2.2.1 Create Alert Template ID

This topic describes the systematic instruction to create template ID for specific events.

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 Tempate ID. Under Alert Template ID, click Create Alert Template ID.
    The Create Alert Template ID screen displays.

    Figure 2-3 Create Alert Template ID



  2. Specify the fields on Create Alert Template ID screen.

    Note:

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

    Table 2-2 Create Alert Template ID - Field Description

    Field Description
    Alert Template ID Specify a unique ID for the template.
    Alert Template Description Specify the description of the template.
    Alert Category Select the category of the alert. The available options are:
    • Accounts
    • Transactions
    Event Select the event to set the alerts. 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
  3. Click Save to save the record and send it for authorization.