Q. How can a financial institution a bank, thrift, or credit union view all of the established messages at the same time?
Select the ‘List’ button on the Messages main page. This will show you all the messages that have been entered.
Q. To whom can emails be delivered?
You can send email directly to the Company Administrator the customer, or a person assigned by the customer, who will have administration responsibilities in the Commercial Customer Platform of the application. of one, several or all companies. To select several companies to send a message to, simply hold down the Ctrl key and click the company names to send to.
Q. What is the benefit of saving email messages?
If the financial institution regularly notifies customers via email about things like Holidays, scheduled system maintenance etc, saving a standard email and reusing it can be a time-saver.
Q. Digital Insight’s Internet Banking product has a feature called E-mail Database Manager that can be accessed from the Administrative Platform. Does Business Banking have the same function?
The Business Banking email facility is strictly a messaging tool that allows the financial institution to send an email message to one, multiple or all business customers. This tool does not currently allow the financial institution to send emails to business customers based on specific functions or attributes that they might posses.
Q. How is the ‘From’ email address set?
The financial institution administrative user inputs the email address at Workflow E-mail Routing. The email address entered here will appear in the ‘Reply E-mail Address’ space in the recipient’s message. It is generally a good idea for this address to be a generic mailbox name such as ‘[email protected]’ so that users who reply to the message don’t have the email address of a specific financial institution employee.
Q. How do the Sweeps/Balance Alerts work in a real-time environment? Does Business Banking continuously ping the host?
The financial institution can define up to five times a day that the product will ping the host to look at the balances. If the balance meets the condition defined by the customer a bank's customer, a thrift's customer, or a credit union's member., Business Banking will automatically distribute a balance alert, and/or transfer funds and distribute a transfer notification.
Q. What is email content for Alerts and Sweeps?
This is an example if a balance alert:
The balance in your Certificate Of Deposit account is currently above $50.00 (created 06/20/2001 10:55 AM by user AUSER)