![Page 1: New Account Opening Creating workflows and edits within InterAct Miser](https://reader035.vdocuments.site/reader035/viewer/2022062308/56812b9d550346895d8fc104/html5/thumbnails/1.jpg)
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New Account Opening
Creating workflows and edits within InterAct Miser
• Pre-account opening workflow-Business vs. Fiduciary
• Use of Authoring account opening custom exits
• Post-account Opening workflow
![Page 3: New Account Opening Creating workflows and edits within InterAct Miser](https://reader035.vdocuments.site/reader035/viewer/2022062308/56812b9d550346895d8fc104/html5/thumbnails/3.jpg)
Business/Organization Informational Workflow
• What type of account is desired
• Series of Yes/No questions
• Provides instructions on actual account setup
![Page 4: New Account Opening Creating workflows and edits within InterAct Miser](https://reader035.vdocuments.site/reader035/viewer/2022062308/56812b9d550346895d8fc104/html5/thumbnails/4.jpg)
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Exits used for Edits
• as_custom_funding_pre_begin and as_custom_setup_ok_begin• CIP edits – SSN, DOB and ID present for each primary relationship customer • BSA edits – Statistical data present : own/rent; occupation; opening reason• IRA edits – contribution codes compatible with IRA type and prior year usage
• as_custom_create_pre_end• Class type assignment – set class type based on relationship codes
![Page 9: New Account Opening Creating workflows and edits within InterAct Miser](https://reader035.vdocuments.site/reader035/viewer/2022062308/56812b9d550346895d8fc104/html5/thumbnails/9.jpg)
Post-Account Opening Workflow
New Account Checklist
• Guides CSR through follow-up processes
• Series of transaction and sub-workflows
![Page 10: New Account Opening Creating workflows and edits within InterAct Miser](https://reader035.vdocuments.site/reader035/viewer/2022062308/56812b9d550346895d8fc104/html5/thumbnails/10.jpg)
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