2.1.1 Create Alert Definition

This topic describes the systematic instruction to configure and manage various types of alerts.

Newly created alert types take effect once authorized and cannot be modified thereafter.
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 Definition. Under Alert Definition, click Create Alert Definition
    The Create Alert Definition screen displays.

    Figure 2-1 Create Alert Definition


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Create Alert Definition"

  2. Specify the fields on Create Alert Definition screen.

    Note:

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

    Table 2-1 Create Alert Definition - Field Description

    Field Description
    Alert Code Specify the unique alert code to be maintained in the system.
    Alert Description Specify the description of the alert.
    Alert Category Select the category of the alert. 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
    Effective Date Click the Calendar icon and select the date from which the alert is effective in the system.
    Expiry Date Click the Calendar icon and select the Expiry date up to which the alert can be used in the system.
  3. Click Save to save the record and send it for authorization.

Parent topic: Alert Definition