MDTNews Spring 2015 Page 1

NEWS

Table of Contents

General News ..................................... 1 - 10

MDT East—News ............................... 11 - 13

MDT West—News ............................. 14 - 17

SPRING 2015

MDTNews is a collaboration of articles for MDT’s East and West clients. Currently, our Western Operations clients use some different products/services than our Eastern Operations clients. Beginning on Page 2, each page of the newsletter will be labeled “General News” - applying to MDT East and West clients or “MDT East” or “MDT West,” so you will know what articles are of interest to your organization.

Welcome Spring 2015!

MDT has had some exciting changes within the organization in the past 3 months. We now have a new position, Vice President of Client Rela-tions and Sales. This position will bring continuity to clients from pre-sales to sales closing and production with continuity through the ongo-ing relationship with MDT.

We had the kick-off of Stage Two renovations for the first floor of our Farmington Hills headquarters. The planning process has already begun with the architect and interior design companies. Demolition is slated to begin in early September.

MDT attended the 2015 CUNA Governmental Affairs Conference (GAC) in Washington DC in March. This is the largest credit union conference in the US with over 5,000 attendees. Jim Nussle, President/CEO of Credit Union National Association, was the keynote speaker. At this conference, credit unions hear from influential legislators, policymak-ers, and credit union experts on the political landscape and its effect on credit unions - very valuable information in our changing environment. The three-day vendor exposition showcase opened on Sunday and MDT participated by joining Symitar in their booth. We visited with 18 credit union clients and met with 4 prospects. Every year we look forward to the GAC as it provides us with a good opportunity to network with all the credit union leaders, as well as meet with our clients. It was good to see all of those who were able to stop by our booth and visit.

We are very excited to report that the Synergy ECM Proof of Concept (the replacement for the existing Imaging Plat-form EMC – OTG) has been completed. The Synergy solution provides integration to the Symitar core system and credit union business processes to manage documents, report and check images. Proof of Concept (POC) of this product was done to determine whether this product will meet the needs of our clients. Results of the POC to date have been very positive. We have approval to move to credit union alpha testing on Synergy. Beta client implemen-tations will follow shortly thereafter. We will be providing you with updates as we go through our due diligence and the project progresses.

MDT is in a whirlwind of activity preparing for MDT Connect 2015 (MDT’s Client Conference) which is being held May 4-6, 2015, at the Westin Hotel in Southfield, MI. We are excited to expand our conference this year to include some new events, speakers and activities. Some of the highlights will be the keynote address by Paul Fiore, CEO of CU Wal-let presenting, “How Innovation is Changing Your World,” Robin Whitlock’s Symitar update, presentations from sev-eral business partners on the benefits of their products and services, and a vendor hall where you will be able to meet one on one with several of our business partners. This year’s event promises to be information packed, with many opportunities to network with credit union peers. Come and join us in the fun! I can’t wait to see you all there.

— Larry

A Letter from Larry Nichols

CEO/President, Member Driven Technologies

Page 2 MDTNews Spring 2015

General News

MDT Client Merger News

In January, Fiberglas FCU (Newark, OH) merged with Cardinal Federal Credit Union. The merged entity has been renamed TrueCore Federal Credit Union.

CEO: Jay Young MDT Project Manager: Elizabeth Lin

In February, Firefighters Community CU (Cleveland, OH) merged with Sun Center Federal Credit Union. The CU name remains: Firefighters Community CU.

CEO: Ben Laurendeau MDT Project Manager: Brian Howell

Register for MDT Connect 2015

You don’t want to miss MDT Connect 2015!!

New this year ...

A Keynote Address (“How Innovation is Changing Your

World) delivered by Paul Fiore, CEO of CU Wallet!

A Vendor Hall – mingle with MDT’s vendors and partners!

A fun and interesting Monday alternative to the Golf Outing … a visit to the Henry Ford

Museum and Rouge Factory Tour!

