1. 2017 Features Released Marsha Sapino AAP, BSACS
AuditLink Assistant Manager

2. Employee Security Enhancements 17.03 March 19, 2017
Tool #327
No more cryptic Ys and Ns!
Releases will not change employee settings

3. Employee Security Enhancements continued…
Employee Security Maintenance and Employee Profile screens get a facelift
See comments
Search for employee ID by name
Assign many tools to a single employee or many employees to the same tool
Record employee start dates
No more menus! Assign a tool or remove a tool and feel confident the employee can’t access it somewhere else

4. Employee Security Enhancements continued…
New Job Classification Feature - Optional
On the Home Page the Recommended Tools toolset button lets users see how their access privileges match up to the access recommended by our AuditLink security consultants.
Security officer must first assign one of the
standard job classification codes to each
employee profile via tool #327

5. Adjusting Authority to Inquiry Maintenance Tasks 17.05 May 21, 2017
Added security controls that prevents unauthorized staff from making account changes while in Inquiry-only screens
Staff without File maintenance privileges in the Special Security section of the Employee Security tool, are no longer able to view the options to reset online banking questions, PINs, or passwords, or update a member’s Reg E opt in/opt out flag.

6. 17.10 October 22, 2017 New File Maintenance Function and Reports
Account Security controls added to Direct Mail Posting to restricted accounts
Automated BSA/SAR reporting

7. New File Maintenance Functions
Tool #159 Audit File Maintenance Inquiry (CUFMNT) is easier to read
We’ve added more file maintenance data
Critical monitoring tips from AuditLink
Use the filter buttons on the new inquiry dashboard to filter out the fields that AuditLink recommends are “critical”
Click Column/Field
Select All Critical
Hit Enter

8. Automated BSA/SAR Reporting
Tool #633 Print BSA/SAR Activity Report can now be set up to print automatically
No more manually running this report monthly!
Select desired date range
Save Settings
Name report
Select Monthly and what day
Current or Previous month