Mailbox
Mailbox is a two way communication channel between Bank customers and Bank administrators. Customers communicate with the bank via secured mailbox facility. Customers can send mail messages to the bank 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 administrators’ users. Depending upon the mail-subject mapping to each bank administrator user, administrators will receive the mails only of the subjects mapped to the users.
Administrators can view the number of received e-mails and access all received and sent e-mails from their secured mailbox. User can click the message to read the detailed content of the message. The subject of the message gives a brief understanding of what the message is about. User can view the message details, the sender information and also view the chain of messages exchanged if any.
The complete chain of message helps user to understand and know the information exchanged with the bank on a particular subject. Bank administrators can also view the alert messages sent by the bank on various banking events.
As a Day 0 maintenance, Bank has to define whether the OBAPI mailbox should point to the UBS-interaction module or to the internal mailbox. In case if the mailbox is pointed to the UBS-Interaction module, the mail initiated by customers will be sent to the UBS bank user for his action and will not be sent to the OBAPI administrator.
Pre-Requisites
- Roles and departments for various Bank Administrator must be defined in reference to mail section
- Alerts must be pre-set by bank and gets auto triggered if subscribed by customer or set as mandatory
Features supported in Application:
- Inbox- Where bank administrators can view the messages sent by the customers and also can reply and delete the mails.
- Sent Mail Folder- This allows user to view the mails 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. There is an option to restore the deleted mails to respective folder.
- 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 logged in user to view all the notifications sent by the bank. Also an option is provided to delete the notifications.
How to reach here:
Dashboard > Toggle Menu > Mailbox > Mails
OR
Dashboard > Click
Mails
The Mails functionality is subdivided into the following sub-sections:
- Inbox : can view messages and can also reply to the messages received
- Sent mail:can view the messages that have been sent by logged in user
- Deleted Mail: can view the messages deleted by logged in user from Inbox and Sent Mail folder
Field Name |
Description |
---|---|
Inbox |
Folder that lists the messages sent to 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.. Number of unread mails if any will be displayed. |
Sent Mail |
Folder that lists the messages sent by Bank Administrator. |
Deleted Mail |
Folder that lists the messages deleted by Bank Administrator from Inbox and Sent Mail. |
From |
The name and the User ID of the sender of the message. |
Subject |
The descriptive synopsis of the message. Indicates the link to access the message. |
Received |
Date and time on which the message was received. |
- In the Message- Mails, Click the required option.
- If you click the Inbox option, the Mail Box section with received messages appears; click individual message to view the details.
- If you click the Sent Mail option, the Mail Box section with sent messages appear; click individual message to view the details.
- If you click the Deleted Mail option, the Mail Box section with deleted messages appears; click individual message to view the details.
- Click on mail message to view the mail details.
OR
Click to refresh the mailbox.
OR
For multiple mail deletion, select the check box (s) against the mail, and to delete the message.
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 access the inbox:
- In the Message- Mails, Click the required option.
- If you click the Inbox option, the Mail Box section with received messages appears; click individual message to view the details.
Inbox - Message Details
Field Name |
Description |
---|---|
Message Details |
|
From |
The name of the sender who has sent the mail. |
Sent |
Date and time on which the message was received. |
Subject |
Subject of the received message. |
Message Chain |
The message record contains:
Note: A mail chain is formed when a user sends a mail to bank administrator and he replies back. |
Message - Reply This section displays the reply section. |
|
Message |
The message to be sent. |
- If you click the Sent Mail option, the Mail Box section with sent messages appear; click individual message to view the details.
- If you click the Deleted Mail option, the Mail Box section with deleted messages appears; click individual message to view the details.
- Click on the required message whose details you want to view. The mail details appear.
OR
Click to refresh the mailbox.
OR
For multiple mail deletion, select the check box (s) against the mail, and click to delete the messages. - Click Reply if user wants to reply the received message. The new screen appears in which the user can type a reply message to be sent. Existing mail content is also linked.
- Click if you want to attach any reference document.
- click Send to send the reply message. The success message appears.
OR
Click to delete the message.
OR
Click to navigate to the previous page.
