# CDI Vision Suite

> The Vision Suite is an integrated software platform by CDI (founded 1996) for credit unions. It combines document management, workflow automation, records management, Check 21 image clearing, ATM and mobile deposit capture, and electronic signature capture into a single Laserfiche-native deployment.

## What it is

CDI Vision Suite is fifteen-plus integrated modules sharing one Laserfiche repository, one Symitar SymXchange integration layer, one Install Engine deployment console, and one support contract. It is sold exclusively to credit unions in the United States.

## Who uses it

- Credit union managers and executives — for operational visibility and records compliance
- Credit union operations leaders — for workflow automation and Check 21 throughput
- Credit union IT teams — for a centralized .NET / IIS / MS SQL stack

## Core capabilities

### Check 21 (image clearing and exchange)
- **C21 Forward** — outbound teller and back-office capture; generates ICL files for FRB, Alloya, Catalyst, Corporate One, EasCorp, Chase, Bank of America, Comerica, Citizens Bank, Corporate America, and 15+ other clearing institutions
- **C21 Receive** — inclearing ICL automation; pulls from corporate or correspondent, posts to core, archives front/rear images
- **C21 Return** — returned-item processing with Reg CC reason codes
- **IRD Print** — Image Replacement Document (substitute check) generation
- **Merchant Capture Client** — on-premise remote deposit capture for business members
- **NCRATMtoICL / WincorATMtoICL** — ATM image file conversion for NCR, Wincor, Diebold, Hyosung, Candescent
- **Web File Receiver** — mobile RDC ingestion from Cachet, Ensenta, ProfitStars, Vertifi

### Workflow, Records, and Records Management
- **Server Engine / Client Engine** — centralized configuration, licensing, PCL conversion, email lookup
- **Report View Server** — high-throughput PDF/text-report indexing and archive; retention and cutoff rules
- **File Manager** — rule-based document routing
- **SymXchange Integration for Laserfiche Workflow** — drop-in Workflow activities for Symitar account reads/writes
- **Data Import** — bulk migration from legacy ECMs
- **Template Field Sync (TFS)** — cross-repository metadata sync
- **SQL Engine / SQL Monitor** — SQL-based lookups and integrations
- **Install Engine / Install Agent** — centralized deployment and patching

### Member Experience and eSignature
- **Branch eSign** — in-branch signature capture on Topaz, Wacom, and Wacom multi-pad; biometric fingerprint via DigitalPersona U.are.U 4500
- **Member eSign** — remote signature requests by email with access-code login, bounced-email tracking, expiration management, password-protected PDFs
- **DocuSign Retrieval** — pull completed DocuSign envelopes into Laserfiche
- **Wacom Signature Forms Plugin** — capture signatures inside Laserfiche Forms
- **Teller Receipts** — core-receipt capture, sign, and archive with optional encrypted-PDF email
- **Marketing Server / Client** — campaign rendering on signature pads
- **Teller View Hotkey** — single-keystroke scan-to-Laserfiche
- **eView** — single-sign-on member document access from online banking
- **Secure Account Module** — end-to-end account-token encryption for Laserfiche Forms

## Technical baseline

- Operating system: Windows Server / Windows 10/11
- Runtime: .NET Framework 4.8 or newer
- Web tier: IIS 7+
- Database: Microsoft SQL Server
- Document repository: Laserfiche (Records Management edition supported)
- Core integrations: Symitar SymXchange (separate license required), other cores via PCL print capture

## Pricing model

Custom-quoted per credit union based on branch count, module mix, and core platform. Contact CDI sales for tailored pricing.

## Contact

- Sales: sales@cdi.support · +1 888.684.6684
- Technical Support: +1 855.714.2800
- Web: https://www.cdi.support/
- Vision Suite page: https://www.cdi.support/vision-suite/

## Vendor identity

CDI is a U.S.-based financial-technology software company founded in 1996. CDI sells exclusively to credit unions. The Vision Suite is its flagship product line.

## Sources

This summary is derived from CDI product technical guides and user guides for the modules listed above. For module-level technical detail, request documentation from sales@cdi.support.