Core Conversion member communication

Manager at a credit_union ($611MUSA)

Could anyone provide their strategy regarding member communication around a core conversion.
1. When did you start communicating to members?
2. Can you provide samples of what you communicated?
3. How often did you communicate once you started?
4. How detailed did you get in first communications?

Thank you,

    Over drafting set up- Converting from Ultradata to Fiserv DNA

    Manager at a credit_union ($611MUSA)
    We are currently in the process of converting cores from Ultradata to DNA and are hoping for some advice/insight on how to convert certain over drafting options as well as opinions on options being presented to us for over drafting in DNA.

    1. We have some members on our current core that we had set up with product level over drafting sequence. If you experienced this, how did you decide to convert the over drafting for these accounts?

    2.  Did you allow different ownership per suffix under one primary account in FSP – did they only allow over drafting from accounts with the same ownership? If so, how did they handle this when they converted to DNA? Did they have their members sign any form of acknowledgment for this change?

    3. Do they allow checking accounts to be part of over drafting in DNA? If so do they have a lot of members using this? Do they have any feedback about allowing this if they offer it

    Thank you!

      FiServ DNA User Question re: SBA loan minors

      VP at a bank ($1.2BUSA)
      Looking for guidance and/or tips from DNA users regarding minor set up.  Challenge we are experiencing is with the 7a program.  7a loans can be primarily secured by real estate or by business assets or a combination of both real estate and business assets which doesn't seem to work well with the restrictive nature of DNA minors with respect to FDIC (Call Report) Codes and risk based allocations.

      Example:  Loan is secured by business assets.  Business asset collateral value is limited, so the principal's primary residence is also being taken as collateral.  Collateral value of the principal residence is driving a call code of 1C2 and a risk allocation for real estate as well.  The risk allocation should be geared toward business (lesser risk allocation than real estate), however, the minor doesn't allow for a combination of real estate and business.

      Any thoughts on how to approach this type of scenario would be greatly appreciated!  

        ELAN Credit Card Integration with FIS Core

        Manager at a bank ($574MUSA)
        We have recently teamed with ELAN to provide our customers credit cards.  We are looking for a way to know that a customer has our card with ELAN.  We are on FIS HORIZON core and use CeB/BeB.  Is anyone uploading a third-party file into HORIZON to make that another account on a customers profile?  And if so, does that make the account then viewable on the online banking platforms mentions?  Thank you in advance for your time!

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