Deposit Account Activity Profile

Streamline deposit account activity review and reporting with this new screen and printable report. With this app, staff can quickly review the number of occurrences and dollar amounts of a variety of deposit account transactions in both tables and charts as well as generate a printable report.

Rating:
100% of 100
0
In stock
SKU
RESOFTAPP0049
Developed By: Redstone Federal Credit Union
Version: 2.0.0.0 - Published October 2016

The Deposit Account Activity Profile application provides for transactional activities of a deposit account and presents the results in both tables and charts. It allows a user, such as a financial service representative, to quickly review the number of occurrences and dollar amounts of a variety of transactions including check deposits and withdrawals, electronic deposits and withdrawals, incoming and outgoing wire transfers, insufficient funds, uncollected funds, and charge backs for any given time period. The user can also view the source breakdown or timely distributions of transactions in graphic charts. Print functionality is provided for a summary of account activities in a pre-formatted report. This application streamlines account activity review and reporting processes.

Benefits

  1. A snapshot of transactional activities of a deposit account
  2. View and present transactions in tables as well as graphics
  3. Generate and print report in PDF format

DNAapp Type: Screen

Developed with DNAcreator™

DNAX File Name: DepAcctProfile.dnax 

 

  • Fiserv DNA® 4.2.2 or higher
  • .NET Framework 4.5.2
  • To access this DNAapp from the Relationship Profile More menu, you must download the free prerequisite app "RelationshipProfileMoreMenu.dnax" from the DNAappstore.

             https://appmarket.fiservapps.com/relationship-profile-more-menu.html

 

In order to view and/or print the report, Microsoft Report Viewer 2010 must be provided.  The user can install the application from Microsoft website http://www.microsoft.com/download/en/details.aspx?id=6442 on any machine, then copy the following DLLs from the machine’s  C:WindowsAssembly  directory to the shared DNA® binary file directory, such as Y:OSICoreBin

 

  • Microsoft.ReportViewer.Common.dll
  • Microsoft.ReportViewer.ProcessingObjectModel.dll
  • Microsoft.ReportViewer.WinForms.dll

 

There is no need to install the application on or copy the DLLs to individual client machines.

 

 

Reviews

  1. Decreased time to research and status a business account.
    Deposit Account Activity Profile

    Business Deposit & Cash Management department needed assistance with Remote Deposit Capture and ACH applications. Yes, all of the information can be found in Core. However, the information is located in many different locations. Additionally, the average daily balance was a very time consuming process as well. With this app, all of the information needed to review a business account can be located in one screen in a matter of seconds. This app has tremendously decreased the amount of time to research and status a business account. Business Lending loves having all of the information located in one report where they are able to see the financial stability and status of the account.
    In Business Deposits and Cash Management, this app will be used to process Remote Deposit Capture applications, ACH Origination applications, and research on business accounts that may have suspicious transaction history occurring.
    Other departments will also be able to benefit from this app. The Member Connect Center will be able to speed up the processing Verification of Deposits. And our Collections Department will be able to get a quick snapshot of the account that may be having some financial issues. This will assist them in finding the best solution for the member.
    Business Deposits & Cash Management is extremely excited about the time saving app.

    Sherry Swinford -Assistant Vice President
    Business Deposits & Cash Management
    Redstone Federal Credit Union

    Review by

    Posted on

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