march 26, 2013 - cu*answersmarch 26, 2013 . 2 two types of operations ... 11 fetch loan documents...

March 26, 2013

2

Two types of operations… Fetching documents and Capturing documents. So we’re creating links for both!

Fetch Operation: Collect the index information from CU*BASE about the document in question, then use it to query the vault for that

document. Once the document is found in the vault, fetch it and display it to the user. We do this today for Photo-IDs, now let’s do it

for loan documents, membership documents, invoices, wire forms, tax documents etc…you get the idea!

We use the information from

CU*BASE to search for and

locate your document

automatically. Once found

we display it for you!

3

Capture Operation: Collect index information about a document you want to capture, and launch the eDOC capture software

(ProDOC) right from CU*BASE!

Just click Scan

and Save!

Index

information

loads from

CU*BASE!

We automatically set

the form type!

4

For samples of the screens and additional details, refer to following pages. Screenshots are in numeric order by Link Number.

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

A Fetch Photo ID Verify Member 4475 N/A

B Fetch Photo ID Secondary Names Inquiry 4420 ISNWF-01

C Fetch Photo ID Phone Operator Account Processing 393 IPHACT-01

D Fetch Photo ID Search for Active Account Types 362 IMBRTB -01

E Fetch e-Receipt Transaction Inquiry 3774 IPHTRN -01

F Fetch e-Receipt Teller Audit / Change Fund Analysis 484 ITRAUD-01

G Fetch Reports CU*BASE Time-Out Window 968 N/A

H Fetch Reports Various 958 N/A

I Fetch Member Statements Phone Operator Account Processing 393 IPHACT-01

J Fetch Member Statements Search for Active Account Types 362 IMBRTB -01

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

AA Capture Photo ID Verify Member 4475 N/A

AB Capture Photo ID Secondary Names Inquiry 4420 ISNWF-01

AC Capture Photo ID Phone Operator Account Processing 393 IPHACT-01

5

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

A Photo ID 4475 N/A

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

6

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

B Photo ID 4420 Secondary Names Inquiry

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

7

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

C Photo ID 393 IPHACT-01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

8

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

D Photo ID 362 IMBRTB -01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

9

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

E e-Receipt 3774 IPHTRN -01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

10

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

F e-Receipt 484 ITRAUD-01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

11

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

G Reports 968 N/A

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

12

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

H Reports 958 N/A

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

13

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

I Statements 393 IPHACT-01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

14

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

J Statements 362 IMBRTB -01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

15

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

AA Photo ID 4475 N/A

Link Type [Fetch or Capture]

Vaults that this link applies to:

Capture All

16

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

AB Photo ID 4420 Secondary Names Inquiry

Link Type [Fetch or Capture]

Vaults that this link applies to:

Capture All

17

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

AC Photo ID 4420 Phone Operator Account Processing

Link Type [Fetch or Capture]

Vaults that this link applies to:

Capture All

18

These generic links will work as follows:

Fetch links will pull from a specific table by a generic value to provide a more inclusive result set of documents. For example, a fetch to retrieve

loan documents may be constructed to fetch by Account number only from a table named “Loans.” This fetch command in turn would provide

all documents for that account from the “loans” table vs. a specific document from a table name you can specify.

Capture links will automatically launch the capture software “ProDOC” and allow you to specify the particular document you wish to capture

and index it accordingly. There will not be intelligence to predetermine which document you wish to scan nor to index it for you.

Generic Links include the below. For samples of the screens and additional details, refer to following pages. Screenshots are in numeric order by

Link Number.

