The Credit Union League of Connecticut. League InfoSight Orientation August 21, 2012 Alan L. Darbe, Product Manager. Agenda. Introduction Home Page Search Page Compliance Calendar Newsletter Channel Overview Topic Overview Channel Discussion Questions. 1. Link Back to CT Home Page. - PowerPoint PPT Presentation
PowerPoint Presentation
The Credit UnionLeague of ConnecticutLeague InfoSight
OrientationAugust 21, 2012Alan L. Darbe, Product Manager
1Agenda
IntroductionHome PageSearch Page Compliance
CalendarNewsletterChannel OverviewTopic OverviewChannel
DiscussionQuestionsPage 22
5. Search Results
4. Search InfoSights or Categories3. Search Help Or Tips2.
Search TextPage 5 1. Search Text6. Sort Options7. Highlight Search
TermSearchSearch Text (1 and 2) the data being searched for Will be
the same in both windowsSameSearch Help or Tips A link to a page
that provides information on how to search effectivelySearch
Categories Select the state or states you want to searchSearch
Results Sort OptionsHighlighted Search Term5
Page 6 Compliance Calendar
1. Calendar View2. Dodd Frank 3. Other Reminders4. Complete Year
CalendarsSearch Text (1 and 2) the data being searched for Will be
the same in both windowsSameSearch Help or Tips A link to a page
that provides information on how to search effectivelySearch
Categories Select the state or states you want to searchSearch
Results Sort OptionsHighlighted Search Term6
Calendar View Compliance CalendarPage 172. Date1. Event Name3.
Description4. Additional ResourcesCalendar View Compliance
CalendarReturn to List View VersionDisplay Other Reminders
Month/Year Selection - able to select month and year to be viewed
(data is limited to future and 1 prior year) Click on entries for
more Information 17
Compliance eNewsletterPage 72. Compliance Calendar1. Highlight3.
Training Calendar4. Compliance NewsCompliance eNewsletter generally
Published weeklyHighlightCompliance Calendar Training Calendar
Primarily CUNA OpportunitiesCompliance News Articles 4+ gathered
from a wide variety of sources and selected for relevance to the
InfoSight Clients7
Sample Channel OverviewPage 82. Calendar of Upcoming Compliance
Dates for the Channel1. List of Channel TopicsSample Channel
PageList of Topics in the channelCompliance events relevant to the
channel8
Sample Topic OverviewPage 92. Links to Other Material1. Title
and Date Last Reviewed3. Compliance RequirementsSample Topic
PageTitle and Date last reviewedSummary and Detailed AnalysisLinks
to other MaterialLawsRegulationsAdditional ResourcesRelated
LinksCompliance Requirements9
Sample Topic OverviewPage 102. Embedded Links to Other
Material1. Bread CrumbsSample Topic PageBread Crumbs Path to
current page Embedded Links to other
MaterialLawsRegulationsAdditional ResourcesRelated LinksCompliance
Requirements10
Channel Review
AccountsACH/Electronic Payments AdvertisingBank Secrecy
ActBankruptcy and CollectionsBusiness Continuity
PlanningEmploymentField of MembershipInvestmentLoans and
LeasingModel Policies (CU Policy Pro)Record RetentionSecurityTax
IssuesPage 11Sample Topic PageBread Crumbs Path to current page
Embedded Links to other MaterialLawsRegulationsAdditional
ResourcesRelated LinksCompliance Requirements11
What Questions do you have?Page 12
Sample Topic PageBread Crumbs Path to current page Embedded
Links to other MaterialLawsRegulationsAdditional ResourcesRelated
LinksCompliance Requirements12Page 13 Contact Information:Ed
ZagorskiDirector of CommunicationsCredit Union League of
Connecticut(203) [email protected]
Alan L. Darbe, Product ManagerCU Solutions Group800-262-6285
[email protected]
End of Show Contact Information13
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