- Overview
- Specs
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- Requirements
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The Wallet Share Inquiry provides a graphical representation of the relationship between Financial Institution and their customer / member. Current account balance distribution can clearly be seen via pie charts, and historical average balance distribution (between loan and deposit accounts) is shown in a bar chart.
Key Benefits:
This application improves Financial Institution's cross-selling opportunities by showing the general customer / member contact information and Dynamic Messages related to that customer / member. In the case of organizations, the names of certain key individuals (for instance, officers, signers, etc.) are shown. Through this, Financial Institutions can also see the information about other account relationship summary information relating to Retirement Plans, MasterLines and Externally Serviced Accounts that are represented in DNA®. This application also enables a Financial Institution to frame their query in the best way to meet their expectation.
A new Menu Item 'Wallet Share Inquiry' appears on the following screen:
Services à Relationship à Quick Inquiries àWallet Share Inquiry
When the user selects this new Menu choice, the combined search screen opens up, where the user can search for a Person or Organization whose relationship they wish to view.
When the user searches for a person and clicks continue on the combined search screen, the 'Wallet Share Inquiry' screen is shown.
The screen is broken into 5 segments:
- The Contact Details section of the screen shows Customer / Member physical address, phone number and email address information.
- The next section of the screen conditionally shows either Dynamic Messages (for persons) or persons who have certain Roles (for organizations).
- The Other Relationships section of the screen shows information regarding Retirement Plans, Externally Serviced Accounts and MasterLines, if any of these relationships exist.
The Balance by Account Type section of the screen shows Account Balance relationships in several graphical representations. Options in this section allow for viewing of all balances distribution (bar chart), Loan Balances percentages by loan type (pie chart), Deposit Balance percentages by deposit type (Pie chart). For those clients who use the Open Solutions Credit Card Module, Credit Card accounts also appear in this portion of the screen.
The Average Balance section of the screen shows a historical view of Deposit / Loan balance relationship in a graphical representation. For those clients who use the Open Solutions Credit Card Module, Credit Card accounts is included in the loan balances in this portion of the screen.
Please refer to the documentation for detailed specifications.
Customer Reviews
1 Item(s)
- Graphical Representation is NiceReview by Rupesh
-
Rating Data represented in the pie charts is a very nice feature.
(Posted on 5/2/11)
1 Item(s)
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- DNA 4.0 or later version is required.
Version Information: 1.1.0.4 published to store in March 2018
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