Account Alerts notify you with real-time alerts when certain
pre-configured conditions are met. Simply set up the account
or transaction activity conditions that you would like the
system to "tell you when the condition is met" and you
will be notified immediately via e-mail or mobile e-mail.
Notification examples are: account balance thresholds,
transaction conditions, and check status. In addition, the
system can be set up to send you a date-driven reminder for
whatever reasons you would like (ie. birthday, taxes due, stop
the mail, etc.).
Account Alerts Start Page
The
Account Alerts Start Page summarizes all Alerts and Reminders
that you currently have set up for Internet Banking.
The
top section
(Add Alerts) is to add an Alert or Reminder.
The middle
section (Pending Alerts) is a summary of all
pending Alerts.
This section lists for
each Alert: ·The
Alert Me When message you have configured ·The Date
you entered the Alert ·The
Alert ID for identification ·View,
Edit, and Delete navigation icons.
The bottom
section (Pending Reminders) is a summary of
all pending Reminders.
Top
Section
Add Alerts or Reminders Click here to add new alerts or reminders.
Middle Section
Pending Alerts
You have 4 pending alerts
Alert Me When
Date Entered
ID
View | Edit | Delete
Balance on 1-Checking Account is above $
0.00
06-11-2004
514
| |
Balance on 1-Checking Account is below $
300.00
06-11-2004
528
| |
Balance on 2345-Line of credit is below
$ 1,000.00
06-11-2004
529
| |
Check #3551 cleared on 1-Checking
Account
06-13-2004
532
| |
Bottom Section
Pending Reminders
You have 2 pending reminders
Reminder Text
Reminder Date
ID
View | Edit | Delete
Mom's Birthday
07-24-2004
530
| |
Pay Property Taxes
06-30-2004
534
| |
Add an
Alert / Reminder
To add
an Alert or Reminder, simply click on the link labeled:
Click here to add
new alerts found on the top of the Account
Alert Start Page.
Next,
select the category of Alert that you would like to create.
By clicking on the Account Alerts Category drop down arrow.
Add Alerts or Reminders
Select Category:
Below are the available options:
Share Account:
Notifies you of share account balance and available
balance changes.
Loan
Account:
Notifies you of loan account balance changes.
Transaction:
Notifies you of varying transaction activity, including:
next deposit; next withdrawal; next transaction with a
specific description; next transaction above or below a
specified amount.
Check Status:
Notifies you when a specific check has cleared your
account.
Check Status by Range:
Notifies you when a range of checks has cleared your
account.
Certificate Maturing:
Notifies you when a certificate has matured.
Reminder:
Free
form text alert that will notify you on a specific date.
Once
you have selected a category, click the Continue
button. You will then be shown the corresponding Account
Alert detail screen.
Set Share Account Alert
Select Account
Alert Me When
Conditions
Amount
Notification Method
Secure
Message
Email
Mobile
Email
Select
the “Select Account” field, the “Alert Me When” field, and
“Conditions” field by clicking on the drop down arrows
beside each area. Then, if appropriate, fill in the “Amount”
field. The example above will produce an Alert when the
checking account balance is below $0.00.
Select
the Notification method(s) by clicking on the check box(es)
desired. Available options are:
Secure
Message:A message
will be sent to your User Messages which you can view by
logging in to CU OnLine. Email:
Enter any valid email address to receive instant email Alerts
when an Alert condition is true. Mobile Email:
Enter in any valid text-messaging email account address to
receive instant text message alerts when an Alert condition is
true.
Once
you have completed your Account Alert detail, click on the “Add
Alert” button.
Next,
you will be shown the Confirm Account Alert screen. This
screen summarizes the details of your alert and asks you to
confirm these details before adding it to your Account Alert
list. Review the details and then click the “Submit”
button to continue or “Cancel”
to abort.
Confirm Share Account Alert
Account
1-Checking Account
Alert me when
As soon as your Balance goes below $ 0.00 you
will be notified. You will then be notified
each subsequent day until your balance goes
above $ 0.00.
Notification Method
Email member@cuonline.com
Click Submit to continue or Cancel to abort.
Finally, the Account Alert result screen confirms you have
successfully added your alert. Simply click the “Back
to Start Page” button to return to the Start
Page.
View an
Alert or Reminder
To
View an Alert or Reminder, from the Start Page, click on the
View icon on
the corresponding line.
Pending Alerts
You have 4 pending alerts
Alert Me When
Date Entered
ID
View | Edit | Delete
Balance on 1-Checking Account is below $ 0.00
06-11-2004
514
|
|
Example:
Account Alert #514
Date Created
06-11-2004
Account
1-Checking Account
Alert me when
Balance is below $ 0.00
Notification Method
Email member@cuonline.com
You
can then Delete or Edit the Alert or Reminder by clicking on
the appropriate button. If you want to return to the Start
Page, click the “Back”
button.
Edit an
Alert or Reminder
To
Edit an Alert or Reminder, from the Start Page, click on the
Edit icon on
the corresponding line.
Pending Alerts
You have 4 pending alerts
Alert Me When
Date Entered
ID
View | Edit | Delete
Balance on 1-Checking Account is below $ 0.00
06-11-2004
514
|
|
You
can then Edit the Alert/Reminder by making the appropriate
changes and clicking on the Submit
button.
Delete
an Alert or Reminder
To
Delete an Alert or Reminder, from the Start Page, click on the
Delete icon on
the corresponding line.
Pending Alerts
You have 4 pending alerts
Alert Me When
Date Entered
ID
View | Edit | Delete
Balance on 1-Checking Account is above $ 0.00
06-11-2004
514
|
|
Example:
Details of Alert #514
Date Created
06-11-2004
Account
1-Checking Account
Alert me when
Balance is above $ 0.00
Notification Methods
Email member@cuonline.com
Are you sure you want to delete this alert?
You
can then Delete the Alert/Reminder by clicking on the Yes, delete it
button. To cancel the Delete of the Alert/Reminder, click the
No, cancel
button.
Delivery
Methods
Secure
Messaging
A message
will be sent to your User Messages which you can view by
logging in to CU OnLine.
Email
Provided
you have entered a valid email address, you will receive an
instant email Alert when an Alert condition is true in your
accounts.
Example:
Subject:
Share Account Alert
This message is to notify you that: Your account
1-Checking Account balance amount is $ 23,588.14.
To review your accounts, please login to internet banking.
Mobile
Messaging
Provided
you have entered a valid text messaging email address you will
receive an instant email Alert when an Alert condition is true
in your accounts.
Example:
Subject: Share Account Alert
Text: Your account 1-Checking Account balance amount is
$25,759.01
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