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iPay Technologies

MASTER Site Auto Approval Review

Dual Login Institutions Only

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This is the NEW MASTER home page. All Auto Approval Enrollments will now be found in the “Attention OPTIONAL” field.

MASTER Users do not have to take any action on these accounts.

Only pending enrollments that were not approved prior to Auto Approval going live and/or if you have the business product will be found in the “Attention Required” field.

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The “New Consumer Subscribers” screen can be accessed by selecting the “Subscriber” tab.

MASTER users will be able to see the following:

• Status Column -provides enrollment status and the date the subscriber was approved. • The remaining columns provide other information about the subscriber that may be beneficial along with a View/Edit option. • The top of the screen also indicates the duration option your financial institution chose for auto approval of the traditional enrollments; in this instance, the FI is set at 2 business days.

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When accessing a specific subscriber’s record, the MASTER User will see all information that was presented during the bill pay activation.

The MASTER User will be able to “Decline” this subscriber’s enrollment, or edit the subscriber’s bill pay information. We will indicate on this page whether payments have already been scheduled in case that plays a

role in your decision to decline a subscriber.

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This screen will display when a subscriber’s data is being edited; in this scenario, this subscriber has already been approved.

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This subscriber is in pending status with no scheduled payments. Since this subscriber is in pending status, the Master user has three options – approve, decline, or edit.

The next few slides will show what steps a Master user can expect after declining a subscriber.

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If the subscriber had added payees and scheduled payments on their bill pay account, but the institution chooses to decline the subscriber’s enrollment, the MASTER user will encounter this screen.

First, the MASTER user will see the number of transactions that are scheduled, but not processed.

Second, they will see that declining the enrollment will cause these transactions to be stopped.

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This screen shows what the Master user will see if a subscriber has been declined.

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Congratulations!

You have successfully completed the MASTER Site Auto Enrollment

Form Review.

Please continue for additional information concerning the consumer experience with

Auto Enrollment.

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iPay Technologies

Auto Approval: Consumer Bill Pay Site

Company LOGO Welcome Screen for Auto Approval

The Welcome Screen above will be the first screen the subscriber sees when logging into the consumer product. Once they click the Instant Enrollment button, they can begin adding payees.

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Thank you for choosing iPay to provide your Bill Payment solution.

We value your business.

If you have any additional questions, please feel free to contact your designated Relationship Manager.