Option to Toggle Between Real-Time Information and Memo Post Information for Deposit Accounts

CMPs: 7144, 8759, 8797

Work Order: 50933

CIM GOLD 7.9.3

If your institution processes proof transactions (Institution Option BANK is enabled) for customer deposit accounts, certain Deposit screens in CIM GOLD now provide the ability to toggle between viewing actual (real-time) account information and account information as of any pending memo post transactions (for accounts with the Memo Post Account field on the Deposits > Account Information > Additional Fields screen marked).

On accounts that match the criteria indicated above, a bold red letter will be visible at the top of the screen to the right of the main menu bar (see example screen below) when the Deposits > Account Information > Account Information, Additional Fields, Interest Fields, and/or History screens are accessed. This red letter will either be M or A. Click on this letter to toggle between viewing an account’s Actual information or its Memo post information.

Remember that an account’s Actual information does not factor in memo post/proof transactions that have not yet been processed by your institution. When viewing an account’s Memo post information, most fields on the screen will be locked and unavailable for editing.

Memo post transactions appear in system History accompanied by an asterisk in the Teller/Employee column.

Deposits Calculations Screen Adjustments

CMPs: 5479, 5480

Work Order: 44313

CIM GOLD 7.9.3

Institutions using CIM GOLD versions 7.9.3 and above no longer need to select a customer account before using the Method and Frequency fields on the Interest Calculation tab of the Deposits > Miscellaneous > Calculations screen. Institutions using older versions of CIM GOLD must have a customer account selected before these fields can be used.