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The Wisdom 5300 Extract (WISDOM_5300_EXT) DNAapp creates the following extract files that can be imported into Fiserv’s Wisdom™ solution to streamline integration between the two systems. This DNAapp is used to generate the following credit union quarterly 5300 Call Reports for the NCUA:
- Share Accounts Extract
- Loan Accounts Extract
- Certificate Accounts Extract
- Statistical Data Extract
Key Benefits:
For US-based DNA® credit unions that also use Wisdom from Fiserv, this DNAapp creates multiple extract files that streamline integration. In doing so, the app eliminates manual data entry, improves accuracy and saves time.
Wisdom: 5300 Call Report Assistant helps credit unions expedite the gathering, organizing, and uploading of information needed for their quarterly 5300 Call Reports for the NCUA. It features an intuitive, Windows-based interface that enables credit unions to customize the application to automate data gathering and includes provisions for all 584 line items for the quarterly report.
Contact your Client Partner for more information about the Wisdom: 5300 Call Report Assistant module.
WISDOM_5300_EXT displays the total number of records extracted for each extract file along with the path where the files are copied.
The following four extracts are created based on the value of the Processing Options (PROC) parameter. Any of these extracts may be run simultaneously:
- 5300-SHARE-MMDDYYYY.CSV, where MMDDYYYY is the current Queue Effective Date
- 5300-LOAN-MMDDYYYY.CSV, where MMDDYYYY is the current Queue Effective Date
- 5300-CERT-MMDDYYYY.CSV, where MMDDYYYY is the current Queue Effective Date
- 5300-STAT-MMDDYYYY.CSV, where MMDDYYYY is the current Queue Effective Date.
Note: This report excludes all externally serviced accounts (Major Account Type = EXT). Unless otherwise specified, all information is monthly, as of the month-end date.
Please refer to the documentation for detailed specifications.
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The following software versions are required:
- DNA® 4.2.2 and higher
- Wisdom 5300 Call Report Assistant
Restrictions
- This DNAapp is applicable for US-based, DNA® credit unions only, either Data Center or In-House
- You can install this DNAapp at any time, but the extract files generated do not provide any business value until Wisdom is installed and configured to accept the files. Contact your Wisdom professional if you need assistance configuring Wisdom after successfully installing this DNAapp.
Version Information:
v1.0.6.5 Published - October 2019
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