Running A Banking Alerts Demonstration

This document describes the roles played by a demonstrator, and outlines the steps involved when running a basic demonstration of the Banking Alerts reference application.

Roles Required to Run a Demonstration

Running a Banking Alerts demonstration requires the demonstrator to play two roles: the role of a bank customer, and the role of the accounts data controller. Following are overviews of these roles.

• Bank Customer
  In this role, the demonstrator simulates the behavior of a customer of the bank that has developed the speech-enabled Web application.

  Acting as a bank customer, the demonstrator can set the criteria that trigger an alert notification. The bank customer can be notified when:

  • A credit card transaction exceeds a specified dollar amount
  • The customer's available credit card balance falls below a specified dollar amount
  • Payment for a gas, phone, or electric bill is due in a specified number of days

• Accounts Data Controller
  In this role, the demonstrator makes changes to the customer's account information in order to simulate the kinds of changes that are normally made to the customer's account when debts are paid, or when bills are received.

  Acting as the accounts data controller, the demonstrator can change the following information in a bank customer's account:

  • Checking, savings, and credit card account balances
  • Credit card spending limit

  The accounts data controller can also simulate:

  • Credit card transactions
  • Bill payment amounts and schedules for gas, phone, and electric services

Steps in a Basic Demonstration

For a basic demonstration, do the following:

1. Enroll for a New Customer Account (acting in the role of bank customer).
2. Set Alert Notification Preferences (acting in the role of bank customer).
3. Enter Transactions and Submit Bills to Trigger Alerts (acting in the role of accounts data controller).
4. Open a Telephony Interpreter (acting in the role of accounts data controller).
5. Act on the Alert Notification (acting in the role of bank customer).

See Also

The Banking Alerts Reference Application: Overview | Banking Alerts: Alerts and Dialogue Flow | Banking Alerts: Dialog Logic Diagrams | Banking Alerts Speech Controls: Inputs and Responses