Graphical User Interface (GUI)
The File Manager Solution
The GALAXY Graphical User Interface is designed to streamline operations and capture as much of a member's financial portfolio as possible at a single setting. The "WEB browser" look of the system makes for a more user friendly environment and makes the system easier to learn.
- Account Creation can occur for both new and existing members.
- The "shopping cart" approach is utilized in selecting and creating multiple records.
- The Credit Union can build packages based on defined accounts.
- The Credit Union defines those products that will appear in the account window.
- The system allows personalized forms and disclosures processing.
- The system includes a member information display for pertinent member information.
- A Share and Loan Inquiry Box is also included for easy determination of a member's current portfolio, allowing for cross-selling features.
- The system highlights each step in the creation process. Defaults can be set to skip certain screens and is user-defined, allowing for a customized approach.
- The Credit Union can determine which groups of fields will be displayed for data entry.
- The system provides an optional use of Warnings and Comments section with an expiration date.
- The system walks staff through opening selected accounts and services.
- The Credit Union can choose from five (5) optional screen color schemes.
Prerequisites
- Staff with experience in creating new members, opening share accounts, (prime, drafts, IRA's, Certificates) and creating new loans under the current system.
- Knowledgeable in basic PC skills and some knowledge of Windows Operating System.
- Review the Galaxy Plus Computer Training CD-ROM prior to attending class.
If you are interested in training, please contact your Account Executive to set up scheduling for the related course.
