GAR - Integration-Driven Automation

GAR - Integration-Driven Automation

[Under construction]

Automation with integrations
tee-up topic

No-Touch Workflows
ddd

Automated Subject Search and Account Lookup
For institutions with account lookup integrations, Levy Manager automates the subject search and account lookup process entirely. Once a lookup report is returned, account information (including balances, ownership, account location, and ACH transaction data) is automatically populated into the Account Review Worksheet, eliminating manual data entry and the errors that come with it.

Account Review Worksheet
The Account Review Worksheet centralizes all relevant account data into a single interface, making it particularly well-suited to complex multi-account scenarios. It automatically balances seized funds, remaining balances, and processing fees against exemptions and offsets, and provides direct visibility into ACH transactions. Accounts can be quickly excluded or designated for seizure and fee assessment.

Transaction Automation
Levy Manager automates the full range of account transactions associated with levy processing, including holds, fund seizures, transfers, payments, reversals, and releases. Combined with account lookup integration, this creates the conditions for fully automated, no-touch levy processing for qualifying government agency levies.

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