6/21 Q2 Update

Happy Friday!

As a reminder we went live with the updates to our Q2/Fiserv adapter on Monday morning. The changes fixed the following items:

• Total Due for loans- we will be pulling in the total due field which per cleartouch is a more consistently accurate field for all loan types
• Ability to transfer from LOCs 
  • Note: SBA Loans and SBA LOCs share the same product ID 89, so in Q2 share the same access rights. When you are adding in a new business customer with a SBA loan that is not a LOC, make sure to remove the withdrawal rights at the customer level.
• Correctly display sweep balances for FFL Treasury customers
  • We have an open case so the transactions read the new field vs the available balance field

Updates coming soon:

• We are in testing on a demographic batch file import that will flow the changes to things like addresses, phone & email made in Cleartouch to Q2. Once we have tested and have this in production this will allow you to make updates to customers in cleartouch and then the changes will be reflected in Q2 Console the next day.
• Interest Due Date Batch file- Q2 is in development on using a new batch file to pull in the interest due date on loans, we are hoping to wrap that up by July 5^th.

Educational Overview:

• With Q2 we added a lot of new 3^rdparty integrations so customers can use our OLB as a one-stop shop for everything they need. In July we will dive more deeply into the different products but to get stated here are overviews to guides on the Intranet under Digital Banking à Q2 Feature/Product FAQs.
  • Q2 Front End User Guide
  • Plaid External Transfer Overview
  • Retail Product Overview
  • Card Swap FAQ
  • Credit Expert Overview + FAQ
  • ClickSwitch FAQ
  • Quickbooks/ Quicken Guides

The weekly Q2 update will be takinga break next week due to vacations o the team. If there are topics you want us to cover in the future please send to [email protected]. 

Have a great weekend!