Owner Account Balance and Transaction File
This application improves efficiency by automating the process of identifying organizations and persons with specific account types to create daily extract files for the Custodial relationships of the financial institutions.
Overview
Financial Institution needs a program that identifies organizations and persons with specific account types to create daily extract files for their Custodial relationships.
Benefits
This application improves efficiency by automating a series of actions that were otherwise be manual.
App Information
- Version
- 1.2.0.1 - Published April 2024
Support
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