Alerts is a notification service that detects the modifications and sends alerts to the customers when an activity is performed. Alert settings can be used to manage your preferences for different alert types and the channels through which the bank or credit union should send alerts to a customer. Alerts can be enabled or disabled as per your requirement.

A user with access to both retail and business accounts can view the retail and business profiles based on the permissions that are assigned to the user.

Menu Path:

• Side menu > Settings > Alert Settings
• Top menu > Profile picture > Alert Settings

The alerts are categorized into three types:

• Transaction and Payment: These alerts are sent when an activity is performed such as Bill Payments, adding or updating a Bill Payee, and payment related alerts. 
• Security: These alerts are sent when there is a change in Profile Status and Credentials.
• Account: These alerts are specific to each account of the customers. The display of the accounts depends on the permission given to the user, (a) for a user with access to only one Customer ID, the accounts are grouped by account type such as Savings, Checking and more, (b) for a user with access to personal accounts and multiple Customer IDs, the accounts are grouped by personal accounts followed by Customer ID names and their respective accounts, and (c) for a user with access to multiple Customer IDs, the accounts are grouped by Customer IDs.

 You can do the following:

• View Alert Settings for different types of alerts
• Edit Alert Settings

View Alert Settings

Use the feature to edit the existing alert settings of each category.

Menu path: Alert Settings > select a category

The alerts are categorized as Security alerts, Account Alerts, and Transaction & Payment Alerts. Click on a category to view the alert settings.

You can view the following settings from this screen.

• Status of the alert (enabled/disabled)
• Select Methods: Available methods are:
  • SMS/Text
  • Notification Center
  • Push Notification
  • Email
• Categories - Click the check box under each category to receive an alert when an action is performed.
  

Alert Type	Categories
Transaction and Payment	Transfer recipients list modified
	Transfer Made
	P2P recipients list modified
	Bill payee list modified
Security	Primary Phone/Email/Address change
Accounts	List of account types with the account number. The display of the accounts depends on the permission given to the user, (a) for a user with access to only one Customer ID, the accounts are grouped by account type such as Savings, Checking and more, (b) for a user with access to personal accounts and multiple Customer IDs, the accounts are grouped by personal accounts followed by Customer ID names and their respective accounts, and (c) for a user with access to multiple Customer IDs, the accounts are grouped by Customer IDs

Edit Alert Settings

Use the feature to edit or customize the alert settings.

Menu path: Alert Settings > Edit

For Accounts: Alert Settings > Account > View/Modify

Transaction & Payment

Edit Transaction & Payment

Security

Edit Security

Account

Edit Account

For Loan and Credit Card accounts

For Deposit accounts

Click an alert type and click Edit to edit the alert settings.

For Account alerts, click the alert type and click View/Modify to edit an account type.

The edit screen has a provision to modify the details. Make the changes as required:

You can do the following:

• Click the check box next to Alerts Enabled to enable the alert, if the alert is disabled. 
• Select Method. The available methods are:
  • SMS/Text
  • Notification Center
  • Push Notification
  • Email
• Click the check box next to each category to receive an alert when an action is performed against the selected category. The available categories are:

Alert Type	Categories
Transaction and Payment	Transfer recipients list modified
	Transfer made
	P2P recipients list modified
	Bill Payee list modified
Security	Primary Phone/Email/Address Change
Account	Notify me in case the account balance is below Enter the minimum balance amount in the text box.
	Daily Balance Alert
	Check Status
	Notify me prior when a payment is Due. Number of Days. (Loan and CC)
	Payment overdue alert. (Loan and CC)
	Deposit and withdrawal alerts (deposit)
	Notify me prior to the maturity of my time deposit. Number of days (deposit)

• Click Save to receive alerts when you perform any of these activities.
  

Configuration

The various alert settings or options that the user can choose are managed within the Spotlight application.