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Improved Application Creation Experience with Expanded Customer Lookup |
Improved Application Creation Experience with Expanded Customer Lookup MANTL has transitioned all clients to the Expanded Customer Lookup application creation experience. Previously, Expanded Customer and Organization Lookup could be toggled on or off in the Digital Branch Manager. Now, the toggle is removed, and Expanded Customer and Organization Lookup is enabled for all clients. For clients already leveraging Expanded Customer and Organization Lookup, there was no change. Expanded Customer and Organization Lookup improves the application creation experience for existing customers and organizations and Console users. Customer Lookup enables locating existing customers and organizations using either Tax ID or Core ID and enables supporting existing customers who do not have Tax IDs (e.g. non residents). Additionally, Customer Lookup surfaces duplicate customer records found in the core, allowing the Console user to select the appropriate record and seamlessly move forward with the application. Learn more about Customer Lookup here.
Note: Customer and Organization Lookup is only available to In-Branch and Digital Support clients.
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Data Changes |
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Data Change Upcoming -DENG-4528 |
We are adding a new field to simplified reports that determines if the applicant created a new credit union membership in the act of opening their application. The value will be populated for all booked accounts. It will be located to the right of the Is Application With Existing Customer field in the following reports
This will be released to UAT 2/27/25 and to Production 3/13/25 |