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

1 Fetch Loan Documents Member Account Inquiry 3762 IACTTB-05

2 Fetch Loan Documents Closed Account Inquiry 129 ICLACT-05

11 Fetch Loan Documents Account Information Update 2453 UMEMB-06

20 Fetch Loan Documents Delinquency/Credit Report window 182

26 Fetch Loan Documents Closed Account Info Update 1792 UCMEMB-06

27 Fetch Loan Documents Closed Account Info Update 1793 UCMEMB-07

28 Fetch Loan Documents Collateral Item Summary 4316 ULNCLA-02

3 Fetch Membership Documents (Member Inquiry main) 362 IMBRTB-01

4 Fetch Membership Documents/All Membership View

(Phone Operator main) 393 IPHACT-01

5 Fetch Membership Documents/All Membership View

Teller Verify Member window 4475

6 Fetch Membership Documents/All Membership View

Transfer Verify Member window 3767

9 Fetch Membership Documents Open New Membership 2429 UMBRSHIP-21

10 Fetch Membership Documents Open New Membership 2432 UMBRSHIP-21

19

12 Fetch Membership Documents Account Information Update 2449 UMEMB-02

13 Fetch Membership Documents Account Information Update 2450 UMEMB-03

14 Fetch Membership Documents Account Information Update 2451 UMEMB-04

15 Fetch Membership Documents Account Information Update 2458 UMEMB-05

18 Fetch Membership Documents Electronic Check List (savings) 4020 ECL040-02

19 Fetch Loan Documents Collections Member Inquiry 148 ICOLL7-02

21 Fetch Membership Documents Closed Master File Maintenance 1775 UCMAST-02

22 Fetch Membership Documents Closed Account Info Update 1778 UCMEMB-02

23 Fetch Membership Documents Closed Account Info Update 1789 UCMEMB-03

24 Fetch Membership Documents Closed Account Info Update 1790 UCMEMB-04

25 Fetch Membership Documents Closed Account Info Update 1791 UCMEMB-05

29 Fetch Invoices A/P History Maintenance 4 APHISM-02

30 Fetch Invoices A/P History Maintenance 5 APHISM-03

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

41 Capture Photo ID Update Membership 2431 UMBRSHIP-23

42 Capture Invoice Open Payables Maintenance 1649 UAPOPD-01

43 Capture Ins. / Maint. Agreements Fixed Asset Item Maintenance 1957 UFAITM-02

44 Capture Stop Pay form Stop Payment Request Processing 1579 TSPTB-02

45 Capture Wire form Post Wire Transfer to Member 1589 TWIRE-01

46 Capture Address Change Form Address, DBA, & Other Maintenance 2564 UNMADR-01

47 Capture ATM/DBT/CRD Dispute forms Cards/OTB Product Inquiry 3781 IALLPRD-01

48 Capture Wire Form Wire Transfer Tracking 3007 UWIRET-01

49 Capture Dealer Agreement (by dealer #) Indirect Dealers Active Dealers 2262 UIDLR-01

50 Capture Investment Detail (purchase agreement)

Work with Investments 2293 UINVS-02

51 Capture Photo ID Open/Update New Membership 2429 UMBRSHIP-21/22/23

52 Capture Photo ID Open/Update New Membership 2432 UMBRSHIP-21/22/23

20

In Phase III we will add the following links and make the existing links configurable. The phase III links will work as follows:

Fetch links will pull from a configurable table name, by specific configurable indexes, to provide a more specific result set of documents. For

example, a fetch to retrieve loan documents may be constructed to fetch by Account number, loan suffix and open date from a table name you

specify. This fetch command in turn would provide just the specific loan documents in question for that member vs. all the loan documents from

that table for that member.

Capture links will automatically launch the capture software “ProDOC”, specify the document type based on configuration, and index it

accordingly. An example of the new configuration screen from the Spec showing ability to configure table names and indexes follows:

21

For samples of the screens and additional details, refer to following pages. Screenshots are in numeric order by Link Number.

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

31 Fetch Ins./Maint. Agreements Fixed Asset Item Maintenance 1957 UFAITM-02

32 Fetch Retrieve Tax Documents (year/SSN/TIN)

IRS Tax File Inquiry 383 INQTAX-01

33 Fetch View Previous Stop Pays (by account/suffix)

Stop Payment Request Processing 1579 TSPTB-02

34 Fetch View Wire agreement (by acct #) Post Wire Transfer to Member 1589 TWIRE-01

35 Fetch View Address Change Form Address, DBA, & Other Maintenance 2564 UNMADR-01

36 Fetch View ATM/DBT/CRD Dispute forms

Cards/OTB Product Inquiry 3781 IALLPRD-01

37 Fetch View Receipts for Dormant Member

Dorman Membership Inquiry/ Maintenance

1908 UDRMNT-01

38 Fetch View Wire Form Wire Transfer Tracking 3007 UWIRET-01

39 Fetch Dealer Agreement (by dealer #) Indirect Dealers Active Dealers 2262 UIDLR-01

40 Fetch View Investment Detail (purchase agreement from broker)

Work with Investments 2293 UINVS-02

22

For samples of the screens and additional details, refer to following pages. Screenshots are in numeric order by Link Number.

