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Back Office & Maintenance

Management Console

The Management Console and its associated tools provide back-office staff with the ability to manage and maintain the JHA OpenAnywhere system.

  • User & Group Management: Administrators can create and manage user accounts and groups, and assign specific permissions and roles to control access to different functions.
  • Task Automation: Scheduled tasks allow for automation of critical processes, such as generating ACH files, clearing caches, and closing inactive workspaces.
  • Reporting & Auditing: The Dashboard provides a suite of reports to monitor application activity, track conversion rates, review CIP statuses, and audit changes made to the system’s rules and mapping.
  • Configuration Control: The Management Console houses all system configurations, including core integrations, vendor connections, email and SMS messaging content, and front-end user interface settings.

How it Works

The Management Console is the dashboard that is used for configuring the modules of OpenAnywhere, including the following items:

  • CIP allows financial institutions to turn certain CIP services off or on and edit their configurations. Depending on the user’s permissions, the following CIP services may appear in the CIP module:
    • Alloy (ALLOY)
    • Customer Risk Questionnaire (RISK)
    • FIS IDA / Identity Authentication (AUTH)
    • Address Analysis (ADDRA)
    • BizChex (BIZCHEX)
    • FIS Account Abuse (Qualifile) (AACH)
    • FIS IDV / Identity Verification (VERV)
    • FIS OFAC (VERO)
    • OCR Scan Validator (OCR)
  • Disclosures adds the forms and disclosures used during the account opening process
  • Export Files is used to export disclosures, eStatement, identification images, and Wolters Kluwer® transactions
  • Fields allows administrators to manage which fields are required and visible in both the Employee Channel and Applicant Channel
  • Funding provides configuration options for funding providers and manages ACH files and holidays for the Employee Channel and Applicant Channel
  • Mapping is used to create a common language between OpenAnywhere and your financial institution’s core
  • OAuth Providers supports Banno SSO integration for existing customer verification
  • OCR allows you to configure optical character recognition (OCR) provider settings
  • Pigeon is the notification center for OpenAnywhere, managing content for emails and SMS/text messages sent throughout the application process
  • Products is used to modify and activate product options in the Employee and Applicant channels and contains five sections:
    • Products
    • Intentions & Purposes
    • Product Groups
    • Mapping
    • Collateral
  • Promo Codes lets you create and activate unique promo codes that can be shared with end users
  • Properties is where OpenAnywhere’s global configurations are set
  • Questionnaire allows you to create various custom questionnaires that can appear in multiple locations in both the Employee and Applicant Channels
  • Relationships is for Wolters Kluwer banks to show how applicants are related or acquainted for Wolters Kluwer disclosures
  • Rules is used to control decision workflows and verbiage in applicant and employee channels
  • Scheduled Tasks allows employees to edit, turn on, turn off, run, or review the log for each scheduled task
  • Services allows the administrator to determine which services are available for specific accounts or products including:
    • Debit card
    • Online access
    • eStatements
    • Overdraft privilege
    • Overdraft transfers (DNA cores only)
    • Banno online banking
  • Synergy module lets the financial institution see what initial and final disclosures are being sent to Synergy and whether the disclosures are completed or failed
  • Users & Groups allows a financial institution to create and manage users and groups in OpenAnywhere
  • Verbiage is the spot to modify verbiage that appears in the Applicant and Employee Channels
  • Wolters Kluwer (specific to those banks and credit unions working with Wolters Kluwer) includes sections for Properties, Roles, Organizations, and Products
  • Workflows allow a financial institution to modify which screens appear and the specific order of screens for the Applicant and Employee Channels
  • ZIP Codes is where your institution can manage your list of acceptable ZIP codes to open accounts or limit specific products to certain regions, using the allowlist feature to determine eligibility

Products

Under the Products tab, a user can choose whether to turn products on or off for both the Employee and Applicant Channels. Products that are turned on appear on the selected channel’s workflows. New products can be added and existing products can be modified.

In the Intentions & Purposes tab, a user can choose to turn specific intentions on or off and customize the order that account intentions present in the Products workflow state. A user can also create loan purposes and define a related LoanVantage product code. After creating loan purposes, a user can turn specific purposes on or off and customize the order of loan purposes.

Under the Product Groups tab, a user can choose to turn specific product groups on or off and customize the order that these product group options appear in the Products workflow state. All activated products appear under their assigned product group on the Select Account Product page. Standard product groups include:

  • Savings Account
  • Checking Account
  • Time Deposit
  • Health Savings Account
  • Individual Retirement Account

In the Mapping tab, a user can access product-related mapping items such as Account Classification Types, Account Group Product Types, Account Role Types, and Existing Customer Account Products.

Under the Collateral tab, a user can update the description and add LoanVantage collateral types to the following items:

  • Vehicle
  • Real Estate
  • Cash Deposit
  • Other

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