Enhanced Account Revision (EAR)
Updates and Changes in Episys® Made Simple
Your credit union can now control
workflow steps and requirements for standard account revision functions,
incorporate processes used elsewhere in Episys, or customize new functions based
on business needs all through one user-friendly interface. Enhanced Account
Revision is a unidirectional, near-real-time, customizable program designed to
simplify file maintenance changes to account and share records.
Core compatibility: Episys
What It Does
A centralized location to perform
common account updates like:
- Update
prime name information
- Update
account and share names
- Create
and revise mail names
- Add
account name types to the Account record
- Add
share names to existing shares
- Add
new shares
- Print
documents
- Set
up and create new transfer records for overdrafts
- Update
home banking and audio banking access settings.
What It Does For Me
- Enables
superior control of workflow steps and requirements for standard account
revision functions.
- Offers
a user-friendly interface that helps you incorporate processes used elsewhere
in Episys.
- Empowers
you to customize new functions based on business needs.