Allied Solutions - Allied iQQ

Capture POS Opportunities with the Allied iQQ® Connector. Integrated to the Temenos LMS Loan Origination Module.

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The Allied iQQ® connector provides access to Allied’s cutting-edge online quoting software, iQQ®, directly within Temenos LMS Origination. The connector allows loan origination customers to present and cross-sell GAP and MBP options.

Key Features

Simple and Seamless Processing

Presented within a new Allied iQQ® workflow step, this connector seamlessly displays all the requirements for quoting, accepting and fulfilling Allied’s Mechanical Breakdown Protection (MBP) and Guaranteed Asset Protection (GAP) within the platform.

Real-Time Interface

A powerful, real-time interface eliminates the need to launch Allied iQQ® in a separate window for individual transactions. All functionality needed to create, update and issue Allied point-of-sale products can be found directly within the system.

Track and Monitor Performance

Reports and analytics can provide visibility of how often loan officers are informing applicants about available point-of-sale products, as well as measure overall opportunities and success rates.

Benefits

Increase Your Bottom Line

The Allied iQQ® connector ensures GAP and MBP are discussed with each new loan applicant, increasing efficiency and the likelihood of a successful sale.

Eliminate the Need for Multiple Programs

Eliminate time spent maneuvering between multiple screens and programs. All tools needed to quote, accept and fulfill MBP and GAP are available within one centralized system. 3. Reduce Redundant Data Entry – Existing borrower, collateral and loan information is automatically transmitted between the module and Allied iQQ®, greatly reducing the amount of manual data entry required.

Resources

Allied iQQ Connector

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FIS

Create and Modify Credit Card Accounts with the FIS BASE2000 Connector. Integrated to the Temenos LMS Loan Origination Module.

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The FIS BASE2000 connector seamlessly transfers credit card fulfillment requests and updates between Temenos LMS Origination and BASE2000, FIS’ premier card management system.

Key Features

Integrated Connection

When a loan has been approved and disbursed in the Loan Origination module, all information is automatically transmitted to BASE2000. The connector can create new credit card accounts, increase credit limits, or add authorized users without having to leave the platform.

Support of Multiple Product Types

Temenos LMS Origination’s dynamic rules engine allows the system to support various credit card programs. Items such as card type, card design, and over the limit fees can be specified and sent directly to BASE2000 using rules defined for each sub-product. This enables the system to accommodate unique requirements for each credit card product offered by the financial institution.

Two-Way Communication

This connector allows for a real-time, two-way communication channel between Temenos LMS Origination and BASE2000. Not only can loan application details be immediately sent to BASE2000, but once the account is created, information such as creation date and the full credit card number is automatically passed back to the system.

Benefits

Reduce Data Entry

Information from Temenos LMS Origination is automatically pre-populated in BASE2000 for account creation, eliminating human error and the need for double data entry.

Increase Efficiency

The BASE2000 connector eliminates the need for end users to work in multiple systems to fulfill credit card requests.

Save Time and Improve Satisfaction

A real-time connection between Temenos LMS Origination and BASE2000 allows for a quick turnaround on credit card requests which can improve account holder satisfaction and ensure processing time is kept to a minimum.

Resources

FIS Base2000 Connector

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RouteOne

Streamline Indirect Auto Lending with RouteOne. Integrated to the Temenos LMS Loan Origination Module.

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The RouteOne connector allows dealer applications from RouteOne’s portal to be submitted, evaluated and decisioned directly within Temenos LMS Orignation.

Key Features

Seamless Connection

This connector provides seamless integration between RouteOne and the Temenos Loan Origination module. When a loan request is submitted through RouteOne, all information is automatically transmitted to the Temenos system where a new application is created and all data fields are pre-populated. The loan can then be decisioned and a response is automatically sent back to the dealer for review.

Instant Decisioning

The dynamic rules engine in the Loan Origination module allows financial institutions to set requirements for indirect vehicle loan requests that can automate decisions without any manual effort.

Easy Communication

The RouteOne connector provides a clear communication channel between the financial institution and the dealer. Requests, decisions and comments are communicated immediately and can be tracked directly within the Temenos system.

Benefits

Leverage Indirect Lending Channel

The RouteOne connector provides a quick and efficient way for financial institutions to leverage the indirect lending channel to gain access to the numerous loan requests a vehicle dealership will process.

Reduce Redundant Data Entry

Information from RouteOne is pre-populated in the loan application automatically, eliminating human error and the need for double data entry.

Save Time

Whether a loan application is approved or denied, the dealer is immediately and automatically notified when a decision is placed on the application.

Resources

RouteOne Connector

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SWBC - Unity

Enhance Cross-Selling with SWBC UNITY. Integrated to the Temenos LMS Loan Origination Module.

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The SWBC UNITY connector allows financial institutions to present and cross-sell loan protection products using SWBC’s UNITY® software directly through Temenos LMS Origination.

Key Features

Enhance Cross-Sell Opportunities

The SWBC UNITY connector provides loan officers with the ability to quickly and accurately support cross-sell opportunities during the loan generation process for Guaranteed Asset Protection (GAP), Extended Warranties (MBI & VSC), Credit Insurance and Debt Cancellation.