Monday evening Welcome Reception!

A lively, interactive entertainment offering by the Dueling Pianos on Tuesday evening!

Join us in Southfield, Michigan!! Registration officially closes on Friday, April 17.

To register, go to: https://networkservices.cusource.com/cusoweb_new/ClientConference.php .

MDTNews Spring 2015 Page 3

Organization News

Jared Allen, who re-joined MDT

as a Software Engineer. Previ-

ously Jared worked for NSI as a

Software Design Engineer.

Ed Ashe has transitioned from Client Relation-

ship Manager to Programmer Analyst.

Tom Causseaux has been promoted from Client

Relationship Manager to Sales Executive.

Eric Engler has transitioned from Manager,

Client Services to Client Relationship Manager.

Linnette Haman has transitioned from

Communications Specialist to Client Relationship

Manager.

Carol Kerr has transitioned from Vice President,

Client Services & Communications to Vice

President, Marketing & Communications.

Gary Lee has been promoted from Manager,

National Sales to Vice President, Client Relations

& Sales.

April Schultz has been promoted from Profes-

sional Services Analyst II to Manager, Profession-

al Services.

Eric Valla has transitioned from Vice President,

Software Services to Vice President, Client &

Software Services.

Rick Wettlaufer has been promoted from Sales

Executive to Manager, Client Relations.

General News

Harold Reasons joined MDT as

a Technical Services Analyst.

Previously, Harold worked for

SMS-Prism Pointe Technologies

as a Field Technician.

Jennifer Machesky joined MDT

as a Conversion Analyst. Jen-

nifer most recently worked for

Extra Credit Union as a Compli-

ance and Fraud Specialist.

Dustin Sturdevan joined MDT as

a Programmer Analyst. Dustin

most recently worked for Advia

Credit Union as a Programmer

Analyst.

Jim Strand joined MDT as an Im-

plementations Analyst. Jim pre-

viously worked for Michigan First

Credit Union as an Assistant

Manager.

MDT Welcomes ... Employee Transitions

Page 4 MDTNews Spring 2015

Corporate Address Change

MDT has recently changed our corporate address. Please make a note that MDT’s corporate

address is now:

30230 Orchard Lake Road, Ste. 260 Farmington Hills, MI 48334

All legal and corporate correspondence with MDT should be sent to this new address. Thank

you in advance for updating your records!

General News

MDT Invoices Get A New Look by Megan Davison, Manager, Accounting

In January, the Accounting department at MDT took a giant leap towards improving efficiencies by

converting from our original accounting system that we had outgrown to a new, combined, cloud-

based system.

The most noticeable change our clients will see will be to the invoice process. The new accounting sys-

tem allows us to consolidate all invoices for all service offerings into one combined invoice.

Our Data Processing-only clients will not see much of a change. However, clients that use MDT for

Print and Check processing were used to receiving multiple invoices per month. These clients will now

only receive one invoice per month.

You may have noticed that the order of items on your invoice has changed. The new accounting sys-

tem does not currently allow us to re-order invoice items, but if/when that functionality becomes avail-

able, we plan on taking full advantage of it.

In an effort to increase efficiencies and get full utilization out of the automation allowed in the system,

some line items may have less detail than what historically may have been provided on your invoice.

Keep in mind that you are more than welcome to request additional detail if necessary by contacting

the Accounting department directly. Our goal isn’t to remove important information, but to stream-

line what is provided.

Please note the preferred method of payment for your invoice is via wire transfer. Unless you are set

up on ACH (non Symitar clients only), wiring instructions are included on your invoice. If you are cur-

rently set up on ACH and would like to switch to wire transfers, please contact the Accounting depart-

ment and we would be happy to provide you with the wiring instructions.

While initially these changes may take a little getting used to, we feel that over time you will find the

difference to be minimal. The overall goal is to streamline our internal processes to better allocate re-

sources to client support functions and be well prepared to support future MDT growth. We greatly

appreciate your feedback and patience during this transition.

