Financial Institution/Client Administrative Self-service Portal
Corserv’s Financial Institution/Client administrative interface enables administrators to enter/review credit applications, access cardholder data and administrative reports, and administer the credit card program.
Client Portal:
- Branded for the Client
- Create role-based users with access to some/all of the administration features
- View Account Information, Transactions and Authorizations; View Statement Images
- Enter Payments, Activate Credit Cards, Un-enroll in E-statements
- Administer Online Targeted Offers
- Business Program Administration
- Enter Applications, Upload of Credit Documentation
- Access Application Approval Work Queue Manager; Perform Decision Overrides
- Administer credit line increases
- Perform User Administration
- Access Reporting Portal
- Client Administrator set up initially, then able to register other roles/users
- Supports Single Sign-on capability via ADFS interface
- Provides Security and Privacy policies
- Provides access information for Branch Servicing Hotline
- Enables Real-time Branch Cardholder Payments
- P-Card: Reporting, Administrative Controls, & Spend Control
- Automated Settlement