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Customer / Member Interaction

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  1. Verification of Deposit

    Verification of Deposit

    This DNAapp provides a streamlined process to complete Verification of Deposit requests by allowing the user to select the number of months to use for the Average Balance and change the Thru Date for Current and Average Balances. There are options to print dividend information and active accounts only.
  2. Upcoming Inactive Account Letters

    Upcoming Inactive Account Letters


    Provides a daily report of accounts that will become inactive within a certain timeframe with option to generate letters that can be mailed to customers with information on how to avoid the account from becoming dormant.

  3. Transacting Person Check History

    Transacting Person Check History

    Transacting Person Check History DNAapp will help Institution to monitor check history by transacting person.
  4. TE Account Status Alert

    TE Account Status Alert

    The TE Account Status Alert DNAapp pop-up an alert message on the Transaction Express screen if the owner of the selected account has a delinquent loan account(s) or an overdraft (OD) on a chequing account(s).
  5. Smart Search

    Smart Search


    Smart Search DNAapp intelligently searches for matches based on search criteria and returns customer/member information along with information about related people and organizations based on the roles they have.

  6. Service Charge Activity View

    Service Charge Activity View

    The Service Charge Activity View DNAapp provides the Financial Institution a better view of Service Charge activities for Persons and Organizations. Users can view the service charges assessed and reversed for any person or organization through the new screen or generate the report for all persons and organizations.
  7. 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.
  8. Relationship Team View

    Relationship Team View

    This DNAapp displays user field values for the Tax Reported for Owner of the Account, limited to the user fields listed in the User Field section. This new screen can be accessed from the relationship profile screen.
  9. Relationship Inquiry

    Relationship Inquiry


    The Relationship Inquiry DNA® Application displays pertinent member information to users who do not need access to account balances. A search function allows you to search by person or organization name. Upon search, a list of records is displayed that meets the search criteria.

  10. Quick Loan View

    Quick Loan View


    The Loan Quick Look DNAapp is a slide out tab on the relationship profile screen that brings common loan information to the forefront for quicker member communication.

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