Member Number Generator
Overview
The Member Number Generator DNAapp gives a financial institution the ability to assign a member number to a person or organization through the New Person Wizard and the 'More' menu of Relationship Profile.
Benefits
Assigning a member number to new people gives a financial institution the ability to uniquely identify a person. Often with external interfaces, a financial institution needs the ability to uniquely identify the entity (either a person or an organization).
Tax IDs are not necessarily unique between a person's social security number and an organization's EIN. Person and organization numbers are not unique across entities (i.e. Person 1234 could exist as well as Organization 1234). By assigning a member number, gives joint owners who are not otherwise members, the ability to use the external interfaces.
App Information
- Version
- 1.0.2.0 - Published December 2021
Support
Request SupportSpecs
DNAapp Type: Screen/Workflow Step
Developed with DNAcreator™
DNAX File Name: MemberNbrGenPkg.dnaxp
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