New features coming in May 2015 Mark Hill. Rollout schedule  May 5Release notes available  May 5Delivery to select test banks  May 19Planned delivery.

Slides:



Advertisements
Similar presentations
RP Designs Semi-Custom e-Commerce Package. Overview RP Designs semi- custom e-commerce package is a complete website solution. Visitors can browse a catalog.
Advertisements

Employee Self-Service (ESS). Agenda Introduction 1 Terminology 2 Employee Self-Service Components 3 More Information 4 Questions & Answers 5.
Recruitment Booster.
Brief introduction to Primary Care (GP) SOAR users Last updated: 24 th August 2012.
Program Management Portal: Overview for the Client
GP2013 (R2) New features in GP2013 (R2). New Ribbon for windows Edit List is the Print button on the right without the paper background Action pane can.
PantherSoft Financials Smart Internal Billing. Agenda  Benefits  Security and User Roles  Definitions  Workflow  Defining/Modifying Items  Creating.
WASTE MANAGEMENT ©2010 SciQuest USA Confidential 1 Powered by RFx User Guide.
Polycom Quotes on Demand Tool Partner User Guide Version 1.1
London & Zurich Plc User Guide. Service Benefits Full on-line management of client accounts Paperless direct debit – no signatures required Standing orders.
Copyright © 2008 Pearson Prentice Hall. All rights reserved Copyright © 2008 Prentice-Hall. All rights reserved. Committed to Shaping the Next.
Microsoft Excel 2003 Illustrated Complete Excel Files and Incorporating Web Information Sharing.
Biller Direct Getting Started
Page 1 Customer Platform: Basic Services Intuit Financial Services University Business Banking Certification Training.
How To Submit Loans to Flanagan State Bank a/k/a “you are going to love this system”a.
User Guide. Service Benefits  Full on-line management of client accounts  Paperless direct debit – no signatures required  Standing orders fixed not.
TFACTS Private Provider Financial/Invoicing Overview 1.
Complete Dispute & Deduction Management System Assign Dispute Reason Codes Assign Ownership for Resolution Efficient Tools for Managing Multiple Disputes.
6 th Annual Focus Users’ Conference 6 th Annual Focus Users’ Conference Accounts Receivable Presented by: Robert Myers Presented by: Robert Myers.
ETravel Authorization / Reimbursement Overview SOLAR Financials x 6685 July 8, 2014.
Customer Service Module Course Contents Table of Contents Enter A Request Search A Request Create Invoice (Funeral home request) Search Invoice Manage.
1 of 4 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2007 Microsoft Corporation.
Computer Literacy BASICS: A Comprehensive Guide to IC 3, 5 th Edition Lesson 14 Sharing Documents 1 Morrison / Wells / Ruffolo.
Customers Training Where “Lean” principles are considered common sense and are implemented with a passion!
Integrate your people maximize your knowledge Tel SalesBase Customer.
Shipping Bill Demo 1.Role of Unit Maker/CHA user 1.Preparation of a Shipping BillPreparation of a Shipping Bill 2.Submission of Shipping Bill to Unit ApproverSubmission.
Page Up or Down to navigate through the program.
Lytec Medical XE New Feature List. 2 What’s new with Lytec Medical XE? Features: –HIPAA features –Timesaving features –Miscellaneous features New product.
PRIOS ARA Limited Agent User Instructions PRIOS ARA Limited Agent User Instructions Professional Repossessors Interactive Operating System.
SMART Agency Tipsheet Staff List This document focuses on setting up and maintaining program staff. Total Pages: 14 Staff Profile Staff Address Staff Assignment.
Page Up or Down to navigate through the program.
ENTERING ELIGIBLE ENERGY RESOURCE APPLICATIONS IN DELAFILE Version 2.0 August 25, 2015.
Lead Management Tool Partner User Guide March 15, 2013
Drinking Water Infrastructure Needs Survey and Assessment 2007 Training.
D5240 Document Retention System 8/20/ District 5240 The Rotary Foundation Grants Document Retention System Rotary Year
Module 3: Administrator Set-Up Intuit Financial Services University Internet Banking Certification Training.
Drinking Water Infrastructure Needs Survey and Assessment 2007 Website.
Confidential NYC SchoolMail School Administrator Overview Victoria McEachern Vice.
Common Origination and Disbursement Navigating the Web Presenter: Renee Wade National Association of Sigma Users July 24, 2003.
Master Data Management & Microsoft Master Data Services Presented By: Jeff Prom Data Architect MCTS - Business Intelligence (2008), Admin (2008), Developer.
December 6, 2015 The Tools Tab. Lesson Overview: The Tools Tab  In this lesson we will cover:  Return Retrieval  TaxWise Updates  Review Returns 
Ver. 02/13/  Registration  New Studies  Continuing Reviews  Amendments  Reportable Events  Tips & Tricks  Questions 2.
A user guide to accessing, reviewing and contributing to the Online Registry System.
LOAN RADAR Media Center, LLC. Keep your team on the same page Update your in-process loans with loan status.
FHA Training Module 1 This document reflects current policy related to this topic. Its content is approved for use in all external and internal FHA-related.
GMAP Grant Management, Application, and Planning Consolidate Application Training.
Document Module Features Streamlines the control, routing and revision process for critical documents and records Controls documents in any format (Excel,
Fab25 User Training Cerium Labs LabCollector - LIMS Lynette Ballast.
ACCESSING AND UTILIZING THE PROVIDER PORTAL MEDICAL AUTHORIZATION UNIT 1.
Step 1 Lead Notifications Dear Partner, New leads have been assigned to your organization based on customer preference and are available for you.
How to complete and submit a Final Report through Mobility Tool+ Technical guidelines Authentication, Completion and Submission 1 Antonia Gogaki IT Officer.
Development and Rollout plan Mark Hill. 2 Front-End (ASP.NET) Business Layer (Middle Tier) Web services Database Layer Front-End (SPA) New Technology.
Items added since last user group Ricky Garcia.  Additional Closing Fees & Disbursement Report  New Financial Information section on Facility Details.
Alec Lajoie (Peoples United Bank) & Clint Bagdon.
Non-Tenure Track (NTT) Appointment Process (Preparer Edition) Version 1.0 Presented by the Office of Organizational Research and Data Management School.
Managing your Candidate List: Temporary Staffing
SI Ad hoc report builder overview
Software Application Overview
CONTENT MANAGEMENT SYSTEM CSIR-NISCAIR, New Delhi
Administrator Training
Advanced Invitations.
RMS with Microsoft SharePoint
5.8 Presentation.
Orders & Shipment Tracking
LV Merge Docs – Deep Dive
Cyber Recruiter: Sneak Peak
Tips and Tricks (from Spitfire Development) Presenter: Stan York
Flood Calculation Worksheet
Regional/Community Volunteer Portal Training
This presentation document has been prepared by Vault Intelligence Limited (“Vault") and is intended for off line demonstration, presentation and educational.
Presentation transcript:

