Statement Configurator  image

Statement Configurator

By Prometheus Financial Solutions LLC

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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Meta information

Platform

DNA

Category

Integration

Overview

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.

 

  1. 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.



Benefits

The Statement Setup DNAapp offers a more user-friendly solution by mirroring the Statement Delivery Indicator (STDI) from product (minor)/primary account to all the associated/linked accounts.

With this app, you can:

    • Enjoy a more efficient and user-friendly process to update Statement Delivery Indicator on accounts with that of the product (minor).
    • Update Statement Delivery Indicator (STDI), Images per page (IMPP) variable, Print Image Front/Back (PIFB) variable and Statement Cycle date on secondary accounts with that of primary account in an easy way.

 

App Information

Version
1.0.0.0 - Published April 2018
Developer Website

Specs

DNAapp Type: Application/Screen 

Requirements

  • DNA® 4.1 release or higher
  • Employees must have permission setup for the following Authorization Items to access the Statement Setup:
  • Statement Setup from Product
  • Statement Setup from Account