Member Inquiry: Online Banking Usage

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Home Banking Member

323

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This window appears when you click the Online Banking button on the Inquiry, Phone, or Verify Member screen.

This window provides information about a member's use of your credit union's online services, including:

· Online banking usage statistics and last logged in date

· E-statement enrollment status

· Bill pay enrollment status

· e-Alert/e-Notice subscriptions

· PIB Profile

You can also reset a member's online banking Security Questions from this screen using the F11-Reset Questions. (F11 will appear only if the member has Security Questions set up.)

What is PIB?

What are Security Questions?

· IMPORTANT: If a credit union employee enrolls a member for e-statements via CU*BASE, the date indicating when the member accepted the online banking usage agreement is automatically cleared, which prompts the system to redisplay the Online Banking Use Agreement (sometimes referred to as the "logon banner") to the member the next time they log in to online banking. This is required in order for the member to agree to receive statements electronically. So if you sign a member up for e-statements, make sure they finish the process by logging in to It's Me 247 online banking! The Online Banking button that appears in Teller, Phone Operator and Inquiry will not appear until the Indemnification Agreement is accepted. Without this button, you will not be able to access this screen for the member.

When done, use F3-Backup to return to the previous screen.

Field Descriptions

Field Name	Descriptions
Joined via online banking	This will read YES if the member submitted a membership application through online banking and the membership was created using reason code 95 (“Online Banking”).
Agreement accepted	This shows when the member clicked “Accept” on the logon banner the first time they used online banking. (This date also appears in the Update ARU/Online Banking Access feature available via menu MNUPDA.)
E-statements	If the member is enrolled for e-statements, this will show the date of the enrollment as well as the enrollment option selected.
Bill payment	If the member is enrolled for EasyPay online bill payment, this will show the date of the enrollment and current enrollment status.
eAlerts/eNotices	If checked, the member has subscribed to at least one e-Alert. This does not necessarily mean that the member is enrolled in e-Notices; the member just needs to be enrolled in any e-Alert for this checkbox to be checked. Use F9-eAlerts to view or modify the e-Alert subscriptions (including enrolling the member in e-Notices) or to see the alerts/e-Notices already sent.
PIB	If checked, the member has a PIB Profile in place to control how online banking behaves for that member. Use F10-PIB to view the Profile settings. · NOTE: The first screen that appears will show the member's email address, then you will proceed to the Profile screens.
Logons used	This shows the number of online banking logons made for both the current month and the previous month.
Free logons remaining	If your credit union charges a fee for online banking logons, this will calculate the number of free logons left for the current month. SEE ALSO: Self Service Fee Configuration
Last logged in	The date on which the member last logged in to online banking.

Command Keys

Command Key	Descriptions
F3-Backup	Returns to the member screen
F9-eAlerts/eNotices	Moves to the screen listing the member’s e-Alert subscriptions and e-Notice enrollment. From this screen you can create additional e-Alerts for the member or enroll a member in e-Notices or change the member's e-Notice enrollment.
F10-PIB Settings	Allows you to review the member's individual PIB settings.
F11-Reset Questions	Allows you to move to a listing of the member's online banking questions. From this screen, you can reset the member’s security questions so that the member will need to set new answers to the questions.
F12-Pswd History	Allows you to view a history of the members online banking, PIB and audio response password changes.
F13-Reset Password	Allows you to move to a screenwhere you can enter a the member’s account number. Press Enter and you will move to the screen where you can reset the member’s password
F20-Dsp Usename	Displays the member’s online banking username, which can be used in place of the member’s account number when logging into online banking.

Link to ID: http://www.cuanswers.com/doc/gold/gold.htm#323g.htm