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Sharing Parameters

Title Slide Heading • Font: Calibri, 24 pt • Color: White Secondary Heading • Font: Calibri, Bold, 16 pt • Text color: 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete. Sharing Parameters. Bob Clark, MISER Development Director. Content Slide

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Sharing Parameters

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  1. Title Slide Heading • Font: Calibri, 24 pt • Color: White Secondary Heading • Font: Calibri, Bold, 16 pt • Text color: 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete Sharing Parameters Bob Clark, MISER Development Director

  2. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete HOW DO OUR CLIENTS USE THE SYSTEM? • Parameters • What parameters are most common? • How much do they differ between clients, banks, and credit unions? • What values are not being used? • Transactions • What transactions are most common? • What transactions are being used by channel? • Are employee transactions performed in a specific sequence?

  3. Transition Slide Header • Font: Calibri, 32 pt • Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete PARAMETERS

  4. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete PARAMETERS • MISER is a parameter driven system • 3,646 association parameters • 86 PCD account type parameters • 93 PLN ML account type parameters • 93 PLN IL account type parameters • 93 PLN OL account type parameters • 93 PLN CL account type parameters • 24 PLY account type parameters • 108 PND account type parameters • 190 PNL account type parameters • 80 PSV account type parameters • 711 WXP parameters

  5. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete PARAMETERS • After removing association specific fields (regions, dates, security code) resulted in 2,447 association parameters that were analyzed. • We identified the most common parameters in use at banks and credit unions. • The most common values at banks and credit unions are the same in 2,339 of the parameters. • The most common values at banks and credit unions are the same on 446 of the WXP parameters. • We identified 1,105 options that are not being used by any clients.

  6. Full Image Slide with Statistic Call-Out Insert your own data in box. • Statisic Copy • • Header Font: Calibri, 28 pt • • Color: White • •Copy Font: Calibri, 24 pt • • Color: White NO SLIDE NUMBER Click on the corner of this text box to delete

  7. Table with Bullets • Insert your own data in table. • Click on the corner of this text box to delete PRODUCTS USED BY SEGMENT

  8. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete PARAMETERS • Benefits • We are updating our development and QA environments to reflect the most common parameters. Improve quality. • Provided reports to customer care, development, and implementations to assist in troubleshooting issues, defining enhancements, and setting up new clients. Improve support • Reviewing options that are not being used to reduce and streamline the code base. Improve quality. • Future Analysis • Reward Parameters • Service Charge Parameters • ATM Parameters • Account Summary Data • What specific account field values are being used? • What database fields are not being used? • How many UDD fields are used?

  9. Transition Slide Header • Font: Calibri, 32 pt • Color: 0/125/138 NO PAGE NUMBER Click on the corner of this text box to delete TRANSACTIONS

  10. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete TRANSACTIONS • MISER is an online system with 4000+ transactions defined • Analyzed one month from 3 service bureau environments • 4 transactions accounted for more than 50% of all activity • 11 transactions accounted for more than 75% of all activity • 16 transactions accounted for more than 80% of all activity • 44 transactions accounted for more than 90% of all activity • 89 transactions accounted for more than 95% of all activity • 239 transactions accounted for more than 99% of all activity • 760 transactions accounted for more than 99.99% of all activity

  11. Table with Bullets • Insert your own data in table. • Click on the corner of this text box to delete ALL TRANSACTIONS BY CHANNEL

  12. Content Slide Heading (All Slides) • Font: Calibri, 28 pt • Color: 0/125/138 • All Caps Bullets • Font: Calibri, Bold, 18 pt • Text color: Black • Bullet color: Black Sub-bullets 1 • Font: Calibri, 16 pt • En-dash color: Black Sub-bullets 2 • Font: Calibri, 14 pt • Bullet color: Black Click on the corner of this text box to delete TRANSACTIONS • Benefits • Based on transaction code we identified the transactions performed by employees • Based on activity we identified the transactions performed by front-line employees • Created the Teller View in the new DeskTop application to streamline the teller process

  13. Thank You Slide Heading • Font: Calibri, 32 pt, All Caps • Color: White Presenter Name • Font: Calibri, Bold, 18 pt, white Contact Information • Font: Calibri, 16pt, 196 / 214/ 0 NO SLIDE NUMBER Click on the corner of this text box to delete THANK YOU Bob Clark robert.clark@fisglobal.com

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