This recipe is where you’ll find news about major initiatives being planned by the CU*Answers Imaging Solutions team.
See the related Kitchen recipe for news about this exciting initiative.
See the related Kitchen recipe for news about our integrations to hybrid ATMs, Interactive Teller Machines (ITMs), and kiosk-type equipment.
“Request a Document” Buttons on Loan App Screens
This project adds a new function to CU*BASE screens to allow a credit union employee to send a message to a member, asking them to upload a document or image to the archive server using existing eDOC functionality.
In this first project we’ll add these buttons to loan application screens so that things such as a proof of insurance or photo ID can be requested via CU*BASE during the loan application workflow. Today, the loan representative working the request must leave CU*BASE and open the eDOCSignature website to request the documents.
In addition, “View a Document” and “Scan a Document” links that are already available on other CU*BASE screens will be added to these same loan application screens.
Status as of November 2022: Project #58314 is in QC testing and is being slated for the 23.05 release.
Support for Viewing Receipts and Forms via Online/Mobile Banking
This is the first part of a multi-part project that will ultimately provide a way for members to view receipts, forms, and other new document types via a new feature in our online/mobile banking products. This will give credit union employees another way to to securely send documents to members.
Similar to the new native receipts initiative (see the separate Kitchen recipe), this new solution will be written by our Imaging Solutions developers and be part of our core imaging strategies for both CU*Spy and in-house vault solutions. We’ll write it, we’ll own it, and we can innovate on it.
Status as of November 2022: Project #58305, which covers the needed infrastructure and APIs, is in QC testing and is being slated for the 23.05 release. Additional projects will then be submitted to handle the online banking and mobile app components.