All ideas

Sometimes a user creates/manages a very important report in Dynamic Reporting, but the report is lost when that user is gone. This can leave users scrambling to recreate that report from memory. If the report could be reassigned to another user, i...

For shared reports in Dynamic Reporting, the receiving user has no control if/when a report is shared, and they have no way to remove a shared report once it has been shared with them. This can be problematic for reports that are shared bank wide ...

Would like to establish a role and grant the role permissions then assign people to roles. Customer request- E.D. from Woodforest

When there is an error or an issue where a document cannot be imported (other than Account Number, Customer Number, unresolved MTEs, etc.) the index file gets archived, and the corresponding image remains in the _Data folder. Instead of archiving ...

To use the feature, they have to touch all the users to restrict access. It should default to yes as it would be easier to allow a few access than restrict the majority.

When customers pull a User Security Report, it does not contain all of the information they need. Auditors will sometimes request reports that show user security such as which employees have access to employee files or which employees have access ...

Would like there to be a letter/email option on the distribution page so you don't have to go to each customer page to make the choice.

We need a way to move documents, and all of the document information moves with it. (Expiration date, title, document date)

Customers need to delete loans that are beyond retention requirements; however, when they have cross collaterals, the purge feature does not prevent crossed collaterals from being purged when other associated loans are not flagged for purge. While...