bankway technology update - fis globalempower1.fisglobal.com/rs/650-kge-239/images/210...upper...
TRANSCRIPT
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Bankway Technology UpdateWhat's New Now and What the Future Will Bring
5/24/2017Michael Adams, Senior Development Manager
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Disruptive Forces Impacting Our Industry
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• Big data
• Artificial intelligence
• Open service architectures
• Digital enablement
• Most banks are missing customer expectations
• Generational expectations
• Banks are slow and reactive
• Social network impact
• Direct banking model growth
• Speed to market challenges
• Foreign entrants in the market
• Fintech evolution (e.g. Peer to Peer Lenders,
mobile payment processing, etc.
• Non-banks providing banking services• Greater consolidation
• Pressure on interest earning asset growth
• Margin compression
• Operating cost challenges
• CFPB
• FFIEC
• Opinion vs. regulation
• Uncertain political landscape
Innovation
Changing Customer Expectation
Conventional
Competitive Forces
Unconventional
Competitive Forces
Tighter Economics
Evolving Regulatory
Environment
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Bankway Commitment
3
Regulatory Operational
Efficiency
Data
Protection
Bankway
Revenue
Generation
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Scorecard
Roadmap
Release Notes
Integration Overview
Executive Summaries
Committed to Communication and Engagement
4
CLIENT
PORTAL
• Identify the enhancements that
matter most to your bank
• Interactive tool to prioritize feature
implementation
• Frames the Bankway
solution
• By business need
• Indicates FIS or strategic
business partner
• Executive level view of
Bankway release
• Strategic project
planning for next 18
months
• High level project
summary
• Updated quarterly• Available two weeks prior
to release
• All information related to
release
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2017 Bankway Regional User Group Meetings
5
Upper Midwest
Chicago, IL
Aug 8-9
Lower Midwest
Dallas, TX
Aug 24-25
Southeast
Birmingham, AL
Sept 13-14
Northeast
Philadelphia, PA
Oct 17-18
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FIS Bankway 2017 Enhancement Survey
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2016 Enhancement Survey Results
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• Voting was held the week of InfoShare
• Results 53% participation
• Winners:
– STE keyword search for GL accounts (February 2017 IRB)
– STE customer name (February 2017 IRB)
– Loan Loss Transactions for tellers ( February 2017 IRB)
– Teller exception for checks cashed ( Targeted for 2017.1 Release)
– Post Maturity Advances ( Targeted for 2017.1 Release)
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Survey Selection
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• This list included some of the enhancement requests that you or
your peers submitted to FIS.
• A General Information Bulletin (GIB) was sent out in March and
April to all Bankway banks that listed the final candidates.
All GIBs are
posted on the
Portal!
8
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Who Can Vote?
9
EVERY registered Bankway attendee should have received an e-mail with the link to the survey
Every registered Bankway attendee gets one ballot and can vote for five enhancements
…even banks not in attendance receive one ballot
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Where Do You Vote?
10
Smart phone or tablet
If you have access to your work e-mail with the survey link
Bankway kiosk
Located in the Solutions Expo
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When Can I Vote?
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• VOTING IS OPEN
• Closes at: 12:00 PM ET on Thursday
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Recent Enhancements
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2016 April Release New Capabilities
Bankway Technology Update
13
• Bankway SmartSign
– Powered by industry leading technology from eOriginal
– Comprehensive electronic signature solution for today's digital customer
– Extend your reach to anywhere with an internet connection
– Available for signing on any computer, smart phone or tablet
– Customers can securely sign any document anywhere
– Customers can download copies of the signed
– Integrates to existing archiving solutions
– Makes it easy for you and your customers to collect signatures while saving time and printing costs
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2016 April Release New Capabilities
Bankway Technology Update
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• EFT/ATM Replacement Card Capability
– Card Management System (Milwaukee EFT) clients
– Service account holders with replacement card
requests more effectively and seamlessly
– Request a new card with a new card number for
customers while retaining existing card data, such
as the card limits and PIN for lost, stolen, or
compromised cards
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2016.1 Release New Capabilities
Bankway Technology Update
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• Protecting your customer identification information
– Protecting Uniquely Identifying Information (UII) data - SSN, EIN, drivers license, passport number, military ID, other
Bankway ID types
– Information is masked on-line, available with the proper entitlements
View Tax ID Number (EN0825)
View Identification Number (EN0826)
– Bankway produced reports, statements, notices, CSi documents, and Product and Document updated to mask TIN
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2016.1 Release New Capabilities
Bankway Technology Update
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• Service Desk Logging
– Improves monitoring and mitigating risk
– Entitlement used will be logged in addition to current log data
– Updated common system security reports
– Updated online functions
Maintenance History
What I Did Today? (BT0051)
View Consolidated User Activity (CS9200)
Loan Ledger Card Display (LN0015)
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2016.1 Release New Capabilities
Bankway Technology Update
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• Business eBanking Positive Pay Advantage Integration
– Bankway Teller real-time check verification and exceptions
– Fee income opportunities
– Reduce check fraud loss
• CeB - Service Provider Enrollment
– Mass upload to Bankway for conversion to CeB
– Automatically create service provider enrollment records
• CeB - Date Last Login
– Date of last login to CeB provided from service provider information
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2016.1 Release New Capabilities
Bankway Technology Update
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• FIS Decision Solutions Password Change
– Improved integration between Bankway and FIS IDV, OFAC and QualiFile® products
– Assist with annual password updates
– Real-time notification when passwords for these products will expire
– Generation new password directly from Bankway and update IDV, OFAC and QualiFile
• Supporting Software Update
– Windows® 10
– Microsoft Office 2016
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2016 September Release New Capabilities
Bankway Technology Update
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• BizChex™
– Bankway integration with FIS Decision Solutions BizChex
– Real-time integrated tool at the point of deposit account origination
– Verifies identity and performs a risk assessment on commercial and small business applicants
– Increases profitability by reducing fraud
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2017 February Release New Capabilities
Bankway Technology Update
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• Protection of Customer Identification Information for Bank Defined Reporting / OpenDCI
– A2i, Query, and EW reports and extracts
– OpenDCI
– Ability to prepare for 2017 April IRB encryption
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What’s Coming!
