27. Delete a Biller Pay Bill...37 Bulk Payments Bulk File Upload Bulk File View...41 Attach Document Functionality...

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2 Cntents Intrductin and General Questins User Prfiles... 4 Accessing and using Internet Banking... 5 Lg in, lg ut, hmepage & actin buttns T lg in t Internet Banking: Hmepage T lg ut f Internet Banking Using Actin Buttns n the tp right crner f the screen... 8 Menu Accunts, Depsits, Lans Overall view - Accunt Summary Overall view - Cnslidated Psitin Overall view - Accunt Overview Details - Accunt Details Details - Accunt Activity Details - Accunt Statement Term Depsit - Depsit Details Term Depsit - Depsit Activity Term Depsit - Open Term Depsit (fr individuals nly) Term Depsit - Amend Term Depsit (fr individuals nly) Lans Lans Details Line Limit Details Ad Hc Accunt Statement...21 Payments Within Bank - Own Accunt Transfer Within Bank - Internal Accunt Transfer Within Bank - Multiple Internal Transfer Outging Transfer Maintain Beneficiary Mdify Beneficiary Deleting a Beneficiary...35 Bill Payments Register Biller

3 27. Delete a Biller Pay Bill...37 Bulk Payments Bulk File Uplad Bulk File View...41 Attach Dcument Functinality Attaching justifying dcumentatin t payments...46 Prduct Catalgue...50 My Space Cheque Status Inquiry Stp r Unblck Cheque Request Request a Cheque Bk View Initiated Transactins Individual Users View Initiated Transactins Nn-Individual Users Transactin Authrizatin (fr Business Users nly) Rejecting a transactin (fr Business Users nly): Send t mdify a transactin (fr Business Users nly): Mailbx Freign Exchane Calculatr...59 Selfcare Set Accunt Preference Manage yur Hmepage Set favurites Reminders Register reprt View a registered reprt Sessin Summary

4 Intrductin and General Questins Intesa Sanpal Bank Albania prvides yu the Internet Banking service, which allws yu t effect transactins in real time, cmpletely ver the Internet, withut needing t install any sftware n yur cmputer. Internet Banking is available t bth individual and crprate custmers. This service gives yu the ability t access yur accunt(s) and banking infrmatin directly frm yur hme r ffice cmputer, 24 hurs a day, 7 days a week, thus, giving value t yur time. Thrugh Internet Banking custmers can: check accunt(s) balance transfer funds (lcally and abrad) make payments (e.g. phne bill, taxes, etc) review transactin details review infrmatin abut lans, depsits, checks issued, exchange rates pen an electrnic depsit, e-depsit Custmers may access the Internet Banking nly after having applied fr the service and after the Bank has prvided them with a Username, Passwrd and Security Key. The purpse f this dcument is t serve yu as a guide n using the basic services in IB. Fr further infrmatin, please either visit yur branch r cntact us in the fllwing numbers: CALL CENTER (Free) (0) User Prfiles A User Prfile cnsists in a number f "rights" that tell Internet Banking what functins the particular User is authrized t undertake, after lgging in t Internet Banking. There are three User Prfiles in Internet Banking. Administratr User Bank Cmpany user (valid nly fr cmpanies) Individual user (valid nly fr individuals) Rle f the Administratr User? The bank in the rle f the Administratr, creates and maintains nn-individual custmer s users f a cmpany/rganizatin/institutin that uses the Internet Banking as well as the individual users f individual custmers. Rle f the Cmpany and/r Individual User? - The Cmpany User is created by the Administratr User- Bank, accrding t the prfile defined by the legal representative r authrized persn in case f nn-individual custmer, in rder t perfrm different functins in Internet Banking. - The Individual User is created by the Administratr User- Bank, accrding t the prfile defined by the accunt hlder/s in case f individual custmers. Rights f Cmpany Users and Individual Users in Internet Banking? The rights t perate in the different functins that Internet Banking Offers, are defined by the Administratr User-Bank, based n the instructins f the legal cmpany representative r the authrized persn in case f nn-individual custmers, r by the accunt hlder/s in case f individual custmers. 4

5 Accessing and using Internet Banking Lg in, lg ut, hmepage & actin buttns 2. T lg in t Internet Banking: T access ur Internet Banking service g t Intesa Sanpal Bank s website and click lgin under the Internet Banking sectin r enter the URL in the address bar. The system displays the main page. Click n the English, Italian r the Albanian buttn n the same main Lgin page t access the Internet banking in the chsen language. Nte: the default theme fr the applicatin is set t Cntemprary. In case yu want t switch t the classic view, select Classic frm the drp dwn menu. Then, enter yur USER ID, PASSWORD, then press the buttn f the Security Key and enter the six digits displayed in the field Security Key. Be aware that the PASSWORD is case-sensitive. Press the Lgin buttn t prceed. Nte: By default, the security keybard ptin is checked. The Virtual Keybard buttn enables the user t access the interface thrugh a virtual keybard appearing n the screen by either clicking r hvering n the keys. Alternatively, the user can clear the security keybard ptin and can use the keybard 5

6 Type the unique user ID. Type the passwrd Enter the 6 digits appearing in the Security Key prvided t yu by the Bank Click the Lgin buttn t lg int the applicatin. Click t find mre abut nline security. Click t access the user frms Click t view and dwnlad the manual Use Virtual Keybard: (Optinal) Select the Use Virtual Keybard tab t use the virtual keybard. Click here t enter by hvering: (Optinal) Select the Click here t enter by hvering check bx t enter the passwrd by mving the muse ver the keybard withut clicking the keys (Optinal) Select the Standard Keybard tab t use yur cmputer keybard. Virtual Keybard Functins Click n the Upper buttn t arrange the key bard using Upper case characters. The Captin f the buttn will change t Lwer. Click n it t arrange the key bard using Lwer case characters Click n the Delete buttn t delete previusly entered characters Click n Clear All t clear the passwrd field. Click n the Nt Mixed t arrange the keybard as per standard key bard layut. Captin f the buttn changes t Mixed. Click n the Mixed t change the keybard layut after every character click. During first time lgin, yu will be required t Read and Accept the Terms and cnditins as well as t change the passwrd, by fllwing specificatins n the page). 6

7 Once the page pens yu will land in the Hmepage f Internet Banking whereby a set f widgets (small menu bxes) is avaibale fr retail and business users. 3. Hmepage Hmepage (Dashbard) fr individual users Menu sectin Clicking n the arrws, will pen the respective page Hmepage (Dashbard) fr nn - individual users 7

