One integrated platform for credit union document management, workflow automation, records management, and Check 21 image clearing — the operational eyesight your credit union needs to see every transaction, every signature, and every member interaction in sharp focus.
The CDI Vision Suite is one deeply integrated ecosystem of credit union software — fifteen-plus modules sharing a single Laserfiche repository, a single deployment console, and a single support contract. Built for the way credit unions actually run, since 1996.
Every receipt, statement, signed form and check flows automatically into one repository — the panoramic view of operations that leadership has been waiting for.
Auto-import services, Report View Server, and SymXchange Workflow activities sharpen every process — eliminating manual middle steps between core, capture and archive.
Centralized Install Engine, .NET 4.8 baseline, IIS-based services, MS SQL backend — one console to deploy, patch, and oversee every module in your line of sight.
Teller line, back-office, ATM, mobile, merchant capture — CDI's Check 21 platform consolidates every channel into one auditable workflow. Scan, ICR-validate, balance, archive to Laserfiche, and submit ICL files to the Federal Reserve or your corporate clearing house in a single pass.
The flagship teller and back-office Check 21 engine. Scan, ICR-read, error-check, balance and archive checks to Laserfiche; auto-generate compliant ICL files for FRB, Alloya, Catalyst, Corporate One, EasCorp, Chase, Bank of America, Comerica and 15+ other clearing institutions. Imports from ATM, mobile, merchant and conversion sources with electronic endorsement and Advanced Fraud Solutions integration.
Pull inclearing ICL files from your corporate or correspondent, post to the core, and archive every front and rear image to Laserfiche — all without teller intervention. Eliminates the manual scan-and-file step for inbound items.
Process returned items with proper Reg CC reason codes, generate Image Replacement Documents (Substitute Checks) on demand, and re-route through clearing — keeping the audit trail intact end-to-end.
Empower business members with on-site remote deposit; ingest items from NCR, Wincor, Diebold, Hyosung, Candescent and Ensenta ATMs via NCRATMtoICL, WincorATMtoICL, and the Web File Receiver. Mobile RDC from Cachet, Ensenta, ProfitStars and Vertifi — all flowing into the same Check 21 pipeline.
Every CDI application runs on a shared infrastructure — Server Engine, Client Engine, Install Engine — and pushes content into your Laserfiche repository with consistent templates, retention schedules, and Records Management cutoff instructions. One install. One support contract. One source of truth.
The heartbeat of the Vision Suite. Centralized configuration, licensing, email-lookup, PCL conversion, and signature-request services for every CDI module — typical Laserfiche and Vision Vault deployments alike.
Indexes and archives thousands of PDFs, text reports and statements per hour. Bursts single files into many, applies retention schedules and cutoff events, and routes via File Manager rules — the records management workhorse.
Drop-in Workflow activities that retrieve or update Symitar account-record fields directly from Laserfiche Workflow Designer — close the loop between your ECM and your core without custom code.
Bulk migration from legacy systems with full template mapping. Template Field Sync keeps Laserfiche metadata aligned across repositories. SQL Engine enables lookups, signups and integrations across the platform.
Capture every core receipt at the teller line. Digitally sign on Topaz or Wacom pads, attach scanned IDs and check items, and forward straight to Laserfiche — with optional encrypted-PDF email to the member.
Run on-brand campaigns across every signature pad in every branch. Hotkey-based scan-to-Laserfiche puts indexed archival a single keystroke away from the teller's core window.
From in-branch signature pads to mobile signature requests delivered straight to the member's inbox, every Vision Suite eSignature module archives back to one Laserfiche repository with a complete audit trail attached.
Capture in-branch signatures on Topaz, Wacom, or Wacom multi-pads. PCL print-capture from any core. Combine signed pages, append history, archive directly to Laserfiche — with fingerprint biometrics via DigitalPersona U.are.U 4500.
Send remote signature requests directly to members. Access-code login, bounced-email tracking, expiration management, optional password-protected PDFs, signed-document email delivery — all archived back to Laserfiche with full history attached.
Already invested in DocuSign? CDI retrieves completed envelopes and indexes them into Laserfiche automatically. The Wacom Signature Forms Plugin captures signatures directly inside Laserfiche Forms.
Members access statements, checks and receipts from inside your online banking via SSO. Secure Account Module encrypts account tokens end-to-end for Laserfiche Forms integration.
Answers to the questions credit union managers, operations leads, and IT teams ask first.
The CDI Vision Suite is an integrated software platform built for credit unions. It combines fifteen-plus modules covering document management, workflow automation, records management, Check 21 image clearing, ATM and mobile deposit capture, and electronic signature capture into a single deployment, with native support for Laserfiche and Symitar SymXchange.
CDI's C21 Forward generates ICL files for more than twenty clearing institutions out of the box, including the Federal Reserve Bank, Alloya, Catalyst, Corporate One, EasCorp, Chase, Bank of America, Comerica, Citizens Bank, and Corporate America Family Credit Union. Branch numbers, deposit-slip paths, and teller lookup files can be configured per institution.
Yes. CDI's SymXchange Integration for Laserfiche Workflow ships as a set of drop-in workflow activities that retrieve and update Symitar account-record fields directly from Laserfiche Workflow Designer, with no custom code required. SymXchange API access must be purchased separately from Symitar.
Branch eSign and Teller Receipts support Topaz and Wacom signature pads, including the Wacom multi-pad. Fingerprint biometric capture is supported through the DigitalPersona U.are.U 4500.
Every Vision Suite module archives into a single Laserfiche repository with consistent templates, retention schedules, and Records Management cutoff instructions. Report View Server auto-indexes thousands of PDFs, text reports, and statements per hour and applies retention rules at the project level.
Contact CDI sales at 888.684.6684 or sales@cdi.support, or use the contact form on this page. Specify your core platform, branch count, and which modules are of interest so the team can prepare a tailored walkthrough.
Talk to a CDI specialist about a Vision Suite roadmap built around your credit union's core platform, branch footprint, and compliance posture. Every paper-based process you have today maps to a Vision Suite module that automates it tomorrow.