MDTNews Spring 2015 Page 5

How to Handle a Crisis Management Situation by Carol Kerr, VP, Marketing & Communications

General News

You’ve likely heard by now about the targeting of credit unions’ websites by someone claiming to be connected to

the ISIS terror group. While the actual strike was isolated to the defacement of the website, it did attract national

media attention and served as a powerful reminder to all that such a crisis “could happen to us” and that we

should be prepared for such an event.

If a crisis happens to you and the media comes to call, what do you do?

First, what exactly is a crisis? A crisis is any situation that is threatening or could threaten to harm people or prop-

erty, seriously interrupt operations, and/or negatively impact the bottom line, all of which threaten the integrity

and reputation of your organization. It can also be a situation where the media or the general public feels your

organization did not react to this type of situation in the appropriate manner. The cause of all crises fall into two

broad categories: acts of omission and overt acts.

When news of a crisis begins to surface, reporters are anxious to get their story out there, and they’ll do it with or

without your help. Prepared organizations can make the media their ally by being responsive, concerned and help-

ful, and by offering accurate and available information. Those who deny the media pave the way for speculation

of what the organization may be trying to hide. Even if you have no information to share, be responsive and coop-

erative by explaining why you don’t yet have details.

All credit unions should have an official, written policy that is approved by their board for the handling of these

types of situations. The following information may be helpful to you as you create a new policy or review an exist-

ing policy.

Appoint a Crisis Management Team

If handled correctly, the negativity of a crisis can be minimized. It is important that your organization have an ap-

pointed team of people who are responsible for all communication during a crisis. At a minimum, your team

should include the CEO, the person responsible for Public Relations, the Vice President or Senior Manager of the

business area that was involved in the situation, the safety/security person, the organization’s attorney, and any-

one who may have served as an eye witness to the situation that created the crisis. All of these parties should be

in sync regarding the details of the situation, the information that will be shared with the media every step of the

way, and the person(s) who will deliver the information.

Define your spokesperson. This should be someone who is comfortable in front of a TV camera and with report-

ers. This person should be able to establish credibility with the media and be respectful of reporters; project confi-

dence, be sincere and straightforward, and convey concern; be knowledgeable about the situation and be able to

discuss key points without using industry jargon; have suitable diction, and remain calm in stressful situations.

Also appoint a backup spokesperson should the main spokesperson be unavailable at the time of a crisis.

Continued on next page ...

Page 6 MDTNews Spring 2015

General News

How to Handle a Crisis Management Situation (continued)

Define Your Position

All members of the crisis team need to step out of their company role and look at the situation from the public’s

point of view. How you feel the public will react to the news will help you determine the position you take in your

message. Examples of categories you should consider for positioning your message are:

Human error

Clerical error

Safety or security oversight

Unauthorized procedures

Inadequate supervision

Inadequate quality control

Misuse of confidential information

Errors of judgement

Inadequate standard operating procedures

Accident or equipment failure

Any position you choose could have consequences, be they legal, financial, reputational, etc. Consider this as you

are defining your message.

Prepare Your Message

Follow these guidelines as you both prepare and then deliver your message:

People usually remember what they hear first and last. Be conscious of this as you are preparing and making your statement.

Respond quickly to demonstrate how you are handling the crisis and to control public perception; if you don’t, the media will do it for you.

Share details to reduce the chance of speculation and inaccurate information being reported to the public.

Once you formulate your statement, review it to see if there is anything in it that could be misinterpreted and blown out of proportion. If there is, revise your statement.

Know in advance of making your statement what you are going to say. Define your message and then deliv-er it. Few people are good at saying the right things in a crisis.

Stick to the prepared details of your statement. It is when reporters start to dig for more information that many organizations deliver the wrong message.

