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This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.
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The Retirement Inquiry Additional Information Screen DNAapp creates a new screen in DNA® that allows users to view historical data on Retirement Accounts, such as Balances, Contributions and Distributions for prior years. The app can display up to 7 years’ worth of historical data from the current date, and all balances will be as of December 31 in the selected years.
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The purpose of the application is to display Retirement Plan information for an account tax owner conveniently on a single screen. This application displays a summary of all retirement accounts associated to the tax owner of the selected Retirement Plan Account Number. Retirement Accounts are grouped by Plan Number and Total Balance (based on account’s Note Balance type) is displayed for each group.
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This is an online application that is accessible from ‘Returned/Resume Mail Workflow’ slide-out menu available from the ‘Edit Person’ and ‘Organization’ DNA® screens. This menu have two options the user can select 1) No Mail and 2) Resume Mail.
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Reverse OD Protection Fee is a batch application designed to run daily to evaluate each account having an overdraft protection transfer fee (OPTF) for the current post date and reverse it if certain conditions are met.
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This application automates the process of creating extract file which is otherwise be manual. -
This application identifies members turning 72 within the upcoming year and anyone already over 72, populates the minimum distribution amount appropriately within DNA® and generates minimum distribution letters to members.
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Automated way to change an account officer, personal banker or any other account roles.
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This DNAapp is a non-updating, daily application that will produce a report to assist you in tracking activity and privileges in the Shared Application Framework (SAF) environment.
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This application can increase income and/or improve your efficiency by automating a series of actions that would otherwise be manual. The application produces notices to be mailed when a Safe Deposit Box is ready to be Held.
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This DNAapp is a batch application that generates three distinct extract files containg information for import into the Sageworks financial software.
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The Application enables the user to reverse service charges on the same day that they are posted, linking the reversal to the original service charge transaction.
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This extract streamlines Colson 1502 reporting requirements saving time and money, improving both efficiency and accuracy.
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This application extracts SBA 1502 100% portion reporting data into a comma-separated values (.csv) that can be copied and pasted into the SBA's Lender_Reporting_Template as per the SBA instructions for upload to the SBA. This application is for "normal monthly reporting".
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This application creates an extract file containing loan account, owner, delinquent and charge off information.
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The application enables financial institution to change the information in file created by LN_METROIIFILE to satisfy the SBA loan credit reporting.
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Scheduled Minor Changes with Notice Application gives the Financial Institution the ability to evaluate specific deposit accounts and create/insert a future dated minor change on the deposit account.
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This DNAapp will reevaluate transactions that originally raised "insufficient funds" or "uncollected funds" alerts from the ACH or Inclearing/Share draft processing, to determine if funds are now available to pay the item.
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Fiserv partners with iovation, a TransUnion company, to incorporate TruValidate™ Device Risk into SecureNow™ from Fiserv to help ensure the security of digital transactions.
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Fiserv partners with iovation, a TransUnion company, to incorporate TruValidate™ Device-Based Authentication into SecureNow™ from Fiserv to help ensure the security of digital transactions.
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The Security Information DNAapp is an online application that allows the User to proactively review and monitor person records that have missing key security information, such as keywords, tax identification numbers, and birthdates, along with being able to add and release warning flags for these records in real-time to help monitor these records that need attention.
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Security Inquiry enables your financial institution to inquire upon the access authorization details of an employee for any selected ‘Screen Name’ or ‘Transaction Type.’
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The Service Charge Activity View DNAapp provides the Financial Institution a better view of Service Charge activities for Persons and Organizations. Users can view the service charges assessed and reversed for any person or organization through the new screen or generate the report for all persons and organizations.
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The Service Charge Reversal Limit app allows your institution to impose restrictions on service charge transaction reversals so that personnel are prohibited from posting transactions of any dollar amount. Transactions over the limit specified by the institution cause an exception to be raised.
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This application will run nightly to identify when a membership account has fallen below their par value balance requirement and automatically place a warning on the account and look to other accounts to bring the membership account to the par value balance.
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The Sheltered Harbor Extracts batch application is a set of comprehensive extracts containing critical customer/member information that are designed to be utilized in the Sheltered Harbor Data Vaulting system. The Data Vault is encrypted, unchangeable, and completely separated from the institution’s infrastructure, including all backups.
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The SkipAPay Bridge App creates a user - CAPISVCSKIPAPAYUSR and grants authorizations to the SkipAPay application to be able use the CoreAPIs needed to access/update Core. The 3 CoreAPIs are needed for the SkipAPay application.
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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.
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The SmarterPay Integration DNAapp enables the integration between SmarterPay (the Fiserv overdraft limit solution) and DNA® (Fiserv core processing application).
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The Social Media Contact Info DNAapp allows users to capture social media username of their members.
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This is a non-updating, batch application that produces an extract file that contains pertinent business information that can be imported into the Sphere of Influence application by Prometheus Financial Solutions LLC
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The Social Security Administration (SSA) Deposit of Verification application is designed to fulfill requests from the SSA requesting person’s deposit account information and balances over a period of time.
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This application enables card numbers to be generated randomly, instead of sequentially. -
The Statement Configurator DNAapp allows users to accomplish the following: 1. Mirror the Statement Delivery Indicator (STDI) from product (minor) to all the associated accounts. 2. Mirror the Statement Delivery Indicator (STDI), Images per page (IMPP) variable, Print Image Front/Back (PIFB) variable and statement cycle date from primary account to all the linked secondary accounts.
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Statement Cycle Automation DNAapp automates the assignment / reassignment of statement cycles for accounts in order to achieve a balanced distribution across cycles.
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This application automates the process of evenly distributing the number of accounts among statement cycles.
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This DNAapp reviews accounts that are combined for statement production purposes, and will adjust primary account statement frequencies to ensure that all accounts are in sync.
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This application changes the delivery method on Checking, Savings, or Time Deposit accounts, to a designated value.
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This application allows the financial institution to collect service charges which is not currently supported by DNA®.