automating 100 processes with interneer apps

Automating 100 Processes with Interneer Apps

Chris Condon – Director, IT Innovation and Solutions, Los Angeles Firemen’s Credit Union

Los Angeles Firemen’s Credit Union Serving Firefighters and their families since 1935 Our Mission: Los Angeles Firemen’s Credit Union is the

Trusted Provider of Premier Financial Services to our “Fire Family”

Focused on Legendary Service and High Efficiency

Los Angeles Firemen’s Credit Union

Started with LA City Firemen; now open to all Firefighters in California

Single Location from 1935 – 2012, now 3 locations, with 4 more planned by the end of 2015

Los Angeles Firemen’s Credit Union Stats and Facts

Over 30,000 members $900M in Assets 135 Employees Online Banking Mobile Banking with Check Deposit Interest Refund/Extraordinary Dividend over $3M in 2013

On April 1, 2014

Will Become….

Exciting News

New Name Supports Expansion to areas outside of Los Angeles Commitment to All Firefighters Firefighters remain our first priority

BPM at the Credit Union E-Forms (Fill & Print) Internal Workflows (Route to various Departments)

HR Related Service Requests

Member Self Service in Online Banking

BPM at the Credit Union Online Banking Customization

Integration with Core System Expanded Feature Set Transactions

Service Letters Automated “Mail Merge” link from Core System Generate letters while serving the member

Copyright © 2013 Interneer, Inc. All rights reserved.9

Evolution of E-Forms and Workflows at the Credit Union

9

2004-Adobe

LiveCycle

installed

2006-15 Workflows/40 Fill and Print

Forms

2009-15 Member

Forms added to Online Banking

2010-Over 100 Letters

added in support of a

new core banking system

installation

2011-Financial

Crisis /Layoffs, including

Adobe Develope

r

2012-Research

ed and selected Interneer to replace

Adobe

2013-Implemented Member to

Member Transfer and View Credit

Score Features

using Intellect


Primary Reasons Interneer Selected

10

Adobe LiveCycle & Flash Challenges Not Supported on iOS devices Requires complex development and infrastructure Costly Annual Licensing Extended Timeframes from Concept to Launch of new workflows

Interneer committed to interfacing with our Core Banking and Online Banking Platforms Core Banking- Open Solutions (FiServ) DNA (Oracle Database) Online Banking- Digital Insight (Formerly Intuit Financial Services)

Single Sign On Web Service

Offered Best Value compared to Other Solutions reviewed


100 Processes?...It’s True!

11

Simple Forms – Fill and PrintForms Repository47 Unique Forms

Internal Workflows Simple to ComplexMember Service FormsEmployee Self Service Forms22 Unique Workflows


100 Processes?...It’s True!

12

Member Forms/Workflows in Online BankingMember Self Service Forms Member to Member Transfer View Credit Score Feature 14 Unique Forms and Processes

Letter PortalOver 100 Letters that are automatically populated

from the Core Banking PlatformLetters used by several departments throughout the

credit union


Integration Technologies

13

MS SQL Linked ServerConnect Oracle Database to Intellect Database

Oracle ClientOracle OLDB DriverLink Oracle Views to Intellect Link Oracle Stored Procedures allows Intellect to

update Oracle while enforcing business rules


Integration Technologies

14

Web Services-Digital Insight Interface Through our Firewall SSL Connection Data Transferred via HTTP Post

Open Solutions CoreApi Inside the Firewall Internal TCP/IP Connection (Sockets Interface) Allows transactions and maintenance with business rules

enforced


Key Process-New Employee Onboarding

New Employee Onboarding HR Initiates when New Employee Hired Manager of Employee requests Software to be installed and

Extranets to be granted access Sends request to IT to establish Network User Account and

Core User Account Depending on software requested, Request Routes to

several different Administrators throughout the Credit Union Each step in the process is tracked Final output: Confirmation Page of software requested and

initial login credentials for each system


Key Process-New Employee Onboarding

New Employee Onboarding Employee Termination Employee Termination Workflow looks up Software and

Extranet Access Granted during the Onboarding process Sends request to IT to terminate Network User Account and

Core User Account All administrators are notified and sent requests to terminate

access Depending on software requested, Request Routes to

several different Administrators throughout the Credit Union Each step in the process is tracked Final output: Confirmation to HR that Access has been

terminated. Auditors can review this and verify our processes


Key Process-Member to Member Transfers

Member to Member Transfer Firefighters work and live together and transfer money

between each other often Fire Station Shared Expenses (Cable Bill, Food, etc.) Accessed in Online Banking

Initiates a Single Sign on Request to Intellect, passing

account data, using SSL encryption



Member to Member Transfer

The accounts available for withdrawal are passed in the SSO messaging from Digital Insight along with

the Available Balances




The account number is validated by entering the

first 3 letters of the recipient’s last name.




Since the name and account number match, a final confirmation page is

displayed

When “Complete Transfer “ is clicked, a web service message is initiated by Intellect to

the Core Banking System to post the transfer




A final confirmation page is displayed, letting the member know that the

transaction posted successfully.




The transaction is posted immediately, with the Comment added for

reference.


Key Process-View Credit Score

View Credit Score Service to our Firefighter Members Scores provided by FICO on a quarterly basis Data is imported into our Oracle Database View of Credit Data Exposed to Intellect (Linked Server) Also Accessed in Online Banking

Initiates a SSO call to Intellect, passing

information identifying the member and

application (View Credit Score)


Key Process-View Credit Score View Credit Score

The page is generated dynamically based upon

data in the ViewCredit Score

FICO Credit Meter

FICO Key

Factors

FICO Key

Factors


Thanks

25

Thank you all…


For More Information

26

Chris [email protected]

mailto:[email protected]

automating 100 processes with interneer apps

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