All ideas

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...

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 creating a new application, on the screen to select the application/loan type and the initial application status, admins/approvers are able to see the full list of statuses, but any user that is not an admin/approver can only see the default ...

Add the “Total Loan Balance” and “Total Loan Commitment” amounts to the Exception Report Template in Dynamic Reporting.

Create a new fields in Dynamic Reporting for Primary Total Balance and Primary Total Commitment. These fields would be similar to Total Loan Balance and Total Loan Commitment but would only include accounts where that customer is the primary owner...

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 ...