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Jack Henry Exception Manager Reports

Jack Henry Exception Manager offers preset reports, which are available through Jack Henry Insights. To access these reports, select the icon in the left-hand navigation, which opens up Jack Henry Insights. From there, financial institution staff can view preset exception reports. Staff must have the correct permissions in Users & Groups to view Jack Henry Exception Manager reports. To access Jack Henry Insights, staff will need to be in a group with the View Insights permission assigned to it.

Jack Henry Exception Manager customers will receive their preset exception reports in Jack Henry Insights automatically – no fees or additional contract required – and they will be able to configure the report date ranges, change the visualization type (i.e bar, column, pie chart, etc.), and add these reports to dashboards. The ability to build custom reports and use AI natural language prompting to create reports requires a contract for Jack Henry Insights Premium.

Jack Henry Exception Manager customers automatically get the following reports in Jack Henry Insights. Users can modify the date range and report type (i.e. bar, column, pie, etc.) as needed.

All Exception Details
Detail report of exceptions over a selected time period. Details shown include Account Number, Transaction Date, Branch ID, Transaction Amount, Debit/Credit, Transaction Code, Decision, Exception State, Exception Source, and Transaction Source Tracer Number.
Exceptions (Count) by Exception State
Total count of all exceptions over a selected time period grouped by exception state (i.e. Ready, Settled, or Settled Externally).
Exceptions (Count) by Source
Total count of all exceptions over a selected time period grouped by exception source, such as Rapid Transfers, SilverLake NSF, SilverLake NonPost, Symitar, etc.
Exceptions (Count) by Transaction Type
Total count of all exceptions over a selected time period grouped by transaction type, such as ACH, AFT, ATM, Pull from Card, Checks, Drafts, etc.
Exceptions (in Dollars)
Total dollar amount of all exceptions over a given time period.
Exceptions (in Dollars) by Source
Total dollar amount of all exceptions over a selected time period grouped by exception source, such as Rapid Transfers, SilverLake NSF, SilverLake NonPost, etc.
Resolved Exception Details
Detail report of resolved exceptions over a selected time period. Details shown include Account Number, Transaction Date, Branch ID, Transaction Amount, Debit/Credit, Transaction Code, Decision, Exception State, Exception Source, and Transaction Source Tracer Number.
Returned Exception Details
Detail report of returned exceptions over a selected time period. Details shown include Account Number, Transaction Date, Branch ID, Transaction Amount, Debit/Credit, Transaction Code, Decision, Exception State, Exception Source, and Return Reason.
Returns (Count) by Source
Count of returned exceptions over a selected time period grouped by exception source, such as Rapid Transfers, SilverLake NSF, SilverLake NonPost, Symitar, etc.
Returns (Count) by Transaction Type
Count of all returned exceptions over a selected time period grouped by transaction type, such as ACH, AFT, ATM, Pull from Card, Checks, Drafts, etc.

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