ALERTS SUBSCRIPTION

Using this option System/Bank AdministratorClosedAdministrator 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 Bank 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:

Pre-Requisites

Workflow

Alert Subscription- Workflow

Features Supported In Application

You are here How to reach here:

System/ Bank Administrator Dashboard > Toggle menu > Others > Alerts Subscription

Alerts Subscription - Search

Using this option, the Bank Administrator can search and view the details of alerts subscribed. If the search parameters are not specified, records of all the alerts maintained for a party are displayed. All the alerts subscribed for a party will be displayed in the respective categories viz. Current and Savings, Term Deposits, Loans etc. in a table.

To view subscribed alerts for a party:

  1. From the User Type list, select the appropriate option whose alerts you wish to view.
  2. In the User Name field, enter the user name.
  3. Click More Search Options to enter the additional search criteria.
  4. Click Search.
    The search result appears based on the search criteria.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Clear to clear the search parameters.

Field Name

Description

User Type

The user type.

The options are:

  • Corporate User
  • Retail User

User Name

User name maintained in the core banking application for retail users and maintained for corporate users.

First Name

User's first name.

Last Name

User's last name.

Email

User's registered email address.

Note: For a retail user, the email Id will be fetched from the PartyClosedA party is any individual or business entity having a banking relationship with the bank. Id maintained in the Core banking application. For a corporate user the email Id will be fetched from Users maintained in User Management.

Mobile Number

User's registered mobile number.

Note: For a retail user, the mobile number will be fetched from the Party details maintained in the Core banking application. For a corporate user the mobile number will be fetched from Users maintained in User Management.

Party ID

Party Id of the user.

Search Party Name

Enter Party Id, and click to search the party name of the user.

Search Result

Full Name

Full name of the user.

Party Id/ Name

Party Id and/ or name of the user.

User Name

User name of the user.
  1. For the detailed view, click on User Name field. The tabs for all modules CASA/ Term Deposit/ Loans / Profile that the user has access to with the respective account numbers appears.
  2. Click Drop-down Arrow against the particular account number to view alert type and delivery mode, for each CASA (Current and Savings Accounts) / TD (Term Deposits) / Loans account.

Note: View the Alert Subscribed icon on the delivery mode against the alert, if the user has subscribed to any alerts for that.

  1. Subscribe/ unsubscribe alerts, and click Save to subscribe/ unsubscribe alerts.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to previous screen.

Subscribe/ Unsubscribe Alerts

Using this option, Bank Administrator can modify the alerts subscribed for the user.

To subscribe / unsubscribe alerts:

  1. Repeat steps 1 to 3 of Alerts Subscription- Search section.
    The categories viz details of an alert subscribed appears.
  2. Click Drop-down Arrow against the particular account number to view the alerts subscribed.

Field Name

Description

User Type

The user type.

The options are:

  • Corporate User
  • Retail User

User Name

User name maintained in the Core Banking Application for retail users and maintained for users.

First Name

User's first name.

Last Name

User's last name.

Email

User's registered email address.

Note: For a retail user, the email Id will be fetched from the Party ID maintained in the Core Banking Application. For a corporate user the email ID will be fetched from Users maintained in User Management.

Mobile Number

User's registered mobile number.

Note: For a retail user, the mobile number will be fetched from the Party details maintained in the Core Banking Application. For a corporate user the mobile number will be fetched from Users maintained in User Management.

Party ID

Party Id of the user for whom alerts to be subscribed.

Party Name

Party name of the user.

Email

Registered email id of the user.

Note:
1)For a retail user, the email Id will be fetched from the Party ID maintained in the Core Banking Application.
2)For a corporate the email ID will be fetched from Users maintained in User Management.

Mobile Number

Registered mobile number of the user.

Module Name

Name of the module to which alerts is maintained.

The options can be:

  • CASA
  • Loan
  • TD
  • Profile
  • Payments

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 Name

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:

  • Email Email: alert is to be sent as an email
  • SMS SMS : alert is to be sent as an SMS on the user’s mobile number
  • SecureMailbox On screen Mailbox: on screen, alert sent to as an email to user's mailbox
  • Push Notification Push Notification: notifications are sent as a banner or pop-up message on the user’s mobile number

Note: The selected mode has Alert Subscribed icon against it.

Profile
  1. Click against the particular account number to update the details.
  2. Click Email to send alert as an email.
    OR
    Click SecureMailbox to send alert as a mail to On screen mailbox.
    OR
    Click SMS to send alert as SMS on the user’s mobile number.
    OR
    Click Push Notification to send alert via push notifications. Push notification is as a banner or pop-up message on the user’s mobile number.
  3. The selected mode has Alert Subscribed icon against it.
  4. Click Save. to save the Alert Subscription.
    User will be directed to the Alert Subscription - Edit - Review page post necessary validations.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to go back to previous screen.
  5. The Review screen appears. Verify the details, and click Confirm.
    OR
    Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
    OR
    Click Back to go back to previous screen.
  6. The success message along with the transaction reference number appears. Click OK to complete the transaction.

FAQs

ClosedWhich alerts can the Bank Administrator subscribe or unsubscribe, for the retail or corporate user?

The alerts which are not mandatory can be subscribed or unsubscribed, by the Bank Administrator for the retail/corporate user.

ClosedWhat if a Retail or Corporate customer wants to opt-out of alerts?

The Bank Administrator can unsubscribe the alerts for a Retail or Corporate customer. Please note that the customer will continue to receive the mandatory alerts irrespective of his choice on the subscribed alerts.

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