Progress Report

Consistently view memo-post transactions in TMS. Previously, you may have sporadically been unable to view transactions that were added through TMS.

View and access all pages below the Account Dashboard. Previously, if an address associated with an account was exceptionally lengthy, it might have overlapped with the list of pages.

Use Current Update as an option on the Transactions page.

Note: We are including this feature for In-house clients in the July Update. We plan to release it to the outsourced financial institutions in August.

• View the NAICS Code on the Banking tile of the Customer Details page.
• Edit fields on the Phone Numbers, Email Addresses, and Web Address tiles of the Customer Details page without error.

Process multi-level transactions in TMS with multiple debits and credits.

View the Date Related field on the Name Relationships tile of the Account Relationships page.

View the Additional Information tiles on the Codes page.

Use a blank search field after a search is performed and you need to search again.

Quickly go to the top of the pages by using the new Top icon that appears when you begin to scroll.

Quickly view more information in tiles on the Customer Summary page by using the Expand all icon.

Enter eight digits in the Date field when back-dating transactions.

View the Past Due Amount field on the Account Dashboard.

View the Weighted Rate field when you select View Details from the Customer Dashboard.

View accurate transactions on the Transactions page. Previously, transactions from other accounts sporadically appeared after a transaction was posted using the Transaction Management System (TMS).

Consistently view transactions when you select to view a predefined range of transactions. Previously, transactions sporadically did not display.

View the Maturity Date on the Loan tile of the Customer Summary page.

For transactions that may include an icon on the Transactions page, view icons that are aligned and color coordinated, with action icons in blue.

Edit deposit and loan transactions in the UI, similar to change transaction functionality in Navigator. (This was in production as of February 2024, but it is dependent on the Premier 2024.1 release.)

Print a document from the Documents tab in Documents & Reports on the right-side panel. Previously, extra pages were printed and some of the information was skewed. (Requires programs for In-house banks.)

View accurate Memo Ledger and Memo Available amounts in the Account Dashboard. Previously, transactions did not immediately update the fields in the Account Dashboard.

View accurate transaction times on the Transactions page. Previously, transactions processed using the Transaction Management System used the workstation time when populating the Posted Date and time on the Transactions page. (Requires programs for In-house banks.)

Consistently use the Export button on the Transactions page to download transactions into a .csv file. Previously, the Export button worked sporadically.

Successfully use Log Out Security Control from the Application Navigation like when you sign out from your Profile. Previously, a blank page appeared when signing out from the left-side panel.

Consistently view the Document Distribution Flag as you do today in Navigator.

Note: This update is included with version 1.12.9 for In-House financial institutions only. We will include it in the next release for Outsourcing financial institutions.

View the check number for pending transactions on the Transactions page if it exists and if the Description field is blank.

Note: Check numbers appear for pending transactions, regardless of source.

• Use a template with all fields suppressed as they are today in Navigator. Previously, Account Number was the only field suppressed.
• No longer need to enter Account Number, Transaction Code, and Date for a transaction if the amount is zero. Previously, these fields were required even when the amount was zero.

For Checking, Savings, Certificate of Deposit, and Loan accounts, view all transactions in a calendar year by selecting Select Year from the list on the Transactions page.

View the Document Distribution flag as you do today in Navigator.

View the Electronic Banking Restriction description on the Codes tile when viewing the Checking Codes, Savings Codes, Certificate of Deposit Codes, and Loans Codes pages.

From the Certificate of Deposit (COD) Summary page, view the Interest tile with the Overview, Rate Information, Forecast, and Withholding tabs.

View accurate account balances on the dashboard.

View an accurate Current Available balance on the Preview page.

From the Summary page, view the Charge Items tile with service charge details as you do today in Navigator.

From the Summary page, view the Hold Addenda tile as you do today in Navigator, including holds for Certificate of Deposit (COD) accounts.

Note:Funds Held is also populated in the Warnings & Notes accessed from the right-side panel.

From the Relationships page, view Date of Birth on the Beneficiary Addenda tile as you do today in Navigator.

When viewing a Savings or Certificate of Deposit (COD) account, access the right-side panel with Reminders, Transfers, and more.

Select Export when you view transactions to download groups of 250 transactions into a .csv file .

