DDS Doc Retrieval

DNAapp for Digital Documents for DNA Digital Documents (Application Id 1ae0ee79-a3a8-43f6-9e87-c68709772aa7)

DDS Doc Retrieval Fiserv

Digital Documents 2 September 10 2014

copy 2013-2014 Fiserv Inc or its affiliates All rights reserved This work is confidential and its use is strictly limited Use is permitted only in accordance with the terms of the agreement under which it was furnished Any other use duplication or dissemination without the prior written consent of Fiserv Inc or its affiliates is strictly prohibited The information contained herein is subject to change without notice Except as specified by the agreement under which the materials are furnished Fiserv Inc and its affiliates do not accept any liabilities with respect to the information contained herein and is not responsible for any direct indirect special consequential or exemplary damages resulting from the use of this information No warranties either express or implied are granted or extended by this document httpwwwfiservcom Fiserv is a registered trademark of Fiserv Inc Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such

DDS Doc Retrieval Fiserv

Digital Documents 2 September 10 2014

copy 2013-2014 Fiserv Inc or its affiliates All rights reserved This work is confidential and its use is strictly limited Use is permitted only in accordance with the terms of the agreement under which it was furnished Any other use duplication or dissemination without the prior written consent of Fiserv Inc or its affiliates is strictly prohibited The information contained herein is subject to change without notice Except as specified by the agreement under which the materials are furnished Fiserv Inc and its affiliates do not accept any liabilities with respect to the information contained herein and is not responsible for any direct indirect special consequential or exemplary damages resulting from the use of this information No warranties either express or implied are granted or extended by this document httpwwwfiservcom Fiserv is a registered trademark of Fiserv Inc Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such

DDS Doc Retrieval Fiserv

Digital Documents 3 September 10 2014

Overview DNA App for Digital Documents for DNA provides seamless integration of DNA and Digital Documents for DNA It allows DNA users to access their archived documents directly from DNA core This App would add several hook points (Menu Item) in DNA core which can provide access to Statements Notices Tax Forms etc It provides direct access to documents as well as Single Sign-On for full document search and archival capabilities Key Benefits

Single Sign-On access to Digital Documents for DNA from DNA screens

Direct access to archived Documents in a more presentable form

Processing This app adds few menu items in the DNA Each of the menu items exposes some a preconfigured screen from Digital Documents for DNA Whenever a DNA user accesses any of these menus he accesses the documents of choice in a seamless manner using single sign on DNA App for Digital Documents for DNA adds following menus in DNA

1 Search Documents ndash Menu Item under Quick Inquiries in Relationship Module

2 Search Statements ndash Menu Item under Quick Inquiries in Relationship Module

3 View Statements ndash Menu Item under Inquiries in Deposit Maintenance in

Relationship Module

4 View Statements ndash Menu Item under Inquiries in Loan Maintenance in Relationship

Module

5 View Documents ndash Menu Item in Transaction History

Each menu item uses its associated product properties to display a screen in Digital Documents for DNA application Configurable Product properties are displayed below with each screen Following section describes each of the menus in more details

DDS Doc Retrieval Fiserv

Digital Documents 4 September 10 2014

Screens This section describes various screens and their launch points (menus) created as part of the DNA app In addition to this it also explains any product properties required to be configured before the screen launch is successful

1 Search Documents

This screen launches Digital Documents for DNA Home Page You can reach to this screen by a newly added menu item ldquoSearch Documentsrdquo under quick Inquiries in Relationship module

Navigation

Relationships Quick Inquiries Search Documents

Product Properties Only common product properties are required as explained

below in Additional Requirements section

Screen Appearance

Figure 1 below displays the location of the ldquoSearch Documentsrdquo Menu Item

Figure 1 Search Documents menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 5 September 10 2014

Figure 2 below shows the Digital Documents for DNA home screen

Figure 2 Search Documents Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

2 Search Statements

This screen launches Digital Documents for DNA Search statement screen You can reach to this screen by a newly added menu item ldquoSearch Statementsrdquo under quick Inquiries in Relationship module Navigation

Relationships Quick Inquiries Search Statements Product Properties

This screen searches for the statements as per the selection criteria This screen will

search the document types configured using appropriate prompt Id This prompt Id is

specified using a new Product Property explained below

DDS Doc Retrieval Fiserv

Digital Documents 6 September 10 2014

Key Name Description Required Default RQSPID

Search Statements in Relationship Module PromptID

Prompt ID for Search Statements in Relationship Module

Yes -1

Screen Appearance

Figure 3 below displays the location of the ldquoSearch Statementsrdquo Menu Item