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2017 April Release New Capabilities
Bankway Technology Update
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• Encryption of Uniquely Identifiable Information
– Bankway database and A2i snapshots
– Tokenized Tax ID numbers - retain the last 4-digits of the tax ID
– Same token value used consistently anywhere this tax ID resides
– ID numbers masked using the same masking standards introduced in the Protection of Customer Identification
Information enhancement delivered in 2016.1
– Prepared by 2016.1 and February 2017 releases
– Encryption exception reporting – during installation (CS report 99) and pre and post batch update nightly (CS report
54)
– Frequently Asked Questions and Checklist available from the Bookshelf
– Controlled rollout
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2017 April Release New Capabilities
Bankway Technology Update
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• Epson OmniLink Printers
– Epson OmniLink -TM-70ll-DT and TM-T70-I receipt printers
– Intended for use with Bankway Teller Capture
– Two fonts, underline, bold, double Width and double height printing
– OmniLink series of printers are ideal for Citrix environments, network attached devices
• Bankway/OLB positive pay and ACH
– Real-time updating
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Bankway Technology Update
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• Bankway ID Scan (mobile)
– HTML5 device with a camera
– Now you can use the same HTML5 for ID Scan and for
Bankway SmartSign™
– AssureID - document ID authentication
– Support new device ID-150
• EZ Lookup
– Card swipe/PIN entry solution to look up your
customers in Bankway
2017.1 Release New Capabilities
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2017.1 Release New Capabilities
Bankway Technology Update
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• ACH Auto Loader
– Streamline operations, automate manual process
– Supported on IBM i and Solaris platforms
– Database/region level setting
– ACH files placed in designated directory are automatically processed
– New queuing eliminates waiting for others to load files
– User notices inform ACH staff of ongoing ACH activities
– Usable with existing manual ACH functionality
• Microsoft .NET framework
– Version 4.6.2 of .Net required prior to install of 2017.1 on all servers and workstations
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2017.1 Release New Capabilities
Bankway Technology Update
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• FTP Elimination from the Bankway client
– Data transmission over MQ
– No more managing FTP users for the Bankway client
– One channel of communication to the core
• Digital Check SecureLink™ for network attaching scanning
– Simplify deployment of the Direct Teller (Bankway Teller Capture) in a thin client environment
– Network attached adapter
– Not tethered to a dedicated workstation
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Coming Enhancements
Bankway Technology Update
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• A2i Performance Improvements
– Ability to separate SQL data files (mdf, ldf) to specified location
– Segment A2i SQL data from programs
• A2i Warehouse
– Historical retention of key Bankway data
– ETL will pull selected snapshot data to the A2i Warehouse database
– Trending
– Configurable retention periods
– A2i Warehouse Metadata
– Three data marts: executive information, lending risk information, deposit fee information
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Coming Enhancements
Bankway Technology Update
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• Supporting Software Updates
– Microsoft SQL Server 2016
– IBM i OS V7R3
– IBM WebSphere MQ 9.0
– Solaris 11
– Windows Server 2016
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Coming Enhancements
Bankway Technology Update
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• ATE Auto Loader
– Streamline operations, automate manual process
– ATE files placed in designated directory are automatically processed
• NCR Interactive Teller Machine integration
– Real-time interface between Bankway and NCR ITMs
– Eliminate manual keying between systems
– Reduce mistakes
– Users can focus less on the technology and more on your customers