Suggested review: Sarah Chen (Marketing Ops) needs a Banno Digital Platform license, Analytics Dashboard module.
Upcoming review: FFIEC Q2 compliance report is drafted and ready when you are.
Security recommendation: 14 users are still on weaker MFA settings; review suggested updates.
1/3
Security 2
Access 4
Billing 2
Support 3
Usage 1
All tasks 12
welcome
Good morning, Jissan! Manage your Jack Henry platform licenses, support cases, and account resources below.
announcements
TODAY
Urgent
▾
SilverLake System Maintenance, April 15
SilverLake Core will be offline 2:00–6:00 AM ET for scheduled database optimization. Symitar and Banno services are unaffected.
report
Engagement down 18%, v4.2 Report Builder +
Active Banno Seats
47
View Report
Active Symitar Seats
23
View Report
Open Support Cases
12
View Report
new knowledge articles
3 unused Banno features +
Digital Solutions
Banno Digital, Account Input Configuration
KB-0024516 · Published Apr 10, 2026
Configuring account input workflows for credit union members. Covers form builder setup, validation rules, and integration with Symitar Core for real-time account creation.
Symitar Core, Transaction Reconciliation Guide
KB-0024523 · Published Apr 8, 2026
Step-by-step troubleshooting for transaction reconciliation mismatches during nightly batch processing.
SilverLake, Pre-Upgrade Validation Checklist
KB-0024530 · Published Apr 5, 2026
Complete validation checklist for SilverLake system upgrades. Covers FFIEC compliance module checks.
my cases
▾
Recurring: 23× Banno password resets + SSO certificate fix ready +
12 items · Sorted by Status · Updated a few seconds ago
NEW
+
0057145
Riverdale Credit Union
Critical
0057149
Valley National Bank
Major
WORKING
0057143
Heritage Federal CU
Symitar sync investigation
Critical
ESCALATION
+
0057147
Coastal Community CU
72 hours, SLA exceeded
Critical
RESOLUTION PROVIDED
0057141
Lakeshore CU
SSO certificate renewed
Minor
AGENTFORCE COMMAND
SUGGESTED GOALS
Onboard a new employee
Role · licenses · tools · training · welcome
Audit permissions for FFIEC readiness
Scan · flag risks · prepare report
Forecast Q3 license costs
Usage trends · contract tiers · projected spend
EventCalendar
SilverLake System Training, Apr 24, 11:00am
Overdue TaskOverdue
Send follow-up email, was due Apr 20, 1:00pm
8 pending approvalsAccess
5 of 8 match auto-approval rules
FFIEC report due tomorrowCompliance
Draft pulls from Banno and Symitar
Contract renewal in 30 daysBilling
Northern Trail (6 institutions), volume tier may save ~$2,160/yr
14 users on weaker MFASecurity
Authenticator required for admin roles (FFIEC)
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April 2026
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SilverLake Maintenance 4/15 · Symitar Kickoff 4/18
Last updated 5:07 PM · 2 items
Relevance score 98% Best
Platform digest, Banno, Symitar & open banking (April 2026)
0000001296 · Published · Newsletter
Last modified Apr 2, 2026
Monthly round-up of release notes, scheduled maintenance, and resolved incidents. Jump to Help Center for deep links on SSO, Symitar EOD, and Banno mobile.
Relevance score 94%
Banno Digital, Account input configuration and validation
0000024516 · Published · Guide
Last modified Mar 20, 2026
Configure account-opening flows, field-level validation, and Symitar product mapping. Includes testing steps in a review org before you promote to production.
announcements
ALL
NEWS
ACTIVITIES
EVENTS
All lists
12 items · Search, filter, and set the date range
Updated a few seconds ago
04/01/2026
-
04/21/2026
Most Recent (last 30 Days)
04/21/2026 - 03/22/2026
TODAY
03:00 PM
SilverLake System Outage ⚠️
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
APR 18
09:00 AM
New Digital Solutions Update on Case #00677890
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
APR 16
03:00 PM
Lorem Ipsum lorem ipsum
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
Previous Announcements
03/21/2026 - 01/01/2026
APR 10
04:00 PM
Lorem Ipsum lorem ipsum
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
APR 08
05:00 PM
Lorem Ipsum lorem ipsum
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
APR 06
01:00 PM
Lorem Ipsum lorem ipsum
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
APR 03
02:00 PM
Lorem Ipsum lorem ipsum
The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. The quick brown fox jumps over the lazy dog. More
knowledge
Help Center
Knowledge Central
Release Central
Online Central
Training Central
3 articles are stale; top search “Banno SSO” has 0 results; 5 pages over-perform.
