Overview This Precisely customer is one of the largest financial services institutions in the United States with nearly 7,000 bank branches and 4,000 consumer finance and mortgage offices nationwide. In addition to offering standard personal and small business banking services, it leads the industry in mortgage services, small business lending, online brokerage and mutual funds. Business challenge Each day, the institution receives several million transactions from bank systems across the country. These transactions, representing various lines of business, have been processed through different applications and ultimately reconciled to a single general ledger. The institution’s IT department managed the reconciliation systems and administered the change request process for both

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