Queues
This is the term used for a collection of users who share access to specific queues.
What is a work group?
Hovering over a calculator icon indicates this type of transaction.
What is PIN based transaction?
This transfer rounds up debit purchases to the next whole dollar and moves the excess to a designated account.
What is a Round UpTransfer?
This action saves the application so it can be returned to later.
What is Insert?
This is the short code for transaction type that closes a savings, loan, or account.
What is CL?
You might have one or several of these assigned to you at a time.
What are Work Tasks?
You must as this to all four questions to complete a void transaction.
What is "No"?
This transfer determines what happens when a certificate reaches its end date.
What is a Maturity Transfer?
This workflow step includes the OFAC, TransUnion Soft Pull and Qualifile.
What is the Credit Report Step?
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?
These can contain one or more tasks depending on setup and workflow.
What are Work Queues?
This feature shows what a savings or loan looked like before and after a transaction posted.
What is History Flashback?
This loan payment is scheduled independently of the loan's due date.
What is Scheduled Disbursement?
What is the Person Link?
When closing a savings or loan with an associated card, this step must also be taken.
What is capture the card?
This allows you to set a future date and time to revisit a task.
What is Forward Task?
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?
What is Semi Monthly?
This tab ensures that all necessary documentation is available for review and completion.
What is the Form Packet tab?
Unlike deleted or expired savings notes, a closed product cannot be brought back. However, you can still access it here.
This action removes your name from a task so other know it needs to be picked up.
What is Unassign Task?
Clicking this hyperlink opens a pop up with transaction details and receipt options.
What is the Transaction Serial Number?
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?
This record represents the MICR line of a check.
If there are funds in the product being closed, KeyStone will automatically add this transaction.
What is a Withdrawal Closing?