Workflow Integration

Information needed to quote and cross-sell multiple UNITY products is automatically presented as part of a custom loan origination workflow. This functionality provides process consistency and ensures UNITY products are presented as part of each new loan.

Reporting and Analytics

With the SWBC UNITY connector, reports and analytics can be generated to determine success rates, track performance overall, by branch or user, and create effective coaching and incentive programs.

Seamless Document Creation

All documents associated with UNITY point-of-sale products are automatically generated as part of the workflow step in the Loan Origination module and printed at the end of the loan cycle along with all other loan documents.

Benefits

Increase Sales

The SWBC UNITY connector ensures GAP and MBI are discussed with each new loan applicant, increasing efficiency and the likelihood of a successful sale.

Eliminate the Need for Multiple Programs

Eliminate time spent maneuvering between multiple screens and programs. All the necessary tools needed to utilize UNITY can be accessed directly in the Loan Origination module.

Decrease Human Error and Data Entry

Information from the Temenos database is automatically sent to UNITY and pre-populated on-screen. If any data is added directly to UNITY, the changes are immediately transferred and saved in the Loan Origination module, providing seamless, real-time integration between the two systems.

Resources

SWBC Unity Connector

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PSCU - Collection

Access Credit Card Information with PSCU. Integrated to the Temenos LMS Collection and Recovery Module

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The PSCU connector allows credit card information from PSCU to be easily accessed directly within Temenos LMS Collection.

Key Features

Import Capabilities

Files are imported daily from PSCU and stored at the account-level. This information is available for searching, creating queues, reporting, and building custom screens.

New Fields and Screens

Through all three interface options, users can gain access to fields such as card numbers and balances. Additional fields and screens related to recent activity, payment history, reward points and statement records can be accessed using the real-time interface option.

Real-Time Functionality

Through the real-time interface, users can update demographic information, activate credit cards, order replacement cards, and request PIN reminders.

Benefits

Save Time

Reduce time spent toggling between multiple systems by importing PSCU credit card information directly into the platform.

Access Additional Fields

Through the PSCU connector, institutions will see additional credit card fields ithat are not provided by the core system.

Receive Current Information

Information received using the direct interface with PSCU is more current than that which is received from the core.

Improve Account Management

Take advantage of the platform’s powerful workflow engine and build workflows for PSCU accounts.

Resources

PSCU Connector – Collection

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LexisNexis

Access Bankruptcy Information with the Banko Connector. Integrated to the Temenos LMS Collection and Recovery Modules.

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The Lexis Nexis Banko connector provides institutions with an automated process for monitoring accounts for bankruptcy filings, dismissals, and conversions through Temenos LMS Collection.

Key Features

Automatic Account Monitoring

Accounts sent to Banko are automatically monitored for filings. Any matches are recorded and transmitted back to the institution.

Easily Add and Remove Accounts

Any new accounts can be flagged and sent to Banko the next day. Users also have the ability to remove accounts from the Banko database if necessary.

 Customize Match Criteria

All match criteria can be customized to meet the individual needs of the institution.

Review and Discard Invalid Matches

Users have the ability to discard any matches that are not valid and keep those that are. Information that is retained as valid is stored in the Account Detail area along with the match date.

Information Validation

Before accounts are sent to Banko, the system validates the SSN to ensure it is valid. If an issue is discovered, the account will appear on a separate report for review, referenced directly within the system.

Benefits

Reduce Data Entry Requirements

When matches are found, they are sent to the collection or recovery modules, and 54 standard notification fields are automatically populated.

Eliminate the Need for Multiple Programs

Eliminate time spent toggling between more than one screen or program. All tools used to flag and send accounts for monitoring are built directly into the platform.

Resources

Banko Connector

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FICS - Connector

Access Mortgage Data Using the FICS Connector. Integrated to the Temenos LMS Collection and Recovery Module.

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FICS Connector
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Access an account holder’s mortgage data directly within Temenos LMS Collection with the addition of the FICS® connector.

Key Features

Access Additional Mortgage Data

The FICS® connector provides additional data to the system including the Loan Status, Number of Payments, Principal Balance and more! The fields imported from the FICS® connector can be used for searching, creating queues, reports and screens directly within the platform.

Quickly Identify Delinquent Accounts

Easily identify delinquent mortgage accounts with the FICS® connector. FICS® will only import accounts into the system with a balance greater than $0.00 and a days delinquent value greater than zero. Through simple queue criteria set-up, these accounts will automatically flow into a predefined queue.

Create Payment History Records

During the daily batch import, the Date of Last Payment and Amount of Last Payment fields will be compared to the payment history records within the system. If there is not an existing payment with the same date and amount, a payment is automatically created in the modules using these values. Users can view the records of these payments within the Payment History screen.

Benefits

 Quick and Easy Activation

Once a relationship with FICS® is established, activating the FICS® connector in the system takes only minutes!

Eliminate the Need for Multiple Programs

Eliminate time spent maneuvering between multiple browsers and programs. All tools needed to access mortgage data from FICS® can be done directly in the platform.

