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

• Search Subscribe Alerts
• Update Subscription

How to reach here:

Corporate Administrator Dashboard > 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:

1. The User Type list has the default option of a ‘corporate’ user.
2. In the User Name field, enter the user name.
3. Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.

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.

5. 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.
   
6. To view the details categories viz of an alert, click on CASA/ Term Deposit/ Loans / Profile tabs.
7. 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 Edit to subscribe/ unsubscribe alerts.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to previous screen.

Alert Subscription - Update Subscription

Using this option, Corporate Administrator can subscribe / unsubscribe to alerts, on behalf of the user.

To subscribe / unsubscribe alerts:

1. The User Type list has the default option of a ‘corporate’ user.
2. In the User Name field, enter the user name.
3. Click the More Search Options link to add more search parameters. The Alert Subscription screen with more search parameters appears.
4. Click Search.
   The search result appears based on the search criteria.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
   
5. View the list of all alerts subscribed.
6. Click against the particular account number to view the alerts subscribed.
   

7. Click against the particular account number to update the details.
1. 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.

2. Note: The selected mode has icon against it.

8. Click Save to save the Alert Subscription.
   
9. The Alert Subscription - Edit -Review screen appears post necessary validations. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to cancel the operation and to go back to the previous screen.
10. The success message of Alert Subscription appears along with the transaction reference number. Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Which alerts customer can subscribe or unsubscribe, for the retail or corporate user?

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

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