DIGicon Ideas

Digicon verification for the "opt-in" APASI contract

I recently did my first APASI contract as an opt-in addition to a digicon contract (OK1719732). The contract is already settled. When I was reviewing the settled contract in digicon, I noticed that the routing number and account number was not present on the APASI app, nor were there signatures present. Since this was my first attempt at completing this transaction. I was relying on digicon to help catch any errors that may have occurred. I remember selecting the 36 month payment option and seeing the customer's name and address. I guess I had such tunnel vision that I didn't notice the the banking information did not automatically completely prefill from the FDLIC portion of the contract.

 

Digicon allowed me to get a green light on the verification process and allowed me to collect signatures without highlighting that a lot of information was not present in the APASI opt-in portion of the contract. When electronically collecting the signatures, digicon did not present to me the option to collect signatures for the APASI contract even though I had received verification approval. Digicon allowed me to finalize the contract with much of the APASI information missing. I noticed that when I printed a copy of the contract for the client there was no APASI information. I just assumed that since it was a separate  transaction that APASI may email or mail her copy of the contract separately.

 

I feel the account number and routing number should auto-fill in the APASI contract along with the other banking information that auto-fills from the FDLIC contract.  Any banking information that is filled out for one part of the contract should auto-fill in the other. Or, at the very least, I feel the verification process needs to include the APASI opt-in portions of the contract to catch any unfilled required information.

 

Thanks for your attention to this matter.

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  • Feb 10 2020
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I need it... Not Sure -- just thought it was cool
Your name Theodore "Ted" Henderson
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