Overview

Messages stored at the CIF and account levels are available to view in the Customer and Account Inquiry category in SilverLake. Consider all messages carefully before entering them into the system. 

Listed below are examples of acceptable messages:

CIF messages:

• Deceased client (list client name if joint account)
• Temporary Guardianship expires on (date)
• Verify ID - ID lost/stolen. Refer client close account

Account messages:

• Client travelling internationally or out-of-state, from (date) to (date).
• Refunded NSF/OD fees of $XX as one-time courtesy
• Refunded NSF/OD fees of $XX due to bank error
• Do not refund NSF/OD fees
• Pay outstanding items against new account XXX
• Post ACH deposits to new account XXX 
• Verify ID - ID lost/stolen. Refer client close account
• Explained Opt-In, and/or posting order process

Do not load messages for account signers, convenience signers, or pay on-death beneficiaries. You do not need to load a message to list information contained on the signature card.

How to Add a Message

To load a message to the client’s CIF record or DDA account, do the following:

1. In Xperience click SilverLake >  CIF Menu > Special Message Maintenance. 
2. For account messages do the following:
   1. Enter the account number. 
   2. For the account type, enter the appropriate code.  
      • Checking account - D
      • Savings account - S 
3. For CIF messages, in the Customer Number field, enter the CIF.
4. Click OK.
5. Leave blank the Collateral Code drop-down box.
6. Enter the message as clearly as possible, limiting the amount of text. In the message text, do not use adjectives to describe the client. For example: Enter Client disputed the NSF fee instead of Client was angry and rude and refused to pay the NSF fee. 
7. Enter an expiration date, if applicable (for example: the client is travelling, temporary guardianship, etc). 
   • Note: The expiration date must be placed on each line.
   • Note: Expiration dates can be 2 to 5 years in the future. 
8. Enter your User Code and phone extension.
9. Enter the date that the message was placed. 
10. Click OK.