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#2161196 - 01/19/18 10:33 PM Ownership roles with core - Fiserv
JennKK2 Offline
Gold Star
Joined: Nov 2006
Posts: 316
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We use Fiserv. We are able to input the Ownership Roles - Description within the CIF Add, Change field. Has anyone done this already and would you be willing to share what you entered? My list would include the senior officer or senior manager list provided on the COB form. Any other suggestion for role / descriptions?
thank you for your time.
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plan your Work and Work your Plan

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#2163058 - 02/05/18 12:47 AM Re: Ownership roles with core - Fiserv JennKK2
Puzzled Offline
100 Club
Joined: Dec 2012
Posts: 157
Hello JennKK2, Are you on DNA? Fiserv just came out with an overview of Release 4.4.2 and I don't see anything about a beneficial ownership role? Have you received any further information on this?

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#2163125 - 02/05/18 06:02 PM Re: Ownership roles with core - Fiserv Puzzled
JennKK2 Offline
Gold Star
Joined: Nov 2006
Posts: 316
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Hello Puzzled - Im embarrassed to say I don't know what DNA is. The bookkeeping department has a field in the CIF to input the BO information. Im not familiar with your Fiserv release #. Our latest release for Fiserv Precision was 17.2
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plan your Work and Work your Plan

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#2163131 - 02/05/18 07:01 PM Re: Ownership roles with core - Fiserv JennKK2
CUOps Offline
New Poster
Joined: Jul 2010
Posts: 19
Texas
I think DNA is one of the offered Fiserv cores. We are on the Premier core and we also have B/O options in the CIF/Name record. We have not started using them yet!

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