Interfaces

Integrate with a variety of other automated systems, including host accounting systems, CRA and HMDA reporting systems, credit bureaus, relationship management software, on-line check ordering and other third-party software by using an optional host or third party interface.

Interfaces are unique tools for sharing common data between two or more applications. The benefits include increased productivity since repetitive data entry tasks are no longer necessary, direct access to correct information in a timelier manner, and elimination of costly errors that result from duplication of data entry.

There are two types of interfaces to meet your needs: standard on-line interfaces and batch-mode interfaces. Interface functionality may include download, upload and maintenance features.

Download enables you to quickly retrieve data from electronic sources outside the documentation origination system. This information is helpful in your sales, credit decision and origination process.

Upload enables you to establish new deposit and/or loan accounts and new customer records in your host accounting system by transferring the necessary data from your doc prep system. This streamlines the new account process by eliminating the need to re-key data already captured in the origination system. Where allowed by the host system, the process will be performed online and in a real time mode, making the new account available at the host system immediately.

Customer information maintenance capability is available only for host systems that permit this function as part of their interface. It typically applies only to customer name, address and demographic data, and only when existing customers apply for additional accounts. This feature provides an opportunity to keep your host data current with changes detected when the existing customers apply for the additional accounts.

Financial Link® interfaces