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Greetings CAA™ Clients:

We have some exciting news to share with you:

(Pre) Vision Conference ...................

September 19th (the day before Vision begins), WFG is presenting a new one-day workshop. Users will gather at Weiland Headquarters, in Bannockburn, Illinois, for a unique opportunity to learn more about the exciting new features of CAA, Release 3.04. We will cover Statement Design, Modeling, Re-Analysis and Re-Pricing. This knowledge will get you up and running on your new system! Follow this link to register, or for more information about Vision, please click here or call 847.735.0577. We hope to see you there!

CAA™ Release 3.04 News: ..................

Contract Pricing:

CAA v 3 easily maintains contract pricing utilizing bank service price history. By setting an effective date, the system maintains prices at the account level.

Security Upgrades:

CAA 3.04 includes new features for increased security:

Users with Full Access can change and add data, but they cannot delete anything.
Administrator-level security is now required to perform any deletions.

The following screenshot illustrates how security is set for each user using a menu:

Statement Re-Analysis

A key feature in 3.04 is the ability to perform statement re-analysis. Using this new feature, you can:

Edit statement data from past months; and
Re-generate the statement after making changes to volumes, balances, and/or pricing.

Does your bank have customers that want a new statement generated with corrections? You can now accommodate those requests!

Re-Pricing Enhancement

CAA 3.04 includes another new feature: service pricing exceptions are now divided from recurring services:

A recurring service (with auto units) is now considered one special instruction. All price exception records are separate special instructions.
In the absence of a price exception, recurring services always reflect bank (or class) standard pricing.
When a bank (or class) standard price changes for a recurring service, the recurring service automatically incorporates the new pricing.

If exception pricing has been used for a recurring service, the instruction is separate from the recurring attribute of the service:

In other words, the exception price can (and will) expire according to the expiration date of the pricing instruction.
However, the fact that the service is a recurring service will not expire with it. Recurring services have their own expiration dates.

These re-pricing enhancements will simplify the task of annual re-pricing.

CAA Upgrade Downloads:

Several CAA updates are available to download from our website:

If you are currently running CAA v 2.0, the latest upgrade available is 2.22.10.
If you are running the CAA 3.0 system, there is a 3.01 upgrade available.

If you are on the 3.01 system and would like to upgrade to 3.03, please contact Geoff Wilson for more information.

Banking System Updates: ...................

Scheduling Manager

The next Scheduling Manager upgrade will monitor a specified download folder, retrieve new SUF files, and then post them for the current analysis period. This enhancement allows for true end-to-end automation.

Office Integrator

The latest version of Office Integrator will be able to automatically create and post new SUF files directly to the system. This enhancement will allow for straight-through processing.

If you know someone else in your company that should also be receiving these newsletters, let us know at: info@weiland-wfg.com.

www.weiland-wfg.com

April 2007 Register for Vision Conference Click Here

In This Issue:

	(Pre) Vision
	Contract Pricing
	Security Upgrades
	Re-Analysis
	Re-Pricing
	CAA Downloads
	Scheduling Manager
	Office Integrator

Weiland Links:

Download Updates

Request a Demo

Contact Support

Recent News:

Weiland in Business Finance Magazine

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