Never speculate. Speculation many times turns into wrong, damaging information. If all you have to share in your first statement is concern for the public and your employees, you are already on the right track.

Don’t accept “what if” questions or “A or B” questions. If you allow this to happen, the reporter will be in control of your message, not you.

Don’t speak for someone else. Speak only from your position.

Continued on next page ...

MDTNews Spring 2015 Page 7

General News

How to Handle a Crisis Management Situation

Prepare Your Message (continued)

Be a good listener.

Be sincere.

If the interviewer says something about the situation that is not factual, correct the information.

If the media ask questions that you are not prepared to answer, explain that you don’t yet have the details and tell them you’ll have a statement as soon as you have the facts. Never say, “No comment.” Don’t think you have to answer all questions.

Don’t make a story bigger than it is, but also don’t belittle what happened. Admit mistakes. If you made a mistake, explain why it happened and what steps you are taking to remedy the situation. Saying you’re sorry can be positive and powerful.

Stay "on the record." If you don't want something to be reported, then don't share it.

Show compassion and concern for everyone involved. Your response has to be about the victims or poten-tial victims, not about you.

Both the spokesperson and the backup spokesperson should practice making your statement. This includes anticipating tough questions and having answers ready for them. As the situation evolves, prepare answers for additional, anticipated questions. You will fare far better if you over-prepare than if you are caught off guard by tough reporters.

Control the Situation Whether or Not the Media are Involved

Regardless of whether or not the media are aware of your situation, you will still want to prepare your message as described above and take charge of disseminating the appropriate amount of information to everyone who should be informed. Plan to share information with all of the following:

Your employees

Your members

Insurance agencies

Regulatory entities

Appropriate authorities

Business partners or vendors who are somehow involved

Regarding your employees, it is important that they know what to do in case anyone reaches out to them for

information. Have a prepared statement of what they can and cannot say, and what they can and cannot do.

Most times, the best instruction you can give your employees is to forward all requests for information to your

Crisis Management Team. Also, employees should not be discussing details of the issue with your members,

your vendors or business partners, or even their own families. You never know where information that leaves

your building will end up.

Continued on next page ...

Page 8 MDTNews Spring 2015

General News

How to Handle a Crisis Management Situation

Control the Situation Whether or Not the Media are Involved (continued)

If you ever have a highly sensitive issue and desire assistance from Member Driven Technologies, please directly

contact Larry Nichols or Scott Johnston for confidential disclosure of the situation at hand.

In summary, no crisis is a good crisis. But by being prepared to respond before you ever experience a crisis, you

can better handle the situation at the time it happens and more quickly and credibly put it behind you.

Member Driven Technologies

Information Sources:

Clawson Freeo, Sandra K . Crisis Communication Plan – A PR Blueprint. Northern Illinois University < http://www.niu.edu/newsplace/crisis.html >.

Friedman, Karen. Dealing with the Media During a Crisis. Bernstein Crisis Management, Inc. (Jonathan Bernstein) < http://www.bernsteincrisismanagement.com/newsletter/crisismgr010301.html >.

Phillips, Brad. Seven Rules to Remember When a Crisis Strikes. Mr. Media Training. Jan. 25, 2011. <http://www.mrmediatraining.com/2011/01/25/seven-rules-to-remember-when-a-crisis-strikes/>.

Save the Dates for these Upcoming Conferences!

Montana Credit Union Network (MCUN) Annual Convention and Exposition

Billings, MT May 13 – 15, 2015

https://montana.cuveventreg.com/web/?event=am15

Michigan Credit Union League (MCUL) Annual Convention and Exposition

Traverse City, MI June 4 – 6, 2015

http://www.mculace.com/2015-ace

Symitar Educational Conference (SEC) and Exposition

San Diego, CA August 31 – September 3, 2015

http://www.symitar.com/Learn-More/Pages/Annual-Conference.aspx

MDTNews Spring 2015 Page 9

MDT West Data Center Construction by Brandi Holefelder, Vice President Operations, Western Operations

Our Montana Data Center build-out began in the third quarter of 2014 and was completed at the end of

March. We are starting to order equipment and anticipate that the data center will be fully equipped by the

end of 2015. We will start working on redundancy between both sites in Michigan and Montana and will have

our Disaster Recovery solution in place by the end of 2016.

