Document Archive and Report Writer
Information Storage and Retrieval
You have enough to worry about with providing quality service to your members, ensuring the credit union operation is safe and sound, and taking care of your employees. On top of that, you also have to find time to print and store reports, film and file receipts, checks, credit union reports, etc., and retrieve that information when needed for members, board meetings, or examiners.
Our Document Archive service can help end the paper chase by making information storage and retrieval much easier. It works seamlessly with UltraData® Essentials 1.0 so your staff can retrieve the information right from their personal computers saving them time from having to search through file cabinets. The result is a more efficient credit union operation.
Document Archive enables you to electronically store:
- Checks
- Credit Union Reports
- Customer notices
- Receipts
- Statements
- Tax forms, and more
Free Up Resources and Space
At month-end, the documents and information normally filmed and put in filing cabinets are archived on a Harland Financial Solutions server and backed up on a compact disk (CD). The CD is then sent to your credit union. Since the documents are stored electronically and won’t be sitting in filing cabinets they are better protected from disasters like floods, fire, hurricanes, etc.
For your convenience, our Document Archive service also provides daily off-site data storage. Your credit union can upload database and archive backups as needed, to Harland Financial Solutions, and we will store one archive and one database backup for each day of the week.
Document Archive will also save you money because you can:
- Cut your paper costs
- Reduce the amount of needed storage space
- Decrease the number of filing cabinets
- Replace microfiche
Effectively Manage Your Credit Union
Information is power and UltraData Essentials 1.0 Report Writer puts that at your fingertips. With it, you can query the core processing database and create custom reports that are above and beyond the system’s standard reports. Up to 30 fields can be included in the custom reports allowing you to retrieve specific information from the core system, such as:
- Information on active or dormant accounts
- Weighted average rates by loan type
- All loans
- YTD new members
- QTD new share drafts
Report Writer provides more flexibility than is typically available in standard programs or reports. By accessing the core processing system’s large pool of member information, you can quickly generate lists of members for targeted marketing campaigns. This will ensure effective use of your marketing dollars, because you will be offering products and services, to those members that can truly benefit from them.
To meet your internal needs, create custom reports for board meetings, asset liability management, credit union operations, and more.
Works Easily with Other Applications
Using the automatic scheduling program, recurring reports are regularly updated at designated times so they always contain the latest information. Reporting can be in the form of hard-copy reports as well as files for extraction to other applications like Microsoft® Excel. UltraData Essentials 1.0 Report Writer can store up to 999 reports for easy access.
Contact an UltraData representative to learn how Document Archive and Report Writer can help credit unions become more efficient.