I work for a major banking institution, in a group whose remit it to provide account ownership information for ~300k accounts worldwide.
In this instance “account ownership” is defined as the bank employee who is responsible for verifying and attesting to monthly transactions and balances in each individual account.
Each account owner can have one or many individual accounts.
I have developed an MS Access database to house the account information, and have developed an MS InfoPath form to collect data from the account owner.
Currently, I have a direct connection between the database and the form but would like to migrate to MS SharePoint site because of the limitations (both user and security) of MS Access.
Ideally, on a monthly basis, I would like to:
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