The bank has defined the Special Accounts Monitor Default Options to automatically create alerts for new accounts but not all new accounts have created an alert.

Workaround:

In EZTeller when the New Account transaction is selected, an alert is created  and will display to tellers for the designated number of days defined in the Special Accounts Module (SAM).

Most host systems will return an Account not found message if the teller attempts to process a transactions on a  brand new account that has not been added on the host.

Some host providers do not stop a new deposit transaction from processing allowing the teller to continue doing the transaction as a regular deposit. If the teller does not process the transaction in EZTeller as a Checking > New Account, EZTeller will not set the new account flag in SAM. 

Processing a deposit using the New Account Transaction:

1. Log into EZTeller.
2. To process a checking deposit as a new account, go to Checking > New Account.
3. Complete all required fields > click on the Proceed button.
4. A screen will pop up requesting the Customer Name and Tax ID. Enter the Customer Name and Tax ID and click the OK button.
5. A New Checking Deposit receipt will print for the customer.
6. For new savings accounts, go to Savings > Regular > New Account and complete the transaction as above.
7. The New Account options is available under Checking, Savings, Certificate Accounts and Club Accounts.

See related article: Setting a New Account Flag in Superview, Special Account Monitor (SAM).

ArticleNumber:

000065113