New features coming in May 2015 Mark Hill

Rollout schedule  May 5Release notes available  May 5Delivery to select test banks  May 19Planned delivery to Hosted FIS IBS Customers  May 20Planned delivery to Hosted FIS other Customers  May 21Available for install for in-house customers Features 2

 The Flood Determination page has been enhanced to do the following: 1. Allow multiple certificates to be stored for each piece of collateral with unique addresses / parcel information. 2. New Flood Worksheet functionality has been created to export flood determination data to Excel which will allow the user future customization.  Integration With Avantus for ServiceLink Flood Determinations Deep Dive session by People’s United Bank 3

 The Microsoft Word Add-In can now be used for merge letters! When a user populates a merge letter using the Documents tab, a correspondence record is created. Now users will be able to use the LoanVantage Save in Word and the correspondence record in LV will be updated. Demo 4

 Policy Exceptions can now be linked to multiple loans. Covenants can now be linked to multiple loans, collateral, or parties. Various reports have been updated to support these new linkages.  Demonstration in Covenants Deep Dive with Clint 5

 File and Loan Collateral Notes have been enhanced as follows: 1. Admin: Options now exist to hide loan collateral and file collateral sections via File / Facility Settings. 2. Admin: "Relationship" file is now a drop down option under the File Settings. 3. Admin: File Settings now supports Boarding configuration. 4. File Collateral and Loan Collateral notes are now independent of one another. 5. File Collateral Note and Loan Collateral Note fields were added to their appropriate locations on the Boarding tab. 6

 Added new Summary Section to the Loan Collateral page. Enhancement include: 1. LV automatic population of Additional Loans tied to the collateral. 2. Ability to Adjust Total Loan Amount for LTV Calculation. 3. Ability to define the above adjustment reason. 4. Added new XLTV which is calculated using the Adjusted Total of All Loans / Total Collateral Value. 5. Added new XLTDV which is calculated using the Adjusted Total of All Loans / Total Discounted Collateral Value.  Deep dive in Collateral Cross-Collateralization Session 7

