Membership Summary image

Membership Summary

By Redstone Federal Credit Union

Membership Summary Tool provides configurable, printed account information for members.

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Meta information

Platform

DNA

Category

Marketing

Overview

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.

 

Benefits

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.

App Information

Version
2.1.0.0 - Published June 2018
Developer Website

Specs

DNAapp Type: Screen 

Requirements

  • DNA® 4.2.2 or higher
  • .NET Framework 4.5.2
  • CoreApiService 2.0.0.10 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.
    • CAPR 7701
    • CAPR 7702
    • CAPR 7704
    • CAPR 7789
    • CAPR 7802
    • 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.