Working in a Z pattern, start with the name and verify that you are in the correct account, next move to balances and available funds.
Last, go down to loans and certificates.
The Z pattern is important when looking at all screens in Cunify and when looking at checks. Using this method in Cunify will help you to prevent mistakes and give you more information on the relationship the member has with us making it easier to determine check availability and to recognize opportunities for other products and services.