Figure 3 Search Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 7 September 10 2014

Figure 4 displays the lsquoSearch Statementsrsquo screen

Figure 4 Search Statements Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

3 View Statements Deposits

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Deposit

Maintenance screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement User reaches to this screen from the newly

created menu Item named ldquoView Statementsrdquo under Inquiries menu of ldquoDeposit

Account Maintenancerdquo screen of Relationship module

Navigation

Services Relationships Maintenance Deposit Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access statements

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 4 September 10 2014

Screens This section describes various screens and their launch points (menus) created as part of the DNA app In addition to this it also explains any product properties required to be configured before the screen launch is successful

1 Search Documents

This screen launches Digital Documents for DNA Home Page You can reach to this screen by a newly added menu item ldquoSearch Documentsrdquo under quick Inquiries in Relationship module

Navigation

Relationships Quick Inquiries Search Documents

Product Properties Only common product properties are required as explained

below in Additional Requirements section

Screen Appearance

Figure 1 below displays the location of the ldquoSearch Documentsrdquo Menu Item

Figure 1 Search Documents menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 5 September 10 2014

Figure 2 below shows the Digital Documents for DNA home screen

Figure 2 Search Documents Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

2 Search Statements

This screen launches Digital Documents for DNA Search statement screen You can reach to this screen by a newly added menu item ldquoSearch Statementsrdquo under quick Inquiries in Relationship module Navigation

Relationships Quick Inquiries Search Statements Product Properties

This screen searches for the statements as per the selection criteria This screen will

search the document types configured using appropriate prompt Id This prompt Id is

specified using a new Product Property explained below

DDS Doc Retrieval Fiserv

Digital Documents 6 September 10 2014

Key Name Description Required Default RQSPID

Search Statements in Relationship Module PromptID

Prompt ID for Search Statements in Relationship Module

Yes -1

Screen Appearance

Figure 3 below displays the location of the ldquoSearch Statementsrdquo Menu Item

Figure 3 Search Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 7 September 10 2014

Figure 4 displays the lsquoSearch Statementsrsquo screen

Figure 4 Search Statements Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

3 View Statements Deposits

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Deposit

Maintenance screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement User reaches to this screen from the newly

created menu Item named ldquoView Statementsrdquo under Inquiries menu of ldquoDeposit

Account Maintenancerdquo screen of Relationship module

Navigation

Services Relationships Maintenance Deposit Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access statements

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 5 September 10 2014

Figure 2 below shows the Digital Documents for DNA home screen

Figure 2 Search Documents Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

2 Search Statements

This screen launches Digital Documents for DNA Search statement screen You can reach to this screen by a newly added menu item ldquoSearch Statementsrdquo under quick Inquiries in Relationship module Navigation

Relationships Quick Inquiries Search Statements Product Properties

This screen searches for the statements as per the selection criteria This screen will

search the document types configured using appropriate prompt Id This prompt Id is

specified using a new Product Property explained below

DDS Doc Retrieval Fiserv

Digital Documents 6 September 10 2014

Key Name Description Required Default RQSPID

Search Statements in Relationship Module PromptID

Prompt ID for Search Statements in Relationship Module

Yes -1

Screen Appearance

Figure 3 below displays the location of the ldquoSearch Statementsrdquo Menu Item

Figure 3 Search Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 7 September 10 2014

Figure 4 displays the lsquoSearch Statementsrsquo screen

Figure 4 Search Statements Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

3 View Statements Deposits

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Deposit

Maintenance screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement User reaches to this screen from the newly

created menu Item named ldquoView Statementsrdquo under Inquiries menu of ldquoDeposit

Account Maintenancerdquo screen of Relationship module

Navigation

Services Relationships Maintenance Deposit Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access statements

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 6 September 10 2014

Key Name Description Required Default RQSPID

Search Statements in Relationship Module PromptID

Prompt ID for Search Statements in Relationship Module

Yes -1

Screen Appearance

Figure 3 below displays the location of the ldquoSearch Statementsrdquo Menu Item

Figure 3 Search Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 7 September 10 2014

Figure 4 displays the lsquoSearch Statementsrsquo screen

Figure 4 Search Statements Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

3 View Statements Deposits

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Deposit

Maintenance screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement User reaches to this screen from the newly

created menu Item named ldquoView Statementsrdquo under Inquiries menu of ldquoDeposit

Account Maintenancerdquo screen of Relationship module

Navigation

Services Relationships Maintenance Deposit Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access statements

