DOCUMENT MANAGEMENT FOR CORELATION
Your team already lives in KeyStone.
Your documents should too.
KeyStone gives you a modern, high-performing core. But a core is only as fast as the systems built around it. Identifi is a workflow automation and document management system that connects to Corelation, enabling automatic document capture, routing, and retention, bridging back-office processing to member-facing service.
Book a meeting with our team and let us show you how it works →
Let Us Show You
HOW IDENTIFI WORKS
Work in one system, not two.
Explore how Identifi connects to Keystone and what it means for the people who depend on it.
Connects directly through KeyBridge
Identifi integrates directly with KeyStone, so staff can pull up a member’s document without leaving the core, no separate login, no second system to search.
Built on documented API endpoints
Applications, documents, metadata, and workflow objects each run through their own endpoint, so a change to one doesn’t ripple into the others. Corelation redesigns the documents screen, and workflow routing keeps running exactly as it did before.
Tested in a sandbox before it touches production
We test every KeyStone integration in a dedicated sandbox first, using real test data instead of live member records, so your team can see the connection working before it ever touches a production account.
Built for the paper trail examiners check
Once it’s live, every document that moves through carries its own record forward. There’s a complete audit trail of who touched it and when, along with a retention schedule that aligns with your compliance policy by document type.
MEET WITH US FIRST
Here’s what we’ll cover
Your current setup
Tell us how your KeyStone document processes break down and what your workflows look like.
Identifi in your context
We walk through your KeyBridge setup and show you how we handle your workflows.
What getting started looks like
We cover integration and what rollout looks like for a credit union of your size and scope.
A clear path forward
You’ll leave knowing what Identifi can do for your operation and what next steps look like.
COMMON QUESTIONS
KeyStone Integration FAQs
Does this work if we're mid-conversion to KeyStone, not fully live yet?
Yes. We scope Identifi’s integration to launch alongside your core conversion, so document management is live the same day KeyStone is.
What happens if something changes on Corelation's end?
Our team tracks changes on Corelation’s side directly and tests everything in a sandbox first, so nothing reaches your production environment without being tested.
Do we need dedicated IT staff to maintain this after go-live?
No, not on an ongoing basis. Identifi’s team owns the integration’s health once it’s live and handles any changes on Corelation’s side as they come up.
Do we need to upgrade our KeyStone environment first?
No. Identifi works with your KeyStone environment as it stands today, whether you’re on a current release or running an older, more customized setup. Our integration team scopes the approach to match your specific configuration.
How long does a typical integration take?
Most core banking integrations, including KeyStone, take 4 to 6 weeks from setup through testing and staff training. That timeline runs in the background, so it doesn’t pull your staff away from day-to-day operations.
What types of documents can Identifi capture from KeyStone?
Identifi captures anything that touches a member’s account record, including loan documents, compliance forms, and correspondence scanned at the teller line. Each file automatically indexes to the correct account once it’s captured.
Can we test the integration before it goes live on our real member data?
Yes, and your team gets hands-on access to the sandbox environment itself. Your team can log in, run real test scenarios, and watch documents move through the connection just as they will once it’s live.
Get more out of your core with Identifi
If a stack of paperwork is still waiting on someone to scan and route it by hand, KeyStone isn’t running the way it’s built to. A quick conversation is all it takes to see how document management gets you the rest of what KeyStone can do.