Navigation:  Internet and Phone Systems Screens > Setup Screen Group > Alert Defaults Screen > Account tab >

History tab

Navigation:  Internet and Phone Systems Screens > Setup Screen Group > Alert Defaults Screen > Account tab >

History tab

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Use this tab to view and indicate criteria for sending alerts to remote banking users when conditions pertaining to history items occur on their deposit or loan accounts. For example, entering "pay" in the Description Equals field sets a history alert on all payments.

 

These defaults are automatically applied to all users. Individual values for these fields can be set for specific users on the Internet and Phone Systems > User Profile screen.

 

ipss_history

Internet and Phone Systems > Setup > Alert Defaults > Account Tab, History Tab

 

Use the checkbox fields in this field group to indicate whether alerts are sent in the following conditions:

 

Field

Description

Amount Equals

 

Mnemonic: AKHSTE/AKHSCE

An alert is sent when a transaction has been posted for an exact amount since the previous business day. Use the field to the right to indicate the amount to be used.

Amount Range

 

Mnemonic: AKHSTR, AKHSCL, AKHSCH

An alert is sent when a transaction has been posted for an amount within a specified range since the previous business day. Use the field to the right to indicate the amount range to be used.

Check Equals

 

Mnemonic: AKCCHK/AKCKCE

An alert is sent when an exact check number is posted to a customer account. Use the field to the right to indicate the check number to be used.

Check Range

 

Mnemonic: AKCHKR, AKCKCL, AKCKCH

An alert is sent when a check number within a specified range has been posted to a customer account since the previous business day. Use the field to the right to indicate the check number range to be used.

Description Equals

 

Mnemonic: AKHSCD/AKHDES

An alert is sent when a transaction with a specified history description is posted to a customer account. Use the field to the right to indicate the description to be used.

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