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.
This allows a Financial Institution an on-demand channel to always be able to track these outstanding person record issues without having to request and run batch reports, and possibly work off “dated” information from a previous night’s batch processing run.
The Contact Information DNAapp provides the Financial Institution with flexible setup, review, and simplified processing. Other benefits include:
The ability to query online for person records that need attention due to missing phone numbers and email addresses.
Institution-level settings to set separate warning flag codes for each missing contact information condition (i.e. one for missing phone number, one for missing email address).
Functionality to “mix/match” for the queries so a User may select one or both of the missing Contact Information values to query against.
Ability to add warning flags on one, some, or all of the records that need attention with one-click functionality.
Functionality to review and release warning flags if the person record has been updated with values for the missing data but the warning flag has not been released, and also to prevent warning flags from being released (via this app only) if the data is still missing/outstanding.
Security controls that work with standard DNA authorizations to separate the screen functionality into query/review and query/review/flag maintenance, if desired.
Full activity and audit tracking of warning flag placements and releases.
Being able to monitor person record outstanding items and cleanup efforts in real-time via screen access, versus having to work off batch reports.
The Contact Information application is designed for Financial Institutions to utilize online functionality via a screen application.
To gain access to the Contact Information application, the User must be granted the “Relationship Profile” Authorization Item and the “PQAI – PersRecQualCtrl Notif App Auth” Authorization Profile to perform the adding and releasing of warning flags using this screen.
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