1. Collections User Guide
  2. Maintenance for Collections
  3. Alerts Maintenance
  4. Alert Decisioning
  5. Create Alert Decisioning

3.14.3.1 Create Alert Decisioning

This topic describes the systematic instruction to set the delivery mode and frequency of sending alerts to a recipient.

Newly set decisioning records take effect once authorized. The phone number and email ID are obtained from the records maintained in the Alert Contact Details screen. Additional contact information can be entered in this screen.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Cash Management. Under Cash Management, click Alerts.
  2. Under Alerts, click Alert Decisioning. Under Alert Decisioning, click Create Alert Decisioning.
    The Create Alert Decisioning screen displays.

    Figure 3-53 Create Alert Decisioning


    Description of Figure 3-53 follows
    Description of "Figure 3-53 Create Alert Decisioning"

  3. Specify the fields on Create Alert Decisioning screen.

    Note:

    The fields marked as Required are mandatory.
    For more information on fields, refer to the field description table.

    Table 3-29 Create Alert Decisioning - Field Description

    Field Description
    Category Select the category to set the alerts for. The available options are:
    • Cash Collection
    • Cash Withdrawal
    Filter Criteria Select the criteria to set the alerts for. The available options are:
    • Default
    • Corporate Based
    Corporate Id Click the search icon and select the corporate party to set the alerts for.

    This field appears if the Filter Criteria is selected as Corporate Based.

    Event Select the event to set the alert for. The list of events are displayed based on the selected category.
    If the Category is selected as Cash Collection, the following events are displayed in the dropdown list:
    • Cash Deposit - Approved
    • Cash Deposit - Rejected
    • Cash Deposit - Rework
    • Cash Deposit - Pending For Approval
    If the Category is selected as Cash Withdrawal, the following events are displayed in the dropdown list:
    • Cash Withdrawal Entry - Approved
    • Cash Withdrawal Entry - Rejected
    • Cash Withdrawal Entry - Rework
    • Cash Withdrawal Entry - Pending For Approval
    Alert Code Click the search icon and select from the required alert code. The list of alert codes are displayed as per selected combination of category and event.
    Description Displays the description of the selected alert code.
    Recipient Select the recipient to whom the alert should be sent.
    Frequency Select whether the alert should be sent online when the event occurs, or should be scheduled to be sent prior to the occurrence of the event.
    Delivery Mode Select the mode through which the alert should be sent. The options are: Email, SMS, Whatsapp, and Dashboard.
    Generate days before Specify the number of days before the event when the alert should be generated in the system. This field appears when you select the ‘Scheduled’ option from the ‘Frequency’ list.
    Additional Phone/Email Specify the additional phone number/email address to send the alert on. This field is displayed only for Email, WhatsApp, and SMS mode of delivery.

    This field is displayed only for the Email, WhatsApp, and SMS modes of delivery.

    Text Template for Email Click the search icon and select the text template for an email alert.

    This field is displayed only for Online frequency and Email delivery mode.

    Attachment Template for Email Click the search icon and select the attachment template for an email alert.

    This field is displayed only for Online frequency and Email delivery mode.

    Text Template for Whatsapp Click the search icon and select the text template for the WhatsApp alert.

    This field is displayed only for Online frequency and Whatsapp delivery mode.

    Text Template for SMS Click the search icon and select the text template for an SMS alert.

    This field is displayed only for Online frequency and SMS delivery mode.

    Text Template for Dashboard Specify the text template for the Dashboard alert.

    This field is displayed only for Online frequency and Dashboard delivery mode.

  4. On selecting the Scheduled option in the Frequency field, click Alert Calendar (Alert Calendar) icon to select the alert schedule.
    The Alert Schedule popup screen displays.

    Figure 3-54 Alert Schedule


    Description of Figure 3-54 follows
    Description of "Figure 3-54 Alert Schedule"

    1. In the Number of Alerts field, enter the total alerts to be sent.
    2. In the Interval Days field, enter the interval in days between each alert.
    3. In the Text Template field, enter the alert content to be sent.
    4. In case of Email delivery mode, in the Attachment Template field of each alert, click the Search icon and select the template for the alert
    5. Click Add to add the selected templates.
  5. Click Add/Edit to add alert decision details in the grid or modify a selected records from the grid.
  6. Click the Kabab (More Options) icon under the Action column and then click Edit to modify records in the grid.
  7. Click Reset to clear the selected values, if required.
  8. Click Save to save the record and send it for authorization.

Parent topic: Alert Decisioning