Set Alert Notification Preferences

The second step in a demonstration of Banking Alerts is to set alert notification preferences. Alert notification preferences are set by the customer on the customer's account information page. This page is opened after either:

1. Enrolling for a new customer account and then clicking the Submit button on the customer registration page

- or -

2. Logging on to an existing account from the Woodgrove Bank home page

Description

The main body of the customer account information page contains:

• A customer details area displaying the customer's name, account number, telephone number, and a Logout button.
• A table displaying account information
• A table displaying credit card information
• An area containing check boxes, drop-down menus and a Submit button that the customer uses to indicate when the application should send an alert notification

New accounts begin with $1,000 in a checking account, $2,000 in a savings account, and a credit card balance of $2,000. Account balances cannot be changed on this page. These balances change only in response to changes made by the demonstrator (acting in the role of the accounts data controller) using the Banking Alerts transaction simulator page. The main purpose of the customer account information page is to demonstrate how a customer indicates the events that trigger an alert notification.

The alert notifications area contains three check boxes. Next to each check box is a description of an event that will trigger an alert notification:

1. When the customer has one or more bills to pay.
2. When a transaction on the customer's credit card account exceeds a specified amount. The default amount is $1,500.
3. When a customer's available credit card balance falls below a specified amount. The default amount is $2,000. Available credit card balance is calculated by subtracting the value in the credit card Balance column (the customer's current debt) from the value in the credit card Limit column (the maximum debt the customer is permitted to accrue).

The customer chooses to receive an alert notification for an event by selecting the check box for that event, and then clicking the Submit button. The customer specifies the credit card transaction amount and the available credit card balance amount by using a drop-down menu contained in the description for each of those events.

Steps to Set Alert Notification Preferences

On the customer account information page:

1. Ensure that all alert notification event check boxes are selected.
2. Ensure that the default amounts are selected in the drop-down menus for the second and third events ($1,500 for the excessive credit card transaction alert, and $2,000 for the available credit card balance alert).
3. Click the Submit button.
4. In preparation for the next step in the demonstration, minimize the Internet Explorer window containing the customer account information page.

Next Steps in the Basic Banking Alerts Demonstration

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).

Remarks

• The customer must click Submit to set alert notification preferences.
• The Logout button in the customer details area of the page is enabled. However, it is recommended that users remain logged in as a customer and keep this page open while manipulating data as the accounts data controller is recommended so that changes in account information can be viewed from the customer's perspective. To see changes made from the transaction simulator page reflected on the customer's account information page, refresh the browser window.

See Also

The Banking Alerts Reference Application: Overview | Banking Alerts: Alerts and Dialogue Flow