• View the customer's primary address in the search results when you search for customer information.
• Enter a 10-digit number in the Search bar without needing to select All Deposits from the dropdown menu. Previously, the default category when searching for a 10-digit number was Phone Number.

• No longer enter characters in the Description, Comment, and Check fields once the character limit is met. Previously, the system allowed users to enter too many characters.
• No longer view an error message when Account Name includes a special character.

View an improved color scheme when searching for documents in Director.

Use the new Collapse section toggle to open and close all sections on Customer and Account pages.

View the same loan transactions coming from the Activity Manager System (AMS) that you view in Navigator.

View the same left side panel with the same applications that you view in Navigator.

View the description for a customer on the Beneficial Ownership tile of the Relationships page.

View the Codes information on the Checking tile of the Customer Summary page.

Access savings accounts more consistently and with fewer errors.

View loan accounts more consistently in the Account Dashboard.

• Delete an invalid record from the Addresses tile without removing succeeding records.
• View Email Addresses on the Customer Details page that match the email addresses in Contact Methods > E-mail Addresses in Navigator.

• Consistently view customer name information in the Customer Dashboard.

• View transactions prior to May 2022 when you search using the Check Number filter on the Transactions page.

• View all transactions when you search using Current Year on the Transaction page.

Print the important fields that appear in the horizontal menu below the Customer Dashboard and Account Dashboard. Previously, not all information in the horizontal menu appeared in the Quick Print and Advanced Print copies.

Add and edit addresses at the Portfolio (Navigator) / Household (Premier UI) level.

On the Customer Summary page, view additional accounts when more than 10 exist and you select the Down arrow in the lower-right corner of the tile. Previously, selecting the Down arrow did not display the remaining accounts if the customer had more than 10.

Enter up to 11 digits in the Check Number field when you filter your search while viewing transactions.

Enjoy the Premier UI on any size screen.

Experience improved server performance with updated communication and logging.

Select Stop Pay from the Warnings in the right side panel and navigate to the Stop Pay page to view a list of Stop Pays and details.

View to immediately indicate that a transaction has a Non-Accrual Status of Affects Non-Accrual Accounting.

Note: This feature depends on PRM0600 included in the Premier 2023.1 release.

• ACH Activity is collapsed when users initially navigate to the Transactions page.
• The Pending indicator now appears as Future next to ACH transactions that are in the queue.
• A counter displays next to the ACH Activity header to indicate the number of future transactions.
• View a subsection for Extracted Activity.

• No longer view unnecessary white space if you select Quick Print from the Transactions page and the account has ACH activity.
• Select ACH Activity as and option if you select Advanced Print from the Transactions page.

• Access Premier Audit and Log (PAL) from the account Activity page after version 2023.1 of DDA1151, COD1151, LAS1151, SAV1151, and CIF1101 are deployed.
• Access Transaction Content Manager (TCM) from the left side navigation panel.

Access the Retirement Reporting Module from retirement account warnings.

No longer view "Error fetching account menu data" or "Something went wrong" messages when searching valid data.

View the code value along with the field value for ID Type and Issued By on the Identification tile of the Customer Details page.

For Checking, Savings, and Certificate of Deposit accounts in Customer search results, view the Memo Available Balance on the Accounts tab in the right side panel instead of the Current Available Balance.

View all Name contact method changes on customer warnings in Warnings & Notes on the right side panel.

Access the following applications from the left navigation panel:

• Account Payable System (APS)
• Activity Exception (AEM)
• Business Process Manager (BPM)
• Exception Item Manager (EIM)
• Integrated Teller
• Maintenance Automation
• NOW
• Office of Foreign Assets Control (OFAC)
• Paperless Item Manager (PIM)

Note: Access to these applications will be qualified next: Bill Payment for Premier (BPM1151 Web Browser), Relationship Rewards for Premier (RRW), links from SAV and COD IRA warnings into Retirement Reporting Module (RRM) inquiries, Transaction Content Manager (TCM), Premier Regulatory Reporting (PRR), Transaction Authorization System (TAS), Premier Collections (PCM), and RevE.

Maintain Phone Numbers and Email Addresses in the Contact Methods section of the Customer Details page.

Note: Accessibility depends on a host program, so this might not be available to all financial institutions immediately.

