Queues
Key Research
Savings Transfers
Membership Workflows
Adding and Closing Accounts
100

This is the term used for a collection of users who share access to specific queues.

What is a work group?

100

Hovering over a calculator icon indicates this type of transaction.

What is PIN based transaction?

100

This transfer rounds up debit purchases to the next whole dollar and moves the excess to a designated account.

What is a Round UpTransfer?

100

This action saves the application so it can be returned to later.

What is Insert?

100

This is the short code for transaction type that closes a savings, loan, or account.

What is CL?


200

You might have one or several of these assigned to you at a time.

What are Work Tasks?

200

You must as this to all four questions to complete a void transaction.

What is "No"?

200

This transfer determines what happens when a certificate reaches its end date.

What is a Maturity Transfer?


200

This workflow step includes the OFAC, TransUnion Soft Pull and Qualifile.

What is the Credit Report Step?

200

If the product is grayed out, italicized, and has a strikethrough in the Relationship Tree, it means this.

What is the product is completely closed?


300

These can contain one or more tasks depending on setup and workflow.

What are Work Queues?

300

This feature shows what a savings or loan looked like before and after a transaction posted.

What is History Flashback?

300

This loan payment is scheduled independently of the loan's due date. 

What is Scheduled Disbursement?

300
This link helps associate savings accounts with the correct member profile.

What is the Person Link?

300

When closing a savings or loan with an associated card, this step must also be taken.

What is capture the card?


400

This allows you to set a future date and time to revisit a task.

What is Forward Task?

400

This correction method is used when a transaction cannot be voided due to one of the four criteria being met. 

What is a Savings Correction?

400
This frequency happens two times a month on specific days.

What is Semi Monthly?

400

This tab ensures that all necessary documentation is available for review and completion.

What is the Form Packet tab?

400

Unlike deleted or expired savings notes, a closed product cannot be brought back.  However, you can still access it here.

What is in the Relationship Tree?
500

This action removes your name from a task so other know it needs to be picked up.

What is Unassign Task?

500

Clicking this hyperlink opens a pop up with transaction details and receipt options.

What is the Transaction Serial Number?

500

This type of loan payment occurs once a month on a specific due date and is driven by the loan's due date in Keystone.

What is an Automatic Loan Payment?

500

This record represents the MICR line of a check.

What is Checking Lookup record?
500

If there are funds in the product being closed, KeyStone will automatically add this transaction.

What is a Withdrawal Closing?

M
e
n
u