Mailbox

Mailbox helps in two way communication between the bank administrator and the business user. Mailbox shows the list of messages to the user with date and time and message subject. Customers can send mail messages to the bank administrator (interaction Module of UBS) with specific pre-defined subjects for their queries/ complaints/ feedback.

In application, as day 0 maintenance each subject category is linked to a group of bank administrator users. Depending upon the mail-subject mapping to each bank administrator user, administrators will receive the mails only of the subjects mapped to them and can act upon it.

Prerequisites:

• User must have a relationship with Bank
• User must have a login id credentials to view account details

Features supported in Application

The major components of mailbox are:

• Compose – This allows customer to select predefined subject and initiate a mail with queries/ complaint/ feedback.
• Inbox - where customers can view messages replied by bank administrators. They can reply and delete these mails.
• Sent Mail folder- This allows user to view the mails sent and replied by logged in user. Also an option is provided to delete the mails.
• Deleted Mail Folder - This allows the user to view mails deleted from user’s inbox and sent folders. And can permanently delete the mails.
• Alerts – View the alerts sent by the bank and received by logged in user. Also an option is provided to delete the alerts.
• Notifications - This section allows the user to view all the notifications sent by the bank.

How to reach here:

Dashboard > Toggle Menu > Mailbox > Mails
OR
Dashboard > Click > View All > Mails

Mails

The Mails section is subdivided into the following sub-sections:

• Compose: to initiate new mail
• Inbox: View and reply to the messages received
• Sent mail: View the messages that have been sent by the logged in user
• Deleted Mail: View the messages deleted by logged in user from Inbox and Sent Mail folder

To access the mails:

1. Click the required option.
1. If you click the Inbox option, The Mailbox screen with received messages appears; click individual message to view the details.
2. If you click the Sent Mail option, The Mailbox screen with sent messages appear; click individual message to view the details.
3. If you click the Deleted Mail option, The Mailbox screen with deleted messages appears; click individual message to view the details.
2. Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the mailbox.
   OR
   To delete multiple messages, select the check box(s) and click .

Compose Mail

Using this option the user can initiate a mail communication with the bank. The mailbox is a communication channel between bank and user, there is no option to enter recipient’s email id. For sending a mail to the bank, user needs to select the intended category and the subject for which the message has to be sent. Doing so, helps bank to address the user’s concern / query to the desired team for a timely and accurate response.

How to reach here:

Dashboard > Toggle Menu > Mailbox > Mails > Compose Mail
OR
Dashboard > Click > View All > Mails > Compose Mail

To send a message:

• Click Compose Mail. The Mailbox screen appears.

Mailbox - Compose Mail

• From the Category list, select the appropriate option.
• In the Message section, enter the message.
• Click Attach Files if you want to attach any reference document.
• Click Send.
  The success message along with the reference number appears.

Mailbox - Inbox

Using this feature, user can view the messages received in his Inbox. User can view the individual message by clicking on the sender's name.

To view the received mails

1. In the Mailbox screen, click the Inbox option.
2. The Mailbox screen with received messages list appears; click individual message to view the details.

Mailbox – Inbox Message Details

• Click the required message that you want to view.
  OR
  Click the header to sort the records according to ascending or descending date.
  OR
  Click to refresh the mailbox.
  OR
  Select message and click to delete the message.

4. The Mailbox screen with detailed message record appears; click Reply if you want to reply.
   OR Click Attach Files if you want to attach any reference document. OR
   Click Delete to delete the message.
   OR
   Click Go Back to navigate to the previous page.

Mailbox – Inbox Reply Message

Mailbox - Sent Mail

This option displays all the messages sent by the user. The messages are either sent to the UBS, if the mailbox is configured with the interaction module of UBS or sent to the OBDX system if the mailbox is configured with the OBDX.

To view the sent messages

1. In the Mailbox screen, click Sent Mail option.
2. The Mailbox screen with sent messages list appears; click individual message to view the details.

Mailbox – Sent Mail

3. Click the required sent message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the mailbox.
   OR
   To delete multiple mails, select the check box (s) against the mail, and click to delete the message.
   
4. The Mailbox screen with detailed message record appears; click Reply if you want to reply. Type the reply and click Send. The success message appears. OR Click Attach Files if you want to attach any reference document.
   OR
   Click Delete to delete the message.
   OR
   Click Go Back to navigate to the previous page.

Mailbox – Sent Mails - Details

5. Click the required sent message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending date.
6. The Mailbox screen with detailed message record appears; click Reply if you want to reply the received message. Type the reply and click Send. The success message appears. OR Click Attach Files if you want to attach any reference document.
   OR
   Click Delete to delete the message.
   OR
   Click Go Back to navigate to the previous page.

Mailbox - Deleted Mail

This option displays all the messages that are deleted by the user from Inbox and Sent Mail folders.

To view the deleted messages

1. In the Mailbox screen, click Deleted Mail option.
2. The Mailbox screen with deleted messages list appears; click individual message to view the details.

3. Click the required deleted message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the mailbox.
   OR
   To delete multiple mails, select the check box (s) against the mail, and click to delete the message.
   OR
   To restore the deleted mail back to inbox, select the check box (s) against the mail, and click .
   
4. The Mailbox screen with detailed message of deleted record appears; click Delete to delete the message.
   OR
   Click Go Back to navigate to the previous page.

Mailbox – Deleted Mail Details

5. Click Delete to delete the message.
   OR
   Click Go Back to navigate to the previous page.

Alerts

Under this section, all the alerts are auto generated and sent to the logged in user will be displayed. User is not allowed to reply to the alerts received in his mailbox. Number of unread alerts count if any will be shown in this section.

How to reach here:

Dashboard > Toggle Menu > Mail Box > Alerts
OR
Dashboard > Click > Alerts > View All

To view the alerts:

1. Click the Alerts tab. The alert section displays list all alerts.

2. Click individual alert to view the details. The details appear depending upon the type of alert being generated.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the received alerts.
   OR
   To delete multiple alerts, select the check box (s) against the alerts, and click to delete the alert message.

Alerts Details

• Click Delete to delete the alert. The delete warning message appears.
  OR
  Click Go Back to navigate to the previous page.

Notifications

This section lists all the notifications received by the logged in user. The user can view the detailed notifications but cannot reply to these notifications. Number of unread notification count if any will be shown in this section.

How to reach here:

Dashboard > Toggle Menu > Mail Box > Notifications
OR
Dashboard > Click > Notifications >View All

To view the notifications:

1. Click the Notifications tab. The Notification section displays list all notifications.

2. Click individual notification to view the details. The detailed message appears.
   OR
   Click the header to sort the records according to ascending or descending date.
   OR
   Click to refresh the received notifications.
   OR
   To delete multiple notifications, select the check box (s) against the notifications, and click to delete the notification message.

Notification Details

• Click Delete to delete the notification. The delete warning message appears.
  OR
  Click Go Back to navigate to the previous page.

FAQs

Can customers initiate fresh mails?

Yes, customers of the bank can initiate fresh mails by accessing compose mail option through secure mailbox. All the mails are targeted to bank administrator only.

Can customer delete multiple mails?

Yes, user can select multiple mails and delete the same.

Can customers restore the deleted mails?

Yes, deleted mails can be restored from the deleted folder. User can go to the Deleted folder, select the mails and click on restore button to move those mails back to respective folder.

Can Customer send a reply to the alerts/ Notifications sent by the Bank?

No, customer cannot reply to the alerts/ notifications.

What are the notifications generally about?

Notifications inform customers of the bank about new offers, promotional rates and launch of new products and services.

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