CDI Vision Suite is the only deeply integrated platform for Check 21 processing, records management, workflow automation, and eSign — one auditable pipeline, purpose-built for credit union operations since 1996.
02 / Clarity · Check 21 Processing
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 Fed or your corporate clearing house in a single pass.
One platform, one repository, one audit trail — the panoramic view from teller scan to cash letter.
— Why Operations Leaders Choose CDI
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 the FRB, Alloya, Catalyst, Corporate One, EasCorp, Chase, BofA, Comerica and 15+ other clearing institutions. Supports 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. Eliminate the manual scan-and-file step for inbound items completely.
Process returned items with proper Reg CC reason codes, generate Image Replacement Documents (Substitute Checks) on demand, and re-route through clearing — keeping the end-to-end audit trail intact.
Empower business members with on-site remote deposit. Ingest items from NCR, Wincor, Diebold, Hyosung, and Ensenta ATMs. Mobile RDC from Cachet, Ensenta, ProfitStars and Vertifi — all flow into the same Check 21 pipeline.
Built for Every Stakeholder
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.
03 / Foresight · Workflow & Records
Every CDI application runs on a shared infrastructure 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 — for 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 — close the loop between your ECM and Symitar 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.
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.
Intelligent Laserfiche Workflow activities purpose-built for credit unions — automate document classification, route exceptions, trigger approvals, and update member records. Works with both Symitar SymXchange and Corelation Keystone.
04 / Insight · eSign & Member Engagement
From the branch lobby to the member's phone — three signature modalities, one Laserfiche repository, zero paper.
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.
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.
Bring Your Operations Into Focus
Talk to a CDI specialist about a Vision Suite roadmap built around your credit union's core platform, branch footprint, and compliance posture. We'll map every paper-based process to a Vision Suite module that automates it tomorrow.
What we'll cover in your demo
A CDI specialist will contact you within one business day.