8 Clicking n the arrws, will pen the respective page Menu sectin In the fter sectin f the Internet Banking yu will find useful infrmatin such as cntact numbers, links t related dcuments etc. The main menus is lcated n the left side f the screen 4. T lg ut f Internet Banking Click the Lgut Icn lcated in the right upper crner f the screen Lgut icn 5. Using Actin Buttns n the tp right crner f the screen On whichever screen yu are wrking n, yu are able t print the data appearing n that screen. Select the Print buttn as indicated belw t print the screen T minimize the windw select the Minimize buttn. T reduce the size f the windw select the Restre dwn buttn. T clse the windw, select the Clse Buttn T set the pen screen t favurites, select the Favurites buttn. 8

9 Menu Accunts, Depsits, Lans In this menu yu can view all infrmatin related t accunts, depsits and lans. In case yu dn t have fr example a depsit, then n infrmatin will appear in the respective screen. Accunts, Depsits, Lans Overall View 6. Overall view - Accunt Summary This ptin allws yu t view a summarized view f all yur accunts and gives varius details such as the accunt number, the descriptin f the accunt, the base currency f the accunt, the current balance and the ther currency equivalent f the current balance Fr viewing the Equivalent Balance in any f the currencies available select the currency frm the drp dwn list in the sectin View equivalent balance in currency; and Click n the G buttn. The system will display all yur current balances based n the selected currency and display the same under the <<Currency>> Equivalent clumn. Quick menu icn Click the left side menu icn next t each accunt in rder t navigate directly t the Accunt details, Accunt activity, Accunt Staement and Ad-hc accunt statement and accunt activity in case f current and savings accunts, r t Depsit details, Term Depsit activity, Amend Term Depsit and Ad-hc Accunt Statement fr Term Depsits Click n the edit icn next t the accunt number t assign a nickname t an accunt r t edit it. Click n the Set Favrite accunts link t set the Favrite accunts t select frm the Chice f Accunts Sectin in Accunt Summary. 9

10 Edit icn 7. Overall view - Cnslidated Psitin This ptin prvides yu t view the cnslidated psitin f the Assets and Liabilities with the Bank. Current, savings, depsit, lan accunts are few assets and liabilities held with the Bank. Yu can use the respective icns t either print r dwnlad the infrmatin in PDF r excel. By clicking n each f the Asset r Liabilities type hyperlinks, yu will be redirected t the respective screen. 10

11 8. Overall view - Accunt Overview In this sectin yu can view yur assets and liabilities based n the currency yu currently hld them. Yu can print and dwnlad infrmatin appearing n this screen. Accunts, Depsits, Lans Details 9. Details - Accunt Details This ptin prvides the user t view imprtant details f a selected Current r Savings accunt Select the accunt number frm the drp-dwn list fr which the details are t be displayed Click the Submit buttn. The system displays the Accunt Details screen with the accunt details. Click the Accunt Activity buttn t view the accunt activity details (transactin histry). The system displays the Accunt Activity fr current perid screen. 11

12 10. Details - Accunt Activity This ptin allws yu t view and dwnlad the accunt activity fr any CASA accunt under the custmer IDs mapped. Yu can get the transactin details based n different transactin dates, by specifying the amunt range and srting n the transactin date, value date and the amunt Select the accunt and cmplete the search ptins and press the Submit buttn The system displays the Accunt Activity screen with the transactin details. 12

13 Select the required dwnlad frmat frm the list f available frmats, and click the Dwnlad buttn t dwnlad the file. The system displays the File Dwnlad dialg bx. Belw is given the example fr dwnlading accunt activity in.xml frmat: In Select Dwnlad Frmat scelect XML Frmat frm the pick list. Dwnlad buttn XML Frmat t be selected Click n Dwnlad buttn and the fllwing screen will be displayed 13

14 Select Open with radi buttn If yu select Open with ptin the XML frmat will be pened as fllw Yu can als save yur Accunt Activity in XML frmat by selecting the Save File radi buttn in the fllwing screen Select Save File radi buttn The XML frmat will be saved at the lcatin specified by yu 14

15 Save in the lcatin specified by yu 11. Details - Accunt Statement This ptin allws yu t view the accunt statements f any accunt under the custmer IDs mapped t yu. Yu can view the list f statements f individual accunts by clicking the accunt number link. Yu can als view the details f the individual statement numbers by clicking the statement number link. Imprtant nte: in rder t be able t use this functinality yu must initially request and Ad-hc Statement fr the required accunt. Click the required link in the Accunt Number clumn t view the crrespnding accunt statements. The system displays the Accunt Statement screen. Click the required link in the Statement Number clumn t view the individual accunt statement details. The system displays the Accunt Statement screen. OR Click the Back buttn. The system displays the previus screen. 15

16 Click n Icns t dwnlad in displayed frmat. Click the PDF Frmat buttn t dwnlad the statement in the PDF frmat (OR Click the HTML frmat buttn t dwnlad the statement in the HTML frmat OR Click the Back buttn. The system will redirect yu t list f Accunt Statement screen). Accunts, Depsits, Lans Term Depsits The term depsits mdule includes transactins which enable yu t view term depsit accunt details, view term depsit accunt activity, pen new term depsits and amend term depsits. 12. Term Depsit - Depsit Details This ptin allws yu t view the term depsit accunt details f the particular custmer. It displays basic details f the depsit accunt like maturity date, maturity amunt Navigate t Accunts, Depsits, Lans > Term Depsits > Depsit Details Click the Quick Menu Icn and a drp dwn list as encircled belw will appear. 16

17 Click n the Depsit Details link t display the Term Depsit Details screen; click n Depsit Activity link t display the depsit activity; Click n the Amend Depsit Link t amend a depsit; r click n Adhc Accunt Statement fr Term Depsit link t request a statement t be generated fr this depsit accunt. Click the Back Buttn n the Term Depsit details screen t return t the previus screen. OR Click the Term Depsit Activity buttn. The system displays the Term Depsit Activity screen. Quick menu icn 13. Term Depsit - Depsit Activity This ptin allws yu t view and dwnlad the accunt activity fr any TD accunt under the custmer IDs mapped t the user. The user can get the TD activity details fr a given perid, i.e., current perid, previus perid, r specified perid Navigate t Accunts, Depsits, Lans > Term Depsits > Depsit activity Enter/Select date fr the search and click the Submit buttn. The system displays details in the Depsit Activity screen Click the Dwnlad buttn. The system displays File Dwnlad screen. Click the Open buttn t pen and view the file. OR Click the Save buttn t save the file. OR Click the Cancel buttn t clse this screen. 17

18 14. Term Depsit - Open Term Depsit (fr individuals nly) This ptin allws yu t pen a new term e-depsit accunt with the Bank Navigate t Accunts, Depsits, Lans > Term Depsits > Open Depsit. The system displays Open Term Depsit screen Cmplete the required details: Click the Save as Draft buttn t create a draft versin f the transactin. Yu can use the draft versin later t initiate the payment. Nte: Yu can enter details in parts and save. Submissin f the entered details can be dne n any preferred date. OR Click the Save as Template buttn t create a payment template f the transactin. Yu can use the template later t initiate the payment. Template access type is mandatry while saving the 18

