ALERTS SUBSCRIPTION

Alerts subscription is an option that users of an application or service, have , to subscribe to for getting event based notifications. Retail and Corporate users of the bank, can contact the bank to subscribe to alerts. The Bank Administrator subscribes users to alerts, delivered through Email, SMS or in their on screen mailbox.

Note that this functionality is for non-mandatory alerts.

The subscribed alert types are:

• User Level Alerts
• Customer Level Alerts
• Account Level Alerts

Pre-Requisites

• Transaction access is provided to bank administrator
• Approval rule set up for bank administrator to perform the actions
• Maintain Alerts, so that these are available for subscription
• Customers (retail and corporate users) are maintained

Workflow

Features Supported In Application

• Search alerts subscribed
• Subscribe / unsubscribe to alerts

How to reach here:

Administration Dashboard > Toggle menu > Others > Alert Subscription

Alerts Subscription - Search

Using this option, you can search and view the details of alerts subscribed. If the search parameters are not specified, records of all the alerts maintained for a party are displayed. All the alerts subscribed for a party will be displayed in the respective categories viz. Current and Savings, Term Deposits, Loans etc. in a table.

To view subscribed alerts for a party:

1. From the User Type list, select the appropriate option whose alerts you wish to view.
2. In the User Name field, enter the user name.
3. Click More Search Options to enter the additional search criteria.
4. Click Search.
   The search result appears based on the search criteria.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
   

Field Description

Field Name	Description
User Type	The user type. The options are: Corporate User Retail User
User Name	User name maintained in the Host for retail users and maintained for corporate users.
First Name	User's first name.
Last Name	User's last name.
Email	User's registered email address. Note: For a retail user, the email Id will be fetched from the Party ID maintained in the host. For a corporate user the email ID will be fetched from Users maintained in User Management.
Mobile Number	User's registered mobile number. Note: For a retail user, the mobile number will be fetched from the Party details maintained in the host. For a corporate user the mobile number will be fetched from Users maintained in User Management.
Party Id	Party Id of the user.
Search Party Name	Enter Party Id, and click to search the party name of the user.
Search Result
Full Name	Full name of the user.
Party Id/ Name	Party Id and/ or name of the user.
User Name	User name of the user.
Email/ Mobile Number	Email and/ or mobile number of the user.

5. For the detailed view, click on User Name field. The tabs for all modules CASA/ Term Deposit/ Loans / Profile that the user has access to with the respective account numbers appears.
6. Click against the particular account number to view alert type and delivery mode, for each CASA/ TD/ Loans account.

Note: View the icon on the delivery mode against the alert, if the user has subscribed to any alerts for that.

7. Subscribe/ unsubscribe alerts, and click Save to subscribe/ unsubscribe alerts.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.

Subscribe/ Unsubscribe Alerts

Using this option, bank administrator can modify the alerts subscribed for the user.

To subscribe / unsubscribe alerts:

1. Repeat steps 1 to 3 of Alerts Subscription- Search section.
   The categories viz details of an alert subscribed appears.
2. Click against the particular account number to view the alerts subscribed.

Field Description

Field Name	Description
User Type	The user type. The options are: Corporate User Retail User
User Name	User name maintained in the Host for retail users and maintained for users.
First Name	User's first name.
Last Name	User's last name.
Email	User's registered email address. Note: For a retail user, the email Id will be fetched from the Party ID maintained in the host. For a corporate user the email ID will be fetched from Users maintained in User Management.
Mobile Number	User's registered mobile number. Note: For a retail user, the mobile number will be fetched from the Party details maintained in the host. For a corporate user the mobile number will be fetched from Users maintained in User Management.
Party Id	Party Id of the user for whom alerts to be subscribed.
Party Name	Party name of the user.
Email	Registered email id of the user. Note: 1)For a retail user, the email Id will be fetched from the Party ID maintained in the host. 2)For a corporate the email ID will be fetched from Users maintained in User Management.
Mobile Number	Registered mobile number of the user.
Search Result
Module Name	Name of the module to which alerts is maintained. The options can be: CASA Loan TD Profile Payments
Account Number	Account number for which the user is viewing/ updating the alert subscription.
CASA /TD/ Loans/ Payments Subscribed alerts displayed in tabs for all modules that the user has access to with the respective account numbers.
Alert Name	The alert type mostly in the form of an event for which an alert is to send to a user.
Send Via Alert	The delivery mode through which the alert is to be sent. The options are: Email: alert is to be sent as an email SMS : alert is to be sent as an SMS on the user’s mobile number On screen Mailbox: on screen, alert sent to as an email to users's mailbox Note: The active mode is the delivery mode that has an icon against it.
Profile

3. Click against the particular account number to update the details.
1. Click to sent alert as an email.
   OR
   Click to sent alert as an mail to On screen mailbox.
   OR
   Click to sent alert as SMS on the user’s mobile number.
4. The active mode is the delivery mode that has an icon against it.
5. Click Save. to save the Alert Subscription.
   User will be directed to the Alert Subscription - Edit - Review page post necessary validations.
   OR
   Click Back to go back to previous screen.
   OR
   Click Cancel to cancel the transaction.
6. The Reviewscreen appears. Verify the details, and click Confirm.
   OR
   Click Edit to make changes if any.
   User is directed to Alert Subscription – Edit screen with values in editable form.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
7. The success message along with the transaction reference number appears. Click OK to complete the transaction.

FAQs

Which alerts can the Bank Administrator subscribe or unsubscribe, for the retail or corporate user?

The alerts which are not mandatory can be subscribed or unsubscribed, by the Bank Administrator, according to the preferences of the retail or corporate user.

What if the Retail or Corporate customer wants to opt-out of alerts?

The Bank Administrator will unsubscribe the Retail or Corporate customers, so that they will not receive alerts. Note that the customer will continue to receive the mandatory alerts irrespective of his choice on the subscribed alerts.

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