General News

Page 10 MDTNews Spring 2015

MDT West Office Remodel

Photos by Linnette Haman

General News

MDTNews Spring 2015 Page 11

Product News by Carla Bettens, Product Manager

CU Wallet

As you may have seen, MDT formally announced its Partnership with CU Wallet in the April 2, 2015

Press Release (https://www.mdtmi.com/mdt-and-cu-wallet-partner-to-provide-integrated-electronic-wallet-

for-credit-unions/ ). Activities are already underway to bring forward this offering, including integration to

the Symitar core platform and the Access Softek mobile banking platform.

Four reasons to consider CU Wallet:

1) Keep your brand center stage with your members

2) Wide consumer support

3) Wide merchant support from the nation’s largest retailers

4) Device pairing technology agnostic

If that’s not enough, stay tuned, and for those of you attending our Client Conference in May, you’ll get a

front and center perspective of the Wallet technology and why it’s important to your credit union, as the

CEO of CU Wallet, Paul Fiore, is opening the conference as our Keynote speaker. We will also be previewing

in a separate session the CU Wallet product, as well as discussing why you should partner with MDT as an

early adopter.

Mobile Banking

MDT officially opened registration on March 23rd for the v2015.01 Mobile Banking Release upgrade. We re-

ceived great response and positive feedback to not only the new features announced in this Release, but to

the list of additional enhancements and fixes that will be applied during the Mobile Banking upgrade pro-

cess. In addition, MDT’s Product Management Office is already well into planning Phase II, which will be ad-

ditional, billable features your credit union can take advantage of. To ensure we have the features priori-

tized correctly, we’ve elicited your feedback. The Mobile Banking Phase II Enhancements Survey, sent out on

April 2nd, is due back to us by April 14th as the survey officially closes on that day. Your voice will be heard,

so please speak up.

Our Implementations team is working closely with the Phase I Beta clients. Please note that these activities

surrounding Mobile Banking are not a one-time event. MDT intends to fine tune our Release Management

process each year, with similar efforts continuing annually. Look for more information on this in the coming

months.

MDT East

(this page intended for Symitar Episys Core clients)

Page 12 MDTNews Spring 2015

Product News (continued)

Refi Analyzer

MDT is happy to announce the launch of Refi Analyzer. Refi Analyzer automatically determines whether an

individual meets credit union-defined criteria to extend a refinance offer. It makes it easy for staff to make

attractive, cost savings refinance offers for loans with other financial institutions, while simultaneously ben-

efiting your credit union. If you answer “yes” to any one of the following questions, Refi Analyzer is for you!

1. Do you want to increase your interest income and loan portfolio?

2. Do you want to run a campaign offer that matches pre-set criteria for members that match refinance

options?

3. Do you want to track your offers from the moment they are created to the time the loans are fund-

ed?

4. Do you want to create more member loyalty by offering savings to your members?

5. Do you want to see offers that truly save the member money on their payment and interest with

automatic calculations?

6. Do you want Refi Analyzer to integrate into ELA, EMA or run it on demand?

If you are interested in learning more about the product and pricing, contact your Client Relationship

Manager. We recommend you sign up quickly as credit union interest is already proving to be high.

MDT East

(this page intended for Symitar Episys Core clients)

Witty Words “Once a new technology rolls over you, if you're not part of the steamroller, you're part of the road.” -- Stewart Brand

“Even if you are on the right track, you’ll get run over if you just sit there.” -- Will Rogers

“In matters of style, swim with the current; in matters of principle, stand like a rock.”