19 template. Public templates are available t ther users f the custmer whereas Private templates are available t user wh creates it. OR Click the Submit buttn. The system displays the Open Term Depsit Verify screen. Click the Cnfirm buttn. The system displays the Open Term Depsit Cnfirmatin screen. OR Click the Change buttn t change the details. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Submit. Depending n the type f verify screen, the system displays the Open Term Depsit - Cnfirm screen with the status message Click the OK buttn. 19

20 15. Term Depsit - Amend Term Depsit (fr individuals nly) This ptin allws yu t mdify the maturity instructins f the selected TD. Navigate t Accunts > Depsits > Amend Depsit. The system displays Amend Term Depsit screen Click the depsit accunt number hyperlink t view the details f the term depsit under that accunt number. The system displays the Amend Term Depsit - Initiate screen Nte: Yu can nly amend the payut details. Steps t be fllwed are the same as thse detailed in Open Term Depsit sectin Payut Details. Click the Prceed buttn. The system displays Amend Depsit - Verify screen. Click Cnfirm buttn. The system displays Amend Term Depsit - Cnfirm screen with the status message 20

21 Click the Amend Anther buttn t amend anther term depsit accunt in case yu have mre than ne. Accunts, Depsits, Lans Lan Details 16. Lans Lans Details T view Lans Details navigate t Accunts, Depsits, Lans > Lans Details 17. Line Limit Details T view line limit details navigate t Accunts, Depsits, Lans > Line Limit Details Select the custmer ID frm the drp dwn list and click View Details. The Limits Query screen is displayed. 18. Ad Hc Accunt Statement 21

22 This ptin allws yu t request fr an ad-hc accunt statement fr any f yur Current and Saving Accunts. In rder t be able t view the Accunt statement in bank frmat, yu must initially request an Ad-hc Accunt Statement fr the required accunt. T request an Add Hcc Accunt statement Navigate thrugh the menus Accunts, Depsits, Lans > Ad Hc Accunt Statement Request. The system displays the Ad Hc Statement Request screen Press the Submit butn In the screen appearing, Select frm the drp dwn list the accunt fr which the statement is requested. Select the frm and t date and press the Submit buttn. Verify the infrmatin in the Verify screen and press the Cnfirm buttn. Wait until the system prcesses yur request. This may take sme time. Once the request is prceesed n screen will be displayed a cnfirmatin message advising that the statement is prcessed successfully. In this case yu can navigate t Accunts, depsits, lans Details Accunt statement t see the statement generated fr the selected accunt. Nte: if the Ad-hc accunt statement is generated after wrking hurs, it will display the status as Under prcess and will be generated n the next business day. 22

23 Payments Payments Within Bank 19. Within Bank - Own Accunt Transfer Using the Own Accunt Transfer ptin, yu can initiate funds transfer between any f yur accunts, i.e. the accunts that are under the custmer IDs mapped t yu. Such transfer can be dne either by making a new payment transactin r by using the existing beneficiary details (i.e. templates) t make the payment. The payment can be prcessed immediately, r n a specific future date, r yu can set recurring instructins with the bank. Navigate thrugh the menus t Payments > Within Bank > Own Accunt Transfer. The system displays the Own Accunt Transfer screen. Cmplete required infrmatin: Existing Template [Mandatry] - Select Existing Template radi buttn t select the existing Payment template fr funds transfer. Make New Payment [Optinal] - Select Make New Payment ptin buttn t make a new funds transfer entry. The transfer can be dne either by using Existing Payment Template r Make New Payment. User Reference [Optinal] - Type the user reference number that yu want t use t identify this transactin. Surce Accunt [Mandatry] - Select the surce accunt number frm the drp-dwn list. Click the buttn. The system will autmatically fetch and display the available balance fr the selected surce accunt. Destinatin Accunt [Mandatry] - Select the destinatin accunt number frm the drpdwn list. Click the buttn. The system will autmatically fetch and display the available balance fr the selected destinatin accunt. Transfer Amunt [Mandatry] Type the amunt t be transferred. Pay nw [Optinal] - Select the Pay nw radi buttn t prcess the funds transfer immediately. The transfer can be dne in any f the three mdes: Pay nw, Pay later r Setup Standing Instructin. Pay later [Optinal] - Select the Pay later radi buttn t make the funds transfer n a future date. Setup Standing Instructin [Optinal] - Select Setup Standing Instructin t set standing instructins fr funds transfer fr a perid. The system aut transfers the fund n the specified date and frequency. SI Executin Frequency [Cnditinal] - Select the standing instructin executin frequency fr the funds transfer frm the drp-dwn list. The ptins are: Daily Weekly Frtnightly Mnthly Bi-Mnthly Quarterly Half -Yearly Yearly This field is displayed if yu select the Setup Standing Instructin ptin. 23

24 First Executin Date [Cnditinal] - Select the executin date fr the first standing instructin frm the Calendar pick list. This field is displayed if yu select the Setup Standing Instructin ptin. Expiry Date [Cnditinal] - Select the standing instructin Expiry date frm the Calendar pick list. This field is displayed if yu select the Setup Standing Instructin ptin. Narrative [Optinal] Type the narrative. Template Access Type [Optinal] - Select template access type frm the drp-dwn list. (Fr Retail Users, template access type will be private). By pressing this buttn, yu can save the payment details as a template t use it anytime. Please nte that pressing this buttn nly saves the payment it des nt initiate it. By pressing this buttn, yu can save a draft f the payment tinitiate it at a later stage. By pressing this buttn, yu can save the payment details as a template t use later as well as initiate the payment. Click the Prceed buttn. The system displays the Own Accunt Transfer - Verify screen. Click the Cnfirm buttn. 24

25 If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. The system displays the Own Accunt Transfer - Cnfirm screen with the status message. Click the New payment buttn in case yu want t initiate anther wn accunt transfer. 20. Within Bank - Internal Accunt Transfer Using the Internal Transfer ptin, yu can transfer funds within the bank. Yu can als create and save payment templates t be used later fr funds transfer. Such transfer can be dne either by making a new payment transactin r using the existing beneficiary details (i.e. templates) t make the payment. The payment can be prcessed immediately r n a specific future date, r yu can set recurring instructins with the bank. Navigate thrugh the menus t Payments > Within Bank > Internal Accunt Transfer. The system displays the Internal Accunt Transfer screen and cmplete required infrmatin: Existing Template [Optinal] - t select the existing Payment template fr funds transfer. Make New Payment [Optinal] - Select the Make New Payment radi buttn t make a new funds transfer entry. The transfer can be dne either by using Existing Payment Template r Make New Payment. User Reference [Optinal] -Type the user reference number that yu want t use t identify this transactin. Surce Accunt [Mandatry] - Select the surce accunt number fr the internal transfer frm the drp-dwn list. Click the buttn. The system will autmatically fetch and display the available balance fr the selected surce accunt. 25

