Quick Member Verification

Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.

0
In stock
SKU
RESOFTAPP0218
Developed By: Oklahoma's Credit Union
Version: 1.1.0.0 - Published July 2020

The Quick Member Verification Slideout provides out-of-wallet information relevant to the active person in Relationship Profile.

 

Benefits

Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers. Employees were previously required to navigate through a multitude of screens to retrieve the same information.

It provides data such as:

  • ID Question Answer (Mother's Maiden Name Field)

  • Latest Auto Loan Information

  • Latest Mortgage Loan Information

  • Transaction Information

  • Safe Deposit Box Location/Number

     

Quick Member Verification optionally provides remote ACH Financial Institution Names for Latest Auto and Mortgage loans.

DNAapp Type: Slide Out

Developed with DNAcreator™

DNAX File Name: QuickMemberVerification.dnax 

  • Fiserv DNA 4.4 or higher
  • .NET Framework 4.5.2
  • In order to display ACH related information, the Fedline Directory file (fpddir.txt) must be loaded via the Fedline Directory File Loader form within the Batch module.

 

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