Use the actions to queue refreshes, draft the gap, or add cross-links.
Contents ▾
42 items · Updated just now
Expand All ↓|Collapse All ↓
Documentation Updates
Platform release notes
Release 2026 Upgrade Guide
Symitar Core v12.4 migration steps
Kickoff Phase
Implementation timeline and milestones
Pre-Upgrade Phase
SilverLake enhancement preparation
Working with a Review Environment
Banno sandbox configuration
KNOWLEDGE GAP
"Banno SSO Configuration" searched 47 times, no matching article exists.
Auto-Generate Draft →
articles
1 items · Help Center · Sorted by relevance
Last updated 05/07/2026
Account Input Testing
📌
Mar 12, 20261 min read
Live Upgrade Phase › Complementary Product Tasks › StreamLine Live Upgrade Tasks›
+ Related to 3 open cases
Account input testing includes testing CIF Functions and Deposit Account Input. Account input testing includes testing CIF Functions and Deposit Acc......
Symitar Core Processing, Transaction Reconciliation Procedures
★
Mar 12, 20261 min read
Account input testing includes testing CIF Functions and Deposit Account Input. Account input testing includes testing CIF Functions and Deposit Acc......
SilverLake System, Pre-Upgrade Validation
Apr 08, 20262 min read
+ Content may be outdated
Account input testing includes testing CIF Functions and Deposit Account Input. Account input testing includes testing CIF Functions and Deposit Acc......
Banno Digital, Service status and connectivity checks
Apr 02, 20263 min read
Online Central covers live service health, regional routing, and incident communication for Banno Digital channels.
StreamLine upgrade, role-based learning path
Mar 28, 20265 min read
Training Central learning modules align to your assigned role and institution scope. Start with prerequisites, then complete the capstone lab.
No articles in this channel yet. Try another tab or run a search above.
Cases ×
Create a Case ×
create a case
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Last updated 5:07 PM · 5 items
Relevance score 98% Best
Northern Trail Outfitters, Account setup basics and member onboarding
0000024516 · Published · Guide
Last modified Apr 9, 2026
Covers Banno org setup: admin roles, Okta SSO, optional Symitar sync, and go-live checklists for member apps and back-office users at your credit union.
Relevance score 94%
North Trail, Common connectivity and VPN issues
0000024502 · Published · Support
Last modified Apr 6, 2026
Diagnose VPN handoffs, Zscaler, and split tunneling for admins. Includes firewall ports, cert renewal, and when to loop in Network Ops vs. opening a severity-1 case.
Relevance score 91%
Northern Trail, SSO and identity troubleshooting
0000024488 · Published · Technical
Last modified Apr 4, 2026
Align Okta session length with Banno token policy, handle re-auth loops, and validate IdP metadata after upgrades. Works with the Banno password-reset runbook.
Relevance score 88%
Northern Trail, Compliance workflow FAQ
0000024470 · Published · Compliance
Last modified Mar 28, 2026
Maps FFIEC questions to Banno and Symitar controls: case documentation, data retention, user access review exports, and who to involve from risk and internal audit.
Relevance score 85%
Northern Trail, Reporting & export options
0000024455 · Published · Newsletter
Last modified Mar 20, 2026
Report Builder and analytics: scheduling, SFTP delivery, and sharing dashboards with leadership. Notes v4.2 CSV/PDF output and who can receive scheduled bundles.
cases
All cases
My cases
Admin queue
23 cases share the same root cause, SSO token TTL mismatch. Agent can apply a permanent fix and auto-close them.