26 Beneficiary Accunt [Mandatry] - Click the Lkup buttn t select any beneficiary. Accunt f that selected beneficiary will get displayed here. Beneficiary Branch [Display] - Beneficiary branch will get autmatically ppulated here after the selectin f Beneficiary Accunt. Transfer Amunt [Mandatry] - Type the transfer amunt fr the internal transfer. Transfer Currency [Mandatry] - Select the transfer currency fr the internal transfer frm the drpdwn list. Pay nw [Optinal] - Select Pay nw t prcess the internal transfer immediately. The transfer can be dne in any f the three mdes: Pay nw, Pay later r Setup Standing Instructin. Pay later [Optinal] - Select Pay later t make the internal transfer n a future date. The transfer can be dne in any f the three mdes: Pay nw, Pay later r Setup Standing Instructin. Setup Standing Instructin [Optinal] - Select Setup Standing Instructin t set standing instructins fr the internal transfer fr a perid. The system aut transfers the fund n the specified date and frequency. The transfer can be dne in any f the three mdes: Pay nw, Pay later r Setup Standing Instructin. SI Executin Frequency [Cnditinal] - Select the standing instructin executin frequency fr the internal transfer frm the drp-dwn list. The ptins are: Daily Weekly Frtnightly Mnthly Bi-Mnthly Quarterly Half -Yearly Yearly This field is displayed if yu select the Setup Standing Instructin ptin. First Executin Date [Cnditinal] - Select the executin date fr the first standing instructin frm the Calendar pick list. This field is displayed if yu select the Setup Standing Instructin ptin. Expiry Date [Cnditinal] - Select the standing instructin Expiry Date frm the Calendar pick list. This field is displayed if yu select the Setup Standing Instructin ptin. Narrative [Optinal] - Type the narrative. Template Access Type [Optinal] - Select template access type frm the drp-dwn list. Optins are: Public Private. (Fr Retail Users, template access type will be private). Attached dcument if required ss described in sectin Attach dcument Functinality f this Manual. Click the Prceed buttn. The system displays the Internal Transfer - Verify screen. 26

27 Click the Cnfirm buttn. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. Depending n the type f verify screen, the system displays the Internal Transfer - Cnfirm screen with the status message. Click the New Payment buttn in case yu want t initiate anther internal transfer. 21. Within Bank - Multiple Internal Transfer 27

28 This ptin allws yu t initiate multiple internal transfers. Yu can transfer mney frm ne accunt t as many as five different accunts by selecting the Debit Single Accunt ptin r yu can transfer mney frm different accunts t a single r multiple accunts by selecting the Debit Multiple Accunt. Navigate thrugh the menus t Payments > Within Bank > Multiple Internal Transfer. The system displays the Multiple Internal Transfer screen and cmplete required infrmatin: Select Debit Single Accunt [Optinal] - Select Debit Single Accunt t debit a single accunt, r Select Debit Multiple Accunt [Optinal] - Select Debit Multiple Accunt t debit mre than ne accunt. User Reference [Optinal] - Type the user reference number fr the transactin. Surce Accunt [Mandatry] - Select the surce accunt frm the drpdwn list. Payment Instructin Destinatin Accunt [Mandatry] - Type the destinatin accunt which will act as a credit accunt fr the transactin. Destinatin Branch [Display] - This field displays the destinatin branch selected in the destinatin branch drpdwn. Transfer Amunt [Mandatry] -Type the amunt t be transferred. Transfer Currency [Mandatry] - Select the currency frm the drp-dwn list. Attached dcument if required ss described in sectin Attach Dcument Functinality f this Manual. Payment Details Pay Nw [Optinal] -Select Pay Nw t prcess the transactin immediately. Pay Later [Optinal] - Select Pay Later t make the payment n future date. Setup Standing Instructin [Optinal] - Select Setup Standing Instructin t set the standing instructin fr a perid fr multiple debits. Fllwing fields are displayed if Setup Standing Instructin radi buttn is selected. SI Details SI Executin Frequency [Cnditinal] - Select the standing instructin executin frequency frm the drp-dwn list. The ptins are: Daily Weekly Frtnightly Mnthly Bi-Mnthly Quarterly Half -Yearly Yearly First Executin Date [Cnditinal] - Select the first standing instructin executin date frm the pick list. Expiry Date [Cnditinal] - Select the standing instructin Expiry date frm the Calendar pick list. This field is displayed if yu select the Setup Standing Instructin ptin. Other Details Narrative [Mandatry] Type the brief descriptin f the transactin. 28

29 T fill the details fr Multiple Debit Accunt, select the Debit Multiple Accunt radi buttn. Click the Add Mre buttn t add multiple recrds. Click the buttn t delete a recrd frm the grid. Click the Prceed buttn. The system displays the Multiple Internal Transfer - Verify screen. Click the Cnfirm buttn. If transactin passwrd is required the fllwing screen will appear: 29

30 Enter the security Key number and press Prceed. The system displays the Multiple Internal Transfer - Cnfirm screen. Click the New Payment buttn in case yu want t perfrm anther multiple internal transfer Payments Outging Transfers 22. Outging Transfer Using the Outging Transfer ptin, yu can transfer funds dmestically r glbally (Dmestic transfers are usually made thrugh the lcal payments netwrk). Outging transfers can be made either by using an existing template r as a new payment transactin. The payment can be prcessed immediately, r n a specific future date, r as per yur standing instructins with the bank. Navigate thrugh the menus t Payments > Outging Transfers and cmplete required fields Payment T Existing Template [Optinal] - Select Existing Template ptin buttn t select the existing Payment template fr funds transfer Make New Payment [Optinal] - Select Make New Payment ptin buttn t make a new funds transfer entry. The transfer can be dne either by using Existing Payment Template r Make New Payment. User Reference Number [Optinal] - Type the user reference number as per the yur chice. Surce Accunt [Mandatry] - Select the surce accunt frm the drp-dwn list. Click the buttn. The system will autmatically fetch and display the available balance fr the selected surce accunt. Beneficiary Details Beneficiary Name [Mandatry] - Click the Lkup buttn t select any beneficiary. Name f that selected beneficiary will get displayed here. 30

