This message was sent securely using Zix®

Hi Russ. We use option 2. Unfortunately, with this option, the loan running balance does not look correct to the customer and does not match up one for one with SilverLake. The running balance is always as of the previously posted payment. It never matches up to the current payment, which is frustrating to both us and the customer. It’s always tough explaining it.

 

I’ve also been told about these development efforts, but haven’t seen any updates.

 

Thanks!

 

~Joe

 

cid:image001.png@01D35256.91C30AA0

Joe Macrina

Digital Banking/Cash Management Operations Manager

PO Box 460

Ithaca NY 14851

607-274-8611

Ext. 19511

Fax: 607-821-0207

 

From: xxxxxx@marug.simplelists.com <xxxxxx@marug.simplelists.com>
Sent: Thursday, September 30, 2021 8:55 AM
To: 'xxxxxx@marug.simplelists.com' <xxxxxx@marug.simplelists.com>
Subject: [EXTERNAL] SilverLake MA-RUG question for Banno banks RE loan activity display

 

*** THIS EMAIL WAS SENT FROM A SOURCE EXTERNAL TO TOMPKINS.  USE CAUTION IF CLICKING ON LINKS OR OPENING ATTACHMENTS ***
 
 

 

Hi all – question for those of you that have implemented Banno – we’re being told there are three options for displaying loan history ( see below).  For the first option (display all), we’re told that

 

Today, there is a core restriction in which the last statement date is always returned on Affect Codes Q and I. This causes the running balance to look outdated because it is showing the last statement date. Banno does have development efforts requested to work with core so we can remove these challenges but there is currently not a date for when this will be developed.

 

How have you addressed this?  Are you showing all activity (option 1), or have you selected option 2 or 3?

 

 

 

 

 


Genesee Regional Bank

 

Russ Munroe

Group VP, Director of Bank Operations/Servicing

sig-line

Genesee Regional Bank

1850 South Winton Road
Rochester, NY 14618

phone: 585-419-8147

fax: 585-218-4289

email: xxxxxx@grbbank.com

GRBbank.com

 

The information transmitted is intended solely for the person or entity to which it is addressed and may contain confidential or privileged material. Any review, retransmission, dissemination or other use of, or taking of any action in reliance upon, this information by persons or entities other than the intended recipient is prohibited. If you received this in error, please notify the sender and destroy this material from all computers, electronic and non-electronic files. Thank you.

This message was sent by a member of the SilverLake MA-RUG ListServ; replying to this email will send your response to all ListServ members.

If you have a question/issue, please check the ListServ archive to see if it has been previously addressed: Archives

To unsubscribe from this list please goto Subscription Management

The information contained in this E-mail and any of its attachments is intended only for the use of the address(es) indicated above, and is confidential. This information may also be legally privileged. If you are not the intended recipient(s), you are hereby notified that any dissemination, review or use of the information contained herein is strictly prohibited. You may not copy, forward, disclose or use any part of this information. If you have received this information in error, please delete it and all copies from your system and notify the sender immediately by return E-mail. Thank you. Internet communications cannot be guaranteed to be timely, secure, error or virus-free. The sender does not accept liability for any errors or omissions which arise as a result.


-------------------------------------------------------------------------
This message was secured by ZixCorp(R).