Extended Account Analysis
Insight
XAA Insight combines XAA with the ease of use of Windows® to create an
intuitive maintenance and inquiry vehicle. Features include:
 Streamlined maintenance procedures
 Dropdown lists of available codes and their descriptions in addition to
online help
 Online processing and pricing parameters
 Graphical representations of the structure of complex relationships
 Upload service activity, demographic information, exception pricing,
processing and promotional pricing plan overrides, and invoice chargeoffs
 Trending for balances, services and results displayed at account,
relationship or bank level
 Online review of waived fees and services in addition to the impact of
processing and promotional pricing overrides
Title Page
Here
Launch
(Calibri, 21 pt.)
All XAA Insight features are accessible through from one menu, called the Launch Page. You can
select
Firstwhich
Lasttasks
Author
are available
Name on
(Calibri,
the Launch
12Page
pt.)for any user.
Title, Department or Group (Calibri, 12 pt.)
XAA Insight provides
improved Web browser
access to the wealth of
information available in
XAA.
Insight
Title Here (Calibri, 12 pt.)
Ease of Use
Clarity of Information Displayed
XAA Insight combines Web browser technology with improved
page design to make inquiry and maintenance more intuitive
than ever before.
XAA Insight makes great use of Windows technology and
graphical interfaces to provide information that is easily
understood. It also makes it possible to combine relevant
information and avoid performing multiple inquiries.
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Once a user initiates an inquiry session, any account it the
relationship may be reaccessed without re-entering the
account number.
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Retrieval of accounts is possible by account name, cost
center and officer, as well as by account number.
Trending functionality allows you to view balances, services
and results at the account, relationship or bank level.
Online help is available in the form of function-specific
“Guide Me” instruction text.
A graphical interface is used to virtually eliminate
abbreviations or codes in labels, instructional text and
messages. It also uses Windows technology to allow
multiple pages to be viewed at the same time.
Date lists show months of historical information,
eliminating any question regarding the amount of history
available.
A copy of an original or adjusted invoice can be generated
directly from XAA.
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Account analysis operations personnel, who have an in-depth
knowledge of the system, and customer relationship managers,
who have a keen interest in the balances maintained and
services used by their customers, can use XAA Insight to
retrieve and/or modify the information stored in XAA.
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Relationship structure information including all related
accounts, relationship settlement, statement setups and
demographic updating is displayed in a graphical format.
Drill-down capabilities make it possible to retrieve
additional details for each account displayed.
©2015 FIS and/or its subsidiaries. All Rights Reserved.
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Insight
Title Here (Calibri, 12 pt.)
Trending
View Waived Results
Numeric and graphical trending of balances, services and
results can be displayed for accounts, entire relationships and
at the bank level.
XAA Insight users can easily identify waived or referred result
charges and waived service fees established on accounts. Fields
such as Open Date, Average Ledger and Average Collected
Balance are displayed so users can identify possible qualifying
criteria for the result charge disposition. Displayed information
can be exported into a customizable table format.
Snapshot Analysis Statement
Service, result and balance inquiries allow users to view the
information in graph form. The graphs are customizable and
may be exported for use in word processing software.
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XAA Insight provides ability to preview an analysis statement
that shows what a deposit account’s fees would be if the
account were analyzed today for the current month’s activity.
The Snapshot Analysis Statement allows you to collect any
outstanding analysis charge before the account is closed,
collecting income that might otherwise be lost and adding
services that have yet to be interfaced into analysis. It also
allows your financial institution to provide any client with a
snapshot of their analysis position for the current month, giving
the client an opportunity to adjust balances prior to the end of
the month, if necessary.
©2014 FIS and/or its subsidiaries. All Rights Reserved.
3
XAA Insight
Here (Calibri, 12 t.)
Assisted Information
Maintenance
Maintenance is significantly simplified by focusing
on process and not just data. Streamlined
processes, in conjunction with the Web browser
technology, ensure accuracy in all maintenance.
Analysis Statement Inquiry
Users can access customer’s analysis statement
information by name, officer or account number or even select from a list of accounts assigned to a
specific cost center.
Flexible
Snapshot
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Any field edited for validity provides a dropdown list of possible values. “Cheat sheets”
that identify values for codes and indicators
are no longer necessary.
XAA Insight does not allow a maintenance
process to remain unfinished or incomplete.
Multiple-step processes display a running total
of tasks completed and tasks remaining.
Required tasks must be completed before the
information is posted.
In account relationships, users can apply a
change to all the accounts while actually
entering the change only once.
XAA Insight provides the ability to upload
service volume and fees, account
demographic, processing plan and
promotional pricing overrides, as well as
invoice charge-offs, and exception pricing.
XAA Insight can present a statement inquiry for
any month retained in history. Select from options
on the related pages menu to view additional
detail not shown on the statement itself.
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Account information can be viewed in a
generic statement format, or an PDF mock-up
of the actual statement format.
Multiple moths of information may be viewed
side-by-side to identify variances of trends
over time.
If a user is viewing a relationship statement that
shows several units of a particular service, the
user can select that service, and with a click of
button view which accounts in the relationship
used the service.
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©2015 FIS and/or its subsidiaries. All Rights Reserved.
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Insight
Here (Calibri, 12 pt.
A Flexible Solution Offering
FIS™ is the only financial provider of this leading-edge solution that offers both licensed and ASP
(outsourcing) solutions for the commercial financial service marketplace.
XAA – The licensed solution
As a licensed solution, Extended Account Analysis offers you complete control of the implementation and
operation of XAA. The licensed software provides your organization with two-way integration with our
current systems, including custom interfaces to and from XAA.
XAA – Advantage Center – ASP Solution
The XAA Advantage Center is specifically designed for financial institutions that want to outsource the
account analysis function. It offers all the functionality of FIS’ industry-leading XAA while significantly
reducing initial time and money commitments.
The Advantage Center can help you manage and grow your business through:
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Speed to market – Standard platform and architecture promote rapid integration through common
interfaces to your applications.
Limited upfront expenditures – The bulk of your institution’s upfront investment is limited to interface
development, rather than the implementation and testing of hardware and software components.
Predictable costs – Your institution will know all of its costs upfront.
Concentration on your business – Outsourcing with FIS allows your institutions to focus on what is really
important: its customers.
Partner for Success
When your institution chooses XAA, it receives superior business functionality and a solid business partner –
FIS. We understand commercial banking from your institution’s perspective and from that of your
commercial customers.
Our commercial banking team is comprised of bankers and design engineers who are professionals with
demonstrated experience in software development and industry experience. These key strengths enable FIS
to tailor product-based solutions to meet the specific needs of your institution’s commercial marketplace
and deliver bottom-line results. The FIS team also offers a full Consulting and Professional Services team
ready to assist your institution with any of its commercial banking needs.
Contact Us
To learn more about Commercial Treasury Solutions from FIS, please contact your FIS strategic account
manager, or visit us online at www.fisglobal.com or call 800.822.6758.
www.fisglobal.com
©2015 FIS and/or its subsidiaries. All Rights Reserved.
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