Alerts Maintenance

Alerts maintenance allows 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. to define required parameters for each alert that is to be sent to the banks internal and external users. User can define the alert messages to be sent to different recipients on different channels. Also the type of alert Mandatory or subscribed can be defined by the user for each event.

Pre-Requisites

Transaction access is provided to System Administrator
Approval rule set up for System Administrator to perform the actions
Various events are maintained

Workflow

Features Supported In Application

Alert maintenance available features available to System Administrator users in the application:

View alerts already maintained
Create a new alert
Edit an alert
Delete an alert

You are here How to reach here:

Administration Dashboard > Communications > Alert Maintenance

Alerts Maintenance - Search

Using this option, System Administrator can search and view the details of any alerts maintained based on the search parameters. If the search parameters are not specified, records of all the alerts maintained in the application are displayed (i.e. a blank search is allowed).

To view alerts:

From the Module Name list, select the appropriate option whose alerts you to view.
From the Event Name list, select the event, for which one wants to view the alerts maintained.
Click Search,
The alerts maintained appears based on the entered search parameters.
OR
Click Clear to reset the details.
OR
Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Module Name	Name of the module to which alert is maintained. The options can be: Term Deposits Current and Savings Account Loan Originations Payments Host User Management Back Office File Upload Approvals Credit Card PFM Reports Wallets
Event Name	The event activity associated with the alert based on the Module name selection.
Search Results
Event Name	The event activity associated with the alert.
Module Name	Name of the module to which the event was linked.
Alert Type	The type of alert i.e. if the alert is a subscription based alert or is one that is sent by the bank by default. The options are: S: Subscribed M: Mandatory (Bank Notification)

To view the details of a specific alert, click the Event Name field, in the Search Results table. The Alert Maintenance- View screen with maintained details appears.

Field Description

Field Name	Description
Module Name	Name of the module to which alert is maintained. The options can be: Term Deposits Current and Savings Account Loan Originations Payments Host User Management Back Office File Upload Approvals Credit Card PFM Reports Wallets
Event Name	The event activity associated with the alert based on the Module name selection.
Alert Type	The type of alert i.e. if the alert is a subscription based alert or is one that is sent by the bank by default (mandatory). The options are: S: Subscribed M: Mandatory (Bank Notification)
Message Settings
Recipient Type	The facility to select the category of recipients of the alert. The values can be: Corporate Approver Initiator Next Approver Previous Approver User Banker Approver Initiator Next Approver Previous Approver External User Party Customer
Locale	Language in which the message is defined.
Alert Type	The type of alert i.e. if the alert is a subscription based alert or is one that is sent by the bank by default. The options are: S: Subscribed M: Mandatory (Bank Notification)
Delivery Mode	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: : alert is sent as an email to customer's email account Push Notification: notifications are sent as a banner or pop-up message on the user’s mobile number
Below fields appears, if the Delivery Mode is Email.
Email Subject	The subject as specified in the template.
Email Message	The content of the template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appears, if the Delivery Mode is On Screen.
On Screen Subject	The subject as specified in the On Screen template.
On Screen Message	The content of the template. Click to add one or more data attributes.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appears, if the Delivery Mode is Push Notification.
Message Title	The title as specified in the Push Notification template.
Notification Message	The content of the notification template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appears, if the Delivery Mode is SMS.
SMS Message Text	The content of the SMS template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number.

Click Edit to edit the alerts details.
OR
Click Delete to delete the alert. (Only non-mandatory alerts can be deleted).
OR
Click Cancel to cancel the transaction.
OR
Click Back to navigate to previous screen.

Alerts Maintenance- Create

Using this option, the System Administrator defines the alerts. User has to select the module-event combination for which the alert needs to be maintained. Further user has to select the recipients for whom the alerts need to be sent on an event.

To create an alert:

Click Create to create an alert. The Alert Maintenance - Create screen appears.

