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					                                                      AccessOnline
                                      AccessOnline User ID Set Up Request Client               Setup Form - Program Administrator User Setup, Maintenance or Deletion
                                      Revised: 11/02/05


Use this form to set up a new AccessOnline user, change information about an existing user or remove a user. Columns in red are REQUIRED fields.
Drag the mouse over the column header below to view the definition of each field.
                                                                                                            Batch
                                       Organization                               Middle                                          Authentication   Authentication   Approval                            Accounting
          Request Type ?                                  Last Name First Name                User ID       Script   Password                                                       Entitlement Group                 Address 1    Address 2      City    State   Zip Code   Country      Phone           Fax
                                       Short Name                                 Initial                                           Question         Response       Manager?                            Code View
                                                                                                            User?
                                                                                                                                                                                                                     1234 Avenue                                  12345-     United
             Add User                      ACME             Doe        John         N         johndoe        No      doeremi1      Pet's Name          Fido          Disable   PAV001 - PA View Only      View 1                   Apartment 2   Motown    IL                          123-456-7891   234-567-8912
                                                                                                                                                                                                                        South                                      7896      States
           Request Type?
           Request Type?
           Request Type?
           Request Type?
           Request Type?
           Request Type?
           Request Type?
           Request Type?




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            Version 11                                                                                                                                               User Request                                                                                                                     1
                                                                      Statement/                        Deliver ST                                                                    Attach User
                     Data Exchange E-Mail    Transaction Approval                      Statement /                    Hierarchy              Agent Company    Division   Department
     Email                                                          Account E-Mail                        Client                Bank Number                                             to TBR      Bank   TBR Level 1 TBR Level 2 TBR Level 3 TBR Level 4 TBR Level 5 TBR Level 6 TBR Level 7
                          Notification           Notification                         Account Type                   Group Name             Number Number     Number      Number
                                                                     Notification                       Software?                                                                        Levels

johndoe@acme.com     Unsuccessful Download     Weekly - Monday         Enable        Managing Account      No           abc        1423     1234      12345   56789        4567           No        1234     12345       12345       12345       12345       12345       12345       12345




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                                    Access Online User ID Request - Definitions
User Setup, Maintenance or Deletion Form Definitions
                              ccesOnline Client                     Setup Form Definitions
         Field Name                                                                                      Definition
                                    What action is being requested for this relationship? Please indicate request type by choosing one of the options in the drop-down list. REQUIRED
Request Type                        FIELD.


                                    The short name used within Access Online to identify the organization to which this user will be assigned. This name must be consistent across all
                                    setup forms for the relationship. This relationship-specific and unique code is used in Access Online as an easy-access alternative to searching for
                                    and selecting a client relationship without having to define the full client relationship name. The Organization Short Name is not found in Total
Organization Short Name             Systems (TSYS) and is not a hierarchy level. Minimum of two and a maximum of six alpha-numeric characters. REQUIRED FIELD.
Last Name                           The user's last name. Maximum of 20 alpha-numeric characters. REQUIRED FIELD.
First Name                          The user's first name. Maximum of 15 alpha-numeric characters. REQUIRED FIELD.
Middle Initial                      The first letter of the user's middle name. Maximum of one alpha character.
                                    The user-specified ID that must be entered each time he or she logs on to Access Online. Must be 7 to 20 alpha-numeric characters in length.
User ID                             REQUIRED FIELD.
                                    A Batch Script User is someone who uses Access Online exclusively for downloading files via ST Client or some other type of file transfer
                                    software. This option would most likely be used by a data or financial group who has no other need for Access Online, except for scheduled
                                    downloads of data or files. This option is only available with the "Data Exchange Batch Script Only" entitlement group. User IDs with this
                                    entitlement group will not be able to log on through the Access Online User Interface, the ID is only valid through ST Client. Users of this type of ID
Batch Script User                   will need another ID to fulfill their duties in the Access Online system.
                                    The user-specified password that must be entered each time he or she logs on to Access Online. Must be 8 to 20 characters in length and contain
Password                            at least one alpha and one numeric character. REQUIRED FIELD.
                                    A question Access Online asks if a user forgets his or her password. Please select a question from the drop-down list. Options include Mother's
Authentication Question             Maiden Name, Father's Middle Name, Pet's Name, Birth Place, Favorite Sports Team, and Child's Name. REQUIRED FIELD.

