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## 33 Alerts Templates

This topic describes the information about Alerts Templates screen. This option allows the System Administrator to define required parameters for each alert that is to be sent to the banks internal (Administrators) and external users (Business users).

User can define the alert messages to be sent to different recipients on different channels. Also the type of alert Mandatory or subscribed can be defined by the user for each event.

Application also supports actionable alerts. Actionable alerts help user taking an action on the alert message received so that he/she does not have to navigate to the respective transaction manually to take specific action on the message. These alerts can be defined for any of the delivery mode i.e. email, SMS, push notification and on screen.

Note:

If both Retail and Business parties are mapped to a user, then the alerts behavior will be as below:

1. For the transactions done in a Retail Party, alert will be sent to the user’s contact information available in the respective core banking application.
2. For the transactions done in a Business Party, alert will be sent to the user’s contact information available at the user level in Digital Banking.

Factory shipped Actionable Alerts:

Corporate Approval – User will be able to click on the link available in the alert and he or she will be redirected to transaction approval page.

Pre-requisites

- Transaction access is provided to System Administrator.
- Approval rule set up for System Administrator to perform the actions.
- Various events are maintained

Features supported in Application:

The available features available to System Administrator users in the application:

- View alerts templates already maintained
- Create a new alert template
- Edit an alert template
- Delete an alert template

Navigation Path: Perform anyone of the following navigation to access Alerts Templates

- From System/ Bank Administrator Dashboard, under Communications widget, click Alerts Templates.
- From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Communications. Under Communications , click Alerts Templates.

- View Alert Template
  This topic describes the information about View Alert Template screen. Using this option, System Administrator can search and view the details of any alerts maintained based on the search parameters.
- Create Alert Template
  This topic describes the information about Create Alert Template screen. Using this option, the System Administrator defines the alerts.
- Update Alert Template
  This topic describes the information about Update Alert Template screen. Using this option, System Administrator can edit the details of selected alerts template defined in the application.
- Delete Alert Template
  This topic describes the information about Delete Alert Template screen.
- FAQ