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CREDIT UNIONS

INTRODUCTION TO CDI VISION SUITE >

Let's Get Started


Credit Union & Banking ECM Solutions



In today’s drive to always deliver better member and client services, Electronic
Content Management, “ECM,” has become a necessity. Whether your needs revolve
around improved loan workflows, teller services, or member engagement, CDI has
solutions to improve your content management. CDI’s Vision Suite integrates with
the ECM solution, Laserfiche, and
most core data processing systems. 

The Vision Suite



The Vision Suite offers one-click lookup of primary or joint owners’ IDs,
membership cards, or documentation. Scan IDs at the teller window or capture
Windows or core processor print streams. Easily index IDs by reading barcodes
when scanning.

Check 21 Solution

 * Teller Scanning – Scan single checks or batches to balance with each
   transaction. Capture MICR, CAR & LAR amounts with automated and manual
   verification options. Import deposit checks from ATMs, ITMs, and RDC.
   Automatically store balance reports for the teller, branch, or institution
   prior to generating your cash letter. Automatic cash letter submission with
   most clearing institutions. Import received and cleared checks into
   Laserfiche using standard formats such as X9.37.



 * Receive – Import inclearing items to your
   repository from the FRB, generate a summary report, and create MICR/ACH
   posting files for your core system.

 * Return – Mark inclearing checks for return to BOFD and create return a cash
   letter file for submission to the FRB.



 * IRD Reprint – Allow printing of legal document replacements, return to the
   institution of first deposit once final NSF is complete.



 * Advanced Fraud Early Warning – Enable real-time fraud lookup through Vision
   Check 21 integration (requires subscription).



 * Merchant Capture – Enable business customers to scan and deposit checks from
   offices and submit to their financial institution with an Image Cash Letter
   (ICL).

Check 21 Forward - NSF and fraud detection



DocStream

Manage document packages and track the collection to completion. The application
is used to track percentage of completion of loan packages, new account openings
and even human resource onboarding documents. Use pre-built templates with to-do
lists or ad-hoc packages. A dashboard shows real-time package status.

MARS

Archive & retrieve COLD data from computer-generated reports, statements and
invoices. Capture, index and archive directly into Laserfiche. Apply graphical
overlays to enhance the readability of green-bar reports.

Receipt Capture System

The cash matrix balances tellers’ cash with each transaction. It provides the
option of receiving an emailed receipt, with all account numbers automatically
masked. Integration with Vision Check 21 to combine receipts and checks into a
single document for research and member lookup. It offers touchless
authorization by sending a text message for members to acknowledge and sign
electronically during cashback requests at drive-thru or call centers.

DocStream - track loan package progress



Receipt Capture System - email or text receipt with biometric capture



Laser Check Capture

Laser print checks on blank check stock with signatures (cashier’s checks, money
orders, etc.). Allows granular control over authorization limits and remote
approval of checks. You may also create core and user-generated loan coupons
along with certificate renewal notices.

Signature Pad Marketing

Manage and display color marketing graphics and messages on your color signature
pads.

Member Portal

Client or employee document portal for quick document access of receipts, checks
statements, or other documents. The portal interface is customizable and secured
with enhanced security. It may be hosted locally, through a CDI hosted
interface, and accessed through third-party home banking solutions.



Ready to start?

Request a Quote Today!

Contact Us

Or call 855-714-2800, ext. 2

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