Extended Account Analysis

Transcription

1 Extended Account Analysis Insight XAA Insight combines XAA with the ease of use of Windows to create an intuitive maintenance and inquiry vehicle. Features include: Streamlined maintenance procedures Dropdown lists of available codes and their descriptions in addition to online help Online processing and pricing parameters Graphical representations of the structure of complex relationships Upload service activity, demographic information, exception pricing, processing and promotional pricing plan overrides, and invoice chargeoffs Trending for balances, services and results displayed at account, relationship or bank level Online review of waived fees and services in addition to the impact of processing and promotional pricing overrides Title Here (Calibri, 21 pt.) Launch Page All XAA Insight features are accessible through from one menu, called the Launch Page. You can select which tasks are available on the Launch Page for any user. First Last Author Name (Calibri, 12 pt.) Title, Department or Group (Calibri, 12 pt.) XAA Insight provides improved Web browser access to the wealth of information available in XAA.

2 Title Here (Calibri, 12 pt.) Ease of Use XAA Insight combines Web browser technology with improved page design to make inquiry and maintenance more intuitive than ever before. Once a user initiates an inquiry session, any account it the relationship may be reaccessed without re-entering the account number. Clarity of Information Displayed XAA Insight makes great use of Windows technology and graphical interfaces to provide information that is easily understood. It also makes it possible to combine relevant information and avoid performing multiple inquiries. Retrieval of accounts is possible by account name, cost center and officer, as well as by account number. Trending functionality allows you to view balances, services and results at the account, relationship or bank level. Online help is available in the form of function-specific Guide Me instruction text. A graphical interface is used to virtually eliminate abbreviations or codes in labels, instructional text and messages. It also uses Windows technology to allow multiple pages to be viewed at the same time. Date lists show months of historical information, eliminating any question regarding the amount of history available. A copy of an original or adjusted invoice can be generated directly from XAA. Account analysis operations personnel, who have an in-depth knowledge of the system, and customer relationship managers, who have a keen interest in the balances maintained and services used by their customers, can use XAA Insight to retrieve and/or modify the information stored in XAA. Relationship structure information including all related accounts, relationship settlement, statement setups and demographic updating is displayed in a graphical format. Drill-down capabilities make it possible to retrieve additional details for each account displayed. 2

3 Title Here (Calibri, 12 pt.) Trending Numeric and graphical trending of balances, services and results can be displayed for accounts, entire relationships and at the bank level. View Waived Results XAA Insight users can easily identify waived or referred result charges and waived service fees established on accounts. Fields such as Open Date, Average Ledger and Average Collected Balance are displayed so users can identify possible qualifying criteria for the result charge disposition. Displayed information can be exported into a customizable table format. Service, result and balance inquiries allow users to view the information in graph form. The graphs are customizable and may be exported for use in word processing software. Snapshot Analysis Statement XAA Insight provides ability to preview an analysis statement that shows what a deposit account s fees would be if the account were analyzed today for the current month s activity. The Snapshot Analysis Statement allows you to collect any outstanding analysis charge before the account is closed, collecting income that might otherwise be lost and adding services that have yet to be interfaced into analysis. It also allows your financial institution to provide any client with a snapshot of their analysis position for the current month, giving the client an opportunity to adjust balances prior to the end of the month, if necessary FIS and/or its subsidiaries. All Rights Reserved. 3

4 XAA Insight Here (Calibri, 12 t.) Assisted Information Maintenance Maintenance is significantly simplified by focusing on process and not just data. Streamlined processes, in conjunction with the Web browser technology, ensure accuracy in all maintenance. Analysis Statement Inquiry Users can access customer s analysis statement information by name, officer or account number - or even select from a list of accounts assigned to a specific cost center. Flexible XAA Insight can present a statement inquiry for any month retained in history. Select from options Snapshot Any field edited for validity provides a dropdown list of possible values. Cheat sheets on the related pages menu to view additional detail not shown on the statement itself. that identify values for codes and indicators are no longer necessary. XAA Insight does not allow a maintenance process to remain unfinished or incomplete. Multiple-step processes display a running total of tasks completed and tasks remaining. Required tasks must be completed before the information is posted. In account relationships, users can apply a change to all the accounts while actually entering the change only once. XAA Insight provides the ability to upload service volume and fees, account demographic, processing plan and promotional pricing overrides, as well as invoice charge-offs, and exception pricing. Account information can be viewed in a generic statement format, or an PDF mock-up of the actual statement format. Multiple moths of information may be viewed side-by-side to identify variances of trends over time. If a user is viewing a relationship statement that shows several units of a particular service, the user can select that service, and with a click of button view which accounts in the relationship used the service. 4

5 Here (Calibri, 12 pt. A Flexible Solution Offering FIS is the only financial provider of this leading-edge solution that offers both licensed and ASP (outsourcing) solutions for the commercial financial service marketplace. XAA The licensed solution As a licensed solution, Extended Account Analysis offers you complete control of the implementation and operation of XAA. The licensed software provides your organization with two-way integration with our current systems, including custom interfaces to and from XAA. XAA Advantage Center ASP Solution The XAA Advantage Center is specifically designed for financial institutions that want to outsource the account analysis function. It offers all the functionality of FIS industry-leading XAA while significantly reducing initial time and money commitments. The Advantage Center can help you manage and grow your business through: Speed to market Standard platform and architecture promote rapid integration through common interfaces to your applications. Limited upfront expenditures The bulk of your institution s upfront investment is limited to interface development, rather than the implementation and testing of hardware and software components. Predictable costs Your institution will know all of its costs upfront. Concentration on your business Outsourcing with FIS allows your institutions to focus on what is really important: its customers. Partner for Success When your institution chooses XAA, it receives superior business functionality and a solid business partner FIS. We understand commercial banking from your institution s perspective and from that of your commercial customers. Our commercial banking team is comprised of bankers and design engineers who are professionals with demonstrated experience in software development and industry experience. These key strengths enable FIS to tailor product-based solutions to meet the specific needs of your institution s commercial marketplace and deliver bottom-line results. The FIS team also offers a full Consulting and Professional Services team ready to assist your institution with any of its commercial banking needs. Contact Us To learn more about Commercial Treasury Solutions from FIS, please contact your FIS strategic account manager, or visit us online at or call