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Internal Applications Request Form

Use this form to submit Feature and Idea Requests to the Heartland Internal Applications teams.

Status Needs more information
Enhancement, Defect/Bug Enhancement Request
Created by Asia Whitfield
Created on Jan 18, 2022

Heartland Gift Documents In Atlas

RMs need to be able to access Heartland Gift Standalone Applications, Coalition Agreements, Conversion Forms, and Centralized/Decentralized ACH Agreements in Atlas for new and existing accounts when submitting applications/addendums.

Impact - Which group does this impact? Relationship Mngt (RMs)
Delivery Date Mar 31, 2022
  • Attach files
  • Asia Whitfield
    Apr 19, 2022

    Hello, can get the status of this AHA?

  • Asia Whitfield
    Jan 31, 2022

    Documents.

  • Asia Whitfield
    Jan 31, 2022

    Hello, The documents are attached.

    Thanks.

  • Admin
    Kyle Russell
    Jan 31, 2022

    LOE pending due after reviewing forms - let's also add ability for the forms to save within atlas

  • Admin
    Kyle Russell
    Jan 31, 2022

    Gift Standalone - no MID bc they don't have card but has a specific form

  • Admin
    Kyle Russell
    Jan 31, 2022

    ACH settlement agreements - req for gift premium or add as additional feature

    • they select ACH settlement

    • select type - centralized or decentralized

    • signer and possible bank info - check attached forms

  • Admin
    Kyle Russell
    Jan 31, 2022

    Coalition req if multiple locations with different owners - honor each others cards - if YES then we'd need each location signer to sign as well as the MIDs

    This means for each signer we'd need name and email at least.