56.1 User Alerts Subscription - Search

This topic describes the systematic instruction to User Alerts Subscription - Search option.

Using this option, the Bank Administrator can search and view the details of alerts subscribed for the Retail or Corporate users of a Party. Here, bank admin is required to search user to whom alert maintenance is to be set up by entering party id of retail/ corporate user .

Once party id is identified application will display all the user records on boarded for selected Party ID with their Alerts Subscription Status. For the users whose alerts subscription is completed will be displayed with an indicator as alert subscription is done. Once, Admin selects the user, he will be navigated to User alert subscription detailed page.

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. Navigate to the above path.
   The User Alerts Subscription screen appears.
2. Perform anyone of the following actions:
   • In the Party ID field, enter the party id of the user.
   • In the Party Name field, enter the name of the party.
3. Perform anyone of the following actions:
   • Click Search. The party id will be displayed based on the search criteria.
   • Click Cancel to cancel the transaction.
   • Click Clear to clear the search criteria.

   Figure 56-2 User Alerts Subscription – Party Search

   
   

   
   Description of "Figure 56-2 User Alerts Subscription – Party Search"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 56-1 User Alerts Subscription – Party Search - Field Description

   Field Name	Description
   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	Information specified in below fields are related to Search Result.
   Party ID	Display Party ID
   Party Name	Display Party name

56.1 To view subscribed alerts for a User:

To view subscribed alerts for a User:

1. Navigate to the above path.
   The User Alerts Subscription screen appears.
2. Click on the Party ID link whose alerts you wish to view.
   The system displays the users whose alerts subscription is completed.

   Note:

   : In the search field, enter the user name to search the specific user. The search result appears based on the search criteria.

   Figure 56-3 User Alerts Subscription – User Search

   
   

   
   Description of "Figure 56-3 User Alerts Subscription – User Search"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 56-2 User Alerts Subscription – User Search - Field Description

   Field Name	Description
   Party ID	Display Party ID.
   Party Name	Display Party name.
   Search User	Enter user name maintained in the core banking application for retail users and maintained for corporate users.
   Search Result	Information specified in below fields are related to Search Result.
   Initials	Display Initials of the User.
   User Name	Display User Name.
   Full Name	Display Corporate / Retail users Full name. Note: For the users whose alerts subscription is completed will be displayed with an indicator as alert subscription is done.

3. 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.
4. Select the particular account number to view alert type and delivery mode, for each CASA (Current and Savings Accounts) / TD (Term Deposits) / Loans account.

   Figure 56-4 User Alerts Subscription - Detailed View

   
   

   
   Description of "Figure 56-4 User Alerts Subscription - Detailed View"

   
   
5. Select the checkbox against the alerts to subscribe/ unsubscribe the alerts.
6. Click Save to save changes.
7. Perform anyone of the following actions:
   • Click Confirm to subscribe/ unsubscribe alerts.

     The system displays the success message of alerts subscribed.

   • Click Back to navigate back to the previous screen.