 New Push Auto-Create feature has been added to Recurring Required Documents which gives the user the ability to auto-create document records just as the nightly job would do.  For example, if the user creates a quarterly recurring document with a statement date of 6/30/14, then uses the PUSH feature, the system will automatically make identical copies of this record but change the dates accordingly to 9/30/14, 12/31/14, and 3/31/15.  Demo 8

 Added new feature under reports that allows user to select which party's financials should be included in the presentation PDF.  Demo 9 1.Click the Financials Checkbox 2.Select parties to include 3.Select which financials report per party

 Added guidance line functionality at the relationship level. Guidance Line: A BANK LINE granted to a customer that is used by the lending institution for internal management purposes and is not specifically communicated to the customer. Since the client pays no COMMITMENT FEE, the guidance line can be cancelled or withdrawn by the lender at any time. (Black's Law Dictionary) Guidance line columns have also been added to the file queue.  (Demo) 10

 A global option has been added to allow s sent from LoanVantage to a domain outside the bank to be sent as secure. The word "Secure:" is prepended to the subject line during transmission and relies on the bank's system to intercept and redirect to secure system. 11

12  Ability to attach a note to a relationship file (existing functionality)  Ability to subscribe to file notes changes (existing functionality)  Microsoft Word Integration  Ability to attach/Edit note in Microsoft Word  Save note to file from Word  Multiple Word templates for different note types  Utilizes LoanVantage Word add-in with access to mini-financial data  Work queue additions for file notes functionality

 FileNoteEdit  Edit the file note  Pull up the Word doc attachment  LV Add-In Tool bar is enabled  Save from Word Add-In  Pull up other attachments  Upload other attachments  Delete Attachments  FileNoteView  View existing file notes  Open attachments  Cannot upload attachments  LV Add In tool bar is disabled 13

New File Work queue Columns:  Date  Subject  File Note Age Days  Created By User ID New File Work queue query conditions:  File Note Date  File Note Age Days 14

 Major enhancement to Leads Tracking  Additional track-able items  Facility fields added to Leads Queue  Additional reports for leads and pipeline tracking  (Demo in Leads and Pipeline Deep Dive) 15

 Appraisal Order form  Line creates request and sends to back office  Back office accesses additional data  Appraisal Queue for Tracking 16 Top: Completed by line Bottom: Completed by back office appraisal coordinator

17 Collateral ID Collateral Desc Collateral Street Collateral City* Collateral State* Collateral Zip* Loan Number File Number RequestDate* Due Date* Date Received* Status* Contact Name Contact Phone Contact City Contact State Contact Zip Contact Appraisal Fee Appraisal Fee Paid Status Review Fee Review Fee Paid By Appraiser Name License Expire Dt* Bus Phone Cell Phone Fax City State Zip

AppraisalRequest, To give access to the top part of form AppraisalTrackingEdit which gives access to the bottom part of the form. The Appraiser value on the top part is view only and only shows when the STATUS is RECEIVED The Status on the top part of the form is view only. 18

 Auto-logout of LoanVantage after specified time  For forms-based authentication 19

 Credit  Flood 20

 Covenant History Report Performance  Enhanced Covenant History Report query to be more efficient and prevent timeouts  LaserPro Interface: Authorized Signers support  The LaserPro export file will now include the authorized signers. This requires setting up signers using the "Additional Relationships" feature for the party. Signers are sent for all Parties tied to the new facility.  Other miscellaneous Laser Pro interface fixes  Approval Log: Add Decisioned Column and Set as Complete Option  A new Decisioned column has been added to the Approval Log CURRENT tab. If the final decision has been made for the approval record the value will be "Yes" else, "No". When you edit the record, the user will also have the ability to Set as Complete. Once Set as Complete is done, then the record will be archived and under the Past tab. 21

 Facility Days in Decisioning  Added new Date Decisioned field to Facility Details and query builder. Also added new Facility Days in Decisioning query condition and column in grid which is calculated at the facility level by Date Decisioned minus Date Application Completed.  Work Queues: Number shown on the portal reflects the number in the query without selected options included  Work Queue count on the portal has been updating to calculate the total records in this Query after utilizing the filters "Restrict View to Current user's item" flag and "Restrict View to items assigned to specific team" flag. Previously we showed the full amount in the query no matter what user was logged in. 22