Balance Summary Request

The Balance Summary Request DNAapp provides a new easily accessible, straightforward screen that will accommodate printing or emailing all or a custom selection of a person or organization’s deposit and/or loan account balances.

0
In stock
SKU
RESOFTAPP0208
Developed By: Arkansas Federal Credit Union
Version: 2.3.0.0 - Published December 2020

The Balance Summary Request DNAapp provides a new easily accessible, straightforward screen that will accommodate printing or emailing all or a custom selection of a person or organization's deposit and/or loan account balances. The user can quickly customize a printout on a receipt printer, standard printer or email a version of balances in an easy to read format while allowing financial institutions to maintain professionalism in documents given to customers/members. The financial institution has the ability to personalize the document with their company logo, mask account numbers, provide loan payoff and per diem, as well as customize which account types, statuses and ownership roles to display. 

 

Benefits

  • Improve service by providing customized balance information via print or email
    • Ability to include all or a specific selection of deposit and/or loan accounts
    • Option to display payoff balances and per diem amount on loan accounts
  • Eliminate customer/member confusion by displaying
    • Current and available deposit account balances
    • Current balance and available credit (or borrower available) loan balances
  • Save time by eliminating the manual process of researching and handwriting balances
    • Provide accurate balance information in a consistent and efficient manner
  • Increase customer/member confidence by providing a professional document with your FI's logo

 

Note: This app will not display closed or charged off accounts. 

DNAapp Type: Screen

Developed with DNAcreator™

Technical Name: BalSumReq

DNAX File Name: BalSumReq.dnax 

  • Fiserv DNA 4.4.1 or higher
  • Core API version 2.0.5.3 or higher
  • .NET Framework 4.5.2
  • MigraDoc Foundation and PDFSharp components are incorporated within this product to facilitate the print, preview, and email features. This software is used in accordance with the licenses shown below. Usage of this product indicates acceptance of the license terms.

 

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