                                    The correct answer to the "Authentication Question" chosen in the previous field. Access Online will not allow a user who has forgotten his or her
Authentication Response             password to select a new password unless the correct response is entered. Maximum of 50 alpha-numeric characters. REQUIRED FIELD.
                                    Setting this control to "yes" establishes the user ID as a transaction approval manager. An approval manager has authority and responsibility to
                                    take action (approve/deny/reroute) on all transaction approval requests forwarded to them. These requests are managed through Access Online
                                    via a user specific approval queue. This is only for clients and users with access to the Transaction Approval Process (TAP) functionality. This is
                                    an optional field that can be used with any user type or entitlement group. There are three things that define if a user is able to act as an approval
                                    manager: 1) client relationship must be enabled for the TAP functionality 2) the User ID's entitlement group must allow for TAP 3) this flag must be
Approval Manager                    set to Yes.

                                    Defines the features and functionality to which a user has access within Access Online. For example, one Entitlement Group (EG) for cardholders
                                    enables them to run cardholder reports, view statements, manage personal information, and view transactions, but not to run reports, set up
                                    custom Merchant Category Code groups, or perform other types of program administrator functions. Each user must be assigned to one of the
Entitlement Group                   EGs. Please pick from the list. REQUIRED FIELD.
                                    Client Defined: Users can be set up as View 1 - 3. The view will determines what level of accounting code information is viewable to the user.
Accounting Code View                Best practice is View 1 for Program Administrators and View 3 for Cardholders. REQUIRED FIELD.

Address 1                           The user's actual street address. May contain a / if it is surrounded by numerics. Maximum of 25 alpha-numeric characters. REQUIRED FIELD.
                                    An apartment number, suite number, mail code or any other additional address information. May contain the / character as long as it is surrounded
Address 2                           by numerics. Maximum of 25 alpha-numeric characters.
City                                The city in which the user resides. Maximum of 20 alpha-numeric characters. REQUIRED FIELD.
State                               The state in which the user resides. Field length is two to 20 alpha-numeric characters. Abbreviations are preferred. REQUIRED FIELD.
Zip Code                            The user's five-digit Zip Code and four-digit extension. Maximum of 15 numeric characters. REQUIRED FIELD.
Country                             The country in which the user resides. Maximum of 25 alpha-numeric characters. REQUIRED FIELD.
                                    The user's primary phone number. Maximum of 18 numeric characters. Dashes should be used to separate the area code, prefix and extension
Phone                               within the phone number. Other special characters, including parenthesis, are not allowed. REQUIRED FIELD.
                                    The user's fax number. Maximum of 18 numeric characters. Dashes should be used to separate the area code, prefix and extension within the
Fax                                 phone number. Other special characters, including parenthesis, are not allowed.
                                    The user's primary e-mail address. This address is used by system administrators to notify a user when a file is delivered to his or her Data
                                    Exchange directory within Access Online. Maximum of 40 alpha-numeric characters. Additional characters allowed in address include: ! " # $ % &
Email                               " ( ) * + , -. / : ; < = > / @ [ \ ] ^ _ ` { | } ~ REQUIRED FIELD.
Data Exchange E-Mail Notification   Indicate whether or not the user would like to be notified via e-mail when the download feature is used in Data Exchange.
Transaction Approval Notification   If the user is an "approval manager" indicate if they would like to receive daily or weekly notices of items pending approval
Statement E-Mail Notification       Indicate if the user would like to receive an e-mail when they have a statement to view on-line. REQUIRED FIELD.
Statement / Account Type            Indicate whether the statement is for a Managing Account or for an individual account / cardholder. REQUIRED FIELD.

