When a financial institution licenses Online Account Opening, there is some initial setup that is required in order to create content in Configuration. This video will guide users through that setup.

After completing this training, you should be able to create all required data sets for online account opening, including but not necessarily limited to the Header, Footer, Truth in Savings, Electronic Fund Transfer, Funds Availability, and Privacy disclosure data sets.

Supplemental training is available in the Community Lounge. Users may find the following training videos particularly helpful: Configuring Truth in Savings Disclosures, Configuring Deposit Customization, Configuring an Electronic Fund Transfer Data Set, and Configuring Privacy Disclosures.

Video viewing time: 4 mins