Smart Links Configuration Dashboard

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Screen ID:	IDOCCU-01
Screen Title:	Smart Links Configuration Dashboard
Panel Number:	5984
Access this screen by selecting:	Toolbox #27: Smart Links Config Dashboard

This dashboard shows the vendor and vault used by the selected credit union. It also shows the documents and if they are available online.

Using the Screen

Enter a credit union ID to view the details for that credit union. Use the lookup next to the Vault, Vendor and Document filters to view only those selected items. The dashboard documents the vendor and vault used to store electronic documents such as images, reports, eStatements, and checks.

Columns

Document	Description
Vendor/Vendor Description	This determine the type of encryption needed to create the smartlink to a vault. For nearly all of clients the vendor ID will always say EDOC.
Vault/Vault Description	Describes the vault used for the different document types. Vault Types are as follows: CUSIM1 - iDocVAULT Images Vault01 (Loans, Member Forms, Receipts, ID’s, AP Documents) CUSIM2 - iDocVAULT Images Vault02 (Loans, Member Forms, Receipts, ID’s, AP Documents) IP01 - Check Processing Vault (Check Images) MPSTMT - Member Document Portal for Statement viewing through Its Me 247 CUSRPT - Reports vault for viewing CU*Spy Daily Reports CUSSTM - Statements vault for viewing Statements from Inquiry in GOLD Additional Types, which may indicate In-House eDOC Client: 123-AB This designates, a credit union with the CUID of 123-AB has their own vault built smartlinks. This means they are a) Inhouse eDOC and b) release managed. Non-release managed clients do not have a vault configured here.
Document/Document Description	This document type determines what data is asked for on a document fetch command, or document scan command. Common documents are as below.

Document Descriptions

This section covers some common documents and explains them further.

Document	Description
Imaging Vaults Document Types
Accounting Table	(ACCTBL) Accounting Documents. Indexed by: Vendor ID, Vendor Name, Invoice Number
Loan Documents	(LOANS) Loan Documents. Indexed by Account, First Name, Last Name, Suffix
Member Forms	(MEFORM) Member Forms. Indexed by Account, First Name, Last Name, SSN
Photo ID	(PHOTID) Photo ID. Indexed by First Name, Last Name, SSN
ProDOC Single Sign On	(PROSSO) ProDOC Auto Sign On. Calls ProDOC, along with the Employee SignOn name, and a timestamp (GMT)
Receipts	(RECEIPTS) Receipts. Indexed by User, Timestamp, Account, ShareBranch Suffix, Created On (For retrieval only, not scanning)
IDOCVault Single Sign On	(VLTSSO) Vault Auto Sign On. Calls the vault URL, Employee SignOn, and timestamp
CU*Spy Reports Vault
Credit Bureau Reports	Includes electronic credit bureau reports for example those created during processing a loan application or membership.
Reports	Include electronic reports for example daily and monthly reports generated at beginning-of-day and end-of-day.
CU*Spy StatementsVault
STMTS From Inquiry from Staff	Includes electronic copies of statements that credit union employees view from Inquiry.
CU*Spy Member Document Portal
MP Credit Card Statements	Includes electronic credit card statements.
MP Member Statements	Includes electronic member statements.
MP Mortgage Statements	Includes electronic mortgage statements
MP Receipt Analysis	Includes electronic receipt analysis.
Item Processing Vault
Check Processing SSO	Includes electronic check images generated during check processing
RDC Vault
Remote Deposit Capture SSO to eDOC	Includes electronic remote deposits