31 Destinatin Accunt Type [Cnditinal] - Select Enter Accunt N Accunt Number / IBAN [Mandatry] - Type the beneficiary accunt number. Beneficiary Bank Details Enter Beneficiary Bank Details [Optinal] - Select the ptin t enter the beneficiary bank details. The ptins are fllws: SWIFT Natinal Clearing Cdes Bank Details SWIFT Cde [Cnditinal] - Click the lkup buttn t select the swift cde. Bank Name [Display] - Beneficiary bank name will get autmatically ppulated here after the selectin f swift cde. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. Bank Address [Cnditinal] - Type the bank address. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. If yu select Swift Cde then this field will get autmatically ppulated. Natinal Clearing Cde [Search] - Click the search buttn t select the beneficiary bank cde. This field is enabled if the Natinal Clearing Cdes ptin is selected frm the Enter Beneficiary Bank Details. Natinal Clearing Cde Type [Mandatry] - Select the natinal clearing cde type frm drpdwn list. Cuntry [Cnditinal] - Type the cuntry name. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. If yu select Swift Cde then this field will get autmatically ppulated City [Cnditinal] - Type the city f the beneficiary. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. If yu select Swift Cde then this field will get autmatically ppulated Intermediary Bank Details [Cnditinal] - Select frm the radi buttn : Swift Cde Bank Details. Nte: If yu select Swift Cde radi buttn, then after selecting any swift cde thrugh search ptin at Swift Cde field, remaining details will get aut ppulated. If yu select Bank details radi buttn then yu will have t enter remaining details. Swift Cde [Cnditinal] - Select the swift cde using search buttn prvided. Bank Name [Cnditinal] - Type the bank name. Bank Address [Cnditinal] - Type the bank address. City [Cnditinal] - Type the city f the beneficiary. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. Cuntry [Cnditinal] - Type the cuntry name. This field is enabled if the Bank Details ptin is selected frm the Enter Beneficiary Bank Details. Payment Details Transfer Amunt [Mandatry] - Type the transfer amunt. If a payment template is selected frm the Payment Template drp-dwn list, this field displays the transfer amunt f the selected payment template. Transfer Currency [Mandatry] - Select the transfer currency fr the internatinal transfer frm the drp-dwn list. Pay Nw [Optinal] - Select Pay Nw t prcess the transactin immediately. Pay Later [Optinal] - Select Pay Later t make the payment n future date. Other Details Payment Details 1/2/3/4 [Mandatry] - Type the descriptin fr payment details. Other Details Crrespndence Charges [Mandatry] - Select the crrespndence charges frm the drpdwn list. Narrative [Optinal] - Type the narrative. 31

32 Template Access Type [Optinal] - Select template access type frm the drp-dwn list Optins are: Public Private. Attached dcument if required ss described in sectin Attach Dcument Functinality f this Manual. By pressing this buttn, yu can save a draft f the payment tinitiate it at a later stage. By pressing this buttn, yu can save the payment details as a template t use it anytime. Please nte that pressing this buttn nly saves the payment it des nt initiate it. By pressing this buttn, yu can save the payment details as a template t use later as well as initiate the payment. Click the Prceed buttn. The system displays the Outging Funds Transfer - Verify screen. 32

33 Click the Cnfirm buttn. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. The system displays the Outging Funds Transfer - Cnfirm screen with the status message. 33

34 Click the New Payment buttn. The system returns yu t the Outging Funds Transfer screen. Payments Maintain a Beneficiary 23. Maintain Beneficiary Users having access t Beneficiary Maintenance can maintain Beneficiary. Nte fr Business Users: Yu can als specify if the Beneficiary template created is available t ther users f the same primary custmer id by specifying the template access level as public. If the Template is created with template access level as Private, it is available nly t the User wh has created it. Beneficiary Maintenance is supprted fr bth internal and utging transfers Navigate thrugh the menus t Payments > Beneficiary Maintenance Select the transactin type and click the Create Beneficiary Template buttn Enter beneficiary data in the required fields Click Add. The system displays the Add Beneficiary - Verify screen will appear Click Cnfirm buttn. The system displays Add Beneficiary - Cnfirm screen with the status message. 34

35 24. Mdify Beneficiary Select beneficiary ID by selecting the respective checkbx frm the Beneficiary Maintenance search screen. Click the Mdify buttn t mdify the selected beneficiary template. The system displays Mdify Beneficiary screen. Enter the details t mdify the beneficiary template. Click the Mdify buttn t mdify the selected beneficiary template. The system displays Mdify Beneficiary - Verify screen. OR Click the Back buttn t navigate t the previus screen. Click the Cnfirm buttn. The system displays Mdify Beneficiary - Cnfirm screen Click the OK buttn. The system displays initial Beneficiary Maintenance screen 25. Deleting a Beneficiary Click the Delete buttn in the Beneficiary Maintenance screen with the search result. The system displays the Beneficiary Maintenance Delete Beneficiary Verify screen. Click the Cnfirm buttn. The system displays the Beneficiary Maintenance Delete Beneficiary Cnfirm screen. Click the OK buttn 35

36 Bill Payments Bill Payments 26. Register Biller Using this ptin, yu can register mre than ne accunt with the same service prvider fr bill payment. While paying bill, yu can select any f the registered billers t whm bill is needed t be paid. Nte: Bill can nly be paid t the registered billers. This means that prir t paying any bill, yu need t first register a biller. Once the biller is registered, yu can easily make payments thrugh the Pay bills menu. T register Biller: Navigate thrugh Bill Payments > Register Biller Click the Add New Biller buttn t register a new biller. The system displays Register Biller screen Select Custmer : Select the custmer frm the drp-dwn list. Select a Biller : Select the biller frm the drp-dwn list. Accunt Number with Biller : Type the accunt number r cnsumer number with the biller. Nick Name Type the nick name. (This shuld be ne wrd and cntain nly alphabetic characters). Click the Submit buttn. The system displays Register Biller - Verify screen. Click the Cnfirm buttn. The system displays the Register Biller - Cnfirm screen with the status message. OR Click the Change buttn t g t the previus screen and edit the entered data. 36

37 Click the OK buttn. The system displays the Register Biller screen. 27. Delete a Biller Select the check bx f the custmer t be deleted. Click the Delete buttn t delete a biller. The system displays Delete Biller verify screen Click the Cnfirm buttn. The system displays the Delete Biller - Cnfirm screen with the status message OR Click the Back buttn t g t the previus screen. Click the OK buttn. The system displays the Register Biller screen. 28. Pay Bill Using this ptin the user can pay the bill t the registered biller. The system will validate the stred biller infrmatin fr the sufficient funds t pay bill payment amunt. T Pay Bill: Navigate thrugh Bill Payments > Pay Bill. Select Custmer :Select the custmer frm the drp-dwn list. Select a Biller : Select the biller t which yu will pay the bill frm the drp-dwn list. Select Accunt : Select the accunt number frm the drp-dwn list and click Cntinue. Then attach dcument if required as described in sectin Attach Dcument Functinality f this Manual. And cmplete the Other Details Sectin Bill Number: Type the bill number. Bill Date: Select the bill date frm the pick list. Payment Amunt: Type the amunt t be paid t the biller. Type f Payment: Select the type f payment frm the drp dwn list Transfer Descriptin: Type the payment details 37

