Create Template

You can create a text-based template.

To create a template, follow these steps:
  1. In the Templates page, click Create Template. The Create Template page is displayed.
  2. Enter unique Name for the template.
  3. From the drop-down list, select the Type. The available options are:
    • RFI Section Template: It defines a text-based template that will appear following a Section Title.
    • RFI Email Context Template: It defines a text-based template used to populate the email sent to the RFI recipient.
    • In-App Notification Template: It defines a text-based template used to populate the notification in the application.
    • Email Notification Template: It defines a text-based template used to populate the email notification sent to the recipients.

      Note:

      RFI_SENDER is now known as RFI_TXN_SENDER_INSTITUTION.
      The following substitution variables are also renamed in RFI Section Template:
      • TXN_SENDER is renamed to TXN_SENDER_INSTITUTION
      • TXN_RECEIVER is renamed to TXN_RECIEVER_INSTITUTION
      • TXN_BENIFICIARY is renamed to TXN_BENEFICIARY

      Note:

      When you select the Email Subject field, you can click the Substitution Variable button to open the Template Substitution Variables window. From this window, you can search for a specific substitution variable or select a desired variable from the list.

      Note:

      A new substitution variable PRIMARY_CUST_ACCT_NUMBER is introduced for the same and fetches the account numbers of the primary customer.
  4. Enter information of the template in the Body field. You can enter up to maximum 4000 characters.
  5. If you want to add a substitution variable in the body, click Substitution Variables. The Template Substitution Variables page is displayed.
  6. Select the required Substitution Variable link and the selected variable is added in the Body field. You can add multiple substitution variables in the body of the template.

    Note:

    Ensure to add the following tabular-format substitution variables in separate sections to the RFI template to maintain proper page alignment in the RFI Preview and Response pages:
    • COMPLIANCE_SUMMARY
    • ALERTED_TRANSACTIONS
    • CS_MATCHING_SUMMARY_TBL
  7. Click Create. The new template is created and displayed in the Templates page.