Electronic Agreements
This DNAapp creates and/or updates agreements in the specified Agreement Type to enable account-owner access to account information through a third-party internet-banking provider and / or the Voice Response (VRU) system. The application produces a detail report of the agreements created/updated, with totals.
This application creates and/or updates agreements in the specified Agreement Type to enable account-owner access to account information through a third-party internet banking provider and / or the Voice Response (VRU) system. The application produces a detail report of the agreements created/updated, with totals.
The application links eligible accounts to agreements owned by the account owner and / or those persons with the appropriate Account Roles, to provide the ability to access account information via the internet-banking and / or VRU channels.
This application is not designed to work with so-called "plastic card" agreements such as ATM or debit cards and should not be used to create internet agreements for e-CB.
Benefits
This application automates the creation of Web Banking (and other channel) agreements in DNA®, eliminating what is normally a manual process, and ensuring consistency. Multiple configuration options allow the Financial Institution to tailor the process to suit their business needs and rules.
App Information
- Version
- 1.0.4.8 - Published August 2024
Support
Request SupportSpecs
DNAapp Type: Batch Application
Developed with DNAcreator™
Technical Name - PS_AGREE
DNAX File Name: PS_AGREE.dnax
Related Apps
See more-
The Loan Quick Look DNAapp is a slide out tab on the relationship profile screen that brings common loan information to the forefront for quicker member communication.
-
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.
-
The Deposit Closeout Wizard simplifies the deposit account closeout process by automatically displaying the screens included in the workflow to close a deposit account when additional services such as sweeps, draws, pre-authorized transactions, agreements, electronic access, and related accounts exist on the account.
-
This DNAapp consolidates all Notes, Warnings, Lockouts, Contact Management records, and Dynamic Messages related to the selected entity being served into a single, easy-to-access screen so that your staff can search, sort, filter and find relevant notes fast.