all cases
10 items · Sorted by Status
Updated a few seconds ago
Case IDSubjectStatusSub StatusAssetSeverityCase TypeSubmitted Date
00944556Banno Digital, SSO authentication failure for Riverdale CU ad... Apply fixNewAwaiting TriageBanno DigitalUrgentTechnical04/12/2026
00944557Symitar Core, Transaction reconciliation mismatch on nightl...WorkingIn ProgressSymitar CoreStandardTechnical04/13/2026
00944567SilverLake, Pre-upgrade validation failing on FFIEC complian...WorkingPending ReviewSilverLakeHighCompliance04/14/2026
00944589Banno Mobile, API timeout errors during peak hours for Valle...NewAwaiting TriageBanno MobileUrgentTechnical04/15/2026
00960049Symitar Core, User provisioning sync delay affecting Heritag... Apply known fixEscalationManager ReviewSymitar CoreStandardAccess04/16/2026
00988890Banno Digital, Report Builder v4.2 export generating blank P...NewAwaiting TriageBanno DigitalUrgentTechnical04/17/2026
00990303SilverLake, Database optimization script failing on staging e...WorkingIn ProgressSilverLakeHighTechnical04/18/2026
00999330Banno CMS, Content deployment pipeline stalling for Coast...WorkingPending VendorBanno CMSStandardTechnical04/19/2026
00999932Symitar Core, MFA enforcement policy not applying to new...NewAwaiting TriageSymitar CoreStandardSecurity04/20/2026
01234534Banno Digital, Accessibility audit findings for WCAG 2.1 AA co... Draft readyEscalationSLA WarningBanno DigitalUrgentCompliance04/21/2026
Total 1–10 of 79 · Page 1 of 07
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Cases ×
Broken Connection ×
my case
New
Working
Escalated
Program Fix Needed
Resolution Provided
Closed
Support Case
Broken Connection
23 similar cases resolved with the same fix: SSO token TTL extension. Agent can apply and close this case.
▾ DETAILS
Asset
Lookup to Asset
Status
Contact Name
JD
Jason Dewar
Substatus
Account Name
Sam Smith
Severity
Contact Phone
908-523-6789
Type
Contact Email
[email protected]
Created Date
04/18/2026 📅
Subject
255
ACTIVITY
JR
Jissan Huq → Broken Connection
5 days Ago
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Jack Henry · Experience Cloud Portal
Welcome to your command center.
Sign in to manage your portal, users, permissions, and content. Built-in assistance helps you spot issues, draft fixes, and handle routine work faster.
Permission Intelligence
Detect over-permissioned users and simulate access changes before you deploy.
Proactive Incident Detection
Case clusters, anomalies, and knowledge gaps surfaced before your users report them.
Natural-Language Configuration
"Give vendors case submit access but not view others", plain language is turned into the right access rules.
© 2026 Jack Henry & Associates, Inc.®FFIEC compliantSOC 2 Type II
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Good morning
Welcome back, Jissan.
I prepared a few optional suggestions based on overnight activity. You can review the health plan now or continue browsing and come back later.
admin panel
Northern Trail Admin Workspace
Parent account · Northern Trail Outfitters
Viewing: All institutions
6
Institutions
47 ↑ 3
Managed users
3
Pending reviews
All institutions
Northern Trail (Parent)
Riverdale CU
Valley National Bank
Heritage Federal CU
Coastal Community CU
Lakeshore CU
I found 3 users with permissions they don't use and 2 over-permissioned admins.
Potential impact: Reduces audit surface by 14% · Closes FFIEC finding #CR-2026-03 · Zero disruption expected for active users.
my team
5 items · Sorted by Priority
Updated a few seconds ago
AccountUserFirst NameLast NameContact Role(s)Email AddressPhone NumberAdmin
Riverdale CUBenSmithOperations Admin[email protected]749-445-0098
Valley National BankSierraJamesDigital Lead[email protected]749-445-0111
Heritage Federal CUMarkFallonCFO, Executive Contact[email protected]749-445-0222
Coastal Community CUHannahSmithSupport Manager[email protected]749-445-0333
Lakeshore CUJohnDoeSecurity Officer[email protected]749-445-0444
View All →
asset authorization
Asset Authorization Management · 5 items · Sorted by Priority
Updated a few seconds ago
AccountAuthorized ContactAssetAsset Authorization Submit CasesSubmit CWRsApprove CWRsLast Modified ByLast Modified Date
Riverdale CUAmy ChoiSilverLakeAA-0001Adam Smith4/20/2026 11:44 AM
Valley National BankJohn SmithSilverLakeAA-0002Adam Smith4/20/2026 11:44 AM
Heritage Federal CUMary ChoiArgo Lending KeysAA-0003Adam Smith4/20/2026 11:46 AM
Coastal Community CUSusan TovarArgo Lending KeysAA-0004Adam Smith4/20/2026 11:47 AM
Lakeshore CUJane DoeBanno CMSAA-0005Adam Smith4/20/2026 11:48 AM
View All →
vendors enabled for support
2 items · Vendor directory
Updated 6 hours ago
Vendor Account(s)Supported Assets
ABC Computers (4)SilverLake
Banno CMS
Banno Mobile Banking
Argo Lending Keys
Vendor ABC (1)Banno CMS
Vendor Account(s) · Record Count
5
TOTAL
ABC Computers Vendor ABC
vendor release
5 items · Sorted by Priority
Updated a few seconds ago
VendorRelease NameVersionDeployment TargetEmail AddressPhone NumberDeployed
ABC ComputersBanno CMSv4.12.1Production[email protected]749-445-0098
Vendor ABCArgo Lending Keysv2.8.0Staging[email protected]749-445-0098
ABC ComputersSilverLakev12.4.3Production[email protected]749-445-0098
ABC ComputersBanno Mobilev7.1.2Production[email protected]749-445-0098
Vendor ABCBanno CMSv4.12.0Dev[email protected]749-445-0098
View All →
Knowledge Search ×
Article: Account In… ×

knowledge article

Home› Upgrade Guide for OutLink Financial Institutions - Silver Lake› Live Upgrade Phase› Complementary Product Tasks for Live Upgrade Phase› StreamLine Live Upgrade Tasks› Account Input Testing
account input testing
MAR 12, 20261 MIN READ
Account input testing includes testing CIF Functions and Deposit Account Input.
