Fiserv AppMarket - Prometheus Financial Solutions LLC - DNA Developer Profiles - DNA

Automated Withholding Report

The Automated Withholding Report application is an updating application that allows a Financial Institution to evaluate and apply Federal Withholding to select eligible transactions processed via a previous batch posting application.

DNA

Batch Monitor

The Batch Monitor DNAapp is an online application that enables Financial Institutions to quickly and easily track and isolate batch application run-time performance, including trends and errors raised during the application runs.

DNA

CAA Supplemental Extracts for Weiland

The Commercial Account Analysis Supplemental Extracts is a DNAapp that consists of multiple non-updating batch applications that produce CSV extract files with supplemental data that works in conjunction with the CAA Commercial Analysis Extract (CAA_SUF_EXTRACT.sqt) which extracts the data to be used by Weiland's Commercial Account Analysis (CAA) process to generate Account Analysis statements and calculate Account Analysis charges.

DNA

CIF Change Monitor

The CIF Change Monitor DNAapp is an online application that allows the User to proactively review and monitor person and organization CIF (Customer Information File) records that have had recent updates such as address changes, phone number changes, email address changes, and keyword/password changes.

DNA

CIP Verification

The CIP Verification DNAapp is an online real-time feature that allows the User to easily view AND add/maintain certain CIP information via a slide out function from multiple screens, including Deposit Account Maintenance, Relationship Profile and Transaction Express.

DNA

ClickSWITCH Integration

This DNAapp is a ClickSWITCH integration with the DNA core system. ClickSWITCH is a 3rd party system that enables Financial Institutions to help their new customers/members switch their incumbent/current ACH and recurring payments to the new Financial Institution as part of the onboarding process.

DNA

Co-Op Dashboard

This app allows financial institution to make a credit card payment, a cash advance, enroll or un-enroll the credit card in statements, and freeze or unfreeze a credit card from the new Co-op Dashboard screen within DNA.

DNA

Combined Fee Notice

The Combined Fee Notice application is a non-updating application that allows a financial institution to produce one notice per account that contains all fee transactions posted within a selected reporting period.

DNA

Compensating Balances for Business Loans

This DNAapp enables users to offer business customers preferred commercial loan rates based on their average deposit balances. It helps offset the cost of loans by encouraging borrowers to maintain higher balances in their linked deposit accounts while simultaneously giving institutions a way to generate additional interest income if the threshold is not met.

DNA

Compensating Balances Notice

The Program Notice batch application is designed to produce a notice whenever a rate change occurs to a loan account that is in the Compensating Balances program.

DNA

Configurable HTML for Segmint

The HTML Zones DNAapp is designed to display Segmint targeted messages within the DNA platform. This leverages existing Segmint targeting and delivery systems, and provides messaging directly to front-line staff, who can then use this information to cross-sell account holders.

DNA

Contact Info Tracker

The Contact Information DNAapp is an online application that allows the User to proactively review and monitor person records that have missing contact information, such as phone numbers and email addresses, along with being able to add and release warning flags for these records in real-time to help monitor these records that need attention.

DNA

CUETS to Everlink PIN Migration

AT_CUETSPANTOEVERLINK.SQT allows users to insert old CUETS PAN on the Everlink Card order file in an automated way and a report on it. Everlink can use this card order file to pull the PIN associated with the old CUETS PAN and link that to the new Everlink card order. In doing this the member can continue to use existing PIN they used with their CUETS card on the new Everlink card they receive.

DNA

Debit Card Fraud Finder

EFT team members can use this app to quickly research a reported fraudulent debit card use / breach for one or many cards, and not only identify where else the card(s) were used, but also check if other cards in the portfolio were used at the same merchant locations.

DNA

Debit Card Network Reconciliation

This program will provide reports which will enable the user to reconcile debit card transactions appearing in DNA with those reported by Fiserv services.

DNA

DNA OFAC Search

The DNA® OFAC Search app downloads the federal lists and does a fuzzy search on the names and aliases found in those lists. Having the search app built into DNA® allows for an easy way for end user to quickly and efficiently search for potential blocked individuals or businesses without having to resort to third party options or back office processes.

DNA

DNA Test Optimizer

The DNA® Test Optimizer application allows the Financial Institution to retrieve test data quickly and dynamically for pre-defined conditions.

DNA

Document Request Enhancement

The Document Request app is an enhancement to the existing DNA document request functionality and allows the Financial Institution to combine multiple document types, as a request for outstanding items into a single notice.

