Navigation:  GOLDVault User Guide > System Features

GOLDVault includes the following features:

 

•Multiple links per document. You can look up a single document by any number of persons, accounts, or other types of lookup items without requiring a new copy of the document for each lookup item. GOLDVault allows the following index types: deposit account number, loan account number, customer, lender number, and General Ledger number.

 

•Document retention. You can assign two retention periods to a document by category or document type. The retention periods are mapped to events related to the category of the document. For example, you could keep loan documents for 68 months following the date the loan is paid off or for 24 months following the date the loan application is denied.

 

•Role security. You can assign user security by roles. For example, security options determine if a user can view files, add files, print documents, update document information, and so forth.

 

•Document access security. You can assign security to files based on document category and/or document type. Each document type is defined as a secured or non-secured type. Non-secured types can be viewed and altered by anyone with security to GOLDVault. Secured types will only be granted access to predefined users.

 

•Database options. You can use FPS GOLD servers to host the document indexes and data, to use local financial institution servers to host the data, or to use both with either being the primary database and the other being the backup database.

 

•Retrieval options. Documents can be viewed, exported, printed, or emailed based on security controls.

 

•Loading options. Documents can be loaded into the database from disk files or by scanning. As part of the upload process, multiple indexes can be assigned per document to allow for easy retrieval.

 

•Document types. Any file type can be stored in the database. To view the file, the viewing machine must have a viewer for that type of file. Several file types can be viewed directly in GOLDVault without needing an additional viewer installed. Supported file types include .gif, .jpg, .tif, .tiff, .html, .xml, .txt, .csv, and .fax. PDF files can be viewed as long as the machine has a PDF file viewer, such as Adobe Reader, installed. Other file types will also be available for you to use, as well, as long as they have an associated viewer program.

 

•History. A history of data-altering events is maintained and available for research purposes.

 

•Document classification. Documents are classified using three different levels: category, subcategory, and file type. Categories are very general and are system-defined. The categories are Loan, Deposit, and Teller. Subcategories are institution-defined and can be used to subdivide the categories. For example, loan subcategories might by Loan Origination and Loan Servicing. File types are also institution-defined and are intended to be more specific. For example, file types in the Loan Servicing subcategory might be Statements, Late Notices, and Daily Reports.

 

•Cross-platform access. GOLDVault links to several different DHI Computing Service products so that you can attach and view documents across various platforms. Support for GOLDVault is included in CIM GOLD, GOLDTrak PC, and GOLDTeller Platform.

 

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