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Using Core Data in FINPACK+

by | May 9, 2022

Wynn Richardson gives an overview of how the FINPACK+ API can connect your core system with FINPACK+. Learn how to import customer, account and loan data from your core system into FINPACK+ to use in a FINPACK credit analysis.

  • Pull customer, account and loan information from your core
  • Select most recent data or opt for end-of-month snapshot
  • Configure the data selected for import
  • Automatically embed deposit and loan information in your loan presentation

The FINPACK+ API lets you automate importing data from your core system, then you can use that data in your credit analysis and embed it in your loan presentation. Customize the data imported and decide how it is incorporated into your presentation.

Contact us to learn more about using Core Data in FINPACK+.

Economist & Software Developer | 612-625-5283 | wynn@umn.edu | + posts

Wynn leads the software development and technical team for FINPACK / FINPACK+

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