Access legacy Payoff Calculator functionality (CLC1151) from a new calculator icon on Loan dashboard page.

Access Card transactions from the CAI interface on card account inquiries in the New UI as you do today in Navigator.

View Paperless Item (PIM) ACH Activity on account Transaction pages.

Experience improved access to build transactions via TMS from account inquiries. False security entitlement checks were preventing some users from saving transactions.

Note: TMS access on account inquiry is limited to select databases.

Enjoy an improved experience when requesting Current and Previous Statement cycle options on the Checking Transactions page.

No longer view closed accounts in the search results right-side panel, allowing you to more quickly access what matters most.

For presentments, view "Show Presentments and Adjustments" and "Hide Presentments and Adjustments" instead of "View Presentment Adjustments" and improve the experience with an added line before the list of transactions on the Transactions page.

Consistently view Signature Cards in the document viewer page.

View proportionate business check images. Previously, the business check images appeared disproportionate on the Transactions page.

Access help content on the new Documentation Portal from Documentation in the Navigation pane.

View the Loan Original Rate transaction record.

View the ACH Standard Entry Class Code, ACH Standard Entry Class Description, and the ACH Company ID for all ACH transactions.

View the non-accrual status on loan accounts.

View memo-posts' source, full descriptions, and time that the memo-posts were created for pending transactions.

When searching for transactions:

• Filter by External Transaction Codes when searching.
• Use Cycle choices that always include a Start Date and End Date when searching for transactions.

Access and use Financial Management as you do via Navigator today.

Access and use Security Control Module as you do via Navigator today.

• Build transactions in Transaction Management that have one or more Associated Templates.
• Experience an improved transaction process with better messaging, the capability to enter a tran code as well as select it from a list, and more.

Note: TMS is being released to outsourced clients in phases.

View specific Items per page from the application tiles on the Customer Summary page. Initially 10 accounts will appear; however if the user has more, they can select 25, 50, 100 or 250 accounts to display on a page.

Note: This feature is available for all tabs on each tile. For example, Summary, Activity, Codes, and Year to Date on the Checking tile.

Access all applications using Application Navigation from the left side panel. Previously, some clients experienced a blank Application Navigation panel.

Successfully use the Open in Director link when viewing notices, checks, or signature cards. Previously, some clients received an error message when selecting the link.

View all transactions for closed accounts. Previously, some clients were unable to view all transactions for recently closed checking accounts.

Experience continued improvements to the Transaction Management (TMS) template process.

Note: TMS is being released to outsourced clients in phases.

Access signature cards from the Account and Customer Dashboards.

Launch Web Director from the left navigation panel.

Access TMS templates from the right-side panel, and use the new Search functionality to locate your template and process checking transactions.

Note: TMS will be released in phases. Additional applications, split transactions, and other features will be in a future release.

View the Age of a customer on the Customer Dashboard and in all locations where Date of Birth appears.

• Use the View all link on the Account Dashboard to access more names if more than 3 names are associated with an account.
• Use next to an account holder's name to quickly access their contact information, including primary phone number and email address.

Select All Account Tabs from Pages > Summary in the Advanced Print drawer to print the tabs appearing in the tiles on the Customer Summary page.

View the Non-Post page from the Exception Items list in the navigation pane.

View the client defined description for the loan Status code.

Search for customer names that include a " (quotation mark) or ' (apostrophe), for example McDonald's.

The Credit Back Option 1, Credit Back Option 2, and Charge Account fields appear accurately on the Service Charge tile.

The sort order was updated on the Collateral tile of the Loans Summary page.

The Float Available Today amount is accurate.

Accurately indicate available portfolio tax records in the Activity drop down list.

When users perform subsequent searches, the previous search category is now retained and presented in the search box.

The Product numeric value now displays along with the product name.

Keywords sent to Director for client defined document types have been corrected to address a sporadic "No Documents Found" issue.

Link to help content directly from the Premier UI pages.

