Mailbox

Mailbox is a two way communication channel between the Bank AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. and the business user. Mailbox shows the list of messages to the user with date and time, message subject and content. Customers can send mail messages to the bank with specific pre-defined subjects for their queries / complaints / feedback, via the secured mailbox facility which will be delivered to either OBDX Bank administrator or to the UBS user (using UBS Interactions Module) depending upon the day 0 configuration.

In addition customers can view alerts generated and sent by the Bank on various events

Prerequisites:

• User has a valid account or relationship with bank with online banking enabled

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 Folder - where customers can view messages replied by bank administrators. And also can reply and delete these mails.
• Sent Mail Folder- This allows user to view the mails sent 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. User can permanently delete the mails.
• Alerts – View alerts sent by the bank to the logged in user’s mailbox. The user has an option to delete the alerts.
• Notifications - This section allows the user to view all the notifications sent by the bank.

How to reach here:

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

Mails

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

• Compose Mail: initiate new mail about any issue, query or feedback
• Inbox: View messages received
• Sent Mail: View the messages that have been sent by the by 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 appears; 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.

• Click the header to sort the records according to ascending or descending order.
  OR
  Click to refresh the mailbox.
  OR
  To delete multiple messages, select the check box(s) and click .
  OR
  Click Cancel to cancel the transaction.

Compose Mail

The user can initiate a mail communication with the bank, through this option. However there is no option to enter recipient’s email id. For sending a mail to the bank, user needs to select the intended account and the subject for which the message has to be sent. Doing so, helps bank to direct the user’s concern / query to the desired team for quicker and accurate resolution.

How to reach here:

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

• From the Category list, select the appropriate option.
• From the Party list, select the desired party.
• In the Message section, enter the message.
• Click Attach File to attach a file to be sent along with the mail.
  
• Click Send. The success message appears.
  OR
  Click Cancel to cancel the transaction and to go back to the dashboard.
  

Mailbox - Inbox

Click on Inbox to view the messages received. Click on the sender’s name, to view the individual message.

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.

3. Click the required message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending order.
   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 the received message.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.
   OR

5. Click Cancel to cancel the transaction and to go back to the dashboard.

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.

3. Click the required sent message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending order.
   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 the received message. The success message appears.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.
   OR
   Click Cancel to cancel the transaction and to go back to the Dashboard.
   

Mailbox – Sent Mail - 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. The success message appears.
   OR
   Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.
   OR
   Click Cancel to cancel the transaction and to go back to the Dashboard.

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 sent message that you want to view.
   OR
   Click the header to sort the records according to ascending or descending order.
   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 permanently.
4. The Mailbox screen with detailed message of deleted record appears; click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.
   OR
   Click Cancel to cancel the transaction and to go back to the Dashboard.

Mailbox – Deleted Mail Details

5. Click Delete to delete the message.
   OR
   Click Back to navigate to the previous page.
   OR
   Click Cancel to cancel the transaction and to go back to the Dashboard.

Alerts

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

How to reach here:

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

To view the alerts:

1. The alert section displays list of all the alerts received by the user.

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

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:

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

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 notifications.
   OR
   To delete multiple notifications, select the check box (s) against the notification, and click to delete the 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 the user initiate a new mail?

Yes, users of the bank can initiate mails by accessing compose mail option through secured mailbox. All the mails are targeted to Bank Administrator only.

Can the user delete multiple mails?

Yes, the user can select multiple mails, by checking against the mails and then click on delete.

Can the users retrieve the deleted mails?

Deleted mails from inbox and sent mail folder will be stored in Deleted Mails folder. User can view the details of deleted mail. Mails will get permanently deleted from user’s view if further deleted from ‘Deleted Mail folder’.

Can the user send a reply to the alerts sent by the Bank?

No, users will not be able to reply to the alerts sent by the bank (these alerts are auto generated by system).

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