MISER DeskTop Update and Roadmap. Bob Clark, MISER Development Director May 23, 2017

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1 MISER DeskTop Update and Roadmap Bob Clark, MISER Development Director May 23, 2017

2 DeskTop Transaction Details MUG TRANSACTIONS April 24, ,142 TRANSACTIONS 142% INCREASE Significant Investments People Capital Process 2

3 Retail Transactions Financial Institutions can now sign up to implement retail transactions. RETAIL TRANSACTIONS Multiple projects in the queue. % COMPLETE Dedicated DeskTop implementations teams. Focused on next steps and the overall experience. 3

4 DeskTop Strategy Strategic Planning A Comprehensive DeskTop Strategy The transformation to DeskTop is complete. Back Office Coming Soon All back office transactions will be complete by October DeskTop Retail Transactions are Available The majority of processes utilize retail transactions. Financial Institution Planning/Assessment Advantages of adopting DeskTop 4

5 Improved Communications New layout on the Client Portal Streamlined all DeskTop material on the Product Management page Monthly Communications Monthly communications from Oct. to Feb. covering critical DeskTop components like training and implementation requirements Up-to-date Iteration Delivery Details Last two iterations are always available 5

6 MISER DeskTop Update Implementations 6

7 DeskTop Implementations Dedicated Team Reporting Directly to the Director of Professional Services Additional Resources Project Scope Project Plan Communication Strategy Project Roles & Responsibilities Tracking Meetings Risk & Issue Management 7

8 DeskTop Implementations 11 Desktop Kickoffs scheduled for ACI, 5 BA Live go live 2018 Project Status Unassisted Installs: 3 Assisted Installs: 8 Pipeline 15 clients 8

9 DeskTop Implementations Branch Automation to DeskTop - Self Install FIS Deliverables: Fees: MISER DeskTop Software Access to MISER Product Management page on the client portal for all related documentation Access to LMS for training CBT-DeskTop Navigation and a training guide No charge Assumptions: Implementation support will go through the dedicated desktop implementation team Any requested support time will be billed via RPS. 9

10 Professional Services DeskTop Implementations Branch Automation to DeskTop - Assisted install FIS Deliverables: MISER DeskTop Software Access to MISER Product Management page on the client portal for all related documentation Access to LMS for 3 CBT s Implementation: Server Build & Configuration Installation on 12 workstations UAT Testing Implementation Support Go Live Rollout Project Management PMO Methodology Assumptions: Additional Workstations to be installed by Client. Additional environments require additional fees. 10

11 Professional Services DeskTop Implementations ACI or Third Party to Desktop FIS Deliverables: MISER DeskTop Software Access to MISER Product Management page on the client portal for all related documentation Training Access to LMS for 3 CBT s Instructor Led Training Teller Training (2 days) New Accounts (2 days) MISER DeskTop PDF Manager (3 days) MISER DeskTop CRM (2 days) MISER DeskTop Workflow and Cohesion (3 days) Additional Fee Implementation: Server Build & Configuration Installation on 12 workstations UAT Testing Implementation Support Go Live Rollout Project Management PMO Methodology Assumptions: Additional Workstations to be installed by Client. Additional environments require additional fees. 11

12 MISER DeskTop Update Training 12

13 DeskTop Training LMS LMS Course Catalog MISER DeskTop DeskTop (CBT s) DeskTop (Courses) DeskTop (Training Guides) 13

14 Training for DeskTop DeskTop Complimentary Training includes: DeskTop Navigation CBT & Training Guide Screen Authoring CBT Data Dictionary CBT Contact MISER Education for optional DeskTop training courses available and current pricing. 14

15 Professional Services DeskTop Services How to get on the schedule if you are a Branch Automation Client Contact SAM or CSM to request SOW SOW for assisted or unassisted Kickoff date will be assigned Go live date to be determined How to get on the schedule if you are a ACI or Other Solution Contact SAM or CSM for pricing Only assisted available Kickoff date will be assigned Go live date to be determined 15

16 MISER DeskTop Update Customization 16

17 Cohesion Seamless Interaction 4.0 Code Generation DLL Transaction Objects Reply Format Objects Automatically translate host data to.net data types Access Methods SOAP WCF Web API Message Formats XML JSON Mobile Banking Your Application 3 rd -Party Application 3 rd -Party Application Online Banking MISER Wires Wires Your Application Apps. s Mobile Banking Account Account Opening Opening 17

18 Cohesion Connector Launch Your Cohesion Applications from DeskTop What does it do? Single Sign on Utilize MISER Employee Security Seamless Context Relevant Integration using DeskTop Session Variables One-way information exchange to execute a process outside of DeskTop How would I launch it? Client Based Applications, right click on the CIF number Account Based Applications, right click on the account number Why would I use it? Custom Streamlined Business Processes Mobile Banking Your Application 3 rd -Party Application 3 rd -Party Application Online Banking MISER Wires Wires Mobile Banking Your Apps. Account Account Opening Opening 18

19 DeskTop Basic Workflow What Does it Do? Link MISER transactions Pass results from one step to another Logical expressions Generate PDF Display OK, Yes/No, Dialog Messages How Would I Launch It? MISER Transaction A MISER Transaction B MISER Transaction C Workflows can be defined as Common or Quick Launch transactions Workflows can be defined in Business Views Why Would I Use It? Institution specific workflows that support your products, policies, and procedures Automation of business process to improve efficiency and accuracy within you institution Standardized processes for streamlined training 19

20 DeskTop Basic Workflow Example Home Saver Certificate Requirements Checking account with direct ACH deposits Setup Certificate with 1.50% rate Monthly transfer from the checking account into the certificate. Start Link Is ND-OTHER- Additional FLAG 3 set? Clients Checking Flag Inquiry (NDREQ on FLD 980) Create New Certificate Transfer (CDNSU) Setup With (TFSU) 1.50% Rate Yes No This account Client Search does not qualify Stop Is ND-OTHER- FLAG 3 set? New Account PDF Deposit Manager Documents (CDNA+) No This account does not qualify Stop Link Stop Client (CFLK1) Link Additional Clients Yes Client Search 20

21 DeskTop Advanced Workflow What Does it Do? Add your own JavaScript functions Interact with your applications and Web APIs Exposes DeskTop functions to obtain Cohesion token Utilize returned data in subsequent steps How Would I Launch It? Workflows can be defined as Common or Quick Launch transactions MISER Transaction A Your Application Web API Workflows can be defined in Business Views Why Would I Use It? Complex institution specific workflows that support your products, policies, and procedures Access Third Party Applications or External Data Standardized processes for streamlined training 21

22 DeskTop Advance Workflow Example Home Saver Certificate Requirements Checking account with direct ACH deposits Leverage analytics to determine client status Preferred client rate 1.98% Is ND-OTHER- FLAG 3 set? Link Client (CFLK1) Start Checking Flag Inquiry (NDREQ on FLD 980) Web API to Query Analytic Database Link Additional Clients No Yes This account does not qualify Client Search Stop Standard client rate 1.50% Monthly transfer from the checking account into the certificate. Is ND-OTHER- FLAG 3 set? Is this a preferred client? Transfer Setup (TFSU) Yes Rate 1.98% No This account does not qualify No Rate 1.50% Stop PDF Create Manager New Documents Certificate (CDNSU) New Stop Account Deposit (CDNA+) 22

23 Bob Clark,