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This DNAapp is a multiple screen application developed to simplify and streamline the operation of updating a person’s or organization’s roles for a list of deposit accounts (e.g. checking, savings, money market, etc). It allows a user to search for the deposit accounts of a person or organization, select the account of interest, add roles for a new person or organization to selected accounts, remove roles for an existing person or organization from selected accounts, and change account ownership types after roles have been added to or removed from selected accounts. The DNAapp also automatically delinks the agreements between a person and selected accounts once the NonTax Owner and/or NonTax Signator roles are removed.
When adding roles from multiple accounts, launch this application from the Account Role Manager Menu; otherwise launch the application from the Deposit Account Toolbar while maintaining a single deposit account.
Authorization
To grant a user access to this DNAapp, the system admin can either add the “AccountRole Manager Form Auth (R08C)” and “AccountRoleManager Update Auth (R08A)” AuthCds to the user or the “AccountRoleManager Form AuthItem (R08D)” and “AccountRoleManager Update AuthItem (R08B)” to an Auth group, such as financial service representatives, to which the user has access privileges. In either case, the system admin also needs to add the CoreAPIs (7705, 7719, 7749, 7783, 7714, and 7756) AuthItems to an AuthCd (FSR, R08A) to give a user update and retrieval permissions.
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This DNAapp is compatible with DNA 3.3 or higher. You will need to download and install the Configuration Toolkit which will configure DNA to load and manage DNAapps. This toolkit is included in the DNA release CD since DNA 3.3 and will be updated here whenever a more recent release is available.
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