GENESIS - INTEGRATION REIMAGINED

Experiencing a new reality of offering feature rich services for your members has never been this simple. Genesis leverages the legacy of Episys and the infinite possibilities using new technologies. Genesis is at the origin of progress for your institution.

Sophisticated Solutions

Genesis is a middleware development platform interfacing to the core providing you with the ability to extend features and functionality. Genesis supports JSON from applications translating this request into the protocol required by the core making development easier and more flexible. The possibilities of what you can do are infinite. Check out a few of the solutions built on the foundation of Genesis here.

Security

Genesis ensures secure communication between an application outside the core with the core itself. Data elements are encrypted utilizing the highest encryption standards. Genesis is hosted at the credit union enhancing security and control.

Seamless Integration

Genesis interfaces to the Episys core by encapsulating SymXChange providing a seamless approach for integrating third party vendors. Now with the End of Life of Symconnect coming in 2024, Genesis is a critical tool to ensure anything utilizing Symconnect can be converted to the required JHA standard.

SQL Database Support

Genesis can interface to a SQL enterprise server or a single instance of SQL Server. Depending on you solution you may need to store data elements within a SQL database and within records inside the core. Genesis is fully compatible with the latest version of SQL Server

FORMLOCITY - UNCOMPROMISING INGENUITY

Built on the power of Genesis, Formlocity, is an exciting new solution scheduled to be released soon. No more frustration with trying to manage convoluted electronic forms, letters and notices. Formlocity brings a new velocity to professional forms, letters and notices leaving behind all other solutions.

Form Mangement

Formlocity gives you the ability to generate batch or stand-alone, professional documents that can be securely delivered to your member’s inbox. Utilizing and easy to use web interface anyone on your staff can easily build documents, establish how they are executed, how they are distributed and of course how they are archived.

Increase Efficiency

Formlocity eliminates the hassle of providing professional quality custom letters, notices, and marketing materials. Simple steps to create a document, define the criteria of who will receive the document and determine if it should be a single stand-alone or a part of a batch of documents.

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Versitile Form Creation

The foundation for the versatility of Formlocity is based on Genesis making integration into the core simple and efficient. Any staff member can design, setup and execute a large batch of documents, securely emailed directly to your member. For stand-alone documents, Formlocity interfaces with the core allowing staff to run the document from inside the core or they can choose to run it from the web application.

Ease of Use

Utilizing and easy to use web interface anyone on your staff can easily build documents, establish how they are executed, how they are distributed and of course how they are archived. Any staff member can design, setup and execute a large batch of documents, securely emailed directly to your member. The entire process is intuitive and does not require technical knowledge of the core.

IGNITE PLUS (BIZCHEX)

In today's market onboarding new members for business can present many challenges. Statistics show that on average business closures result in 3X the number of charged off amounts as compared to consumer accounts. Utilizing the experience of FIS and BixChex allows you to mitigate risk, assess privileges and evaluate the identity of the business. DoveLink Business is the ONLY vendor certified by FIS to integrate BizChex into the Symitar core using Genesis Ignite Plus.

Seamless Integration

BizChex provides a better, faster small business origination tool from FIS. Do

Behavioral Risk Assessment

BizChex decision engine from FIS leverages multiple data sources delivering key attributes of the business in real-time. In addition, access to archived transaction history and fraud prevention.

Customization

BizChex decision engine from FIS leverages multiple data sources delivering key attributes of the business in real-time. In addition, access to archived transaction history and fraud prevention.

Security You Can Trust

Access to over 5 million previous business inquiry and closed-for-cause records submitted to ChexSystems, Details of up to 10 account closures in the last 5 years. Visibility to the Secretary of State offices for business entity status. Real-time OFAC assessment available. Optional custom strategies to make decisions for onboarding

Genesis Decision AI

Artificial Intelligence is becoming more prevalent in almost every aspect of software when decisions need to be made quickly and efficiently. DoveLink Business, in conjunction with Zest AI™ decision engine, provides loan decisions by fully integrating the revolutionary concepts of AI with the development power of Genesis, streamlining the decision and minimizing risks.

Speed Up Decision Making

The AI score can immediately approve or deny an application, while others are set to a pending status within the application workflow.

Customized to You!

The solution provides you the ability to include additional business rules that are unique to your institution.

Integration to the Core

Genesis Decision AI communicates directly to the credit bureau enabling the raw data from the bureau to be sent directly to Zest AITM. Once sent to the AI engine, the data is sent to the core via Genesis where it is then indirectly pulled into the core.

EXECUTIVE DASHBOARDS

Stay up to date on your most criical information with Executive Dashboards. You can view your custom dashboard on your desktop, smartphone or tablet. Executive Dashboards provide you with a snapshot of your member activity, loan portfolio, accounting and more.

Snapshot of Important Data

You can choose to drill down on the data on any of the dashboards. You will be presented more details about that particular set of data.

PDF Reports

We didn't just stop with providing you concise and informative dashboards. You can also choose to have clear and dramatic PDF reports. These reports can be prepared easily and provided to your Board members for your monthly meetings.

Customization to fit You

We can customize the look and even provide you with additional dashboards and reports. Ultimately we are working to have this process completely automated.

Member Dashboards

Another exciting opportunity to serve your members is by providing them with their own set of dashboards. These provide valuable information allowing them to more efficiently manage their finances