ALERTS SUBSCRIPTION
Using this option Corporate AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. can subscribe alerts for a user for selected events. Retail and Corporate users of the bank, can contact the bank to subscribe to alerts. The Corporate Administrator subscribes users to alerts, delivered through Email, SMS, through push notification 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
Prerequisites
- Set-up Transaction access
- Set-up Approval Rules
- Maintain Alerts, so that these are available for subscription
Workflow
Features Supported In Application
How to reach here:
Toggle menu > Others > Alert Subscription
Alerts Subscription - Search
Using this option, administrator can search and view the details of alerts subscribed. All the alerts subscribed for a party users will be displayed in the respective categories viz. Current and Savings, Term Deposits, Loans etc. in a table.
To search subscribed alerts:
- The User Type list has the default option of a ‘corporate’ user.
- In the User Name field, enter the user name.
- Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.
Field Name |
Description |
---|---|
User Type |
The user type. The options are:
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. |
|
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. |
- Click
The search result appears based on the search criteria.
OR
Click to cancel the transaction.
OR
Click to clear the search parameters.
.
Field Name |
Description |
---|---|
Search Results |
|
Full Name |
Full name of the user. |
Party ID/ Name |
PartyA party is any individual or business entity having a banking relationship with the bank. Id and/ or name that the user belongs to. |
User Name |
User name of the user. |
- 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.
- To view the details categories viz of an alert, click on CASA/ Term Deposit/ Loans / Profile tabs.
- Click against the particular account number to view alert type and delivery mode, for each CASA/ TD/ Loans account.
Note: An icon appears against the delivery mode against the alert, if the user has subscribed for that alert.
- Click
OR
Click to cancel the transaction.
OR
Click to navigate to previous screen.
to subscribe/ unsubscribe alerts.
Alert Subscription - Update Subscription
Using this option, Corporate Administrator can subscribe / unsubscribe to alerts, on behalf of the user.
To subscribe / unsubscribe alerts:
- The User Type list has the default option of a ‘corporate’ user.
- In the User Name field, enter the user name.
- Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.
- Click
The search result appears based on the search criteria.
OR
Click to clear the search parameters.
OR
Click to cancel the transaction.
. - View the list of all alerts subscribed.
- Click against the particular account number to view the alerts subscribed.
Field Name |
Description |
---|---|
User Type |
The user type. The options are:
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. |
|
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:
|
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 Alert Via |
The delivery mode through which the alert is to be sent. The options are:
Note: The selected mode has icon against it. |
Profile |
- Click against the particular account number to update the details.
- Click to send alert as an email.
OR
Click to send alert as a mail to secure mailbox.
OR
Click to send alert as SMS on the user’s mobile number.
OR
Click to send alert via push notifications. Push notification appears as a banner or pop-up message on the user’s mobile number. -
Note: The selected mode has icon against it.
- Click
- The Alert Subscription - Edit -Review screen appears post necessary validations. Verify the details, and click
OR
Click to cancel the transaction.
OR
Click to cancel the operation and to go back to the previous screen.
. - The success message of Alert Subscription appears along with the transaction reference number. Click to complete the transaction and navigate back to ‘Dashboard’.
FAQs
Which alerts customer can subscribe or unsubscribe, for the retail or corporate user?