Credit Union Enterprise Content Management Solutions
In today’s drive to always deliver better member and client services, Enterprise Content Management, “ECM,” has become a necessity. Whether your needs revolve around improved loan workflows, teller services, or member engagement, CDI has solutions to improve your content management. CDI’s Vision Suite integrates with the ECM solution, Laserfiche, and
most core data processing systems.
The Vision Suite
CDI Vision Suite is a deeply integrated platform for Check 21 processing, records management, workflow automation, and eSign - one auditable pipeline, purpose-built for credit union operations since 1996. The Vision Suite offers one-click lookup of primary or joint owners’ IDs, membership cards, or documentation. Scan IDs at the teller window or capture Windows or core processor print streams. Easily index IDs by reading barcodes when scanning.
Check 21
Clear Check 21 Processing
Scan checks at the time of transaction with teller Check 21 or batch scan at end-of-day
with Branch Capture, where you have the opportunity to re-key correct information and
ensure proper processing for submission to the clearinghouse.
Create images of checks that can be stored in your imaging system along with index files and MICR and check amount information.
Generate teller reports to compare checks received against teller drawer totals.
Automatic creation and transmission of the Image Cash Letter (ICL) file to the Federal Reserve or designated clearinghouse for processing.
Check 21 Features
Teller Scanning
Scan single checks or batches to balance with each transaction. Capture MICR, CAR & LAR amounts with automated and manual verification options. Import deposit checks from ATMs, ITMs, and RDC. Automatically store balance reports for the teller, branch, or institution prior to generating your cash letter. Automatic cash letter submission with most clearing institutions. Import received and cleared checks into Laserfiche using standard formats such as X9.37.
Receive
Import inclearing items to your repository from the FRB, generate a summary report, and create MICR/ACH posting files for your core system.
Return
Mark inclearing checks for return to BOFD and create return a cash letter file for submission to the FRB.
IRD Reprint
Allow printing of legal document replacements, return to the institution of first deposit once final NSF is complete.
Advanced Fraud Early Warning
Enable realtime fraud lookup through Vision Check 21 integration (requires subscription).
Merchant Capture
Enable business customers to scan and deposit checks from offices and submit to their financial institution with an Image Cash Letter (ICL).
The Right View for Every Role
For CU Managers:
See the whole picture
Every receipt, statement, signed form and check flows automatically into one repository - the panoramic view of operations that leadership has been waiting for.
For Operations:
Focus on what matters
Auto-import services, Report View Server, and SymXchange Workflow activities sharpen every process - eliminating manual middle steps between core, capture and archive.
For IT Managers:
Crystal-clear stack
Centralized Install Engine, .NET 4.8 baseline, IIS-based services, MS SQL backend - one console to deploy, patch, and oversee every module in your line of sight.
Workflow & Forms
The Engine Room Behind Your Paperless Credit Union
Every CDI application runs on a shared infrastructure and pushes content into your Laserfiche repository with consistent templates, retention schedules, and Records Management cutoff instructions. One install. One support contract. One source of truth.
Server Engine & Client Engine
The heartbeat of the Vision Suite. Centralized configuration, licensing, email-lookup, PCL conversion, and signature-request services for every CDI module - for Laserfiche and Vision Vault deployments alike.
Report View Server + File Manager
Indexes and archives thousands of PDFs, text reports and statements per hour. Bursts single files into many, applies retention schedules and cutoff events, and routes via File Manager rules - the records management workhorse.
SymXchange Integration for Laserfiche Workflow
Drop-in Workflow activities that retrieve or update Symitar account-record fields directly from Laserfiche Workflow - close the loop between your ECM and Symitar core without custom code.
Data Import · TFS · SQL Engine
Bulk migration from legacy systems with full template mapping. Template Field Sync keeps Laserfiche metadata aligned across repositories. SQL Engine enables lookups, signups and integrations across the platform.
Teller Receipts
Capture every core receipt at the teller line. Digitally sign on Topaz or Wacom pads, attach scanned IDs and check items, and forward straight to Laserfiche - with optional encrypted-PDF email to the member.
Marketing Suite + Teller View Hotkey
Run on-brand campaigns across every signature pad in every branch. Hotkey-based scan-to-Laserfiche puts indexed archival a single keystroke away from the teller's core window.
eView + Secure Account Module
Members access statements, checks and receipts from inside your online banking via SSO. Secure Account Module encrypts account tokens end-to-end for Laserfiche Forms integration.
CDI Workflow Activities
Intelligent Laserfiche Workflow activities purpose-built for credit unions - automate document classification, route exceptions, trigger approvals, and update member records. Works with both Symitar SymXchange and Corelation Keystone.
eSign
Sign Here or Anywhere
From the branch lobby to the member's phone - three signature modalities, one Laserfiche repository, zero paper.
Branch eSign
Capture in-branch signatures on Topaz, Wacom, or Wacom multi-pads. PCL print-capture from any core. Combine signed pages, append history, archive directly to Laserfiche - with fingerprint biometrics via DigitalPersona U.are.U 4500.
Member eSign
Send remote signature requests directly to members. Access-code login, bounced-email tracking, expiration management, optional password-protected PDFs, signed-document email delivery - all archived back to Laserfiche with full history.
DocuSign Retrieval + Wacom Forms Plugin
Already invested in DocuSign? CDI retrieves completed envelopes and indexes them into Laserfiche automatically. The Wacom Signature Forms Plugin captures signatures directly inside Laserfiche Forms.