DNA

Documents Quick Access

This App provides quick access to the documents (WMF Forms) associated with an account through the online print page. The menu item “Documents” is added to the Accounts and Credit Card tabs within the Relationship Profile. When an account is selected and the menu item is clicked on, it will take you to the online print page. The account you selected will be the active account in the online print page and all documents associated with that account will appear in the selection box.

DNA

eAgreement Disclaimer Flag Tool

The E-Agreement Disclaimer Flag Reset DNAapp allows users to mass reset the e-agreement disclaimer flags for a specific access type in DNA®. This application displays the number of e-agreement disclaimers status for the selected access type before and after processing the reset request.

DNA

Employee Activity Monitor Screen

Employee Activity Monitor Screen is a robust DNAapp that enables users to monitor, review, and approve/reject user-defined categorization of employee activities. This application displays maintenance activities that have occurred based upon user defined criteria such as Status, Group and Categories, date range and employees designated to that group.

DNA

Employee Permission Extract

The Employee Permission Extract DNAapp allows a Financial Institution to extract authorization and SAF user data in CSV format to be analyzed by Sycorr's Permission Assist application.

DNA

Enhanced Collateral Search

The Enhanced Collateral Search DNAapp will allow the user to obtain a snapshot of all collateral under a Person, Organization or Account

DNA

Enhanced Late Charge Notice

The Enhanced Late Charge Notice is designed to produce a notice, at any given point in time at the request of a financial institution, to be sent to the borrower to inform them of their outstanding late charge balance due in an effort to collect the late charges as soon as possible.

DNA

Experian Commercial Loan File

The Experian Commercial Loan File is a batch application that allows a financial institution to produce an extract file that contains pertinent commercial loan data that can then be sent to the Experian credit reporting agency.

DNA

Expiring ID Tracker

The Expiring ID Tracker is an online application that allows the User to proactively review and monitor person records that have expired or missing expiration dates, along with being able to add and release warning flags for these records in real-time.

DNA

Loan Extracts for Participate

The Loan Extracts for Participate DNAapp provides transaction, rate and organization data that is loaded into the Participate system for processing.

DNA

Loan Fee Calculator

The new Fee Calculation screen allows the User to view the Borrower’s loan and collateral information in order to assess a fee, while also giving the flexibility to choose what values will be included in the fee calculation and how the fee will be calculated.

DNA

MAD Retirement Update

The Update MAD Amount DNAapp allows users to override the system calculated minimum amount on Retirement Plan Maintenance screen to a custom amount.

DNA

Mailing Label Printing

Quickly print one or more mailing labels using the actively selected person or organization’s address or for all persons or organizations associated with an account

DNA

Member Card Wizard

This DNAapp creates a new Wizard in DNA® that guides users through the process of creating/issuing regular and starter card agreements for a single person or organization in a step-by-step fashion. This DNAapp will only work for Canadian clients.

DNA

Membership Closeout

The Membership Closeout application is a comprehensive solution that enables a Financial Institution to better accommodate Membership closeout requests by providing a review hub and work process approach to both see the current status of the departing Member’s accounts and services with the Financial Institution and adds action tabs to help close out or remove services as needed. This ensures the relationship is cleanly closed out in an organized and efficient manner.

DNA

Missing ID Tracker

The Missing Identification DNAapp is an online application that allows the User to proactively review and monitor person records that have missing identification designated by the financial institution, along with being able to add and release warning flags for these records in real-time to help monitor these records that need attention.

DNA

New Loan Accounts Extract

The New Loan Accounts Extract application provides the financial institution with several operational efficiencies It allows the financial institution to produce a simple extract that contains information required to send new account letters for loans originated within a selected reporting period; it includes additional fields not available within the standard new loan notices. This extract file can be processed by the client or sent to a third-party vendor to be printed.

DNA

Participation Summary Screen

The Participation Summary application is designed to allow a Financial Institution to view a loan with multiple participation agreements on a single screen. The Participation Summary screen will list the information regarding the Borrower’s loan and will also consolidate the information on all participants attached to the loan and display any remaining balance that could be sold to another Investor or Financial Institution

DNA

Person Occupation Classification

The Person Occupation DNAapp allows users to search and select correct National Occupation Classification (NOC) code and job title for their members.

DNA

Quick Access Panel

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).

DNA

Relationship Extracts For ASAPP

The Relationship Management Extracts application is designed for a Canadian Financial Institution to provide CIF, transaction, and additional data that is loaded into the ASAPP Financial Technology system for processing and analysis.

DNA

Relationship Extracts for Enteract

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.

DNA

Relationship Rewards Program

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.

DNA

Prometheus Financial Solutions LLC

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