Seamlessly view older transactions accessed from the Activity Management System (AMS). This includes transactions for deposit and loan accounts if your financial institution is licensed for AMS and the applications are storing transaction history. (AMS 2.0 is required)

May 12 update: For Outsourced clients, the AMS 2.0 upgrade is complete for FLA1. ( NRC CP1, NRC CP2, FISV1, FISVA, FLA3, DAL, and HOU are outstanding,)

• Use to expand all rows to view more detailed information on the Transactions page.
• View Checking Holds and Pending Transfers on the Transactions page by selecting View Presentment Adjustments.

No longer view unnecessary key values for Fiserv defined fields now that they have been suppressed from inquiries. The value descriptions will continue to appear.

Note: This feature is for Fiserv defined fields only; Client defined fields continue to appear with the key value and the description.

Access User-Defined applications from the navigation pane.

Users can now view accurate:

• Net Book Balances
• Net Principal amounts
• Payment breakdown
• Transaction image

Users no longer view the collapse arrow on the Loan Transaction receipt pop-out

Users can now view:

• Account Number on Paid Loan table
• Closed accounts at the bottom of lists on Account tables

When you search for Checking account information, view multiple fields on the Charge Off tile of the Checking Summary page.

Users can now view all transactions when using the Loan to Date filter on the Transactions page.

View the Calendar Days or Business Days cycle description for: Statement Cycle, Interest Cycle, Service Charge Cycle, Recurring Charge Cycle, Dormant Charge Cycle, Transfer Addenda Cycle, and Analysis Item Cycle.

For example: Based on your institution's Business Cycle Option setting, the correct cycle value description displays. If your institution uses Calendar Days then cycle 31 displays 1st Monday, and if you use Business Days then cycle 31 displays 1st Business Day.

View Plus Holds Expiring Today on the Memo Balances tile of the Checking Summary and Savings Summary pages.

Restrict users from using 2 or more consecutive special characters.

View transactions and transaction descriptions for Health Savings Account (HSA) and Retirement (IRA) accounts.

Note: Transactions are being delivered in phases and we're in the process of releasing this feature to all sites.

View the History page including:

• Summary tile with Month To Date and Year To Date tabs
• NSF History tile with Current Statement Recap and Profile History tabs

Use to search by Address or Street, in addition to the most popular advanced search features currently available in Navigator.

View a message that informs you when the UI has been updated and that you need to log in to the new version.

Access legacy Debit Card information from the:

• Search results list for Debit Card accounts
• Card tile on the Customer Summary page
• Search results on the Accounts tab in the right-side panel

View customer and account information when you search by street address.

No longer view retired legacy screens from the account Activity lists, now that the information can be accessed from the new UI. For example, Miscellaneous no longer appears in the Acitivity list for Checking, Savings, Certificate of Deposit, and Loan accounts.

Maintain customer information using on the Customer Dashboard in the new Premier UI.

Note: This feature is currently available to clients testing in the TS1 test environment, and will be available to clients using T0 in the next few weeks Additionally, it is being released into production with the Premier 2021.4 release.

View current data when accessing the legacy screens for maintenance.

View phone numbers with text describing the type of phone number, such as Home Phone or Business Phone, instead of icons with H or B. Additionally, you can view international prefixes for phone numbers and business extensions, if applicable.

Begin using some of the advanced search features that are currently available in Navigator.

Use in the left side application navigation pane to save the apps that you use most often as favorites.

Experience the following improvements when viewing customer information:

• While scrolling down to view more information on customer pages, the customer information collapses and the navigation menu to access other pages remains fixed; allowing you to quickly access Customer Details, Relationships and Activity pages.
• Important fields at the top of each customer page appear in a horizontal format, similar to a scoreboard. This scoreboard is similar to the important fields displayed in the account information scoreboard.

Experience the following improvements when searching:

• View and select the Customer Name (Last First) and the Customer Name (Display) options to access the Customer Summary page if you search on a business that begins with a number
• View and select the Email Address option to access the Customer Summary page if searching for a customer or business using an email address

View ID Type and Issued By from the Identification on the Customer Details page.

Associate the customer and account Search Results Preview Pane with your selection from the search results, now that the selected item is highlighted.

If an alternate name exists for a customer:

• View it on the Customer Dashboard
• View an indicator on the Customer Search Results page and open the Preview Pane with Alternate Name(s)

View the Recurring Charge tile on the Checking Summary page.

Use the Funds Held warning from the right-side pane to access the Funds Held tile with more information.