38 Nte: In the Ntes sectin are listed the requirements fr the details t be included in the Transfer Descriptin field fr the payment t be cnsidered valid. Carefully read the ntes prir t initiating any bill payment. Click the Prceed buttn. The system displays Pay Bills - Verify screen. If transactin passwrd is required the Transactin initiatin authrizatin screen will appear. Enter the security Key number and press Prceed. Click the Cnfirm buttn. The system displays Pay Bills - Cnfirm screen with the status message. OR Click the Change buttn t g t the previus screen and edit the entered data. 38

39 Click the OK buttn. The system takes yu t the Pay Bills screen. 39

40 Bulk Payments Bulk Payments 1 Bulk File Uplad (fr Business Users Only) Bulk Management allws yu t uplad files which cntain multiple transactins. Bulk mdule facilitates prcessing f multiple transactins thrugh a single bulk file like Salary payments, Fund Transfer etc. This is a faster way f prcessing transactins than entering single screen transactins. The Transactins in the frm f files will be upladed thrugh the internet banking. T be able t use this ptin the custmer has t be a net banking custmer and this ptin must have been cnfigured t the user. The type f the file t be upladed has t be defined befre uplading the file, if the frmat f the upladed file is nt crrect the file will be rejected. On uplading the file yu can als view the status f the file using the uplad reference number r thrugh bulk file view transactin 29. Bulk File Uplad Navigate thrugh the menus t Bulk Transactins > Bulk File Uplad. The system displays the File Uplad screen Bulk Identifier [Mandatry] - Select the bulk identifier created earlier in rder t identify the file frm the drp-dwn list. Encding type used fr the uplad file [Mandatry] - Select UTF-8 Uplad File [Mandatry] - Select the lcatin frm where the file will be upladed using the Brwse buttn. Attached dcument if required as described in sectin Attach Dcument Functinality f this Manual. 1 The custmer shuld apply fr this functinality in rder fr it t be made available. 40

41 Uplad File Type [Mandatry] - Select CSV frm the type f file t be upladed frm the drpdwn. Click the Clear buttn t clear the data inputed and start ver. OR Click the Prceed buttn. The system displays the File Uplad screen Click the File Reference Number hyperlink t view the status f the uplad. The system displays the Bulk File View screen. OR Click the OK buttn t return t the File Uplad screen. Bulk Payments Bulk File View 30. Bulk File View Using this ptin yu are able t view the bulk files upladed by the custmer. This functin enables custmer t view status and results f bulk files upladed.. Yu can trace the status f the file and if there is an errr in the file, yu can als dwnlad the errr file t arrive at the exact reasn fr errr. Yu can als trace the histry f the file. Individual recrd details can als be checked Navigate thrugh the menus t Bulk Transactins > Bulk File View. The system displays the Bulk File View screen. 41

42 Click File status t view the Bulk File with file status as selected shwn in the Bulk File view screen. Click the Bulk Transactin Identifier hyperlink t display the Bulk File view screen fr that particular type f bulk file When clicking the Bulk Transactin Identifier hyperlink r File status hyperlink the Bulk File view screen is displayed respectively by Bulk transactin identifier and by file status 42

43 In case yu want t search fr a particular bulk file, use the sectin Search Criteria by cmpleting the relevant infrmatin. The search can be filtered by varius parameters like status, transactin identifier, transactin type, file prcessing status, file reference number and uplad start/end dates. Once yu have entered the desired filters, click the Search buttn. The system displays the Bulk File View screen with the search result. Click the File Name hyperlink. The system displays Histry Of File screen. 43

44 Or Click the File Reference Number hyperlink. The system displays the Bulk File Recrd Details screen. In the Bulk File Recrd Details screen when clicking n the Recrd reference number hyperlink, the system displays details f the single transactin in the Bulk File Recrd Details screen. 44

45 45

46 Attach Dcument Functinality This ptin allws yu t attach justifying dcumentatin t any f the fllwing payments types if these are requested t prcess yur transactin (Internal Transfer, Multiple Transfer, Outging Transfer, Bill Payment, Standing Instructin and BULK payments). The attached dcument/s can be dwnladed frm the authrizatin/view transactins screen fr the authrizatin/verificatin purpse. Imprtant Nte: File types allwed t be attached are: XLS, DOC, PDF, JPEG, and CSV. Maximum size f dcument attached is 3MB. Filename f the dcument t be attached can cntain numbers; letters and the special character underscre _. The space and ther special characters such as:.*[;:,></\.!@#^&*%$] are nt allwed; Maximum number f dcuments which can be attached is 5; The system will nt allw yu t attach the same dcument twice r mre. Uplad dcument name will be displayed n verify, cnfirm and Authrizer FCDB screens; Fr multiple accunts transfers/bulk payments yu are allwed t attach multiple dcuments hwever there will be n crrelatin t the specific transactins; 31. Attaching justifying dcumentatin t payments Navigate thrugh the respective menu t the sectin Attach dcument Click n the Attach buttn Click here t Attach dcument/s Once yu will click n Attach buttn fllwing ppup screen will pen immediately Yu can click here by adding immmidiately up t 5 dcuments t attached Click here t attached all the dcument yu have selsected 46

47 Click n Add anther buttn, in rder t add multiple dcuments Click t here t chse the dcuments yu want t attach Click n Chse File buttn by chsing the dcument yu want t attach frm yur persnal dcuments fund n yur cmputer Click n Attach buttn in rder t attach all the dcuments yu have selected.in this way yu will have a clear picture f the dcument/s yu have attached befre perfrming anther actin. Click n Dne buttn t g back t initiate screen Once attachment cmpleted successfully, Attached dcument names will be displayed as in the belw screen Dcuments displayed after attachment After dcuments attached, click here t g back t initiate screen Once cnfirmed the attached dcument/s and click n dne buttn the fllwing screen will appear in the respective payment r transcatin menu. 47

48 Click n the check bx t remve the dcuments Use this buttn t remve the dcuments yu have selected Prceed nrmally with the payments/transfer. The system will display the attachment in bth verify and cnfirmatin screen The attached dcuments appears in Verify screen The attached dcuments appears in Cnfirmatin screen Yu can view the dcuments yu have attached in a specific payment/transfer als in View Initiated Transactins screen. 48

49 The attached dcuments appears in View Intiated transactins screen 49

50 Prduct Catalgue In this sectin yu will find infrmatin related t prducts and services f the bank. Navigate t Prduct Catalgue and select the desired categry t view the ffers available and t express yur interest n prducts and services f the bank. The categries are the fllwing: Enterpreneurs Individuals Reach fr the gal 50

