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New Account Opening Creating workflows and edits within InterAct Miser

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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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Presentation Transcript
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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
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Business/Organization Informational Workflow

  • What type of account is desired
  • Series of Yes/No questions
  • Provides instructions on actual account setup
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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
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Post-Account Opening Workflow

New Account Checklist

  • Guides CSR through follow-up processes
  • Series of transaction and sub-workflows
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THANK YOU

Angenette Garcia-Soza

[email protected]

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