58.2 Subscribe/ Unsubscribe Alerts

Using this option, Bank Administrator can modify the alerts subscribed for the Corporate Party associated with Group Corporate.

To subscribe / unsubscribe alerts:

  1. Navigate to the above path.
    The Group Corporate Alerts Subscription screen appears.
  2. Repeat steps 1 to 5 of Alerts Subscription- Search section.
    The categories viz details of an alert subscribed appears.
  3. Select the particular account number to view the alerts subscribed.

    Figure 58-4 Alerts Subscription- Search



    Table 58-2 Field Description

    Field Name Description
    Group Corporate ID Group Corporate ID for which the Alerts subscription to be maintained.
    Group Corporate Name Group Corporate Name for which the Alerts subscription to be maintained.
    Select Party ID Corporate Party associated with the Group Corporate for whom alerts to be subscribed
    Module Name Name of the module to which alerts is maintained.
    The options can be:
    • CASA
    • Loan
    • TD
    • Party
    • Payments
    Account Number Account number for which the user is viewing/ updating the alert subscription.

    Note:

    • Bank Admin will be allowed to select and setup alert subscription for multiple or all accounts in single maintenance.
    • Once the subscription is done for an account that account will be shown with a ‘Subscribed’ tag.
    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 Corporate Party of Group Corporate.
    Send Alert Via 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 Corporate Party of Group Corporates mobile number
    • On screen Mailbox: on screen, alert sent to as an email to Corporate Party of Group Corporates Mailbox
    • Push Notification: notifications are sent as a banner or pop-up message on the Corporate Party of Group Corporates mobile number

    Note:

    The selected mode has icon against it.

    Bank Admin will be allowed to map all modes of alerts subscription for all the transactions in one go for the selected account

  4. Click against the particular account number to update the details.
    1. Click msg icon to send alert as an email.
      OR

      Click mail icon to send alert as a mail to On screen mailbox.

      OR

      Click alert icon to send alert as SMS on the user’s mobile number.

      OR

      Click push notifications icon to send alert via push notifications. Push notification is as a banner or pop-up message on the Corporate Party’s mobile number.

  5. The selected mode has an tick icon against it.
  6. Click Save to save the Group Corporate 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 navigate to the previous screen.

  7. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  8. The success message along with the transaction reference number appears.
    Click OK to complete the transaction.