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This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.
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The purpose of the application is to display Retirement Plan information for an account tax owner conveniently on a single screen. This application displays a summary of all retirement accounts associated to the tax owner of the selected Retirement Plan Account Number. Retirement Accounts are grouped by Plan Number and Total Balance (based on account’s Note Balance type) is displayed for each group.
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The Service Charge Activity View DNAapp provides the Financial Institution a better view of Service Charge activities for Persons and Organizations. Users can view the service charges assessed and reversed for any person or organization through the new screen or generate the report for all persons and organizations.
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Smart Search DNAapp intelligently searches for matches based on search criteria and returns customer/member information along with information about related people and organizations based on the roles they have.
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The TE Account Status Alert DNAapp pop-up an alert message on the Transaction Express screen if the owner of the selected account has a delinquent loan account(s) or an overdraft (OD) on a chequing account(s).
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This application generates an alert message on the Transaction Express screen if the owner of the selected account has one or more delinquent loan accounts or any deposit account with a negative available balance. -
The goal of this DNAapp is to improve the accessibility for tellers with the Fiserv DNA NEXT application. The slide-out functionality will allow the tellers to continue with their daily duties without the disruption of member service when attempting to cross sell a product/service or inform the member of a message from Financial Institution.
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Transacting Person Check History DNAapp will help Institution to monitor check history by transacting person.
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Provides a daily report of accounts that will become inactive within a certain timeframe with option to generate letters that can be mailed to customers with information on how to avoid the account from becoming dormant.
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This application creates a report of all members/customers that have expired Foreign Certification Expiration Dates and updates the expiration dates to the last calendar day of the current year. This application applies only to person or organization account owners with non-US Resident Tax Country Codes that have expired or missing Foreign Certification Expiration Dates.
Key Benefits:
This process enables non-resident interest to post correctly for 1042S reporting. -
This DNAapp provides a streamlined process to complete Verification of Deposit requests by allowing the user to select the number of months to use for the Average Balance and change the Thru Date for Current and Average Balances. There are options to print dividend information and active accounts only.