51 My Space My Space Cheques 32. Cheque Status Inquiry Specific reprts can be generated fr paid cheques, stpped cheques, paid cheques fr a given perid and fr a given cheque range. Alternatively, a generic reprt can als be generated. Reprt can be generated fr a single cheque als. A generic reprt withut entering a cheque number can als be fund ut. Navigate thrugh the menus t My Space > Cheques > Cheque Status Inquiry. The system displays the Cheque Status Inquiry screen. Select the accunt number frm the drp-dwn menu. Select the cheque status and date range. Click the Submit buttn. The system displays the status f the cheque and cheque amunt. 33. Stp r Unblck Cheque Request This ptin allws yu t blck/unblck a cheque. It als allws yu t blck/unblck set r batch f a cheque by entering the cheque range. Navigate thrugh the menus t My Space > Cheques > Stp r Unblck Cheque Request. The system displays the Stp r Unblck Cheque Request screen Cmplete required fields and Click the Submit buttn. The system displays the Stp Cheque Request Verify screen Click the Cnfirm buttn. The system displays the Unblck Cheque Request Cnfirmed screen with the status message. Click the OK buttn. 34. Request a Cheque Bk The Cheque Bk Request ptin allws yu t request fr a cheque bk Navigate thrugh the menus t My Space > Cheques > Cheque Bk Request. The system displays the Cheque Bk Request screen and enter required data: Select Accunt: Select the accunt number frm the accunts displayed in the drp-dwn list. N f Cheque Bks: Select the n f cheque bks frm the drp dwn list. 51

52 Cheque Bk Type : Select the type f cheque bks frm the drp dwn list. Cheque Bk Optin : Select the number f cheque leaves needed frm the drp-dwn list. Select: Cheque Bk With 25 Leaves Delivery details Mde f delivery: Select: Branch City: Select the City t which the branch belngs frm the drp dwn list. Branch: Select the branch frm where the cheque bk will be cllected frm the drp dwn list. Other data will be autmatically ppulated upn Branch selectin. Click the Submit buttn. The system displays the Cheque Bk Request - Verify screen. Click the Cnfirm buttn. The system displays the Cheque Bk Request Cnfirm screen with the status message. OR Click the Change buttn t change the cheque bk details. Click the OK buttn. My Space Lista e Transaksineve 35. View Initiated Transactins Individual Users Navigate thrugh the menus t My Space > Transactin List. The system displays the View Initiated Transactins screen. Tw tabs are displayed and namely: Initiated Transactins this displays all self initiated transactins alng with current status f the transactin and number f transactin cunt fr each type with specific status; View drafts/tepmplates here are shwn all drafts and templates created by the user; 52

53 Click the hyperlink f the status. The system displays search initiated transactins screen. The transactin can be cnsidered cmplete in case its status is cmpleted. 36. View Initiated Transactins Nn-Individual Users Navigate thrugh the menus t My Space > Transactin List. The system displays the View Initiated Transactins screen. Fur tabs are displayed and namely: Initiated Transactins this displays all self initiated transactins alng with current status f the transactin and number f transactin cunt fr each type with specific status; View drafts/tepmplates here are displayed all transactins which are created as drafts and templates by the user r public drafts and templates created by ther users f the same business; The difference between saving as a template and saving as a draft is that while saving as draft yu can save withut cmplete details, but while saving as a template yu can save as a template nly after entering cmpletely crrect details. Transactins t authrize displays t the Authrizer all transactins which are pending fr their authrizatin. Using this transactin, the Authriser can Authrize, Reject r Send the transactin back fr mdificatin; View transactins displays the transactins fr which yu have view access.yu can see transactins initiated r authrized by ther users Click the hyperlink f the status fr example. Under prcess. The system displays search initiated transactins screen. 53

54 Field Descriptins: Search by Ebanking reference number Select this buttn t search by entering the ebanking reference number f the transactin Other search criteria Select this buttn t search by ther seach criteria as described belw: Transactin type [Drpdwn] Select the transactin type frm the list Status [Drpdwn] Select the status frm the list Custmer [Drpdwn] Select the custmer id frm the list Accunt number [Input] Type the accunt number User reference number [input] Type the user reference number Transactin perid [Drpdwn] Select the perid in which the transactin was initiated; Values are Last 1 Day Last 6 Mnths Last n Transactins Custm date Frm Date [Date picker] Enter the date frm t search by date range. Frm date will be enabled and mandatry if Custm Date is selected in the Transactin Perid drpdwn. T date [Date picker] Enter the T Date t seach by date range. T date will be enabled and mandatry if Custmer Date is selected in the Transactin Perid drpdwn. Value date frm [Date picker] Enter the Value Date Frm t search by value date range Value date t [Date picker] Enter the Value Date T t search by value date range Frm amunt [input] Enter the Frm Amunt t search by amunt range T Amunt [input] Enter the T Amunt t search by amunt range Currency - [Drpdwn] Select the currency frm the list The transactin can be cnsidered cmplete in case its status shws as cmpleted. 37. Transactin Authrizatin (fr Business Users nly) An Authrizer can view the transactins pending fr their authrizatin using this sectin. Authrizer can authrize, reject r Send the transactin back fr mdificatin. Navigate thrugh the menus t My Space > Transactin List > Transactins t Authrize. The system displays the Transactins t Authrize screen. 54

55 Transactin Type [Display] - Gives the list f transactin based n their type fr example Internal transfer, Outging transfer etc. Status [Display] - Displays the status f transactins. Click n the hyperlink t display the search results as per search criteria fr the selected transactin. Cunt [Display] - Number f transactin fr each transactin type with same status. Graph [Display] - Displays the cunt as a graph. Click the status link f the transactin. The system displays the Search Authrizatin Transactins screen. Select the check bx in frnt f the transactin. Click the Authrize r Reject buttn t Authrize r Reject the transactin withut verifying the details Click n the Ebanking reference n hyperlink t display the transactin details befre authrizing / rejecting the transactin Click the E banking reference number link. The system displays the View Pending Authrizatin Transactin screen alng with the audit details. 55

56 Click the Back buttn t return t the previus screen. OR Click the Reject buttn the system displays the Reject screen. OR Click the Send t Mdify buttn t send the transactin fr mdificatins. OR Click the Authrize buttn. The system displays the Transactin fr Authrizatin - Verify screen When clicking the Authrize buttn. The system displays the Transactin fr Authrizatin - Cnfirm screen. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. 56

57 On authrizing the transactin if there are mre than ne Authrizers the transactin Status changes t the semi authrized state and needs t be further authrized by the secnd authrizer in a similar prcess as shwn abve. If n additinal authrizatin is cnfidured, the transactin status changes accrdingly as t fr example Under prcess Click the OK buttn. 38. Rejecting a transactin (fr Business Users nly): Fllw steps as described abve in Transactin Authrisatin sectin. Click the Reject buttn n the View Pending Authrizatin transactin screen. The system displays the Transactin fr Reject - Verify screen Klick the Reject buttn. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. The system displays the Transactins fr Reject - Cnfirm Screen 57

