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Batch Scripts

Take advantage of the power of KeyStone to automate inefficient processes and bridge the gap between the core and your third-party vendor systems.

Featured Batch Scripts

Courtesy Pay
Charge Off

Script will charge-off share accounts after 45 days with a negative balance. This script can also refund fees to the charged-off accounts from the day the account went negative and performs many other tasks like adding notes, placing holds, expiring debit cards, and more.

Branch
Reassignment

Organize your members’ data and update their records to better reflect the branches or locations they use. This script will reassign the branches to all the shares and loans under the account, automatically, based on a given criteria.

Rate Change
Script

Available for both loans and shares, this batch script will update your rates for all members (across all credit scores) whenever a rate change is needed. In today’s volatile rate environment, our rate change script can help your staff avoid data entry errors and save valuable time.

How Can Key CUSO Help?

Our development team can create or customize batch scripts for any purpose. Generate daily/weekly/monthly extract files with the proper formatting for any third-party vendor. Manage internal core member data to ensure the most up-to-date information is always available.

As with all Key CUSO products, batch scripts are completely customizable and our staff will work with you to provide deliverables on a schedule that works with your demanding timeline.

Additional Batch Scripts

Report Name Script Description
Rate Change Script Available for both loans and shares, this batch script will update your rates for all members (across all credit scores) whenever a rate change is needed. In today’s volatile rate environment, our rate change script can help your staff avoid data entry errors and save valuable time.
Branch Reassignment Organize your members’ data and update their records to better reflect the branches or locations they use. This script will reassign the branches to all the shares and loans under the account, automatically, based on a given criteria.
Courtesy Pay Charge Off Script will charge-off share accounts after 45 days with a negative balance. This script can also refund fees to the charged-off accounts from the day the account went negative and performs many other tasks like adding notes, placing holds, expiring debit cards, and more.
Adverse Action Script will produce XML files based on given criteria and field names.
Member Segment Script evaluates various criteria and assigns members to different segments based on the credit union relationship. It is completely customizable and allows you to organize your membership into categories that are meaningful to you.
Calyx Point Import Script will read a Calyx extract file and create a new loan, add collateral, and any other additional records required. Client would provide all the required fields to be imported with a mapping document outlining where in KeyStone each field in the Calyx extract should be mapped. Any values required by KeyStone, but not contained in the extract, can be handled using arguments to be completed each time the batch script is executed.
Daily Credit Card Extract File Script will create daily extracts containing share level data, primary balance and available balance, to be used in stand‐in situations when real time authorizations on KeyStone are not available. This extract would be provided to Client's 3rd party plastics vendor.

We have many UI and batch scripts already available in our KeyStone Script Library.

DOWNLOAD A COMPLETE CATALOG OF SCRIPTS

More Information

Feel free to reach out to one of our CUSO staff members for more information on this, and other services we offer.


(409) 923-1412
clientservices@keycuso.com

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