INTEGRATION DETAILS
Corelation KeyStone
Core & digital banking
How it fits your workflow.
Corelation KeyStone is a core processing platform for credit unions. Member relationships and individual accounts need clear treatment in any connected servicing workflow. A payment or service action should point to the appropriate account while preserving the wider member relationship used by the credit union.
WORKFLOW FOCUS
Member relationships and credit union account records.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why separate a member from an individual account?
A member relationship may include several accounts. Distinct identifiers help keep loan activity, deposit information, and service tasks associated with the correct record.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.