The eVision Check Research application is installed on your computer to provide copies of paper items (checks, deposits and other transaction tickets), but not client statements. Synergy provides copies of client statements. 

You can provide up to 6 copies of statements and 6 copies of paper items from your computer. Note: Associates have access to an 18-month statement library in Silverlake.

Send client requests for more than 6 copies via a Synapsys service event by doing the following:

1. In Xperience, click Customer & Account Inquiry. 
2. Search using client name, CIF, or TIN.
3. Click Related Functions > CRM to create a Synapsys service event.
4. Click New Event/Activity > Create New Event > Service Session.
5. Click Research.
6. Select the appropriate research type.
   
7. Click OK.
8. Complete all required fields.
9. Click Save > Save & Submit Session.
   

When copies are printed by an associate in the office, that associate assesses the fee either by debiting the client's account or posting it to the appropriate general ledger. Fees are assessed when you give the printed copies to the client. If the research is completed using Synapsys, then Deposit Services assesses the fee based on the information used in the service event. Refer to the Other Services & Fees brochure for the appropriate fee amount. 

CCB began imaging documents July 19, 2001, and keeps items in the image system for five years. 

Requests of 6 or Fewer Copies

For 6 or fewer copies of paper items (checks, deposits, cash tickets), do the following:

1. Log in to eVision Check Research.
2. Click the Query icon in the upper left corner.
3. Use the appropriate search filter (filters most commonly used are Account #, Amount, Date, Serial or Sequence #).
4. Click Submit.
5. Once search results display, click Print at the top and set desired print options.

To search for offsetting items in a deposit, do the following:

1.  Follow the same steps as above.
2. Click the image of the deposit slip.
3. Click the word Query located above the Query icon towards the top left of the screen.
4. Select Pull Transaction.
5. This provides a copy of the deposit slip, along with offsetting cash in/out tickets and checks. 

To retrieve statements from the client's account in Silverlake, do the following:

1. In Xperience click Customer & Account Inquiry.
2. Search using client's account number, name, CIF, or TIN.
3. Click Related Functions > Document Image/Inquiry. 
4. Credit the research fee to the General Ledger account Misc. Teller Fees – PERSONAL BANKER # XXX-460450-6315-000 or debit the client's account by clicking Related Functions > Service Fees > Choose Appropriate Fee(s).

Requests in Excess of the 6 or When Information is Unavailable

For requests exceeding 6, or when the information is unavailable in Image Depot or in Synergy, do the following:

1. Create a Synapsys service event of the type Research.
2. Choose the appropriate research type.
3. Complete all required fields.
4. Add a note in the comments section on the service event indicating the information is not available in either location. 
5. Click Save > Save & Submit Session.