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New Account Opening Creating workflows and edits within InterAct Miser

New Account Opening Creating workflows and edits within InterAct Miser. Pre-account opening workflow-Business vs. Fiduciary Use of Authoring account opening custom exits Post-account Opening workflow. Business/Organization Informational Workflow. What type of account is desired

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New Account Opening Creating workflows and edits within InterAct Miser

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  1. New Account Opening Creating workflows and edits within InterAct Miser • Pre-account opening workflow-Business vs. Fiduciary • Use of Authoring account opening custom exits • Post-account Opening workflow

  2. Business/Organization Informational Workflow • What type of account is desired • Series of Yes/No questions • Provides instructions on actual account setup

  3. Exits used for Edits • as_custom_funding_pre_begin and as_custom_setup_ok_begin • CIP edits – SSN, DOB and ID present for each primary relationship customer • BSA edits – Statistical data present : own/rent; occupation; opening reason • IRA edits – contribution codes compatible with IRA type and prior year usage • as_custom_create_pre_end • Class type assignment – set class type based on relationship codes

  4. Post-Account Opening Workflow New Account Checklist • Guides CSR through follow-up processes • Series of transaction and sub-workflows

  5. THANK YOU Angenette Garcia-Soza agarciasoza@capfed.com

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