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

1 Fetch Loan Documents Member Account Inquiry 3762 IACTTB-05

2 Fetch Loan Documents Closed Account Inquiry 129 ICLACT-05

3 Fetch Membership Documents (Member Inquiry main) 362 IMBRTB-01

4 Fetch Membership Documents/All Membership View

(Phone Operator main) 393 IPHACT-01

5 Fetch Membership Documents/All Membership View

Teller Verify Member window 4475

6 Fetch Membership Documents/All Membership View

Transfer Verify Member window 3767

7 Fetch Loan Documents Outstanding Loan Recap/Inquiry 1218 PLNALI-01

8 Fetch Loan Documents Work/View Application Status 4178 PEND-01

9 Fetch Membership Documents Open New Membership 2429 UMBRSHIP-21

10 Fetch Membership Documents Open New Membership 2432 UMBRSHIP-21

11 Fetch Loan Documents Account Information Update 2453 UMEMB-06

12 Fetch Membership Documents Account Information Update 2449 UMEMB-02

13 Fetch Membership Documents Account Information Update 2450 UMEMB-03

14 Fetch Membership Documents Account Information Update 2451 UMEMB-04

15 Fetch Membership Documents Account Information Update 2458 UMEMB-05

16 Fetch Loan Documents Additional Loan Information Selection

2356 ULNIN-01

17 Fetch Loan Documents Electronic Check List (loans) 43 ECL020-02

18 Fetch Membership Documents Electronic Check List (savings) 4020 ECL040-02

19 Fetch Loan Documents Collections Member Inquiry 148 ICOLL7-02

20 Fetch Loan Documents Delinquency/Credit Report window 182

21 Fetch Membership Documents Closed Master File Maintenance 1775 UCMAST-02

23

22 Fetch Membership Documents Closed Account Info Update 1778 UCMEMB-02

23 Fetch Membership Documents Closed Account Info Update 1789 UCMEMB-03

24 Fetch Membership Documents Closed Account Info Update 1790 UCMEMB-04

25 Fetch Membership Documents Closed Account Info Update 1791 UCMEMB-05

26 Fetch Loan Documents Closed Account Info Update 1792 UCMEMB-06

27 Fetch Loan Documents Closed Account Info Update 1793 UCMEMB-07

28 Fetch Loan Documents Collateral Item Summary 4316 ULNCLA-02

29 Fetch Invoices (by vendor) A/P History Maintenance 4 APHISM-02

30 Fetch Invoices (by invoice #) A/P History Maintenance 5 APHISM-03

31 Fetch Ins./Maint. Agreements Fixed Asset Item Maintenance 1957 UFAITM-02

32 Fetch Retrieve Tax Documents (year/SSN/TIN)

IRS Tax File Inquiry 383 INQTAX-01

33 Fetch View Previous Stop Pays (by account/suffix)

Stop Payment Request Processing 1579 TSPTB-02

34 Fetch View Wire agreement (by acct #) Post Wire Transfer to Member 1589 TWIRE-01

35 Fetch View Address Change Form Address, DBA, & Other Maintenance 2564 UNMADR-01

36 Fetch View ATM/DBT/CRD Dispute forms

Cards/OTB Product Inquiry 3781 IALLPRD-01

37 Fetch View Receipts for Dormant Member

Dorman Membership Inquiry/ Maintenance

1908 UDRMNT-01

38 Fetch View Wire Form Wire Transfer Tracking 3007 UWIRET-01

39 Fetch Dealer Agreement (by dealer #) Indirect Dealers Active Dealers 2262 UIDLR-01

40 Fetch View Investment Detail (purchase agreement from broker)

Work with Investments 2293 UINVS-02

Link Number

Fetch or Capture

Type of document we’re building a link to:

Screen Title Gold Panel Number

CU*BASE Screen ID

41 Capture Photo ID Update Membership 2431 UMBRSHIP-23

42 Capture Invoice Open Payables Maintenance 1649 UAPOPD-01

43 Capture Ins. / Maint. Agreements Fixed Asset Item Maintenance 1957 UFAITM-02

44 Capture Stop Pay form Stop Payment Request Processing 1579 TSPTB-02

24

45 Capture Wire form Post Wire Transfer to Member 1589 TWIRE-01

46 Capture Address Change Form Address, DBA, & Other Maintenance 2564 UNMADR-01

47 Capture ATM/DBT/CRD Dispute forms Cards/OTB Product Inquiry 3781 IALLPRD-01

48 Capture Wire Form Wire Transfer Tracking 3007 UWIRET-01

49 Capture Dealer Agreement (by dealer #) Indirect Dealers Active Dealers 2262 UIDLR-01

50 Capture Investment Detail (purchase agreement)

Work with Investments 2293 UINVS-02

51 Capture Photo ID Open New Membership 2429 UMBRSHIP-21

52 Capture Photo ID Open New Membership 2432 UMBRSHIP-21

25

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

1 Loan Documents 3762 IACTTB-05

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

26

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

2 Loan Documents 129 ICLACT-05

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

27

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

3 Membership Documents 362 IMBRTB-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

28

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

4 Membership Documents/All Membership View 393 IPHACT-01

Link Type [Fetch or Capture]

