Navigation:  Teller System > CIM GOLDTeller Overview > CIM GOLDTeller Screen Details >

Platform

Navigation:  Teller System > CIM GOLDTeller Overview > CIM GOLDTeller Screen Details >

Platform

Previous pageReturn to chapter overviewNext page  Print this Topic

On the far-right of the CIM GOLDTeller menu bar is the Platform button. Clicking this button will bring up the GOLDTeller Platform application. Platform is a deposit origination program. The final steps of Platform include opening a deposit account using CIM GOLDTeller. CIM GOLDTeller and Platform work very closely together. One cannot function without the other when opening deposit accounts.

 

Platform is only for institutions that open and maintain deposit accounts. To begin creating a new deposit account, you may first want to use the Platform tab under Customer Relationship Management > Customer Profile Screen in CIM GOLD. Once you enter basic information on that screen, such as product code and customer information, click <Send to Platform> to open Platform and continue opening the account with specific features and options. The final step will be to run the Open Deposit account transaction (tran code 1100) in CIM GOLDTeller.

 

See the Platform User's Guide for more information.

 

©2021 GOLDPoint Systems. All rights reserved.