1 / 26

Automating 100 Processes with Interneer Apps

Automating 100 Processes with Interneer Apps. Chris Condon – Director, IT Innovation and Solutions, Los Angeles Firemen’s Credit Union. Los Angeles Firemen’s Credit Union Serving Firefighters and their families since 1935

eron
Download Presentation

Automating 100 Processes with Interneer Apps

An Image/Link below is provided (as is) to download presentation Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author. Content is provided to you AS IS for your information and personal use only. Download presentation by click this link. While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server. During download, if you can't get a presentation, the file might be deleted by the publisher.

E N D

Presentation Transcript

  1. Automating 100 Processes with InterneerApps • Chris Condon – Director, IT Innovation and Solutions, Los Angeles Firemen’s Credit Union

  2. Los Angeles Firemen’s Credit Union • Serving Firefighters and their families since 1935 • Our Mission: Los Angeles Firemen’s Credit Union is the Trusted Provider of Premier Financial Services to our “Fire Family” • Focused on Legendary Service and High Efficiency

  3. Los Angeles Firemen’s Credit Union • Started with LA City Firemen; now open to all Firefighters in California • Single Location from 1935 – 2012, now 3 locations, with 4 more planned by the end of 2015

  4. Los Angeles Firemen’s Credit Union Stats and Facts • Over 30,000 members • $900M in Assets • 135 Employees • Online Banking • Mobile Banking with Check Deposit • Interest Refund/Extraordinary Dividend over $3M in 2013

  5. Exciting News • On April 1, 2014 • Will Become….

  6. New Name Supports • Expansion to areas outside of Los Angeles • Commitment to All Firefighters • Firefighters remain our first priority

  7. BPM at the Credit Union • E-Forms (Fill & Print) • Internal Workflows (Route to various Departments) • HR Related • Service Requests • Member Self Service in Online Banking

  8. BPM at the Credit Union • Online Banking Customization • Integration with Core System • Expanded Feature Set • Transactions • Service Letters • Automated “Mail Merge” link from Core System • Generate letters while serving the member

  9. Evolution of E-Forms and Workflows at the Credit Union

  10. Primary Reasons Interneer Selected • Adobe LiveCycle & Flash Challenges • Not Supported on iOS devices • Requires complex development and infrastructure • Costly Annual Licensing • Extended Timeframes from Concept to Launch of new workflows • Interneer committed to interfacing with our Core Banking and Online Banking Platforms • Core Banking- Open Solutions (FiServ) DNA (Oracle Database) • Online Banking- Digital Insight (Formerly Intuit Financial Services) Single Sign On Web Service • Offered Best Value compared to Other Solutions reviewed

  11. 100 Processes?...It’s True! • Simple Forms – Fill and Print • Forms Repository • 47 Unique Forms • Internal Workflows Simple to Complex • Member Service Forms • Employee Self Service Forms • 22 Unique Workflows

  12. 100 Processes?...It’s True! • Member Forms/Workflows in Online Banking • Member Self Service Forms • Member to Member Transfer • View Credit Score Feature • 14 Unique Forms and Processes • Letter Portal • Over 100 Letters that are automatically populated from the Core Banking Platform • Letters used by several departments throughout the credit union

  13. Integration Technologies • MS SQL Linked Server • Connect Oracle Database to Intellect Database • Oracle Client • Oracle OLDB Driver • Link Oracle Views to Intellect • Link Oracle Stored Procedures allows Intellect to update Oracle while enforcing business rules

  14. Integration Technologies • Web Services-Digital Insight Interface • Through our Firewall • SSL Connection • Data Transferred via HTTP Post • Open Solutions CoreApi • Inside the Firewall • Internal TCP/IP Connection (Sockets Interface) • Allows transactions and maintenance with business rules enforced

  15. Key Process-New Employee Onboarding New Employee Onboarding • HR Initiates when New Employee Hired • Manager of Employee requests Software to be installed and Extranets to be granted access • Sends request to IT to establish Network User Account and Core User Account • Depending on software requested, Request Routes to several different Administrators throughout the Credit Union • Each step in the process is tracked • Final output: Confirmation Page of software requested and initial login credentials for each system

  16. Key Process-New Employee Onboarding New Employee Onboarding Employee Termination • Employee Termination Workflow looks up Software and Extranet Access Granted during the Onboarding process • Sends request to IT to terminate Network User Account and Core User Account • All administrators are notified and sent requests to terminate access • Depending on software requested, Request Routes to several different Administrators throughout the Credit Union • Each step in the process is tracked • Final output: Confirmation to HR that Access has been terminated. Auditors can review this and verify our processes

  17. Key Process-Member to Member Transfers Member to Member Transfer • Firefighters work and live together and transfer money between each other often • Fire Station Shared Expenses (Cable Bill, Food, etc.) • Accessed in Online Banking Initiates a Single Sign on Request to Intellect, passing account data, using SSL encryption

  18. Key Process-Member to Member Transfers Member to Member Transfer The accounts available for withdrawal are passed in the SSO messaging from Digital Insight along with the Available Balances

  19. Key Process-Member to Member Transfers Member to Member Transfer The account number is validated by entering the first 3 letters of the recipient’s last name.

  20. Key Process-Member to Member Transfers Member to Member Transfer Since the name and account number match, a final confirmation page is displayed When “Complete Transfer “ is clicked, a web service message is initiated by Intellect to the Core Banking System to post the transfer

  21. Key Process-Member to Member Transfers Member to Member Transfer A final confirmation page is displayed, letting the member know that the transaction posted successfully.

  22. Key Process-Member to Member Transfers Member to Member Transfer The transaction is posted immediately, with the Comment added for reference.

  23. Key Process-View Credit Score View Credit Score • Service to our Firefighter Members • Scores provided by FICO on a quarterly basis • Data is imported into our Oracle Database • View of Credit Data Exposed to Intellect (Linked Server) • Also Accessed in Online Banking Initiates a SSO call to Intellect, passing information identifying the member and application (View Credit Score)

  24. Key Process-View Credit Score The page is generated dynamically based upon data in the View View Credit Score FICO Credit Meter Credit Score FICO Key Factors FICO Key Factors

  25. Thanks Thank you all…

  26. For More Information Chris Condon ccondon@lafirecu.org 323-550-4904

More Related