Field Description

Field Name	Description
Module Name	The unique name to be given to the module for which alert is to be created. The options are: Term Deposits Current and Savings Account Loan Originations Payments Host User Management Back Office File Upload Approvals Credit Card PFM Reports Wallets
Event Name	The event activity associated with the alert.
Alert Type	The type of alert i.e. if the alert is a subscription based alert or is one that is sent by the bank by default. The options are: S: Subscribed M: Mandatory (Bank Notification)
Message Settings Click the ‘add’ button to enable the following fields. Click on the drop down for Recipient type 1. (Repeat the following steps, for every new recipient you wish to add)
Recipient Type	The facility to select the category of recipients of the alert. The values can be: Corporate Approver Initiator Next Approver Previous Approver User Banker Approver Initiator Next Approver Previous Approver External User Party Customer
Locale	Language in which the message is defined.
Alert Type	The type of alert i.e. if the alert is a subscription based alert or is one that is sent by the bank by default. The options are: S: Subscribed M: Mandatory (Bank Notification)
Delivery Mode	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: alert is sent as an email to customer's email account Push Notification: notifications are sent as a banner or pop-up message on the user’s mobile number Note: For Push Notification alerts, user can define separate sound /notification tone for different notifications so that, there can be a clear differentiation in the tone between an update (related to an account) and promotions. Click on one or more of the delivery mode to enable the following fields
Below fields appears, if the Email option is selected in Delivery Mode field.
Email Subject	The subject as specified in the template.
Email Message	The content of the template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number. Click Add to add one or more data attributes.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appear, if the On Screen option is selected in Delivery Mode field.
On Screen Subject	The subject as specified in the On Screen template.
On Screen Message	The content of the template. Click to add one or more data attributes.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number. Click Add to add one or more data attributes.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appear, if the Push Notificationoption is selected in Delivery Mode field.
Message Title	The title as specified in the Push Notification template.
Notification Message	The content of the notification template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number. Click Add to add one or more data attributes.
Data Attribute	The data attribute that is to be masked, in the communication.
Below fields appears, if the SMS option is selected in Delivery Mode field.
SMS Message Text	The content of the SMS template.
Attribute Mask	The attribute mask, may be in the form of masking all but the last 4 digits of the account number. Click Add to add one or more data attributes.

From the Module Name list, select the appropriate option for which you want to create alert.
From the Event Name list, select the appropriate option which you want to create alert.
From the Alert Type list, select the appropriate option.
In the Message Settings section, click Add, the Recipient Type field appears.
Click against the Recipient Type field.
From the Recipient list, select the appropriate recipient type.
From the Locale list, select the appropriate option
From the Alert Type list, select the appropriate option.
In the Delivery Mode field, select the appropriate option. If you select Email option:
In the Email Subject field, enter the subject for the email message.
In the Email Message field, enter the content for the email message.
In the Attribute Masksection, select the Data Attribute that is to be masked, in the communication.
In the Attribute Mask field, enter the information to be masked.
Click Save to save the details entered.
OR
Click Add to add more attributes.
In the Delivery Mode field, , if you select On Screen option:
Select the Copy Content from Email option, if you want to copy the contents from email.
In the On Screen Subject field, enter the subject for the On Screen message.
In the On Screen Message field, enter the content for the On Screen message.
Repeat steps 10 c to e.
In the Delivery Mode field, , if you select SMS option:
In the SMS Message Text field, enter the content for the SMS message.
Repeat steps 10 c to e.
In the Delivery Mode field, , if you select Push Notification option:
In the Message Title field, enter the subject for the push notification message.
In the Notification Message field, enter the content for the push notification message.
Repeat steps 10c to e.
Click Add if you want to add more recipients.
OR
Click if you want to delete the added recipients.
Click against the message template to enter the required details.
Click Save to save the details entered.
The Reviewscreen appears. Verify the details and click Confirm.
OR
Click Edit to make the changes if any. The Alert Maintenance – Edit screen with values in editable form appears.
OR
Click Cancel to cancel the transaction.
The success message appears. Click OK to complete the transaction.

Alerts Maintenance - Edit

Using this option, System Administrator can edit the details of selected alerts maintenance defined in the application.

To modify an alert:

Enter the search criteria, and click Search.
The alerts maintained appears based on the entered search parameters.
OR
Click Clear to reset the details.
OR
Click Cancel to cancel the transaction.
Click on alert whose details you want to modify. The Alert Maintenance- View screen with maintained details appears.
Click Edit to edit the alerts details. The Alert Maintenance- Edit screen appears.

Update the required fields.
Module Name, Event Name and Alert Type fields are read only, and cannot be edited.
You can click against the particular message template to delete it.
View the value for recipient type – modify if required.
If Alert Type field selection is mandatory above, this field will be defaulted.
Click to enable / disable the delivery mode, by clicking the check box.
Click Edit, against each delivery Mode to view the Subject, Message and Attribute masks (if any). Modify if required.
Click Save to update the alert maintenance. User will be directed to the Alert Maintenance - Edit - Review page post necessary validations.
The Review screen appears. Verify the details, and click Confirm.
OR
Click Edit to make the changes if any. The Alert Maintenance – Edit screen with values in editable form appears.
OR
Click Cancel to cancel the transaction.
The success message appears. Click Done to complete the transaction.

Alerts Maintenance- Delete

Using this option, you can search and delete an existing alert. Note that mandatory alerts cannot be deleted.

To delete an alert:

Repeat steps 1 to 2 of Edit Alert section.
To delete an alert, click Delete.
The Delete Warning message appears, click Yes.

The Alert Maintenance screen with the successful object deletion message appears. Click Done to complete the transaction.

FAQs

What is a significance of Mandatory and Subscribe types of alerts?

What is a reason for applying attribute masking?

Can I define the masking for data attribute available in subject?

Can I add an attribute masks for more the one data attribute for a specific recipient and channel?

Can I delete specific recipient added for an alert event in Alert Maintenance?

What happens to the in-transit transactions if I edit the alert maintenance for specific recipient?

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