2.4.1 Create Alert Decisioning

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

Newly established decision records become active once they are approved. The phone number and email address are retrieved from the records in the Alert Contact Details screen. You can also add more contact information on this screen.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Virtual Account Management. Under Virtual Account Management, click Alerts. Under Alerts, click Alert Decisioning. Under Alert Decisioning, click Create Alert Decisioning.
   The Create Alert Decisioning screen displays.

   Figure 2-7 Create Alert Decisioning

   
   

   
   Description of "Figure 2-7 Create Alert Decisioning"

   
   
2. 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 2-4 Create Alert Decisioning - Field Description

   Field	Description
   Alert Category	Select the category to configure the alerts. The available options are: Accounts Transactions
   Event	Select the event to set the alert. The list of events are displayed based on the selected category. If the Category is selected as Accounts, the following events are displayed in the dropdown list: Account Creation Account Modification Account Closure If the Category is selected as Transactions, the following events are displayed in the dropdown list: Credit Transaction Debit Transaction
   Alert Code	Click the search icon to set the alert code. The available options are: Alert Code Alert Description
   Description	Displays the description of the selected alert code.
   Recipient	Select the recipient to whom the alert should be sent. The following events are displayed in the dropdown list: Bank User Customer
   Frequency	Select if the alert should be sent immediately when the event happens or if it should be scheduled to be sent before the event takes place.
   Delivery Mode	Select the mode through which the alert should be sent, The available options are: Email SMS
   Template ID	Click the search icon and Select the template ID which will be used to send an email alert.

3. Perform the following any one of the action :
   1. Click Add/Edit to add alert decision details in the grid or modify a selected records from the grid.
   2. Click Reset to modify records in the grid.
4. Perform the following steps to take action on the records in the grid.
   1. Select the record in the grid and click Options icon under the Action column.
   2. Click Edit to modify records in the grid.
   3. Click Delete to remove the record.
5. Click Save to save the record and send it for authorization.