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Teller Processing

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  1. Transaction Analyzer

    Transaction Analyzer

    The Data Analyzer creates a comma-delimited file that contains transaction data within a specific time frame that can be used for financial analysis.
  2. Teller Over and Short Report

    Teller Over and Short Report

    The Teller Over and Short Report DNAapp assists in daily balancing activities, teller reviews, audit activities and more by generating a list of tellers who have had an over or short cash transaction during the user-specified time period.
  3. Retirement Plan Summary

    Retirement Plan Summary

    The purpose of the application is to display Retirement Plan information for an account tax owner conveniently on a single screen. This application displays a summary of all retirement accounts associated to the tax owner of the selected Retirement Plan Account Number. Retirement Accounts are grouped by Plan Number and Total Balance (based on account’s Note Balance type) is displayed for each group.
  4. Retirement Account Link Workflow Step

    Retirement Account Link Workflow Step


    This DNAapp adds a new workflow step to the New Deposit Account Wizard, streamlining the process of linking a new retirement account to an existing retirement plan by enabling the User to link a new account to an existing retirement plan during the new deposit account workflow process instead of having to do it after the fact by performing maintenance on the newly created account.

  5. Print Debit Card Agreement

    Print Debit Card Agreement

    This DNAapp allows user to create Card Agreement file with Person’s or Organization’s information and open it in default PDF file Reader. The purpose of the application is to eliminate manual process of filling a paper form with member’s data.
  6. Overdraft Research Tool

    Overdraft Research Tool

    This DNAapp is a great way to streamline your customer service and research processes that involve overdraft research. By doing so you can provide better and faster customer service for your clients while lowering your overall cost to serve a client.
  7. Overdraft Privilege Maintenance

    Overdraft Privilege Maintenance

    Provides all ODP related information and maintenance options for a given account on a single screen for financial supervisors and frontline staff to manage ODP options and quickly browse an account’s ODP information.
  8. NDAW with Lexis Nexis

    NDAW with Lexis Nexis


    This DNAapp replaces the Verify/Qualify step within the NDAW with a new step that launches the Lexis Nexis Interface DNAapp. After attaining InstantID results, you can complete the new account opening process.

  9. Mailing Label Printing

    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

  10. Lexis Nexis Interface

    Lexis Nexis Interface

    Log In for Pricing
    The Lexis Nexis Web Service Interface is a screen which passes demographic data from DNA to the Lexis Nexis Bridger Insight XG (BIXG) web service and returns both Watchlist (OFAC) and InstantID results.

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