58 On rejecting the transactin the transactin Status changes t Rejected by authrizer Click the OK buttn. 39. Send t mdify a transactin (fr Business Users nly): Fllw steps as described abve in Transactin Authrisatin sectin. Click the Send t Mdify buttn. The system displays the Transactins fr Send t Mdify - Verify screen. Click the Send t Mdify buttn. If transactin passwrd is required the fllwing screen will appear: Enter the security Key number and press Prceed. The system displays the Transactins fr send t Mdify - Cnfirm Screen Click the Ok buttn. On mdifying the transactin the transactin Status changes t Rejected fr mdify Once the transactin has been sent fr mdificatin, the transactin is nt available fr further authrizatin and the transactin is available with the previus authrizers fr Cpy. The transactin ges t the initiatr fr mdificatin. The transactin is available with all the authrizers t cpy the transactin and initiate a similar transactin if required. Click the Back buttn t return t the previus screen. OR Click the Cpy transactin buttn. The system displays the initiate transactin screen t mdify the transactin. My Space Mailbx 40. Mailbx The Mailbx ptin is an integrated cmmunicatin system within the internet banking system fr yu t cmmunicate with the bank and vice versa. It allws yu t view all the ntificatins, alert messages and general messages sent by the bank; allws yu t send messages t the bank and view the sent messages. 58

59 Like ppular clients that yu may have used, the Mailbx ffers an Inbx - where yu can view messages and ntificatins sent t yu, a Send Message facility using which yu can send messages t the bank and a Sent flder, which allws yu t view all the sent items. Mail Bx functinality is subdivided int the fllwing sub-sectins: Viewing received messages (Inbx) Viewing sent messages (Sent Messages) Sending messages(cmpse) Navigate thrugh the menus t My Space > Mail Bx My Space Freign Exchange Rate Inquiry 41. Freign Exchane Calculatr The Exchange Rate Inquiry ptin allws the user t view the latest exchange rates fr varius currencies ffered fr buying and selling by the bank. The exchange rates will be displayed against the base currency f FCDB. The ptin prvides the buying and selling rates fr cash as well as the buying and selling rates applicable fr telegraphic transfers. If yu wish t buy r sell freign exchange, refer t this ptin t find the latest rates ffered by the bank befre ding s. Selfcare Selfcare Set accunt preference 42. Set Accunt Preference This ptin enables yu t set a nickname fr yur accunts fr ease f use and identificatin T Set Accunt Preference navigate thrugh the menus t Self Care > Set Accunts Preference. The system displays the Set Accunt Preference screen 59

60 Select the tab Current and Savings r Term depsits and the list f accunts will appear underneath. In the Accunt nickname field, input the desired nickname fr the specific accunt and press Save buttn. Selfcare Manage yur hmepage 43. Manage yur Hmepage Internet banking users are prvided with a dashbard screen which displays widgets f different transactins. This menu allws yu t remve/add dashbard widget preferences fr yur Internet banking channel up t the maximum number f widgets available 2. T Manage yur Hmepage navigate thrugh the menus t Self Care > Manage yur Hmepage. The system displays the Dashbard Widget Management screen. 2 There will be limit n maximum number f widgets displayed in dashbard. This will depend n pre-maintained cnfiguratin with the bank. 60

61 Press Prceed t display the list f widgets available. Fr Individuals the list f available widgets is as belw: Fr nn-individuals the list f available widgets is as belw: Select the widgets yu want displayed n the dashbard screen and press Cnfirm Selectin. Selfcare Set Favurites 44. Set favurites The Preferences ptin allws yu t change the user ID, set the preferred language, preferred clr, hme page, favrite transactins, and favrite accunts and nick names. The user can access favrite transactins and accunts directly instead f accessing it thrugh the main menu. 61

62 T set Favrites navigate thrugh the menus t Self Care > Set Favrites. The system displays the Preferences screen. Make yur selectins and press the Set Preference buttn Selfcare Reminders 45. Reminders The Reminder functinality enables business users t register fr reminders. Once a reminder is registered the user can view the reminder under the Reminder schedule. The reminder schedule will display all registered reminders i.e. reminders that are due n the current date and als reminders that are due in the future. Once the reminder is due, it appears under the, Reminders fr Tday screen sectin f the Reminder schedule. The system will enable the user t take actin n the reminder. T register reminder navigate thrugh the menus t Self Care > Reminders. The system displays Reminder Schedule screen fr reminder. Initially it shws Reminders fr tday tab shwing tday s reminders. Click the Dismiss/Delete/Mdify links in rder t dismiss, delete f mdify the reminder respectively. Click n the Reminder Due during this week tab. The system displays reminders due fr current week. Click n the date link t view the reminder set fr that particular day. Click the Delete/Mdify link n rder t delete r mdify that respective reminder. 62

63 Click the Reminders Due during this mnths tab in rder t view reminders due fr current mnth. Click n the date link t view the reminder set fr that particular day. Click the Delete/Mdify link n rder t delete r mdify that respective reminder Click the Register New Reminder buttn. The system displays belw Registratin screen. Click the Register buttn. The system displays Remindres Registratin Cnfirm screen. Click the OK buttn. The system displays initial Reminder Schedule screen Selfcare Register Reprts 46. Register reprt T Register a reprt Navigate thrugh the menus t Selfcare > Register Reprt. The system displays the Register Reprt screen. Select the required reprt frm the drp dwn list and then Click the Prceed. The system displays the Register Reprt screen. Fields descriptin Frequency [Mandatry, drpdwn] Select the reprt frequency frm the drp dnw list. The ptins are: 63

64 Daily Weekly Mnthly Once Reprt Output Frmat [Mandatry, drpdwn] Select the reprt utput frm the drp-dwn list. The ptins are: PDF, HTML, Excel Date [Cnditinal, Pick list] Select the reprt activatin date frm the pick list. This field is displayed depending n the selectin in the frequency field. Hur [Cnditinal, Drp-dwn] Select the time in hurs frm the drp-dwn list. This dield is displayed depending upn the selectin in the frequency field. Minute [Cnditinal drpdwn] Select the time in minutes frm the drp-dwn list. This field is displayed depending upn the selectin in the frequency field. Activatin Date [Cnditinal, Pick list] Select the reprt activatin date frm the pick list. This field is displayed depending upn the selectin in the frequency field. Deactivatin Date [Cnditinal, Pick list] Select the reprt deactivatin date frm the pick list. This field is displayed depending upn the selectin in the frequency field. Hur [Cnditinal, Drp-dwn] Select the time in hurs frm the drp-dwn list. This field is displayed depending upn the selectin in the frequency field. Minutes [Cnditinal, Drp-dwn] Select the time in minutes frm the drp-dwn list. This field is displayed depending upn the selectin in the frequency field. Select the reprt frequency and reprt dwnlad frmat. Enter the date range. Click the Run Reprt buttn. The system displays the File Dnwlad Security Warning screen. Click the Save buttn t save the file. OR Click the Cancel buttn t clse the windw T Register a reprt Click the Register buttn n the Register Reprt screen. The system displays the Reprt Registratin - Verificatin screen. 64

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