-- Thomas Jefferson

"What lies behind us and what lies before us are tiny matters compared to what lies within

us." -- Ralph Waldo Emerson

“In the Spring, I have counted 136 different kinds of weather inside of 24 hours.”

-- Mark Twain

MDTNews Spring 2015 Page 13

MDT East

(this page intended for Symitar Episys Core clients)

Automatic Logoff Time For Consoles by Rebecca Medalle, Manager, Programming Operations

The Automatic Logoff Time field in Console Control should always have a value set. This value can be any-where from 1 to 60 minutes, but it should never be set to “0” since that indicates that the console should nev-er log off. A console that remains logged on will stop your GOODNIGHT process from progressing. In some cases, it may even terminate the GOODNIGHT process.

Anytime a termination occurs, an alert is generated to the MDT on-call staff and they must force off the con-sole in order for GOODNIGHT to resume. The on-call staff will then access the logoff time for that console and set it to 60.

To set this field appropriately for the consoles at your credit union:

1. Navigate to Console Control, type in the console number and press ‘Enter.’

2. Click in the Automatic Logoff Time field (which can be found in the upper right corner of the screen) and type the desired number (1 to 60).

3. Click the ‘OK’ button in the upper left corner to save your change.

MDT’s Poll - What is your favorite Easter Candy?

Even though the Easter holiday has passed, we wanted to share the results

of an informal poll we took for our Employee Newsletter! We asked all em-

ployees, “What is your favorite Easter Candy?”

The runaway favorite was the Reese’s Peanut Butter Eggs. One employee

gave this analysis: “Reese’s Eggs are wayyy better than regular Reese’s cups.

The ratio of chocolate to peanut butter is so much better in an egg.”

Jelly Beans came in second place and this included: Starburst jelly beans,

black licorice jelly beans and just jelly beans!

Peeps and “Other” tied at 11%. People were very specific about the type of

Peeps they prefer - the “original” flavor - not the new flavors! And, one per-

son only likes them “stale.”

The “Other” category contained these: Anything Chocolate, Anything White

Chocolate, Hollow Milk Chocolate Bunny, Twizzler’s Tweets, White Chocolate

Easter bunny, and Willy Wonka Sour Bunnies.

Sixty-two responses were received! MDT employees have definite opinions

about their favorite Easter candy!!

Page 14 MDTNews Spring 2015

Greetings!

2015 is off to a fast and furious start here in Montana. Conversions, deconversions, implementations and lots of con-

struction. Card and core conversions are scheduled throughout the year: 7 credit unions will convert their card pro-

grams - both Visa and Debit - to JHA PPS this year; and 4 Symitar core conversions.

Our clients here in Montana see the value in maintaining all of their card programs with one provider and they have

all experienced a savings in their monthly processing expense quoted for card maintenance and transaction activity.

This conversion does not come without challenges; there are several hurdles depending on whether your Credit Un-

ion owns your BIN(s), keys and how multiple cards are issued to the same account holder(s). All said, it’s definitely a

good move for our clients. In all cases, our clients are migrating from an offline/in-house environment to an online/in-

house environment for their credit card programs.

Four existing UltraData core clients have kicked off their conversions to Symitar Episys. They convert on July 1st

(2 clients), October 1st, and November 1st. The last conversion this year here in the West is actually the first conver-

sion in 2016. The workload can be overwhelming, but the excitement runs high! As we embark on these conver-

sions, more Western Operations staff is involved in the conversion process. We now have technical, training and pro-

ject management staff engaged in these conversions to Symitar Episys.