  • CIF FunctionsPerform the following tests and verify that no errors are received during CIF entry from StreamLine.
  • Deposit Account Input FunctionsPerform the following tests and verify that checking, savings, CDs, IRAs, and Safe Deposit Boxes can be set up and uploaded and that forms can be printed.
Parent topic: StreamLine Live Upgrade Tasks
Agentforce summary: This article covers CIF and deposit account testing for SilverLake StreamLine upgrades. 12 cases referenced it in the last 30 days. Want me to flag related open cases or draft a test-plan checklist?
Related Articles:StreamLine Live Upgrade TasksAccount DisconnectionProduct QueriesStreamLine Live Upgrade
TAGSSilverLakeDigital Solutions2026Product Assistance
tools
The Tools page is filled with useful links to resources. They are represented with cards/tiles that have a small descriptor of the tool.
Help Center
The primary internal resource for support documentation and guides.
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Jack Henry University
The primary internal learning management system for training.
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The primary internal marketplace for apps and integrations.
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The primary internal security and compliance resource center.
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The primary internal resource for software releases and downloads.
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Performance Reports
The primary internal analytics and performance reporting dashboard.
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Maintenance Calendar
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eBill
The primary internal electronic billing and invoicing management system.
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Subscription Manager
The primary internal platform subscription and license management tool.
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Account
Northern Trail Outfitters
At Risk Financial Institution · Tier 2 · CSM: Amy Rodriguez
Health Score
68 ↓ 14
Renewal
30 days
Tier bump available
Seats
58 / 60
92% utilization
Adopted → At Risk (14d ago) · Logins, support load, and API latency are moving together.
Intervention plan is ready in your queue.
OVERVIEW
HEALTH
PLAYBOOKS
ACTIVITY
▾Company Informationi
Account Name
Northern Trail Outfitters
Industry
Community Banking
Tier
Account ID
ACCT-00487
Customer Since
March 14, 2019
Lifecycle Stage
At Risk
▾Account Teami
Customer Success Manager
Amy Rodriguez
Technical Account Manager
Chen Wu
Account Executive
Marcus Brown
Primary Admin Contact
Jissan Huq
Executive Sponsor
Patricia Owens (CIO)
Escalation Path
▾Contract & Seatsi
Contract Start
April 22, 2024
Renewal Date
May 22, 2026 (30 days)
ARR
$86,400
Banno Digital Seats
47 / 48
Symitar Seats
11 / 12
Volume Tier
Eligible for upgrade
▾Active Assetsi
Banno Digital Platform
v4.12.1 · 47 active users
Symitar Core
v12.4.3 · 11 active users
Banno Mobile
v7.1.2 · 42 active users
Argo Lending Keys
v2.8.0 · 8 active users
my profile
MY INFORMATION
ACCOUNT DELEGATED ADMINS
▾Employee Informationi
Contact Role
Contact Title
Lorem ipsum
Email Address *
[email protected]
First Name *
Jissan
Department
lorem
Last Name *
Patel
Phone Number
+1.800.123.4567
▾Preferred Communicationi
Preferred Contact Method
Cell Phone
+1.800.123.4567
Cell Extension
✏
Business email
[email protected]
Home Phone
123.456.7890
Home Extension
124132
Business Phone
✏
Business Extension
✏
Other Email
✏
12
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Title
Subtitle
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