Integrates well with core banking system
Use Cases and Deployment Scope
We use Fiserv Director as an electronic
document management system which allows for document storage and retrieval. This allows us to easily retrieve documents for business use, when being audited, and makes it easier to adhere to records retention policies. We also use the workflow module in Director to capture, track, edit, approve, and store electronic documents. All areas in our organization use Director.
Pros
- Records retention
- Electronic document workflow
- Easily importing of electronic documents
Cons
- More refined configuration of when to purge documents (ex. would like to see the ability to more dynamically purge documents such as the ability to purge documents x number of years after a loan has been paid in full).
- Include functionality that is native to the application without having to pay for additional modules (ex. ability to configure automatic importing of PDFs without using an index file requires a separate PDF Data Input Filter module).
- Would like to see the ability to automatically populate the Institution number in Director Unity Client.
- Would like to have seen Fiserv move off Internet Explorer faster than it has. Workflows will only appear as an option in Web Director if used in Internet Explorer.
Likelihood to Recommend
Great for financial institutions. Integrates well with the Fiserv Premier suite. Easily imports bank reports that are generated from the Fiserv Core banking system. Would like to see more dynamic of purging documents automatically. Would like to see more functionality that is native to the Fiserv Premier application rather than having to purchase additional modules to expand its functionality.
