All ideas

The previous version of Notice Letters had “paragraphs”, which were easy to customize based on the type of exception it would be assigned to. Fields like Account Number or Expiration Date could be included where they are relevant, but also left ou...

If a customer has multiple exceptions (and those exceptions are all part of the same letter set), the exceptions will not be combined on a single letter if they are on different stages. If each letter stage has different text, this is great, but i...

When searching for an account number or name, especially when the account number is short or the name is common, the system can return several pages of matches and you must page through to find the one you are looking for. It would be extremely he...

Add “Officer Email” address as a selectable placeholder for notice letters. With emailed letters becoming more common, users need an easy way to add the officer email address to the letter so the customer can email the documents (or questions) dir...

When documents are mapped and imported through an interface or through an image conversion, all documents must be QCd and approved. We have been asked on numerous occasions to update the documents' QC status to approved through a script based on t...

Display the Closed Date for Deposit or Trust Class: In the Account Header On the Account Edit screen. These dates are already stored in the database. They just need to be displayed.

Logic: If the account number already exists but the primary owner is different than the existing owner. Create a decisioning screen, showing the existing primary owner and the new owner. Two Options: Change the primary borrower on the existi...

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 ...

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 ...