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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

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Automating 100 Processes with Interneer Apps


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Presentation Transcript
slide1

Automating 100 Processes with InterneerApps

  • Chris Condon – Director, IT Innovation and Solutions, Los Angeles Firemen’s Credit Union
slide2

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
slide3

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
slide4

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
slide5

Exciting News

  • On April 1, 2014
  • Will Become….
slide6

New Name Supports

    • Expansion to areas outside of Los Angeles
    • Commitment to All Firefighters
    • Firefighters remain our first priority
slide7

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
slide8

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
primary reasons interneer selected
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
100 processes it s true
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
100 processes it s true1
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
integration technologies
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
integration technologies1
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
key process new employee onboarding
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
key process new employee onboarding1
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
key process member to member transfers
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

key process member to member transfers1
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

key process member to member transfers2
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.

key process member to member transfers3
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

key process member to member transfers4
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.

key process member to member transfers5
Key Process-Member to Member Transfers

Member to Member Transfer

The transaction is posted immediately, with the Comment added for reference.

key process view credit score
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)

key process view credit score1
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

thanks
Thanks

Thank you all…

for more information
For More Information

Chris Condon

ccondon@lafirecu.org

323-550-4904