The following is an outline showing the order in which key screens will appear when opening new memberships, assuming every option is selected in your credit union's Workflow Controls configuration.
In a nutshell, there are now three main “steps” for opening a membership:
You create the membership, then add any joint owners and beneficiaries, then proceed through other miscellaneous optional services based on your preferences. Following is a breakdown of the main screens that could potentially appear in each step.
NOTE: Keep in mind that some of these features have more than one screen (such as Marketing Clubs enrollment actually requires two different screens). This list just shows the key or main screen for each feature that can be set up to appear in the open membership workflow.
Membership Services ("Start")
Open New Membership Selection
Open Individual/Organization Membership: General Info
Blocked Persons Scan
Credit Report Evaluation/Request
ChexSystems QualiFile Risk Assessment Scan
Open Individual/Organization Membership: Previous Address Info
Open Individual/Organization Membership: Miscellaneous Info
Confirm Open Membership
Joint Owner/Beneficiary Setup
Print Misc. Member Account Forms
Marketing Club Enrollment
New Account Creation
Member Personal Banker (for Audio Response/Online Banking Enrollment, eStatement Enrollment, and Bill Payment Enrollement)
Open End Loan Contract