Product Update: May 2024

5/1/24

Core and Application data Comparison

Platform

DAO Branch and Consumer Portal

Availability

All partners going live with DAO

What is this feature?

When an existing member submits an application the new set of information might be different from what seen on Core, now you can compare the two data set and define what is the desired outcome based on this validation.

How to use?

Your implementation team will guide on how to set this up.

Once the configuration is completed, simply apply as an existing member and the application should have the expected outcome.

Notable callouts

Reach out to your CSM to understand how existing member application's data will be booked on Core.

Different fraud validation based on membership status

Platform

DAO Branch and Consumer Portal

Availability

On demand

What is this feature?

Membership status identification can now be used as a filter to perform different validations during the application.

How to use?

Reach out to your implementation team to have this set up.


Once completed, apply as a new or existing member to trigger the different validations.

Important things to know

These validations should be set up during the implementation phase for better results.

Smaller features

Mother's maiden name request

This information can now be request during the application process.