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iDeposit is an add-on module designed to assist with the process of opening new accounts. The functionality is embedded within ASI’s Insite Core and allows the generation of new account documents and disclosures customized by the financial institutions. iDeposit integrates with CSi’s IntelleDoc Solutions to provide a real-time, seamless document creation solution.
iDeposit includes the ability to:
- Pre-populate disclosure information based upon new account fields
- Customize forms per account type
- Insert custom created bank forms
- Preview documents before printing
With the addition of the iDeposit module, several updates have been made to the Insite Core interface. These changes include:
- Available Ownerships and Relationships are based on State of the Financial Institution
- iDeposit Options has been added to Bank Housekeeping, Bank Header Maintenance
- New fields have been added to Account File Maintenance
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