Vaults that this link applies to:

Fetch All

29

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

5 Membership Documents/All Membership View 4475 TELLER VERFIY MEMBER WINDOW

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

30

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

6 Membership Documents/All Membership View 3767 TRANSFER VERIFY MEMBER

WINDOW

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

31

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

7 Loan Documents 1218 PLNALI-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

32

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

8 Loan Documents 4178 PEND-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

33

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

9 Membership Documents 2429 UMBRSHIP-21

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

NOTE: There are two versions

of this screen… an OPEN and

an UPDATE. The Account

number is only available on

the update screen and hence,

the link would be only be

placed there.

34

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

10 Membership Documents 2432 UMBRSHIP-21

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

NOTE: There are two versions

of this screen… an OPEN and

an UPDATE. The Account

number is only available on

the update screen and hence,

the link would be only be

placed there.

35

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

11 Loan Documents 2453 UMEMB-06

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

36

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

12 Membership Documents 2449 UMEMB-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

37

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

13 Membership Documents 2450 UMEMB-03

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

38

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

14 Membership Documents 2451 UMEMB-04

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

39

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

15 Membership Documents 2458 UMEMB-05

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

40

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

16 Loan Documents 2356 ULNIN-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

41

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

17 Loan Documents 43 ECL020-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

42

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

18 Membership Documents 4020 ECL040-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

43

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

19 Loan Documents 148 ICOLL7-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

44

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

20 Loan Documents 182 DELINQUENCY WINDOW

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

45

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

21 Membership Documents 1775 UCMAST-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

46

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

22 Membership Documents 1788 UCMEMB-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

47

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

23 Membership Documents 1789 UCMEMB-03

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

48

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

24 Membership Documents 1790 UCMEMB-04

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

49

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

25 Membership Documents 1791 UCMEMB-05

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

50

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

26 Loan Documents 1792 UCMEMB-06

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

51

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

27 Loan Documents 1793 UCMEMB-07

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

52

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

28 Loan Documents 4316 ULNCLA-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

53

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

29 Invoices (By vendor) 4 APHISM-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

54

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

30 Invoices (by invoice #) 5 APHISM-03

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

55

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

31 Insurance / Maintenance Agreements 1957 UFAITM-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

56

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

32 Retrieve Member Tax Documents 383 INQTAX-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

57

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

33 Capture Stop Pay/View Previous Stop Pays 1579 TSPTB-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

58

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

34 Capture Wire form/View Wire agreement 1589 TWIRE-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

59

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

35 Capture/View Address Change Form 2564 UNMADR-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

60

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

36 Capture/View ATM/DBT/CRD Dispute forms 3781 IALLPRD-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

61

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

37 View Receipts for Dormant Member 1908 UDRMNT-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch All

62

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

38 View Wire Form 3007 UWIRET-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

63

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

39 Dealer Agreement 2262 UIDLR-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

64

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

40 Investment Detail - purchase agreement from broker 2293 UINVS-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Fetch In-House

65

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

41 Photo IDs 2431 UMBRSHIP-23

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture All

66

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

42 Invoices 1649 UAPOPD-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

67

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

43 Insurance / Maintenance Agreements 1957 UFAITM-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

68

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

44 Capture Stop Pay/View Previous Stop Pays 1579 TSPTB-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

69

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

45 Capture Wire form/View Wire agreement 1589 TWIRE-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

70

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

46 Capture/View Address Change Form 2564 UNMADR-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

71

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

47 Capture/View ATM/DBT/CRD Dispute forms 3781 IALLPRD-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

72

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

48 View Wire Form 3007 UWIRET-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

73

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

49 Capture Dealer Agreement 2262 UIDLR-01

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

74

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

50 Investment Detail - purchase agreement from broker 2293 UINVS-02

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture In-House

75

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

51 Photo ID 2429 UMBRSHIP-21

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture All

76

Link Number Type of document we’re building a link to: Gold Panel Number CU*BASE Screen ID

52 Membership Documents 2432 UMBRSHIP-21

Link Type [Fetch or Capture]

Vaults that this link will apply to:

Capture All