Flagging a new account with a SAM alert when you process a new account deposit transaction.
Follow these steps to set a new account alert in SAM:
- Open Superview.
Note: Superview access is defined under Security Details, if you do not have access to this module, contact your administrator.
- Your structural hierarchy is displayed, select the bank level as your working group and click OK.
- From the drop-down menu, select SAM.
- In Superview32, select Supervisor > SAM Manager.
- In Superview Enterprise, select the SAM > Admin.
- Select the Default Options tab.
- Select the box: automatically create alerts for new accounts.
- Enter the number of days an account is considered new.
- Enter the minimum transaction amount to show new account alert in EZTeller.
- Enter the authority level to override a new account alert.
- Click Save; click Exit to close the screen.
Users must exit EZTeller before this change will be recognized.
ArticleNumber:
000046556