Upcoming Dormant Account Notification UpcomingDormAcct.dnax Extension Id: 01e12cdc-effb-4fad-99bb-afdb2ef Upcoming Inactive Account Letters

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1 Upcoming Dormant Account Notification UpcomingDormAcct.dnax Extension Id: 01e12cdc-effb-4fad-99bb-afdb2ef89801 Upcoming Inactive Account Letters

2 , Inc. or its affiliates. All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the agreement under which it was furnished. Any other use, duplication, or dissemination without the prior written consent of, Inc. or its affiliates is strictly prohibited. The information contained herein is subject to change without notice. Except as specified by the agreement under which the materials are furnished,, Inc. and its affiliates do not accept any liabilities with respect to the information contained herein and is not responsible for any direct, indirect, special, consequential or exemplary damages resulting from the use of this information. No warranties, either express or implied, are granted or extended by this document. is a registered trademark of, Inc. Other brands and their products are trademarks or registered trademarks of their respective holders and should be noted as such. Upcoming Dormant Account Notification 2

3 Overview: The Upcoming Dormant Account Notification DNAapp provides a daily report of accounts that will become inactive within a certain timeframe. The app also generates notification letter that can be mailed to customers with information on how to avoid the account from becoming dormant. If so configured, the application can also generate letters for joint owners if they have different primary mailing addresses than the primary account owner. Key Benefits: When an account becomes inactive or dormant, a customer may have to provide a written request or visit a branch office in order to reactivate the account. They may also be charged fees for the inactive or dormant status. By notifying the customer ahead of time, these situations may be avoided creating a much more positive customer experience. Proactive approach of preventing an account from becoming inactive or dormant. Improve customer service satisfaction. Reduce the number of accounts that may become inactive or dormant. Processing: This DNAapp creates a report of accounts that will become inactive based on the Number of Days parameter. The user has the option to configure the report through parameters like Current Acct Status Code, Major Account Type Code, Minor Account Type Code, and Account Role Codes. This application also generates notification letters to customers. UpcomingDormantAccount.txt is required to be created and placed in the text directory. Accounts with mail type of Hold All Mail and/or have warning flags (if the Warning Flags parameter is supplied) will be excluded from the list of notification letters. This application uses the Inactive Days of the product to determine when the account will become inactive. Parameters: Parameter Code Description (how used) Required Default Number of DAYS Number of days prior to an inactive Yes <Blank> Days status change a customer should be Current Acct Status Code CASC notified. List of current account status codes to process. Comma-delimited, no spaces. No ACT Major Account Type Code MJCD If left blank, default value will be ACT. List of major account type codes to process. Comma-delimited, no spaces. If left blank, all major account type codes will be considered. No <Blank> Upcoming Dormant Account Notification 3

4 Parameter Code Description (how used) Required Default Minor Account Type Code MICD List of minor account type codes to process. Comma-delimited, no spaces. No <Blank> If left blank, all minor account type codes Warning Flags WARN will be considered. List of account warning flag codes to process. Comma-delimited, no spaces. No <Blank> Account Role Codes ROLI If left blank, no warning flags will be considered. Account roles to include, commadelimited, no-spaces. If left blank, letters only sent to primary owners mailing addresses. No OWN,SIGN Variables: A new calculation type has been created for this application. Calculation Type Code Description (how used) Upcoming DORM/IACT 9UDI A new calculation type for letters to be dispatched for Acct Letter upcoming dormant/inactive accounts. This new calculation type is associated with the following existing calculation variables for configuring the Notice file: Variable Code Description (how used) Account Balance ABCL The column in which the account Column balance will be displayed. Account Balance ABIN It will decide whether account balance Indicator will be displayed or not. Account Balance ABLN The line in which the account balance Line will be displayed. Account Balance ABTX User defined text for account balance Text which will be displayed. Account Number ANCL The column in which the account Column number will be displayed. Account Number ANIN It will decide whether account number Indicator will be displayed or not. Account Number ANLN The line in which the account number Line will be displayed. Account Number ANTX User defined text for account number Text which will be displayed. Member Number MNCL The column in which the member Column number will be displayed. Data Type Default INTG 54 YN Y INTG 6 CHAR Account Balance: INTG 55 YN Y INTG 5 CHAR Account Number: INTG 56 Upcoming Dormant Account Notification 4

5 Variable Code Description (how used) Data Type Default Member Number Indicator MNIN It will decide whether member number will be displayed or not. YN Y Member Number Line MNLN The line in which the member number will be displayed. INTG 7 Member Number Text MNTX User defined text for member number which will be displayed. CHAR Member Number: Address Column ADCL The column in which the address will INTG 8 be displayed. Address Line ADLN The line in which the address will be INTG 11 displayed. Date Column DTCL The column in which the date will be INTG 58 displayed. Date Indicator DTIN It will decide whether date will be YN Y displayed or not. Date Line DTLN The line in which the date will be displayed. INTG 4 Date Text DTTX User defined text for date which will be displayed. CHAR Notice Date: Input file column IFCL The column in which the input file will NUM 5 be displayed. Input file line IFLE The maximum length of input file. NUM 80 length Input file print line IFLN The column in which the input file will be displayed. NUM 20 Scheduling and re-run information (for batch applications): This application should be run daily. Notices: A new text file needs to be created named UpcomingDormantAccount.txt and placed in the text directory. A sample copy of UpcomingDormantAccount.txt is included in the DNAX file. This notice contains the following markers: Description Account Number Minor Account Type Description Masked Account Number Date of Last Contact Date the Account will go Inactive Marker <ACCT> <TXT1> <TXT2> <DTE1> <DTE2> Upcoming Dormant Account Notification 5

6 Report (s): Upcoming Dormant Account Notification 6

7 Field Listing: Field AccountNumber Major Minor Status AccountBal Name LastContact DaysSince Exceptions Total Count Total Exceptions Description Upcoming Dormant Accounts Account number The major account type code The minor account type code The current account status code The current balance of the account Tax reported for person/organization of the account Date when the account was last operated The number of days since the last operation date Display Mail Restriction if there are warning flags on the account Display Hold Mail if the account has a mail type of Hold All Mail Summary Total number of accounts reported Total number of exceptions reported File Layout(s): N/A Real-time Interaction with Other Applications: N/A Screens: N/A Additional Requirements: DNA or higher Configuration Checklist: Item Parameters Variables Notice Text File Test Environment Production Environment Upcoming Dormant Account Notification 7

8 Revisions: Date App Change Version # 08/ Application Created. 09/ Added joint owners to mailing list Upcoming Dormant Account Notification 8