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This application allows a credit union to retrieve real-time credit card data from PSCU for a specific DNA® external credit card account using PSCU’s Data eXchange interface.
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This application enables a financial institution to create extract files containing customer-transactions information, with the exception of the Credit Card Master file and the Credit Card History file.
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This DNAapp creates an export and import address information file for the QAS application.
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This application evaluates and inserts a future dated minor change based upon run time parameters on selected deposit accounts.
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The Quick Access Panel DNAapp allows users to launch screens from a slide out available at a central location (Edit Person / Edit Organization / Relationship Profile).
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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.
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Quick Member Verification allows contact center employees to quickly and efficiently validate members over the phone via out-of-wallet questions and answers.
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This application produces a comma-delimited extract file with account statistical information summarized by account within the start and end dates runtime parameters for import into a marketing database.
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This application creates an extract to be used by a third party Interest Rate Risk Monitor application. This application program writes account and interest parameter information to a text file.
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This DNAapp helps financial institutions streamline and reduce potential errors in the rate change process.
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The RDC (Vertifi) Interface DNAapp provides a link between DNA® and the Remote Deposit Capture (RDC) (Vertifi) application via a web service. The RDC application provides an XML over HTTP interface for delivering deposit posting information to DNA®.
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This DNAapp integrates Redi Risk Management's iRisk product directly to DNA. It's a batch application that will create extract files for loan information for use in Redi Enterprise Development, Inc.’s Risk Management Software.
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This DNAapp will stop any transfer or draw from any account if the draw account has reached it's Reg D limits.
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The Relationship Credit Inquiry DNAapp provides a snapshot of a person or organization’s accounts and loans with the financial, as well as the most important details of each. The single screen contains sixty fields drawn from approximately twenty-three separate DNA® screens, allowing an employee to quickly and accurately assess current and past relationship credit.
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The Relationship Management Extracts application enables financial institutions in Canada and the U.S. to seamlessly transfer CIF, transaction, and other relevant data to the ASAPP Financial Technology system for processing and analysis.
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The Relationship Extracts for Enteract DNAapp is a comprehensive set of reporting batch applications that collectively produce hundreds of possible data fields/points intended to be loaded into and utilized for the Enteract from Fiserv customer relationship management (CRM) system.
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The Relationship Inquiry DNA® Application displays pertinent member information to users who do not need access to account balances. A search function allows you to search by person or organization name. Upon search, a list of records is displayed that meets the search criteria.
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A prerequisite DNAapp to other DNAapps. Establishes a benign "More" button on the Relationship Profile sub menu.
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The Relationship Rate Rewards Program DNAapp allows the Financial Institution a flexible way to provide qualified accounts higher interest rate thus rewarding the customer/member for their relationship with the Financial Institution.
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This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.
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This application enables the Financial Institutions to release a cashbox of an active user without them being in the office to settle their drawer.
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This DNAapp consists of one SQT that will convert a TWS File into the Standard POD File Format. This application preprocesses the file, and needs to be executed before importing the new file into the DNA System via the File Manager Application.
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This DNAapp is designed to work with Vertifi, a specific independent third party Remote Deposit Capture processor. This application allows users to verify that a check being deposited or cashed in person is not one that may have previously been deposited using Remote Deposit Capture.
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This application can increase institution efficiency in automating the clearing of exceptions prior to review reducing the number of items to manually review.
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This application reserves portions of the bank securities for each repurchase agreement account and generates notices to accountholders detailing the reserved collateral.
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The ReserveLink Extract is a batch application that generates one extract for checking and saving accounts in fixed length format (RESERVESWEEP.txt) and one report (RESERVELINK_EXTRACT).
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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.