qrc enhancements. 2 © 2010 – proprietary & confidential overview - general enhancements ...
TRANSCRIPT
QRC Enhancements
2© 2010 – Proprietary & Confidential
Overview - General Enhancements
Payees Payee addresses may be edited Unlimited number of payees may be supported The Payee Nickname and Payee Full Name field lengths have increased to
25 characters
eBill functionality and alerts have been added
MoneyHQ Enhancements MoneyHQ Aggregated Accounts module added Research Utility offers ability to view deleted aggregated accounts MoneyHQ may be unsubscribed by QRC user MoneyHQ Alerts can be viewed and unsubscribed
Payees
4© 2010 – Proprietary & Confidential
Payee Address Change
Payee addresses may be edited. Select the “Update” button to save changes.
5© 2010 – Proprietary & Confidential
Payee Address Change
If the payee being edited has scheduled transactions pending, QRC will generate a pop up message.
The end user must first delete any scheduled transactions prior to editing the payee’s address.
6© 2010 – Proprietary & Confidential
Payee Address Change
If the payee being edited is enrolled for eBills, QRC will generate a pop up message.
The end user must first un-enroll that payee for eBills prior to editing the payee’s address.
7© 2010 – Proprietary & Confidential
Payee Address Change
When the new address causes the days to pay to change, QRC will generate a pop up message.
After verifying the new payee address is correct, select the “OK” button to continue.
eBills
9© 2010 – Proprietary & Confidential
User Services – eBills Information
Once an end user sets up their first eBill their status will change to subscribed and will show the date and time they subscribed.
10© 2010 – Proprietary & Confidential
User Services – eBill Alerts
This text box is hiding
an email pop
up captured
with this
screen shot.
To unsubscribe the end user’s eBill Alerts, select the “Remove All” button. The “View” button will display the eBill Alert details.
11© 2010 – Proprietary & Confidential
eBill Alert Details
When the “View” button is selected, the eBill Alert details will appear.
The eBill Alert details include the account, the type of alert, settings, email address and the date of last alert.
12© 2010 – Proprietary & Confidential
Payees – eBills Information
The new “Supports eBill” column indicates which payees are eligible for eBills.
To see if the end user has set a particular payee up for eBills, click on the link number.
13© 2010 – Proprietary & Confidential
Payee Details - User enrolled in eBill
14© 2010 – Proprietary & Confidential
Payee Details - eBill Credential Requirements
15© 2010 – Proprietary & Confidential
Payee Details – Delete eBill Service for User
This text box hiding
All QRC user roles with update capabilities will be able to delete an eBill for a consumer at the payee level.
16© 2010 – Proprietary & Confidential
Transaction Details – eBill Details
17© 2010 – Proprietary & Confidential
Payee Search – Payee Details
The Payee Search Module in QRC will display at the merchant level, whether a merchant/payee is eligible for eBills.
MoneyHQ Enhancements
19© 2010 – Proprietary & Confidential
Consumer Tools – MHQ Aggregated Accounts
MoneyHQ Aggregated Accounts module has been added to the Consumer Tools Menu. It can also be accessed from the sub-navigation bar within an end user’s profile.
20© 2010 – Proprietary & Confidential
MoneyHQ – Aggregated Account Summary & Details
The Aggregated Account Summary displays the account number, company name, nickname, foreign institution name and status. For aggregated account details, select the “View” button.
21© 2010 – Proprietary & Confidential
MoneyHQ – Aggregated Account Summary & Details
The Aggregated Account Details include the type of account, balance, last update date and time and the account add date.
22© 2010 – Proprietary & Confidential
User Services – MoneyHQ Account Aggregation
Once the end user aggregates their first account, their status will change to “Subscribed” and will show the date and time the account was aggregated.
23© 2010 – Proprietary & Confidential
Research Utility – Deleted Aggregated Accounts
The Deleted Agg Accounts tab of the Research Utility will display details regarding aggregated accounts which have been deleted.
24© 2010 – Proprietary & Confidential
MoneyHQ – Money Movement
Once the end user sets up their first account for Money Movement, their status will change to “Subscribed” and will show the date and time they subscribed.
25© 2010 – Proprietary & Confidential
MoneyHQ - Unsubscribe
To unsubscribe an end user from MoneyHQ place a check in the box and select the “Unsubscribe” button.
26© 2010 – Proprietary & Confidential
MoneyHQ Alerts – View & Unsubscribe
Selecting the “Remove All” button will unsubscribe an end user from MoneyHQ Alerts.
MoneyHQ Alert details will display when the “View” button is selected.
27© 2010 – Proprietary & Confidential
MoneyHQ Alerts – View & Unsubscribe
MoneyHQ Alert details include the alert type, settings, email address, and date of last alert.
Thank you!