Yes, you can have as many IDs as you need. Any Administrator can create other Administrative IDs.

Yes. There is a profile setting that will restrict access an employee account. When activated, a Customer Services employee will prompted for the current password of the employee account before access is granted.

Digital Insight, Symitar, Cavion Plus, UltraData, standard 2-way Client Authentication, and other solutions custom developed for our clients.

Yes. The demonstration site shows the default logon screen, see it here.

Yes. We have written software modules to support many unique types of Authentication, ranging from purely custom designs to standards-based protocols, such as SOAP. We can write one for you.

Give us a call, and we'll be able to talk about your specific requirements.

When a Disclosure is revised (or a new Disclosure is created) that requires users to read and accept, we ensure that these revised (new) Disclosures are display and 'Accept'ed before access to the site is granted. A permanent record of the date of each signing is maintained.

Yes, we support both text-only and HTML-formatted emails. You can provide your own design or we can assist in its development. See the eMail Samples section for ideas.

Yes. We love sprucing up your communications to your customers.

All bounced emails can be processed according to your specific needs, such as: sending a postal letter to the user, unenrolling the user, etc

Emails from users that happen to be sent to BDI are automatically forwarded to the designated employee's (or Customer Services') email address. We forward the email in such a way that it appears to have been emailed from the user directly to Customer Services; making it easier and quicker to create a reply.

Yes, we can handle any type or class of document. Each user can select which types he/she would like to receive electronically, at any time. See the Enrollment Tour for typical screens.

Each document type (see question/answer above) can have as many Disclosures as you require. Disclosure signing usually occurs just after enrollment has been processed. Each Disclosure must be 'Accepted' before access to the site is permitted. As revised (or new) Disclosures are created (such as a revision in the Schedule of Fees), we ensure that these revised (new) Disclosures are also signed before access to the site is granted. A permanent record of the date of each signing is maintained.

We can update your in-house either in real time or in batch mode. In real time mode, we achieve this through the use of a Web Service module. In batch mode, our reporting system can generate a text file that contains the necessary information to update your database.

Yes. They will appear on the main display page for maximum exposure. See the Guided Tour for an example. You will notice that icons are used to represent the underlying inserts. Normally, these inserts are created by your in-house graphics department or outside vendor. They are usually in PDF format. These inserts should be converted to HTML (although not required) and the images should be compressed. We can perform this conversion, if you desire.

We also need an "eye candy" (graphic object) for each insert, such as (add pop-up animated GIF on hover) for an Auto Loan insert. We support the standard images: GIF, animated GIF, JPEG and Flash ... or can create these for you, if you desire.

Yes. When you send us your new inserts for the upcoming cycle, just tell us the beginning and ending dates.

We provide a report that will summarize and/or detail the activity of your inserts.

Yes.

Yes.

Yes. The Newsletter is available on your eStatement site; see the Guided Tour for an example. Normally, it is created by your in-house graphics department or outside vendor, usually in PDF format. This may be converted to HTML (although not required or optimum). All PDF images should be compressed. We can perform this conversion, if you desire.

Absolutely.

No. You provide us with the graphic image(s) (GIF, animated GIF, JPEG or Flash) that contains your statement message(s). You will also need to provide us with the information necessary to determine how the messages are applied; usually via mail code or MCIF export data. These messages do not have to be the same as the messages on the printed statement.

Yes. We are able to process all the data contained within an MCIF export file and use this information in a targeted marketing scenario.

Yes. Using mail codes, MCIF export data, or other format, we can support your targeted marketing campaigns.

Yes, you can have any type of GIF, animated GIF, JPEG or Flash presentation on the Statement.

Although we can support just about any format, HTML or PDF are the only format for all practical purposes.

We can accept all common input formats, which include (but not limited to): print stream, data file, XML, etc. Currently we support these Systems:

• CMC
• CUSA
• EPL
• FiServ (CBS)
• FiServ (Summit)
• FiServ (XP Systems)
• Integrasys
• Metavante
• OSI
• PEMCO
• re:MemberData
• Jack Henry (Symitar)
• Harland (Ultradata)
• Users

Its basically your choice; from 1 month to 7 years. Each document type (Statement, Visa, Daily Notice, etc.) can have separate storage time frames.

Yes, see Check Image Display in the Resources section.

Absolutely.

Pricing is dependent upon several options. A sales representative will be able to determine the price according to your needs. Just give us a call.

We can have the first beta test run cycle completed within 2 weeks, and go live shortly thereafter. Of course, this depends upon the amount of customizations you require, which may extend this timeframe.

We provide a document that details the items we need from you (such as Disclosures, logos, beta test group IDs, etc.).

Yes, we provide a suggested test plan. It is a rather simply and easy to follow plan.