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New in Version 7.0

New in Version 7.0. Terri Sullivan. Announcing SmartAnalysis Version 7.0. SmartAnalysis 7.0 addresses the Global expansion our customers are experiencing. Multiple reports have been created or enhanced. Relationship Manager (RM) features have been enhanced.

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New in Version 7.0

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  1. New in Version 7.0 Terri Sullivan

  2. Announcing SmartAnalysis Version 7.0 • SmartAnalysis 7.0 addresses the Global expansion our customers are experiencing. • Multiple reports have been created or enhanced. • Relationship Manager (RM) features have been enhanced. • Enhancements throughout the software.

  3. New Features and Enhancements • 2013 AFP codes are included in version 7.0. For our Global customers, the Global AFP codes can be purchased. Chesapeake will provide scripts to import Global AFP codes. • Currently SmartAnalysis requires either an ABA number or SWIFT code when importing and 822 file. Some Canadian banks use the Canadian bank identifier in lieu of the ABA/SWIFT number. SmartAnalysis to be updated to accept Canadian bank identifiers. • SWIFT numbers are not limited to 9 characters. • 2columns were added to the CSV Service Charge import file allowing the 3 character currency code and the conversion rate to be included in the import process.

  4. New Features and Enhancements • Quickfind option expanded and consistent in all modules. • From the conference, users stated they would like the statement sorted by comparison code family instead of alphabetically. • When selecting the status of ‘Closed ‘under the Discrepancy Status Criteria, all options are visible. • ‘Save As’ Functionality added to allow users to update and create new Saved Reports. • Authorized Associates can be imported. • Additional columns added to Fee Query. • Bank name has been added to the Discrepancy Details.

  5. New Reports • Account Reports (RM) • Accounts by Bank • Accounts by Operational Structure • Balance Reports • Balance Analysis Report • Service Charge Reports • Service Charge Comparison • Variance Report

  6. Account Reports - Account By Bank (RM) • Report provides a concise listing of accounts by bank and relationship group.

  7. Account Reports - Account By Operational Structure (RM) • Report provides a concise listing of accounts by Operational Structure broken down further by bank and relationship group.

  8. Balance Report – Balance Analysis Report • Provides a side by side comparison of 3-6 months of balance information.

  9. Service Charge Reports – Service Charge Comparison • Allows user to view up to three banks’ service fees side by side based on comparison codes and families.

  10. Service Charge Reports - Variance Report • Provides a report identifying the financial impact/ variance between the negotiated fees and the actual fees.

  11. Report Enhancements • Account Reports (RM) • Open Account Report • Accounts without an actual open date will be included in the report • Operational Structure Reports • Total Cost by Operational Structure • Allow users to reverse the axis of the report • Service Charge Reports • Services by Month Report • Allow users to select ‘Show Earnings Credit and Net Charge Totals’

  12. Account Reports – Open Account Report(RM) • Report includes all open accounts. Closed and archived accounts are omitted.

  13. Operational Structure Reports – Total Cost by Operational Structure • Allows users to reverse the axis of the report. • Allows banks to be shown across the report and operational structures down the page.

  14. Operational Structure Reports – Total Cost by Operational Structure – Reverse Axis

  15. Service Charge Reports – Services by Month Report • Allows users to select ‘Show Earnings Credit and Net Charge Totals’.

  16. Service Charge Reports – Services by Month Report – Earnings Credits and Net Charge

  17. Enhancements - • Quickfind–the same capability that is available under Banking Information, to input a partial account number, has been added to all other areas where the Quickfind link is located. • Fee Query • Balance Query • Discrepancy Query • Report Manager

  18. Enhanced Banking Information- Bank Level Opportunity to input the Financial rating (Standard and Poor, Moody’s, etc.)

  19. New Banking Information- Relationship and Detail Level Opportunity to store: • Deposit ticket information including account number, routing number and store number • Merchant number for credit card transactions • Method of drafting deposits • Temporary closure and dates • User defined fields ( armored car information, pin code)

  20. Statements • Statement service charges are now sorted by AFP code.

  21. ‘Save As’ Feature • When revising an existing Saved Report, users now have the option of ‘Save As’.

  22. Fee Query – Additional Columns • Account Type and Comparison Code Family columns have been added to the Fee Query. • Users will be required to enable these columns.

  23. Discrepancy Query Enhancement • Bank name has been added to the Discrepancy Details.

  24. Questions?

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