Quite a number of product implementations are in process as we are transitioning our RDC clients from Henderson,

NV, to our operations here in Helena. A total of 22 migrations are scheduled over the next couple of months. We are

getting close to wrapping up several Mobile/RDC implementations for a group of UltraData clients wanting to deploy

a mobile solution prior to converting to Symitar Episys. We appreciate our clients’ patience as this project has gone

on longer than we would have preferred. It’s been interesting to watch our clients work through the details of offer-

ing a remote deposit capture solution. It’s certainly not a plug and play implementation. The heavy lifting is truly in

the design: daily limits, weekly limits, check limits, and member disclosures. I believe Teller Capture will be the next

big push for our clients who are core processing with Symitar Episys. This should bring cost savings and efficiencies

to any credit union’s core processing with Symitar Episys and efficiencies to any credit union already utilizing our

branch capture services.

Construction is well under way (and in the way)! Our new data center is near completion as it relates to the con-

struction of the space. Environmentals are in progress and network equipment is being ordered. The staff in our

Great Falls office data center have endured the undesirable smells, dust and constant noise of construction. Now we

know how our Michigan counterparts felt while the Farmington Hills construction was under way!

As the building takes on a new look and feel, staff can now see there truly is a rainbow at the end of this unpleasant,

but exciting path. Construction is expected to be completed this summer and we look forward to working in our

new office space. If your travel plans bring you to Great Falls this fall, we encourage you to visit our new facility. We

would be happy to schedule a tour.

~ Shirley

MDT West

(this page intended for Harland Financial Solutions – UltraData Enterprise Core clients and all non-core services)

A Letter from Shirley Bailey

Senior Vice President/General Manager

MDT Western Operations

MDTNews Spring 2015 Page 15

MDT ScreenConnect by Eddie Cook, Technical Services

In a previous newsletter, we briefly touched on MDT ScreenConnect. Many of you have already experienced us-

ing it, while coordinating with the MDT technicians and draft services staff, to fix issues on your computers.

Some features and functions of MDT ScreenConnect include a central web location that gives our technicians the

ability to resolve issues from anywhere with an internet connection. It is multi-platform capable with Windows,

Linux, Mac, Android, iPhone and several other operating systems and devices.

This tool also enables us to work on multiple sessions simultaneously, to tackle difficult jobs. It supports reboot-

ing machines and reconnecting automatically without the hassle of manually re-establishing a connection even

when network speeds are poor.

MDT ScreenConnect offers multiple invitation methods, including creating MSI installs for unattended sessions

and session transfer. In-session features include the standard view and control of machines, sending

CTRL+ALT+DEL commands, chat and voice chat, screen dumping, recording, screen blanking (to block users from

viewing confidential information, file transfer, toolbox kits, quality adjustment, block customer control, suspend

your own control, clipboard transfer and saving administrative credentials to prevent screensaver. These are just

a few of the many features included with In-Session connections.

MDT ScreenConnect is also capable of desktop meetings, allowing the presenter to share his/her desktop and

sounds to multiple attendees. The presenter also has the ability to do reverse screen sharing, allowing an at-

tendee to delegate a meeting to another individual. As with all meetings online, there are also chat features and

kick/ban features, in case of a disruptive attendee.

As previously mentioned, MDT ScreenConnect offers the ability to create and deploy unattended session install

packages. This grants our technicians the ability to create and install a connection client on a target machine,

offering connections without user interaction.

Recently, with the rise of the advanced persistent threats of hackers, malware infections and compromises, we

have implemented 2FA (Two-Factor Authentication) with this tool. This involves using a short term key, code,

email or USB token in addition to typing in a username and password. Utilizing 2FA provides another layer of se-

curity to keep both MDT and our clients safe and protected.

ScreenConnect is available for purchase through MDT. For more details, please contact MDT West’s Technical

Operations department.

MDT West

(this page intended for Harland Financial Solutions – UltraData Enterprise Core clients and all non-core services)

Page 16 MDTNews Spring 2015

Customizing FSP (Financial Services Platform) by Sue McKenzie, Software Services

Did you recently receive a new PC? After all of the software is loaded, you can customize FSP to your own lik-

ing. The following are options for customizing FSP using the “File” option from the menu bar:

Setting the Toolbar View. Individual users can set up the FSP toolbar for one of three views: Classic

Menu View, Tree Menu View and Pop-Up Menu View. Each of these options can be navigated using the

keyboard or mouse.

