notes, Warnings, Lockouts, Contact Management records, and Dynamic Messages related to the selected entity being served into a single, easy-to-access screen so that your staff can search, sort, filter and find relevant notes fast.
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This application gives the ability to view member verification data such as name, address, phone numbers, email address, DOB, SSN, open date, home branch of member and the ability to indicate the verification used.
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This DNAapp allows you to charge a primary savings account with an address locator fee, set up a warning flag, and hold all mail for accountholders with bad addresses.
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A simple slide out screen which allows users to view, create, and inactivate notes pertaining to Call Center activity.
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The CIF Change Monitor DNAapp is an online application that allows the User to proactively review and monitor person and organization CIF (Customer Information File) records that have had recent updates such as address changes, phone number changes, email address changes, and keyword/password changes.
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The CIP Verification DNAapp is an online real-time feature that allows the User to easily view AND add/maintain certain CIP information via a slide out function from multiple screens, including Deposit Account Maintenance, Relationship Profile and Transaction Express.
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This application integrates DNA to Fiserv Client Central via Single Sign On, allowing the employee to utilize the “Client Central” slide out to display Fiserv Card Services credit and debit cards.
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This multiple screen app provides a one-stop hub for a financial institution to review and investigate a business and its owners’/officers’ financial activities before offering a new service or approving a new account. The app also analyzes an FI's commercial growth dynamics and account composition by zip code, industry, type and more.
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This DNAapp provides the ability to produce an interim transaction history printout that is easy to read and has the information needed in a condensed format.
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The HTML Zones DNAapp is designed to display Segmint targeted messages within the DNA platform. This leverages existing Segmint targeting and delivery systems, and provides messaging directly to front-line staff, who can then use this information to cross-sell account holders.
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The Contact Change History DNAapp displays the history of changes made to Member/Customer Contact information, which includes Address, Email and Phone number.
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This DNAapp will provide users with a fast, easy way to review current contact information (address, phone, and email), as well as historical changes for a person or organization made within a specified date range.
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The Contact Management DNAapp provides a new screen to store all contact and conversations with existing customers or members.
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Customer Services Display is a simple slide-out panel that shows certain card agreement types or user fields and whether or not a customer is enrolled in them or how many of their accounts are enrolled in them.
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This application can improve service by providing an automated process to generate an extract file for a 3rd party.
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This App provides quick access to the documents (WMF Forms) associated with an account through the online print page. The menu item “Documents” is added to the Accounts and Credit Card tabs within the Relationship Profile. When an account is selected and the menu item is clicked on, it will take you to the online print page. The account you selected will be the active account in the online print page and all documents associated with that account will appear in the selection box.
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This DNAapp gives core users the ability to perform additional search queries. It enhances traditional core screen usability by offering multiple new search criteria all on one screen. Searches can now be performed faster and easier than ever before.
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This application gives access to the Stop Payments Maintenance/Inquiry, Management Hold Maintenance/Inquiry and Notes Maintenance/Inquiry from the Relationship Profile screen.
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The Expiring ID Tracker is an online application that allows the User to proactively review and monitor person records that have expired or missing expiration dates, along with being able to add and release warning flags for these records in real-time.
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This application provides an expanded view of DNA® transactions. Multiple filtering options are available. Additional menu options allow for easy access to other commonly used screens and functions.
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The Mail Restriction Tool DNAapp allows users to easily set and adjust Mail Restrictions, Overrides, and an optional UserFieldCode to some or all the accounts related to an account holder.
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The Member 360 View DNAapp provides a high-level holistic view of member’s relationship with the Financial Institution
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The Member Number Bill Update will place the tax owner's Member Number in a specific location on a bill.
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This DNAapp gives a credit union the ability to assign a unique member number to a person or organization in the New Person Wizard. This is can be a requirement for external interfaces that need to uniquely identify the entity. Available for credit unions only.
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Membership Summary Tool provides configurable, printed account information for members.
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The Missing Identification DNAapp is an online application that allows the User to proactively review and monitor person records that have missing identification designated by the financial institution, along with being able to add and release warning flags for these records in real-time to help monitor these records that need attention.
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This application can provide user requested alerts within minutes of a transaction or balance update. This is done through processing files that contain updated account balances and new transaction history throughout the day.
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This DNAapp replaces the Verify/Qualify step within the NDAW with a new step that launches the Lexis Nexis Interface DNAapp. After attaining InstantID results, you can complete the new account opening process.
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This application allows a financial institution to easily document, delete and purge notes from their database through DNA.
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Provides all ODP related information and maintenance options for a given account on a single screen for financial supervisors and frontline staff to manage ODP options and quickly browse an account’s ODP information.
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This DNAapp is a great way to streamline your customer service and research processes that involve overdraft research. By doing so you can provide better and faster customer service for your clients while lowering your overall cost to serve a client.
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The Person Occupation DNAapp allows users to search and select correct National Occupation Classification (NOC) code and job title for their members.
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This DNAapp allows user to create Card Agreement file with Person’s or Organization’s information and open it in default PDF file Reader. The purpose of the application is to eliminate manual process of filling a paper form with member’s data.
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The Loan Quick Look DNAapp is a slide out tab on the relationship profile screen that brings common loan information to the forefront for quicker member communication.
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Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.
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This application produces a comma-delimited extract file with account statistical information summarized by account within the start and end dates runtime parameters for import into a marketing database. -
The Relationship Inquiry DNA® Application displays pertinent member information to users who do not need access to account balances. A search function allows you to search by person or organization name. Upon search, a list of records is displayed that meets the search criteria.