Transcript The Credit Union League of Connecticut League InfoSight Orientation August 21, 2012 Alan L.

The Credit Union
League of Connecticut
League InfoSight Orientation
August 21, 2012
Alan L. Darbe, Product Manager
Agenda
1.
2.
3.
4.
5.
6.
7.
8.
9.
Introduction
Home Page
Search Page
Compliance Calendar
Newsletter
Channel Overview
Topic Overview
Channel Discussion
Questions
Page 2
1. Link Back to
CT Home Page
5. Print View
2. Channels
(Major
Grouping)
Page 3
1. Checklist List
2. Site Map
3. Client Support
Page 4
1. Search Text
“Search“
3. Search Help Or Tips
2. Search Text
4. Search ‘InfoSights’ or
Categories
5. Search Results
7. Highlight Search Term
Page 5
Compliance
Calendar
1. Calendar View
2. Dodd Frank
3. Other Reminders
4. Complete Year Calendars
Page 6
1. Highlight
4. Compliance News
Compliance eNewsletter
Page 7
1. List of Channel
Topics
Sample Channel Overview
Page 8
1. Title and Date
Last Reviewed
2. Links to Other Material
3. Compliance
Requirements
Sample Topic Overview
Page 9
1. “Bread
Crumbs”
2. Embedded Links
to Other Material
Sample Topic Overview
Page 10
Channel Review
Accounts
ACH/Electronic Payments
Advertising
Bank Secrecy Act
Bankruptcy and Collections
Business Continuity Planning
Employment
Field of Membership
Investment
Loans and Leasing
Model Policies (CU Policy Pro)
Record Retention
Security
Tax Issues
Page 11
What Questions do
you have?
Page 12
Contact Information:
Ed Zagorski
Director of Communications
Credit Union League of Connecticut
(203) 608-7060
[email protected]
Alan L. Darbe, Product Manager
CU Solutions Group
800-262-6285 x-265
[email protected]
Page 13
Print View example
Page 14
Search Help
Page 15
1. Return to List View
2. Other Reminders
3. Month/Year Selection
4. Click for More Information
Calendar View Compliance Calendar
Page 16
1. Event Name
2. Date
3. Description
4. Additional Resources
Calendar View Compliance Calendar
Page 17