If activated by the FI, the application has the ability to send alert messages to users based on processing and security events within the application. The FI makes notification events available for customer users to choose, but can also enable notifications on behalf of users. Some alerts are event-based, meaning that they are only sent when the event occurs. Others may be sent hourly while the alert condition is true; for example, users may want to be continually notified about transactions that were scheduled but haven't yet been submitted. These frequency settings, if required by the type of message, are maintained on each user's profile.
Note: The Notifications permission is required for users to enable and/or modify notifications. A user with the required permission may update his/her own notices from the Change Notifications option on the Security menu.
Customer users with the ability to add and edit users and the notifications permission may also activate alert messages on behalf of other users. For example, there may be a specific user you wish to notify when collections/files have been picked up by the FI. Similarly, a certain user may want to be alerted when a standing order submission has failed. The notifications are accessible through each user's profile via a quick link at the bottom of the page.
Note: The specific alerts and warning notifications listed on this topic may not apply to your organization; the financial institution chooses which user messages, if any, will be available to users.
Security alerts can be used as an additional tool to help monitor activity within the application. For example, a customer administrator may wish to receive a warning notice when a user attempts to exceed a transaction limit, when a user profile is changed, or when a user is deactivated because of excessive invalid login attempts. Remember, however, that email communications are not infallible, so you should use notifications in concert with other security measures. Another good practice to follow is using dual control to ensure another person approves a change to a customer record.
Note: If received notifications display without line breaks in the text, instruct the user to modify the mail settings within his/her email client. For example, in Microsoft® Outlook® 2010, follow these steps: In the Outlook menu, choose Preferences | Mail. In the Message format section, remove the check mark for the Remove extra line breaks in plain text messages setting.