This DNAapp creates and/or updates agreements in the specified Agreement Type to enable account-owner access to account information through a third-party internet-banking provider and / or the Voice Response (VRU) system. The application produces a detail report of the agreements created/updated, with totals. The application links eligible accounts to agreements owned by the account owner and / or those persons with the appropriate Account Roles, to provide the ability to access account information via the internet-banking and / or VRU channels. For use with clients who are not e-CB.
This application will not create or update any agreements owned by organizations, only those owned by persons. However, organization-owned accounts may be accessed by persons with eligible Account Roles associated with those accounts, via their personal agreement. This application is not designed to work with so-called “plastic card” agreements such as ATM or debit cards and should not be used to create internet agreements for e-CB.
This application automates the creation of Web Banking (and other channel) agreements in DNA, eliminating what is normally a manual process, and ensuring consistency. Multiple configuration options allow the Financial Institution to tailor the process to suit their business needs and rules.
See User Guide for detailed specifications of this DNAapp.
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This DNAapp is compatible with DNA 3.0 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.