Adding a New Alert to An Existing Special Accounts Monitor "SAM" account

Adding a New Alert to An Existing Special Accounts Monitor "SAM" account

You want to add an additional alert to an existing Special Accounts Monitor, "SAM" account.


  1. Open Superview and select your role.

Note: Superview access is defined under Security Details, if you don't have access to this module, contact your administrator.

  1. You must select a working group when opening Superview, your structural hierarchy is displayed, select the bank or branch level you are modifying and then click on OK. 
  2. Click on SAM > Admin.
  3. The Special Accounts Monitor - Administration screen displays.
  4. Locate the account record to which you want to add the alert.
  5. Click the Add Alert tab.
  6. In the customer's account alert screen you can add the following information:
  • Print Name on Receipt.
  • Account Officer.
  • Officer Code.
  • Officer Phone #.
  • Check Cashing Limit.
  • Immediate Credit Limit.
  • NFS/Overdraft Limit.
  • Effective On.
  • Expires After.
  • Notify Teller On.
  • Override required.
  • Authority Level to override.
  • Remarks.
  1. Click Save to add the alert.
  2. Click Exit to return to the main screen.

 

ArticleNumber:

000047743