Identifi logo
Identifi logo
IBS Logo from the Implementation Group
IBS Logo from the Implementation Group

Integra Business Systems, Inc. Professional Services Group (PSG) teamed up with the Support Group (SG) to challenge a team made up of the Development Group (DG) and last but not least, a team made up of the Implementation Group (IG) to participate in a canned/boxed good sculpture challenge.

The challenge was created by Christie Russell, Manager of the Professional Services Group to help support an upcoming event by the Feed the Bay Charitable Foundation, of which she is actively involved.

The Feed the Bay 2014 Event  is coming on 3/23.   This event is used to stock up on food for many homeless and food pantry organizations around the Tampa Bay area.

The challenge to Integra employees to bring some canned goods and then each team prepared a sculpture with the canned goods received.   The sculptures were built in the offices of the various teams and are pictured here.

Sculptures needed to be completed by  1 PM on March 21st and were to be delivered to Feed the Bay on March 23rd.

Open Technology Solutions (OTS) is the CUSO for Bethpage Federal Credit Union, Bellco and SECU, which have over $10.5 billion in combined assets.

The three partner Credit Unions are supported by a centralized Operations Center called S3 – Shared Service Solutions, LLC.  Each Credit Union has their own iDentifi Server running on their network.

Scan stations are located at S3, to assist in making correspondence available in one business day.  Multi-function printers are also used to scan general mail (including loan payments, collections, insurance, etc.) totaling over thousands of documents per week across all three Credit Unions.  This has made the elimination of Mail/Courier service possible.

Bethpage and Bellco are running the iDentifi.WEB repository with hundreds of users employing electronic signature, e-receipt, scan stations and E-Report.  Bellco and SECU also run the iDentifi.Trak module to avoid audit exceptions.  Tracking includes automatic e-mail notifications and reports when documents are pending or in exception.  Exceptions are automatically cleared when documents are added into the iDentifi.WEB repository.  If documents are recurring; ticklers are automatically reset at the point of recurrence.

E-Receipt (for paperless receipts) works with signature pads, as well as with Ingencio and Pax units at the teller, which interface with the Verifast Solution from Fiserv/Open Solutions Inc.  This one unit can be used for swiping and signature.  The Credit Unions are using the dual logo feature of e-Receipt for shared branch transactions.

All three credit unions are using e-sign for loan documents and new account signature cards.  Documents are scanned with automatic indexing provided through barcodes that integrate with core by reading the core data file for indexing.

It is ideal to have one central repository for all your information.  The iDentifi.WEB repository imports the following automatically:

Information can be accessed through Fiserv/Open Solutions DNA Core, or directly through the KWYK (Key What You Know) search engine which is part of the .NET iDentifi.WEB repository.

E-Report is not just limited to the downloaded Fiserv/Open Solutions reports, but also includes auto indexing of Elan Reports, WITS (wire transfer reports from Pathfinder), FDR Reports, IS Reports, ERAS Reports, Fidelity Reports, Co-Op reports and abandoned property reports.  Conversions can be supported from the legacy systems; Synergy, DocStar, Spoolview and Aace.

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