ITI Navigator

Project objective:   open the account to demand deposits, change account, locate risk ranking in NSF history and set a new ranking to None, Low, Medium or High.  List of 186 account numbers and risk ranking codes. Project objective:  daily project to change options for up to 200 records.  Pulls up the account deposits and checks for if they're flagged to opt-in/opt-out and changes neccessary fields based on each record's flag.  Project objective:  developed a script to maintain a field for all open DDA accounts based on an account number list. Project objective:  update addendum for tax and insurance purposes.  If there were multiple escrow items they would target a drop down box and select the tax or insurance item by a value in the database. Project objective:  one time project to update a responsibility code for 200 records. Project objective:  created a script to identify if a customer was an online account or had signed up for billpay.  This information is used by an operator when the customer is on the line.  The information was originally to be updated at the port but was a constant complaint by the users that it was not present.  Completed the process by creating a flex field and flagging it with a Y for yes.  Processed more than 30,000 records. Project objective:  used to change accounts to comply with REG E obligations and update opt-in/opt-out fields. Project objective:  used to update customer portfolios each month with a description, account type, account number and account value. Project objective:  1,900 records to update on a Friday.  Sent data into collateral identification, collateral code, county and description fields. Project objective:  uses FoxtrotOne to generate printed copies of payment history to send to FDIC. Project objective:  auto dealership acquired another dealership and used Foxtrot to add auto loans into the system.  Project objective:  to set up files that are to be purged from the system.  Each record has to have a flag set to No from Yes before it can be purged from the system.  User has an Excel spreadsheet containing a list of accounts that have been deemed as "needing to be purged from the host system".  Before their purging software can purge the accounts, certain fields need to be set to a specific value, otherwise the purging system will not purge the account.  They use LE to access each of these accounts to set the fields with the appropriate values.  This process is done every few years at their organization. The last time they ran this script was in 2006.  The like to purge these invalid accounts before their auditors come as it makes it much easier to not have to explain why "Mickey Mouse" is listed as a live account.  Project objective:  update teller codes.  This was a one time script to update a Teller alert code for 5000 records.  It first had to test to find a teller field that was empty. Project objective:  a one time project that would need to be maintained upon completion.  786 records that had to have their stop payment date changed to a future date to halt stop payments for now.

Rumba

AS 400: Project has 32 tasks with between 100 to 240 actions each.  It will open FoxtrotLE to scrape data from a Rumba AS 400 display, put it into a one record database and then upload the information to a browser application. Mainframe Display: Semiannual Project to verify a list of accounts before they are purged from the system.  Semiannual project.