Reduce Redundant Data Entry

Fields will automatically be imported into the system preventing duplicate data entry and saving users time allowing them to focus on other tasks.

Resources

FICS Connector

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NCCI - Connector

Submit Field Call and Loss Mitigation Requests. Integrated to the Temenos LMS Collection and Recovery Module.

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The NCCI connector provides the ability to submit requests including real-time field calls and property inspections to NCCI through the collection workflow or directly through a NCCI screen within Temenos LMS Collection.

Key Features

Outsource Face-to-Face Collections

The NCCI connector provides the ability to assign a NCCI field representative to contact your account holder face-to-face by the addition of the connector to the Temenos LMS Collection and Recovery modules.

Batch and Real-time Capable

Once the NCCI connector is activated, your financial institution will have the ability to send accounts individually or in batch. Select the option that works best for you by using the NCCI workflow steps.

Field Call Service to Fit Your Needs

Order the services that best suit your needs. 1-Run attempt field calls are available for all loan types while 3-Run attempt calls can be used for mortgages, loss mitigation, or custom modification services. A 3-Run Field Call is a series of three separate attempts made to a borrower’s residence or place of employment in an effort to achieve right party contact. 4. Mitigate Repossession or Foreclosure – Mitigate losses in lieu of repossession or foreclosure. Implementing a process that includes property inspection and field calls at early-stage delinquency may help your financial institution alleviate the need for repossession or foreclosure.

Benefits

Track Progress through Dashboards and Reports

Twice daily, “batch” information is pulled from the NCCI web service Submit Field Call and Loss Mitigation Requests and stored in the Temenos database for use in reports, views and dashboards. This provides you with accurate, timely information at your fingertips.

Professional Approach

Remove the stress of contacting a delinquent account personally with NCCI’s field representatives who are trained to treat delinquent account holders with dignity, sincerity and professionalism while efficiently reconnecting you with your borrower.

NCCI Dashboard Web Part

A custom NCCI connector web part populates within the system for inclusion in one or more dashboards. The new web part contains three pie charts: Open Orders by Type, Orders Placed by User- Last 30 Days, and Completed Orders- Last 30 Days.

Field Call Reports

Field Call Reports are also available in the platform when using the NCCI connector for service requests that have been completed. Of course, these can be printed and are always stored in association with the account.

Resources

NCCI Connector

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Securian Financial - Connector

Manage Debt Protection and Credit Insurance Information with the Securian Connector. Integrated to the Temenos LMS Collection and Recovery Module

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The Securian Connector provides a real-time interface that allows users to access Securian’s claim system that gives you the ability to submit, track policy claims, and upload documents for credit protection directly within Temenos LMS Collection.

Key Features

Claim Tracking and Filing

Debt Protection or Credit Insurance claims can be initiated and tracked directly in the system. Using the Securian Claims Tracking Screen, customers can monitor claim details (such as claim summary, and protected person’s information), loan details, documents and comments.

Real-time Interface

The Claim Tracking Screen is populated using real-time information, allowing the direct transmission of the most current claim information to and from Securian to be viewed in the Collection module at any time. In addition, a Claim Submission will be sent to Securian in real-time which shortens the duration of the claim.

Benefits

Eliminate Redundant Data Entry

Reduce the amount of time spent toggling between multiple systems and manually transferring information from one system to another. This connector allows Securian claim information to be referenced directly within the Collection module.

Eliminate the Need for Multiple Touchpoints

Whether creating new claims or answering member inquiries, the credit union front line staff can access member claim status quickly and directly in the Collection module, rather than waiting for an update from their administrative team.

Resources

Securian Connector

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State National - CPI State National Connector

Collections and Collateral Protection Insurance Made Easy. Integrated to the Temenos LMS Collection and Recovery Modules.

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Simplify daily collection processes by connecting Collateral Protection Insurance (CPI) from InsurTrak, State National’s online insurance tracking system of CPI management, to Temenos LMS Collection. With the CPI State National connector, you will: See a borrower’s entire insurance history for the lifecycle of the loan, make decisions faster and with more confidence, and save your staff time.

Key Features

Real-Time Loan Tracking

View insurance and claim submission status in real-time through a dedicated State National InsurTrak screen with the connector, providing immediate updates to your personal workspace. The connector also includes all loan details such as complete history of every transaction with State National and all current and past CPI placements.

Simple Claim Submission

Easily initiate, update and track CPI claims via the connector. With the ability to attach receipts and reports to a claim, the submission process is convenient and seamless.

CPI Workflow Steps

Take advantage of built-in workflow steps which allow users to file a claim, submit insurance information or stop tracking activities due to repossession. This functionality prevents the need to move outside of the platform for daily CPI tasks.

Daily Communication

CPI data from InsurTrak is delivered daily, providing financial institutions with the most up-to-date and necessary insurance and claim information. These details can be used to drive views, workflows and reports.

Benefits

Reduced Redundant Data Entry

Utilize the connector to pre-populate data fields on a claim submission and proof of insurance submission, reducing time spent on redundant data entry.

Quick and Easy Activation

Activating the CPI State National connector in the system takes only minutes once a relationship is established with State National.

Resources

CPI State National Connector

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