eAlerts: Add/Edit Account Balance

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UEALRTD-01

eAlert Subscription Maintenance

4042


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Access this screen from the eAlert Add screen and selecting to add an Account Balance eAlert or by selecting an existing Account Balance e-Alert from the Member eAlert/eNotice Maintenance screen.

Get the member's perspective with this online banking video: Subscribing to eNotices & eAlerts (More videos below!)

Helpful Resources

For complete details on activating and using e-Alerts, refer to the booklet, eAlerts.

Learn how to enroll a member in eAlerts.

Screen Overview

This screen allows a credit union employee to configure an e-Alert for a member to receive an alert when the account selected falls above or below a selected balance amount. Enter the threshold amount(s) and whether or not to use Available or Current balance. Note that available balance calculates the funds by taking the current balance and subtracting any money not available to the member, such as holds or secured funds.

Then, indicate how the member wants to be contacted:

Members with balance threshold e-Alerts will receive an e-Alert within 30 minutes of falling below (or above) their tolerance. A new e-Alert will be sent within the same 24 hour period if the balance returns to an acceptable level, and then falls outside again. Otherwise, if the member remains outside an acceptable level, the member will not receive another e-Alert until 24 hours have passed.

Use Update (F5) to save the request and return to the Member eAlert/eNotice Maintenance screen.

Remember that members can do the same thing themselves in online banking. These screens are intended to allow an MSR to access the member's settings while working with the member over the phone or in person.

If asterisks appear on this screen or buttons are absent, it is due to the privacy configuration.

More Details on eAlert Email Delivery

If the member requests an email notification or complete email option, and the member's email address is later marked as invalid in CU*BASE, the member will cease to receive alert emails until the email is updated. This is the only reason and email would not be sent by the system. The member can correct this email themselves in online banking or the MSR can correct it in CU*BASE by using F9-Email on the previous screen. An email is required to sign up for these email options; messaging will alert the employee that an email address is needed if a valid email is not in the system.

Notes Specific to the Delivery of Account Balance Alerts

Online Banking Message: These are sent each time the balance falls below or above the tolerance.

Additional Video Resources

View more member-facing online banking videos.

Visit the Show Me the Steps video library to view all CU*BASE and online banking videos!

 

 

Link to ID: https://help.cubase.org/cubase/cubase.htm#UEALRTD-01.htm