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Document Workflow

Document workflow would set certain documents to send notification to user/user groups for approval before the document is input into AccuAccount.
Jenn Mitchell 7 months ago in AccuImg 0

Open API's

Offering open API's will allow for banks to do more reporting outside of AccuAccount. It would also allow them to write data to AccuAccount from other 3rd party vendors.
Jenn Mitchell 7 months ago in AccuAccount 0

Non-Expiring to Dynamic Reporting

Would like the non-expiring flag added to Dynamic Reporting.
Jenn Mitchell 7 months ago in Dynamic Reporting 0

Notice History Reports

Need history reports built for notices that were sent. The information should be reported on within Dynamic Reporting.
Jenn Mitchell 7 months ago in Dynamic Reporting 0

QC Reporting in Dynamic Reporting

Need to ability to see QC reports in Dynamic Reporting. They can them be seen on the dashboard for review.
Jenn Mitchell 7 months ago in Dynamic Reporting 0

Document Portal

The ability to request documents from customers and give them a place to put the documents before import into AccuAccount.
Jenn Mitchell 7 months ago in AccuAccount 0

AI Document Classification

The ability to use AI to classify documents for import into AccuAccount.
Jenn Mitchell 7 months ago in AccuImg 0

Dynamic Reporting - Able to build reports you are able to in Document History, so the report hits your dashboard and doesn't require a manual pull each day

We have 2 document import platforms, Prosign and Abrigo, and I would like to know each day what documents are getting brought in, because there is some manual maintenance that will need done on these documents. I would like to pin this report to m...
Lacy Black over 1 year ago in Dynamic Reporting 0

AccuApproval- History

Would like AccuApproval to keep the history of each application even if it goes through the renewal process.
Jenn Mitchell 7 months ago in AccuApproval 0