Membership Summary Tool provides configurable, printed account information for members. This application allows users to select between accounts and related roles as needed, to assist members with setting up debit/credit activities.
This will save institute employees’ time by creating less calls/visits for a simple account information, as well as save the members’ time and effort when setting up their accounts.
DNAapp Type: Screen
Developed with DNAcreator™
DNAX File Name: MembershipSummary.dnax
DNA® 4.2.2 or higher
.NET Framework 4.5.2
CoreApiService 18.104.22.168 or above, delivered by the Fiserv.
Authorization needs to be granted to employees to access this application.
If the app is going to be used by a small number of employees, the authorization of this application can be assigned to specified users: (Refer to User Guide for steps)
If the app is going to be used by one or more already established classes of employees (e.g., all Tellers) then there is already an existing Auth that represents the class of employees. Using this Auth, and the AuthItem code for Membership Summary, assign the newly created AuthItem into this Auth.(Refer to User Guide for steps)
The installation process will assign following auth items to Membership Summary App Auth.
Membership Summary App AuthItem
MigraDoc Foundation for WPF – needed to generate report viewer document. This is an Open Source .NET library for modeling and rendering documents. (Refer to User Guide for details)
PDFsharp for WPF – needed to convert the report info a PDF file. It is an Open Source library that can be used to easily create PDF documents from any .NET language. The PdfSharp-WPF.dll, which can be downloaded from http://www.pdfsharp.net needs to be copied to the folder where the application client DLL is installed such as Y:OSIDNA_ClientDNAApps4320in.