Administration

In this Article learn HOW TO:

  • Add Participation Banks and contact list
  • Edit Participation Banks and contact list
  • Delete Participation Banks and contact list

 

Adding a new Participating Bank and/or Contact list 

Adding a new Participating Bank

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select Add a New Participating Bank
  5. Define the Bank information
    • Participating Bank Name: This is the name of the participating bank and will be displayed on the customer's page, and in the Participation Document Report
    • Participating Bank Code: This is an internal code used by the system and can be defined by the bank. It is recommended to use a code consisting of the participating bank name.
    • Is an Affiliate Bank: And Affiliate bank is described as another institution that has AccuAccount and the AccuAccount resides on the same server. For example a multi-chartered holding company may have 5 separately chartered banks that all have AccuAccount and where their installs are all on the same server. Selecting No to this would require no additional work. Selecting Yes to this, would require item.
    • Root Affiliate URL: This will be the URL for the Participations service of the Affiliated Bank. The service for the participation module is located on the server in the "services" directory of every AccuAccount install and the service is call "Participations.svc".  If you need assistance with this, please contact your internal I.T. department or our customer service team.
  6. Select Update. Once the Participating Bank is added, you will get a confirmation that it was successful.
    • Add a New Contact link will automatically populate, and you begin adding contact information, or Add at a later date by Editing the Participating Bank information (See below) Skip steps 7 and 8 if adding contacts at a later date.
  7. Add the Participating banks contact list. Select Add a New Contact link.
  8. Define Contact information
    • Primary Contact Name - This is the name of the contact who will receive all documents for all participating banks.  This will also be displayed on the customer's page.
    • Primary Contact Phone Number - This is the phone number of the contact who will receive all documents for all participating banks.   This will also be displayed on the customer's page.
    • Primary Contact Email - This is the email of the contact who will receive all documents for all participating banks.  This will also be displayed on the customer's page.
    • Carbon Copy Email - This is the email of any users whom you want to also receive the documents of all participating banks.  This email address will be in the "copy" line of the email sent.
    • Rate of Change Contact Name - *Informational Only* - This is the contact name of the person who is responsible for handling rate changes at the participating bank.  This will be displayed on the customer's page only.
    • Rate of Change Contact Phone Number - *Informational Only* - This is the phone number of the person who is responsible for handling rate changes  at the participating bank.  This will be displayed on the customer's page only.
    • Rate of Change Contact Email - *Informational Only* - This is the email address of the person who is responsible for handling rate changes at the participating bank.  This will be displayed on the customer's page only.
    • Block Document Push - If you do not want the contact to receive documents, you may select this option to "block" the contact from receiving documents.
    • Push Document Method - Two options are available. 1) Email - which will run a nightly process to email documents out. 2) Service Import - This is used in conjunction with an "Affiliate Bank".  Service Import will push the documents to the Affiliate Bank's AccuAccount System via a .Net WCF Service to the "Affiliate Routing URL" that was defined when creating the Participating Bank.
  9. Select Update

Info

If you utilize the "Root Affiliate URL", you will want to select the "Test" button to ensure that the link is correct, and can be reached. 

 

Adding a New Contact list

Adding a New contact,  if list was not created at time Participating Bank was added or 'No Contacts are Defined for this Bank'.

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select the Edit Icon next to the Bank you want to add a Contact to
  5. Select Add New Contact link
  6. Define contact information (See above Step 8)
  7. Select Update

Edit a Participating Bank and/or Contact List

Edit Participating Bank

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select the Edit Icon next to the Bank you want to edit
  5. Edit Bank details
  6. Select Update

 

Edit Contact

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select the Edit Icon next to the Primary Contact Name you want to edit
  5. Edit Contact details
  6. Select Update.

 

Delete a Participating Bank and/or Contact List

Delete Participating Bank

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select the Delete icon next to the Bank you want to Delete
    • Note: This will also Delete any contact information

 

Delete Contact

  1. Launch AccuAccount
  2. Select the Admin Tab
  3. Under the Branch/Bank Maintenance section, Select Participating Bank Maintenance
  4. Select the Delete icon next to the Contact you want to delete 
  5. Select Update
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

0 comments

Please sign in to leave a comment.