Message – Reply Message
Field Name |
Description |
---|---|
Message - Reply This section displays the reply section. |
|
Message |
The message to be sent to the bank. |
Mailbox - Sent Mail
This option displays all the messages sent by the logged in user.
To view the sent messages:
- In the Mails section, click Sent Mail option.
- The message screen with sent messages list appears; click individual message to view the details.
Field Name |
Description |
---|---|
To |
The name of the receiver of the mail. |
Subject |
Subject of the message. |
Sent |
Date and time on which the message was sent. |
- Click the required sent message that you want to view.
OR
Click to refresh the mailbox.
OR
Select message and click to delete the message.
Message – Sent Mail Details
Field Name |
Description |
---|---|
Message Details This section displays the detailed message. |
|
From |
The name of the sender who has sent the mail. |
Sent |
Date and time on which the message was sent. |
Subject |
Subject of the sent message. |
Message Chain |
The message record contains:
Note: A mail chain is formed when a user sends a mail to bank administrator and he replies back. |
Message - Reply This section displays the reply section. |
|
Message |
The message to be sent to the bank. |
- The message screen with detailed message record appears; click
The success message appears.
OR
Click if you want to attach any reference document.
OR
Click to delete the message.
OR
Click to navigate to the previous page.
if you want to reply the current message.
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
- In the Mails section, click Deleted Mail option.
- The message screen with deleted messages list appears; click individual message to view the details.
Field Name |
Description |
---|---|
From |
The name of the sender who has sent the mail. |
Subject |
Subject of the message. |
Received |
Date and time on which the message was received. |
- Click to refresh the mailbox.
OR
To delete the mails, select the check box (s) against the mail, and click to delete the message permanently.
OR
To move the mails back to inbox, select the check box (s) against the mail, and click .
- Click individual deleted message to view the details.
Message – Deleted Mail Details
Field Name |
Description |
---|---|
Message Details This section displays the detailed message. |
|
From |
The name of the sender who has sent the mail. |
Sent |
Date and time on which the message was sent. |
Subject |
Subject of the sent message. |
Message Contents |
The contents of the message. |
- The message screen with detailed message record appears; Click
OR
Click to navigate to the previous page.
to delete the message.
Alerts
Under this section, all the alerts auto generated and sent to the logged in user will be displayed. User is not allowed reply to the alerts received in his mailbox. Number of unread mail count if any will be shown in this section.
How to reach here:
Dashboard > Toggle Menu > Mailbox > Alerts
OR
Dashboard > Click > Alerts > View All
To view the alerts:
- Click the Alerts tab. The alert section displays list of all the alerts.
Field Name |
Description |
---|---|
Subject |
Subject of the alert. |
Received |
Date and time on which the alert was received. |
- Click to refresh the alerts.
OR
Click to delete the alerts. - Click individual alert to view the details. The details appears depend upon the type of alert being generated.
Note: For multiple alerts deletion, select the check box (s) against the alert, and click .
Field Name |
Description |
---|---|
Subject |
Subject of the alert. |
Received |
Date and time on which the alert was received. |
Message |
Message Body of the alert. |
- Click
OR
Click to navigate to the previous page.
to delete the alert.
Notifications
This section lists all the notifications sent to the logged in user will be displayed. 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 > Mailbox > Notifications
OR
ORDashboard > Click > Notifications > View All
To view the notifications:
- Click the Notifications tab. The notifications section displays list of all the notifications.
Field Name |
Description |
---|---|
Subject |
Subject of the notification. The icon against the record denotes that the notification is sent at high priority. |
Received |
Date and time on which the alert was received. |
- Click to refresh the notifications.
OR
Click to delete the notification. - Click individual notification to view the details. The details appears depend upon the type of notification being received.
Note: For multiple notification deletion, select the check box (s) against the notification, and click .
Notification Details
Field Name |
Description |
---|---|
Subject |
Subject of the notification. |
Received |
Date and time on which the notification was received. |
Message |
Message Body of the notification. |
- Click
OR
Click to navigate to the previous page.
to delete the notification.
FAQs
Can Bank Administrator initiate fresh mails?
Will Bank Administrators receive all mails initiated by bank’s customers?
Can Bank Administrator view reply sent by other Administrator to customer’s mail?
Can Bank Administrator delete multiple mails?