Use the Enter Key as the Tab Key. This allows the operator to use the Enter and Tab Keys interchangea-

bly.

Lookup New Member When Done. The Member Lookup tool can be set up to automatically launch

when the F8 Key (Done With Member) is pressed.

Disable Scrolling Message. The Scrolling Message remains static.

Change Message Color. Each operator can select a color of their own choosing.

Auto Launch Member Overview. Each PC can be configured so that the Member Overview will open in

Summary Mode when any other tool is launched.

Set Start Up Application. Each PC can be configured to have a Start Up Application, such as the Member

Overview, automatically launch when a member number is selected.

Change Password. Operators may need to change their password, such as the first log in or if pass-

words automatically expire after a certain length of time.

Reload Directories. After certain Controls are changed, each FSP workstation must reload directories in

order for each PC to pick up the changes. Control changes will also be picked up when an operator logs

out of FSP and then logs back on.

The FSP Function Keys (F1 – F12) are automatically configured and the last five (5) member numbers that were

accessed at each PC will display at the bottom of “File.”

MDT West

(this page intended for Harland Financial Solutions – UltraData Enterprise Core clients and all non-core services)

MDTNews Spring 2015 Page 17

Help Us Be High Performers! by Scott Dixon and Red Chapnick, Print Mail Services

The inserter we have at MDT West is a high performing machine. It can stuff up to 12,000 envelopes an hour -

that’s 200 envelopes per minute! That maximum speed is for one page, no additional insert and one enve-

lope. Our actual production is a bit less than that since many of your members have multi-page statements

and many of you use inserts in your mailings. We do want our production process to be as fast and efficient

as possible, however, and that’s where we need your help.

The quality of the inserts you send us has a direct effect on how quickly we can insert your job. Low quality

inserts that are poorly folded or printed on flimsy or overly slick or glossy paper can cause inserter problems.

Flimsy inserts stick together and feed multiples at a time, while poorly folded inserts get turned sideways and

have to be realigned. Either way, the inserter stops and our staff have to intervene. The more times the ma-

chine stops, the longer it takes to insert your job. Just to give you an idea – at an average of 1 minute per

stop, 10 stops is a 10 minute delay. For a job that takes 3 hours to insert, 10 stops per hour adds 30 minutes to

the time it takes to insert it – or 1/6th of the total time it should take. And with a poor quality insert, 10 stops

per hour is conservative!

Here are some guidelines for you to follow when ordering inserts:

For 1/3 cut inserts, the following paper works best: 70# or 80# uncoated digital text

1/3 cut inserts need to be trimmed uniformly

Newsletters and full-sheet inserts need to be folded uniformly

As a rule, the heavier the paper you use for your inserts, the less waste we will have. Please try to avoid light-

weight, glossy inserts. They are the most difficult to work with and will cause a lot of waste.

Low quality inserts that cause large delays will force us to move your job until the end of our production

schedule. We cannot jeopardize other clients’ timelines because of substandard inserts in other jobs. If you

have any questions, please contact us. We would be happy to help you order any inserts you need. Simply

email Scott Dixon at sdixon@mdtwest.com , or Red Chapnick at rchapnick@mdtwest.com .

MDT West

(this page intended for Harland Financial Solutions – UltraData Enterprise Core clients and all non-core services)

Paper Thickness

Minimum: .0045” (0.111 mm) Maximum: 1/8” (3 mm)

Insert Thickness

Maximum: 1/8” (3 mm)

Insert Width

Minimum: 7” Maximum: 8½”

Insert Height

Minimum: 3” Maximum: 3 7/8”

Page 18 MDTNews Spring 2015

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