CheckView: What's New

		July 30, 2010

What's New in the CheckImaging Suite

CheckView: Check Image Retrieval System (4.0.0w)

Added separate permissions for uploading icl
Added options to print credit line statements
New compliant format for credit line statement
Added bofd and bofd endorsement date to info returned by search
Updated compliant disclaimer.ps.
Added optional field to return letters, search fields and displays

CheckView: Check Image Retrieval System (3.0.0j)

Login timeout periods are configurable on a per user basis.
The 'Query View Executive Accounts' option is no longer required for Full Queries - sensitive accounts are automically filtered out if the user is not authorized to view sensitive accounts.

CheckView: Check Image Retrieval System (up to 3.0.0j)

Every option requires login
- Login is now required for all options, including image queries.
All login sessions expire after one hour.
- After an hour, users will be logged off and will have to relogin to continue working.
Authorization required to query images.
- The 'Query Image Database' authorization is required to query images. As with all authorizations, this authorization is added by choosing CheckView Administration -> Add/Edit Users Database from the menu.
Single images may be printed from an individual image lookup.
- When viewing an individual image, the 'Print Front and Back Image' link will print the front and back image to the default printer with the bank logo at the top of the page. If applicable, the image's return status will be printed at the bottom of the page.
- The images will be printed to the printer configured at installation time as the 'teller printer'
Single images can be converted to PDF format for printing to any convenient printer.
Rotated views of the back image of a check can be zoomed and magnified as much as 50%
- Once the back image is rotated by clicking the 'Rotate Back Image' link, options for Zoom and Zoom +10 20 30 40 and 50 percent are provided.
Sensitive ('Executive') accounts can be hidden from Quick Query by Account
- Executive accounts may be entered into a database under CheckView Administration -> Add Account to 'Exec' Database. Accounts entered in this data base will not be queryable using the 'Quick Query by Account Option', by users who do not also have the 'Query View Executive Accounts' option. Users will be required to have the 'Query View Executive Accounts' option, in addition to the usual authorizations to be able to use any of the other check image query features, including Restricted Access Processing and Edit Fed. Check Image Database. The Executive account limitation was placed on the Quick Query By Account feature only, due to the complexity of filtering accounts out of a query by date, for example, and the necessity of making all accounts avalible to users that are authorized to edit the check database.
  
  The message:
  
  User [username] requires further authorization for this option.
  
  will appear if a user tries to access one of their valid authorizations and they do not have the Executive account option.
Menubar provides cleaner navigation
- A menubar at the top of the CheckView Browser provides fast access to the CheckView features.
Statements can be generated and printed from the browser
- By using the 'Statement Utilities' menu, authorized users ('Create and Print Statements' authorization) can generate and print statements from the CheckView Browser.
Completed statements can be viewed and deleted from the CheckView Browser.
- When done printing, a View button allows viewing of the statement in the browser. The third party Ghostview package is required. Statement printfiles may also be deleted by clicking the Delete button.
A month of files can be moved from archive to history from the browser
- Under CheckView Administration, the option 'Move Files from Archive to History' is available. The 'System Administration' authorization is required.
When adding a user to the user database, the user may be selected from a pulldown list of valid users.
- Instead of typing the user name in a form box, a pulldown list of valid system users is available.
Check images may be viewed and printed from the edit fed screen
- When editing the fed image database, users can click 'View Front Image' or 'View Back Image' to see the image they are working with.
Query by status
- It is now possible to look up a check by its return status.
New return statuses can be added at will
- New return statuses can be added using the admin script 'addreturn'
Check status can be changed while editing the fed image database
- If a user also has the 'Process Returned Checks' authorization, they can change a check's status by editing it's field in the database. A list of statuses is given at the bottom of the page.
Accounts Requiring Multiple Signatures can Now be queried
- If a user has the 'Verify Multiple Signatures' authorization, they can (1) review items requiring multiple signatures for a given day and change their return status, and (2) add accounts requiring multiple signatures to the comparison database. To do (1), choose 'Verify Multiple Signatures' from the 'Restricted Access Processing Menu'. To do (2), choose 'Edit Multi. Sig. Account Database'.
Large Transactions can Now be queried
- If a user has the 'Verify Large Transactions' authorization, they can (1) query large transactions for a given day and change their return status, and (2) set the threshold for the transaction comparison. To do (1), choose 'Verify Large Transactions' from the 'Restricted Access Processing Menu'. To do (2), choose 'Set Large Transaction Threshold'.
Passwords can be changed from the browser.
- If the user password has an expiration date set on the Unix side, the CheckView browser will warn the user when the password is within 2 days of expiration.
- When the password expires, the user will be forced to change it.
- The user may change their password from the 'Logoff' menu.

CheckView: Check Image Extraction Utility

The /bin/checkadm menu utility collects several helper scripts in one place

The menu is reproduced below. checkadm can be run by typing checkadm at a command prompt.

			+----------------------------+
			|   Welcome to Admin Utils   |
			+----------------------------+
			1)	Tape status
			2) 	Check status of a month 
			3) 	Back up a month to tape 
			4) 	Restore a month from tape
			5) 	Tape unload
			6) 	Move a month from archive to history
			7) 	Delete a month from history 
			8) 	Shell escape
			9) 	Refresh

			Please select a choice from the menu.
			Press crtl-d to quit.
			Press Enter without making a choice to redisplay the menu.
				->

Automatic post-extraction valid account report generation can be disabled.
- To disable automatic valid accout report generation, edit /etc/checkex/env/checkex_env and change the value of RUN_VALID from true to false
Moving a month to history and to and from tape is now logged
1. Only one log entry is kept per month
2. The log may be viewed by running checkadm and choosing Menu Item 2): Check Status of a Month, or by selecting Statement Utilities->Print Statement from the CheckView Browser menu. Enter a month (YYYMM) in the form and click 'Check Status'

CheckView: Statement Creation and Print Utilities

/bin/checkprt utility collects several helper scripts in one place

The menu is reproduced below. checkprt can be run by typing checkprt at a command prompt.

			+----------------------------+
			|   Welcome to Print Utils   |
			+----------------------------+
			1)	Create a Full Laser Statement
			2) 	Create Laser Statement From a Specific Account
			3) 	Print a Laser Statement(s)
			4) 	Shell escape

			Please select a choice from the menu.
			Press crtl-d to quit.
			Press Enter without making a choice to redisplay the menu.
			->

Laser statements generated by /bin/statment or /etc/checkex/bin/helpers/restart_statement can be printed from the CheckView Browser
- If a statement is generated using the familiar utilities , it can be printed by choosing Statement Utilies-> Print Statement from the CheckView Browser menu, as well as from the checkprt menu, or in the accustomed fashion.
Laser statements generated in the CheckView Browser can be printed using /bin/print_pcl
- Statements generated by choosing Statement Utilities-> Create Full Statement or Restart Statement can be printed from the checkprt menu or in the accustomed fashion.