User Interface Scripts
Featured UI Scripts
Call Center Activity
Script to be completed by staff after each call to provide reportable data within KeyStone. The data gathered will be used to create Wrap Up Call Category records on the Person Level to populate File Maintenance custom tables to allow the CU to run reports on the data. The script will also insert an Interaction record on Person and Account levels based on choices selected by staff.
Member Profile
Script will display customized information about the member. For example, the script will display last two credit scores, share and loan balances, average balances, NSF count, or if the member has Home Banking, e-Statements, Courtesy Pay or Direct Deposit.
Automatic Loan Decisioning
Checks a member’s account for multiple criteria and displays the results for the Loan officer to make a decision. Can also add notes under the application with the results, open pdf documents, web link for loan application, and more.
How Can Key CUSO Help?
Key CUSO can develop user interface scripts that bring the most relevant member information to the forefront. Guide your employees before, during, and after member interactions to ensure they have the best experience possible, and your front-line staff make the most of their time.
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 UI Scripts
| Report Name | General Description | Department |
|---|---|---|
| Account & Share Type Change | Script gives frontline staff access via the Run Script function located in KeyStone’s Transaction work area. The data gathered from this UI script will be used to convert existing Accounts/Shares records on the Account selected within the UI. | Member Services |
| Call Center Wrap Up Call |
Script to be completed by staff after each call to provide reportable data within KeyStone. The data gathered will be used to create Wrap Up Call Category records on the Person Level to populate File Maintenance Custom tables to allow the CU to run reports on the data. The script will also insert an Interaction record on Person and Account levels based on choices selected by staff. | Member Services |
| Automatic Loan Decisioning | Checks multiple criteria and displays on the screen in order for Loan officer to make a decision. It can also be setup under Loan workflow. It can be used with KeyStone Decision Model Engine to insert decisions for Loan Applications. Other functions include adding note under Application with the result, open pdf document, open a webpage for Loan Application. | Lending / Collections |
| Loan Rate Adjustment | Script will adjust the rates for Risk Based Additives in bulk under any Loan type. | Lending / Collections |
| Member Profile | Script will display customized information about the member. For example, the script will display last two credit scores, share and loan balances, average balances, NSF count, or if the member has Home Banking, e-Statements, Courtesy Pay or Direct Deposit. | Member Services |
| Red Flag Script | Script has multiple versions that will check criteria from Keystone and assign red flags, or read the Credit Report XML file tags and assign red flags. | Member Services |
We have many UI and batch scripts already available in our KeyStone Script Library.
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) 923-1494
clientservices@keycuso.com