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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New Account Opening Creating workflows and edits within InterAct Miser

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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


New account opening creating workflows and edits within interact miser

Business/Organization Informational Workflow

  • What type of account is desired

  • Series of Yes/No questions

  • Provides instructions on actual account setup


New account opening creating workflows and edits within interact miser

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


New account opening creating workflows and edits within interact miser

Post-Account Opening Workflow

New Account Checklist

  • Guides CSR through follow-up processes

  • Series of transaction and sub-workflows


New account opening creating workflows and edits within interact miser

THANK YOU

Angenette Garcia-Soza

agarciasoza@capfed.com


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