We often hear from credit unions, particularly those with active business member programs, that members would like to be able to see images of checks they deposit at the teller line, similar to how they can see images of cleared checks via online banking.
Currently, checks deposited in a batch by tellers do not have any connection between the check itself and the member’s account. Your teller posts a deposit in the member’s account, then goes to a shared device to scan the checks in for forward collection, and that system knows nothing about which check goes with which member account. This makes it impossible to display those images to the member.
NOTE: eDOC does have a feature where merchants can have their own scanners to scan deposits in, which means they can use an eDOC site to look at those items. But that only works because each business has their own scanner, tied to their specific account. Learn more about the CheckLogic suite from eDOC Innovations.
The Project
To solve this, we will be developing a new feature in CU*BASE teller posting that will reach out via API to gather images from a new scanning tool being developed by our partner, eDOC Innovations. Because the checks are pulled into the teller workflow, we’ll be able to link the member’s account number to the stored images.
We will add a new option in both standard Teller Line Posting (Tool #1) and Xpress Teller (Tool #1600), via changes to the outside checks feature. eDOC will make changes on their end, including developing a new web-based application for scanning the images during a teller transaction, in order to tie the images to that account.
This solution will be available only for clients who use the CU*Answers Item Processing or IP services direct from eDOC Innovations.
Open a presentation with initial design mockups of the workflow
The Timing
To facilitate this integration, we must use the CBX browser-based interface, which is being rolled out across the network during 2025. (Read more about CBX.) As of March 2025, host development (project #64086) is complete as far as possible. We will begin working with eDOC on both the new scanning application and our API interface components in late 2025, with the goal of releasing something during 2026.
Your chef for this recipe: Dawn Moore