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 7 September 10 2014

Figure 4 displays the lsquoSearch Statementsrsquo screen

Figure 4 Search Statements Screen

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

3 View Statements Deposits

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Deposit

Maintenance screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement User reaches to this screen from the newly

created menu Item named ldquoView Statementsrdquo under Inquiries menu of ldquoDeposit

Account Maintenancerdquo screen of Relationship module

Navigation

Services Relationships Maintenance Deposit Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access statements

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 8 September 10 2014

Key Name Description Required Default DVPID Deposit Maintenance

View Statements PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

DVAcctNo Deposit Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 5 below displays the location of the ldquoView Statementsrdquo Menu Item

Figure 5 View Statements Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 9 September 10 2014

Figure 6 displays the View Statements screen

Figure 6 View Statements Screen

4 View Statements Loans

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of Old ldquoLoan Account Maintenancerdquo screen of

Relationship module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Loan

Maintenance screen) from Digital Documents for DNA of the configured PromptId If

only single statement is found in the application for that account then it would redirect

it directly to the statement

Navigation

Services Relationships Maintenance Loan Account Maintenance Inquiries

View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 10 September 10 2014

Key Name Description Required Default LVPID Loan Maintenance

View Statements PromptId

Prompt ID for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes -1

LVAcctNo Loan Maintenance View Statements Acct No Index Name

Account No Index Name for View Statements Menu in Loan Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 7 below displays the location of the Menu Item

Figure 7 View Statements Menu in Loan maintenance

Field Listing

Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 11 September 10 2014

Figure 8 displays the View Statements screen

Figure 8 View Statements Screen in Loan Maintenance

5 View Documents Transaction History

User reaches to this screen from the newly created menu Item named ldquoView

Statementsrdquo under Inquiries menu of ldquoTransaction Historyrdquo screen of Relationship

module

This screen looks the Prompt Id and index Name property value and then fetches the

list of documents of the Active Account (Account Number searched on Transaction

History screen) from Digital Documents for DNA application for the configured

PromptId If only single statement is found in the application for that account then it

would redirect it directly to the statement

Navigation

Services Relationships Quick Inquiries Transaction History View Statements

Product Properties

Following product properties have to be configured before user can access Statements

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 12 September 10 2014

Key Name Description Required Default THVPID Transaction

History PromptId

Prompt ID for Search Statements in Relationship Module

Yes -1

THVAcctNo Transaction History Acct No Index Name

Account No Index Name for View Statements Menu in Deposit Maintenance Account in Relationship Module

Yes BLANK

Screen Appearance Figure 9 below displays the location of the Menu Item

Figure 9 View Documents Menu

Field Listing Not Applicable

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 13 September 10 2014

Figure 10 displays the screen

Figure 10 View Documents screen under Transaction History

Field Listing Not Applicable Fields displayed in this screen change as per the configuration

Additional Requirements

Requires DNA 40 or later

Requires the presence of a product named ldquoDNADocumentrdquo in the DNA This can

be verified from the Product Maintenance screen in SAF

At Digital Documents for DNA side add new library Property with key

lsquodnasafendpointrsquo with value

lsquohttpsafServerIp10000safProductIntegrationProductIntegrationasmxrsquo

Note Popups would not be working in this release of DNAapp for Digital Documents for DNA Please note that Digital Documents for DNA team has developed a ProductRegistration utility that creates product in DNA You can use this utility if a product named DNADocument is not present in DNA DNAdocumentRegistrationmsi can be found in the Help folder of setup (dnaxp) file Setup file (dnaxp) can be extracted using DocExtractor Utility

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 14 September 10 2014

Below is screen print from DNACreator help document which has details of Doc Extractor utility

After running the msi file and installing the extension DNA admin must set up the product Properties for the newly added product in collaboration with the Digital Documents for DNA Admin

All of the screens described above share some common product properties

1 Library Id Library Id of the Institution in Digital Documents for DNA

2 Server Address IP address or Name of the Digital Documents for DNA server Following are some of valid example for this

xxxxxxxxx serverName

httpserverName httpxxxxxxxxxnn

httpsxxxxxxxxxnn httpserverNamenn

httpsserverNamenn

[ xxxxxxxxx =gt IP address nn =gt Port serverName =gt name of the DNAdocument server]

DDS Doc Retrieval Fiserv

Digital Documents 15 September 10 2014

3 Skin Skin name which needs to be loaded ( in case of empty value Digital Documents for DNA will load the default skin)

4 Virtual Directory Virtual Directory configured at Digital Documents for DNA server for loading logos etc

Configuration Checklist

Item Test Environment

Production Environment

Product Properties(Explained above with each Menu Item)

Revisions

Date App Version

Change

012014 1000 Application Created