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Answered
Tax Statements in Online Banking

I'm working with a FI that currently has monthly statements displayed in online banking using the standard Q2 integration, but they are wanting to add tax statments as well.

Would this integration be a use case to develop a custom adapter using the statement image adapater to get all of the statements from our core and then we can parse out the monthly statements from the tax statements? There are also 3rd party solutions that we can use, but we would rather keep it in Q2 for now if possible.

Posted 5 months ago
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Answers


I believe we spoke about this yesterday during Office Hours. As a summary here, the statement image adapter could be used to do this, but it would replace the built in thing Q2 provides, so you would have to also implement monthly again.

As such, I think we landed on building a new form that you own the frontend too as well that deals with yearly statements if you were to do this yourself. Though, there might also be the possibility that Q2 has a way to update its builtin adapter to handle other time periods, and a ticket to Q2 Support or your Customer Experience Manager is the way to get at that answer.

Posted 4 months ago
Brian Mego
227 × 1 Administrator
156 Views
1 Answer
5 months ago
4 months ago