If you are using the Document Storage component, ensure Keyword Types exist in your OnBase solution to capture the following types of data:
|
Suggested Keyword Type Name |
Description |
|---|---|
|
Account Number |
The customer's account number. Tip:
The same Keyword Type used for Account Number can be used when configuring Member ID (check image retrieval functionality) and XML Statement and Notice Notifications components. |
|
Account Type |
The customer's account type. |
|
Form ID |
The form ID. |
|
Form Name |
The form name. |
|
Institution # |
The institution number. Tip:
Use the Institution # System Keyword Type. |
|
Member Class |
The credit union member class. |
|
Member First Name |
The member's first name. |
|
Member Last Name |
The member's last name. |
|
Member SSN |
The member's Social Security number. |
|
RIM Number |
The member's RIM (reference) number. |