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© 2015 Jack Henry & Associates, Inc. ® Synergy Take Synergy Reports to the Next Level Kyle Gaither Product Solutions Consultant
© 2015 Jack Henry & Associates, Inc.®
Synergy
Take Synergy Reports to the Next Level
Kyle Gaither
Product Solutions Consultant
2© 2015 Jack Henry & Associates, Inc.®
Major Release
One Per Year (Q1)
Major enhancements
/ corrections
Min of 3 Betas
Update Packages
As Needed
Corrections
Only
Release Support
Last two major releases
Latest Update Packages
Synergy Release Philosophy - Upgrades
3© 2015 Jack Henry & Associates, Inc.®
Report Module
• Integrated FTP process
• Core Level Security
• Intelligent Query (Notices, Tax Forms, Statements)
4© 2015 Jack Henry & Associates, Inc.®
Synergy Reports Module
Synergy Reports is our Enterprise Reports Management (ERM) solution that fully automates report capture and retrieval.
The system supports over
40 formats including; PDF,
ASCII, 1999 Bisys, Bisys,
DataVue, HP, IBM NCR,
Remote Print, SysPool,
Unisys A & V, V Series, AS
400
Report Retention:
ability to purge reports
based on user defined
retention guidelines
Reports Load Manager:
runs as a service and
supports load balancing
of multiple load stations.
5© 2015 Jack Henry & Associates, Inc.®
Synergy Reports Module
Provides an efficient single point of
access to enterprise-wide reports
Eliminates lost/misplaced reports
Enhances member service with the
ability to expedite response via
immediate report access and retrieval
Strengthens internal controls through
auditing user operations such as report
load, delete, and export and report
security at the index on the page
Streamlines preparations for regulatory
examinations
Reduces printing costs
Eliminates paper storage systems.
Provides piece of mind knowing that the
reports are backed up and secured off
site
Provides immediate retrieval of stored reports
via desktop, browser client or API
Allows simultaneous access to individual
reports by multiple users.
Ensures data security and integrity by
providing access to reports with all original
report data remaining intact
Provides the ability to print, fax, or e-mail report
data from the client applications.
Leverages a built-in security system that
restricts report access to authorized personnel
only
Provides the ability to call attention to certain
report data by using electronic highlights,
arrows, stamps, and “sticky notes”
Provides the ability to create secure report or
group level text notes available for authorized
viewing at the individual or user group levels
Provides cut and paste capabilities that allow
the easy, secure content exporting to MS
Word, Excel, e-mail and form letters
Enables users to export selected report data
directly to formatted Excel spreadsheets
What it Does What it Does For you
6© 2015 Jack Henry & Associates, Inc.®
Document Retention Compliance
Maintain documents
for user defined
periods of time
Delete documents
and eliminate
liabilities for
customer data with
expired life spans
Meets Regulatory
mandates
Eliminates storage
system resourcesRetention Filter Options
7© 2015 Jack Henry & Associates, Inc.®
Power Search
• Google Like Search (Free Text)
• Reduces Lost or Misplaced Files by Searching Text not Index Information
Synergy Solutions
8© 2015 Jack Henry & Associates, Inc.®
Create Multiple
Knowledge Bases
from Any Data
Search for
Misfiled,
Misspellings, and
non correct data
entry
High Performance
Search Algorithm
Returns Results
Instantly
Power Search – Find anything, anywhere
9© 2015 Jack Henry & Associates, Inc.®
eDistribution
• Automatically Sends Documents & Reports both Internally and Externally
• Integrated with Workflow and Document Tracking
Enterprise Workflow
• Fully Customizable Workflow Solution
• Automates Imaging Process
• Commonly used for HR, AP, Loans
Synergy Solutions
10© 2015 Jack Henry & Associates, Inc.®
Workflow – Send Email
Start
Collect Info
Decision
Display Info
Send an email to
recipient
EWF Server
11© 2015 Jack Henry & Associates, Inc.®
Personal Loan Workflow
11
Start
Review
Application
Application
Follow up
Decision
Attach
Supporting Info
Review
Application
Decision
Request
Documentation
Hold
Closing
Something
Something
False True
False True
12© 2015 Jack Henry & Associates, Inc.®
Synergy API (SIM)
• Web Services API for 3rd parties (Home Banking, HR, Loan systems, etc.)
Synergy Solutions
13© 2015 Jack Henry & Associates, Inc.®
Synergy Training Academy
Certification Training:• Technical Training
• Super User Training
Additional Training:
• User Training
• On site training
• Web training
• Train the trainer
Ensuring your success:
14© 2015 Jack Henry & Associates, Inc.®
Let’s Go Live
