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S3 Deploys iDentifi ECM Suite of Products for Document Imaging, eSignature and Document Tracking

February 20, 2014

Open Technology Solutions (OTS) is the CUSO for Bethpage Federal Credit Union, Bellco and SECU, which have over $10.5 billion in combined assets.

The three partner Credit Unions are supported by a centralized Operations Center called S3 – Shared Service Solutions, LLC.  Each Credit Union has their own iDentifi Server running on their network.

Scan stations are located at S3, to assist in making correspondence available in one business day.  Multi-function printers are also used to scan general mail (including loan payments, collections, insurance, etc.) totaling over thousands of documents per week across all three Credit Unions.  This has made the elimination of Mail/Courier service possible.

Bethpage and Bellco are running the iDentifi.WEB repository with hundreds of users employing electronic signature, e-receipt, scan stations and E-Report.  Bellco and SECU also run the iDentifi.Trak module to avoid audit exceptions.  Tracking includes automatic e-mail notifications and reports when documents are pending or in exception.  Exceptions are automatically cleared when documents are added into the iDentifi.WEB repository.  If documents are recurring; ticklers are automatically reset at the point of recurrence.

E-Receipt (for paperless receipts) works with signature pads, as well as with Ingencio and Pax units at the teller, which interface with the Verifast Solution from Fiserv/Open Solutions Inc.  This one unit can be used for swiping and signature.  The Credit Unions are using the dual logo feature of e-Receipt for shared branch transactions.

All three credit unions are using e-sign for loan documents and new account signature cards.  Documents are scanned with automatic indexing provided through barcodes that integrate with core by reading the core data file for indexing.

It is ideal to have one central repository for all your information.  The iDentifi.WEB repository imports the following automatically:

  • Velocity and Empower Loan Documents
  • XDI Akcelerant Collection Notices
  • IRA Documents

Information can be accessed through Fiserv/Open Solutions DNA Core, or directly through the KWYK (Key What You Know) search engine which is part of the .NET iDentifi.WEB repository.

E-Report is not just limited to the downloaded Fiserv/Open Solutions reports, but also includes auto indexing of Elan Reports, WITS (wire transfer reports from Pathfinder), FDR Reports, IS Reports, ERAS Reports, Fidelity Reports, Co-Op reports and abandoned property reports.  Conversions can be supported from the legacy systems; Synergy, DocStar, Spoolview and Aace.

May Your New Year Be Filled with Joy, Health and Success!

December 24, 2013

We wanted to share some scenes from our Christmas/Holiday festivities here at Integra.  Warmest wishes for the season, and sincere thanks for your loyalty throughout the years!

Integra 2013 Christmas and Holiday Party

Halloween Breakfast at Integra

October 31, 2013

Integra employees enjoyed some good laugh including breakfast and coffee with bagels.  We are currently voting on who has the best costume.  Check out this hilarious YouTube video!

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You can place your vote.

Thomaston Savings Bank makes compliance easier

August 2, 2013

Since 1874, Thomaston Savings Bank has helped support the goals, dreams, and future of their customers by providing financial services of the highest quality and value. Thomaston has selected Integra to convert their current Fiserv Nautilus imaging system to the enterprise content management suite.  iDentifi.eSign will be used to electronically sign new accounts and loans creating a paperless process and iDentifi.Trak will be used for e-mail notifications for pending and exception documents for loans, reporting on risk exposure and track recurring documents to ensure compliance.  COCC Insight core reports will be stored into iDentifi.web with access to the reports and documents through the patent pending KWYK® (quick) searching technology.  Using a feature of the highly advance COCC Insight core solution, the iDentifi.web documents will also be viewable from within COCC Insight.  Integra also interfaced to the Thomaston Fiserv Prologue for integration to the iDentifi.web smart folder accounting workflow applications.

New Tripoli Bank Will save time with and automated indexing

August 2, 2013

New Tripoli Bank is a locally owned and staffed community bank that exists to give outstanding customer service will be using iDentifi.web to scan and automatically index documents utilizing the iDentifi.BLI (business line integration) with the highly advance COOC Insight core.

Desco Federal Credit Union gets rid of pen and paper

August 2, 2013

Desco will be using iDentifi.eSign to electronically sign new accounts and loans to create a paperless process and iDentifi.Trak for e-mail notifications for pending and exception documents of loans, reporting on risk exposure and track recurring documents to ensure compliance.

Bethpage FCU, Bellco and SECU MD use for mail workflow

August 2, 2013

The three credit unions formed a separate entity called S3 that will also combine their back office operations for cost reduction and improved member services.  iDentifi.web smart folders workflow has been implemented for mail handling and soon to be extended into collections for all three.  In addition iDentifi.importer was used to capture data from Empower, Encompass, Velocity,and PSCU, while wire transfer reports from Pathfinder, CO-Op Reports, and Abandon notices are stored by

Xceed Financial Credit Union merges with Safeway LAFCU , Integra converts On-Base

August 2, 2013

The $812 million Xceed Financial Credit Union in El Segundo, Calif., spent a recent weekend completing its merger with Safeway Los Angeles Federal Credit Union with a 42-hour core processing system conversion.  Exceed a current Integra user enlisted Integra to convert the Safeway On-Base imaging system to the Integra enterprise content management system.

Provident Bank adds another dimension to Oracle Financials

August 2, 2013

The Provident Bank, an independent community bank, is dedicated to the delivery of quality financial products to its customers with the highest level of convenience, personal services and value while operating in a manner consistent with the fundamentals of sound banking.  Provident expanded their enterprise content management system to process Accounts Payable invoices.  iDentifi.BLI (Business Line Integration) was used to extract data from Oracle to auto index the invoices, iDentifi.web smart folders workflow to route the invoices for coding and approval and image enabled Oracle to view iDentifi.web documents from within Oracle.

Peoples Credit Union goes naked on the teller line.

August 2, 2013

Since March 1, 1922 People’s Credit Union has been committed to their members and the communities they serve.  Peoples expose the naked truth that pens and paper in the tell line are inefficient and waste money.  By adding iDentifi.eReceipt to the teller line, receipts are electronically signed and automatically stored in the iDentifi.web repository creating a paperless process for the credit union.