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This DNAapp adds a new Wire Request workflow to DNA® that provides a more efficient method of gathering information required for processing wire transfers. The workflow includes the ability to add in-person or remote signatures to the wire transfer form.
Key Benefits
DNA® clients that process a high volume of wire transfers can rely on WireXchange from Fiserv for a complete end-to-end wire transfer solution. For institutions processing fewer wires or that do not require as comprehensive a solution, the Wire Request Workflow DNAapp is the solution.
- Simplify the preparation, signing, and tracking of wire transfer requests
- Increase productivity and reduce the amount of time spent processing wire transfer requests
- Support domestic, international, and loan closing wire transfer requests
- Support in-person signatures using a tablet or remote signatures via DocuSign
- Support automatic archiving via OnBase/Nautilus, Digital Document for DNA®, or other third-party archiving vendors
- Send the wire request information along with the PDF form to a predefined person or group (wire transfer department) when Activity Manager for DNA® is in use
Activate the following DNAapp(s):
Note: DNAapps contained in a DNAapp package (.dnaxp) are in a subordinate bulleted list below the package and are activated when the package is activated.
DNA.WireWorkflow.InstallPackage.dnaxp
- WireWorkflowDefinition.dnax
- WireWorkflowWebApp.dnax
To use DocuSign
ESignaturePackage.dnaxp
- ESignatureService.dnax
- ESignatureUI.dnax
See the “Activating the DNAapps for Each Workflow” section in the PDF Workflows and Mapping Procedures document for detailed instructions and a list of all DNAapps related to the workflow that are activated by default.
Navigate to Start > All Programs > Open Solutions SAF Client Components 5.0 > Configuration Toolkit.
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Before executing this DNAapp, the following prerequisites must be met:
- DNA® Release 4.5.1.0 or higher
- Core API 1.4.1 or higher (available on the extranet at Downloads/Core API)
- Adobe 11 or higher
- The Wire Request Workflow DNAapp offers optional integration with the following applications/solutions (no minimum levels required), which must be purchased and configured to use the associated functionality:
- DocuSign
- OnBase/Nautilus – setup of the Document Storage Type (DOST) variable is required (see What You Should Do)
- Digital Document for DNA® or third-party archiving vendor – setup of the Document Storage Type (DOST) variable (see What You Should Do) and the procedure in the Assigning Access to the Archive Folder topic is required
- Activity Manager for DNA®– setup of the application-level Wire Request Workflow (WIRE) variables is required (see What You Should Do)
Version Information:
3.2.0.0 Published - March 2019