new account opening creating workflows and edits within interact miser pre-account opening...

New Account Opening

Creating workflows and edits within InterAct Miser

• Pre-account opening workflow-Business vs. Fiduciary

• Use of Authoring account opening custom exits

• Post-account Opening workflow

Business/Organization Informational Workflow

• What type of account is desired

• Series of Yes/No questions

• Provides instructions on actual account setup

Exits used for Edits

• as_custom_funding_pre_begin and as_custom_setup_ok_begin• CIP edits – SSN, DOB and ID present for each primary relationship customer • BSA edits – Statistical data present : own/rent; occupation; opening reason• IRA edits – contribution codes compatible with IRA type and prior year usage

• as_custom_create_pre_end• Class type assignment – set class type based on relationship codes

Post-Account Opening Workflow

New Account Checklist

• Guides CSR through follow-up processes

• Series of transaction and sub-workflows

THANK YOU

Angenette Garcia-Sozaagarciasoza@capfed.com