                                    Does the user require additional Data Exchange software (ST Client) to batch, script and schedule file transfers? The software is $250.00 per
                                    license. If so, please complete and forward the ST Client Billing Form along with this user request. Your U.S. Bank Relationship manager can
                                    provide you with the Billing Form and/or more information about the ST Client software. (Form Location: Siebel Literature Rack: CPS Access
Deliver ST Client Software          Online ITK ST Client Billing Form). REQUIRED FIELD.

                                    A Hierarchy Group is the name for a group of specific agents defined for the relationship. This will be used in assigning access to a User ID.

                                    For example if company 'abc' always divides their agents so agent #'s 1 thru 5 are north region and 6 thru 10 are south region, 2 Hierarchy
Hierarchy Group Name                Groups may be created. The Hierarchy Group Names in this example might be "North" and "South"




          12/3/2011
          Version 11                                                                       Definitions                                                                                        3
                            A four-digit number used for grouping accounts within U.S. Bank's processing system. This unique number roughly correlates to product type.
                            Please pick from list. Valid choices are: 1423, 1425, 3046, 3047, 3757, 4409, 4419, and 4420. If the Access Online user is a program
                            administrator who needs access to all agents, fill in the Bank Number field and leave the Agent Number, Company Number, Division Number and
Bank Number                 Department Number fields blank. REQUIRED FIELD.


                            A unique four-digit number used to group accounts within a Bank. This number represents one or more top hierarchy levels of a client organization.
                            Used to define the bank/agent relationship. Each cardholder account is associated with an agent number, where many controls are determined
                            (i.e., spending limits, authorization parameters, exception tables, card mailers, PIN mailers, promotional messages, etc.). If the Access Online
                            user is a program administrator who needs access to all agents, fill in the Bank Number field and leave the Agent Number, Company Number,
                            Division Number and Department Number fields blank. If the user is a program administrator who needs access to all companies, fill in the Bank
Agent Number                Number and Agent Number fields and leave the Company Number, Division Number and Department Number fields blank.
                            The unique number associated with a specific client, client subsidiary or other sub-organization within the client organization. Maximum of five
                            numeric characters. If the Access Online user needs access to all divisions within a company, fill in the Bank Number, Agent Number and
Company Number              Company Number and leave the Division Number and Department Number fields blank.
                            The division number associated with the cardholder account. Maximum of five numeric characters. If the Access Online user needs access to all
                            departments within a division, fill in the Bank Number, Agent Number, Company Number and Division Number fields and leave the Department
Division Number             Number blank.

Department Number           The department number associated with the cardholder account. Maximum of four numeric characters.
                            If a user should be set up to run reports based on their existing TBR levels, add their user name with the appropriate level numbers on the
Attach User to TBR Levels   following TBR Data tab. REQUIRED FIELD
                            The TBR level associated to the user for which you are setting up, maintaining or deleting Access Online TBR Reporting. Maximum of five numeric
Level 1 through Level 7     characters.




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         Version 11                                                                Definitions                                                                                   4
User Account Assignments Form Definitions
         Field Name                                                                                       Definition
                                      What action is being requested for this relationship? Please indicate request type by choosing one of the options in the drop-down list. Choose
                                      Add to set up a new account number, Maintain to change information about an existing account number or Delete to remove an account number.
Request Type?                         REQUIRED FIELD.
                                      The user-specified ID that must be entered each time he or she logs on to Access Online. Must be 7 to 20 alpha-numeric characters in length. ID
User ID                               must exist in Access Online or be listed on User Request Tab to Add User. REQUIRED FIELD.
                                      The short name used within Access Online to identify this organization. This name must be consistent across all setup forms for the relationship.
Organization Short Name               Minimum of two and maximum of six alpha-numeric characters. REQUIRED FIELD.
                                      Enter the 16-digit account number that represents the first existing account number to which you are attaching this Access Online user. Maximum
First Account Number                  of 16 numeric characters.
                                      Enter the 16-digit account number that represents the second through fifth existing account number to which you are attaching this Access Online
Second through Fifth Account Number   user. Maximum of 16 numeric characters.




          12/3/2011
          Version 11                                                                        Definitions                                                                                   5

				
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