41.2 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:

1. Navigate to one of the above paths.
   The Alert Maintenance screen appears.
2. Click Create to create an alert.
   The Alert Maintenance - Create screen appears.

   Figure 41-4 Alerts Maintenance - Create

   
   

   
   Description of "Figure 41-4 Alerts Maintenance - Create"

   
   

   Table 41-3 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 to be 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 a message to customer's secured mail box (mailbox available within OBAPIS).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.
   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 Notification option 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 appear, 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.
   Actions The below fields are applicable only for Actionable Alerts.
   Action ID	The unique action ID assigned to the action defined for the event. This is defined at the time of creating the alert. Admin user will not be able to make any changes in it from UI.
   Description	The description about the action added on the alerts for a specific delivery mode. Admin user will not be able to make any changes in it from UI.
   Action Text	The text that needs to be displayed instead of the URL in the alert message. By clicking on which the user will be redirected to the respective URL.
   Status	The current status of the alert. The options are: Disabled- does not allow user to take action on alert message Enabled- allow user to take action on alert message

3. From the Module Name list, select the appropriate option for which you want to create alert.
4. From the Event Name list, select the appropriate option which you want to create alert.
5. From the Alert Type list, select the appropriate option.
6. In the Message Settings section, click Add, the Recipient Type field appears.
7. Click icon against the Recipient Type field.
8. From the Recipient list, select the appropriate recipient type.
9. From the Locale list, select the appropriate option
10. From the Alert Type list, select the appropriate option.
11. In the Delivery Mode field, select the appropriate option. If you select Email option:
    1. In the Email Subject field, enter the subject for the email message.
    2. In the Email Message field, enter the content for the email message.
    3. In the Attribute Mask section, select the Data Attribute that is to be masked, in the communication.
    4. In the Attribute Mask field, enter the information to be masked.
    5. Click Save to save the details entered.
       OR

       Click Add to add more attributes.

12. In the Delivery Mode field, if you select On Screen option:
    1. Select the Copy Content from Email option, if you want to copy the contents from email.
    2. In the On Screen Subject field, enter the subject for the On Screen message.
    3. In the On Screen Message field, enter the content for the On Screen message.
    4. Repeat steps 10 c to e.
13. In the Delivery Mode field, if you select Push Notification option:
    1. In the Message Title field, enter the subject for the push notification message.
    2. In the Notification Message field, enter the content for the push notification message.
    3. Repeat steps 10 c to e.
14. In the Delivery Mode field, if you select SMS option:
    1. In the SMS Text Message field, enter the content for the SMS message.
    2. Repeat steps 10 c to e.
15. For Actionable Alerts:
    1. Define the Data Attributes for the alert message.
    2. Provide the Action Text that needs to get displayed instead of the URL in the alert message.
    3. Enable the toggle button against the Status to send the actionable link in the alert, of applicable
       OR

       Disable the toggle button against the Status to send the alert as normal alert without any actionable link.

16. Click Add if you want to add more recipients.
    OR

    Click icon if you want to delete the added recipients.

17. Click icon against the message template to enter the required details.
18. Click Save to save the details entered.
19. 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 screen appears.

    OR

    Click Cancel to cancel the transaction.

20. The success message appears.
    Click OK to complete the transaction.