ALERTS SUBSCRIPTION

Alerts subscription is an option that users of an application or service have, to subscribe to certain event based notifications. Corporate users of the bank, can subscribe to alerts, and choose whether they want alerts delivered through Email, SMS or in their on screen mailbox.

This option allows the corporate administrator to subscribe / unsubscribe to alerts for transactions on behalf of the selected users.

The subscribed alert types are:

• User Level Alerts
• Account Level Alerts

Prerequisites

• Set-up Transaction access
• Set-up Approval Rules
• Maintain Alerts, so that these are available for subscription

Workflow

Features Supported In Application

• Search Subscribe Alerts
• Update Subscription

How to reach here:

Corporate Administrator Dashboard > Toggle menu > Others > Alert Subscription

Alerts Subscription - Search

Using this option, you can search and view the details of alerts subscribed. 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 search subscribed alerts:

1. The User Type list has the default option of a ‘Corporate’ field.
2. In the User Name field, enter the user name.
3. Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.

Field Description

Field Name	Description
User Type	The user type. The options are: Corporate User The User Type list has the default option of a ‘corporate’ user.
User Name	User name maintained for corporate users.
First Name	User's first name.
Last Name	User's last name.
Email	Users registered email address. Note: A corporate user’s email ID will be fetched from Users maintained in User Management.
Mobile Number	Users registered mobile number. Note: A corporate user’s mobile number will be fetched from Users maintained in User Management.

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
Search Results
Full Name	Full name of the user.
Party Id/ Name	Party Id and/ or name that the user belongs to.
User Name	User name of the user.
Email / Mobile Phone	Email and/ or mobile number of the user.

5. To view the details of the particular alert, click the User Name link. The Alerts Subscription - Update Subscription screen with tabs for all modules CASA/ Term Deposit/ Loans / Profile that the user has access to with the respective account numbers appears.
   
6. To view the details categories viz of an alert, click on CASA/ Term Deposit/ Loans / Profile tabs.
7. 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.

• Click Edit to subscribe/ unsubscribe alerts.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to previous screen.

Alert Subscription - Update Subscription

Using this option, corporate administrator can subscribe / unsubscribe to alerts, on behalf of the user.

To subscribe / unsubscribe alerts:

1. The User Type list has the default option of a ‘Corporate’ field.
2. In the User Name field, enter the user name.
3. Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.
4. Click Search.
   The search result appears based on the search criteria.
5. View the list of all alerts subscribed.
6. 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 The User Type list has the default option of a ‘corporate’ user.
User Name	User name maintained for corporate users.
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: The corporate user’s email ID will be fetched from Users maintained in User Management.
Mobile Number	Users registered mobile number.
Module Name	Name of the module for which alerts are 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 Type	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 users's mailbox Note: The active mode is the delivery mode that has a icon against it.
Profile

7. Click against the particular account number to update the details.
1. Click to sent alert as an email.
   OR
   Click to sent alert as a mail to secure mailbox.
   OR
   Click to sent alert as SMS on the user’s mobile number.

2. Note: The active mode is the delivery mode that has a icon against it.

8. Click Save to save the Alert Subscription.
9. The Alert Subscription - Edit -Review screen appears post necessary validations. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to cancel the operation and to go back to the previous screen.
10. The success message of Alert Subscription appears along with the transaction reference number. Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Which alerts customer can subscribe or unsubscribe?

The alerts which are not mandatory can be subscribed or unsubscribed.

What if customers don’t want to opt for banking alert service?

If customer wishes to opt out of the alert service he/she can unsubscribe it at anytime. Note that the customer will continue to receive the mandatory alerts irrespective of his choice on the subscribed alerts.

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