Web & IVR Activation
Contents
1. in Relationship 12 digit number Description Account description Last Activity Date N A Password Generated No Status Locked web Element Activation Save Post Record Selection Search Options Apa aa Relationship 1 42887 100003 Status Al Search Refresh RELATIONSHIP DESCRIPTION LAST ACTIVITY DATE PASSWORD GENERATED STATUS ul 142867100003 CLENT ACCCOUNT FOR 42887 FOR ACCOUNT 10000 NIA No Locked m 27 LULA z 2 LLLI Reset Secret Key Attempts Reset Password Attempts Generate Password Block Activate lI Cancel Page 7 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Web Element Activation Post Browser with Searched Record 3 1 2 REFRESH SEARCH PANEL i Clicking the Refresh button resets the 3 field of the Relationship and the Data grid to the default blank state The Status combo also reverts to default All selection 3 1 3 GENERATE PASSWORD i For new web subscription relationship entry for which the password is not yet generated and the status is Locked only following buttons are enabled a Generate Password b Cancel ii The participant administrator clicks the Generate Password button for the selected record on the Post browser iii System prompts the following message Confirmatio2. Element Type PARTICIPANT Element d Element and User Maintainence Reports gt item Date 06 10 2104 Last Accessed 05 10 2104 17 24 27 53 email Account Maintainence Reports gt Security Maintainence Reports Deposit Reports Withdrawal Reports gt Partial Cancellation Request Reports gt Pledge Reports ShareMovement Reports gt Tariff Reports Corporate Action Reports gt Mutual Fund Reports gt Activity Balance Reports gt MiS Control Report gt List Reports IVR Web and SMS Activation Report Right Subscription Reports gt WR Activation Report Web Element Activation Report CDC Access Reports Menu Page 4 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 3 WEB ACTIVATION FUNCTIONALITY POST BROWSER The Web Activation Post browser provides the initiation interface for relationship entities after the data growth process From the Post browser the admin user shall initiate Generate Password Block Activate and Resetting of Secret key and Resetting of Password operations F Web Element Activation 1A LE A zB Save Post Record Selection Search Options Relationship 1 42887 Status Ai X Search Refresh RELATIONSHIP DESCRIPTION LAST ACTIVITY DATE PASSWORD GENERATED STATUS l A Reset Secret Key Attempts R
3. Page 33 of 33
4. TRANSACTION ID RELATIONSHIP DESCRIPTION LASTACTIVITY DATE TPIN GENERATED ALLOWED RETRIES RETRIES AVAILABLE STATUS Post Delete Cancel IVR Activation Save Browser Participant Admin end 1 The Save browser shall have two panels namely Search Options and Data grid along with following functional buttons a Post b Delete c Cancel 2 On execution of a function on an entry in the post browser a corresponding entry shall be created in the Save browser Relevant status shall appear with every entry in the Save browser indicating the reason for which the entry is in Save mode Search Fields Transaction ID a Transaction ID fields shall appear blank Page 24 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Relationship a 1 field shall appear in disable mode with auto populated value of 1 b 2 field shall appear in disabled mode with auto populated value of five digit participant s id C 3 field shall appear in enabled mode for entering the account number Status a All Default b To be Activated c Retries to be Reset 3 On accessing the Save browser of the IVR Activation functionality the data grid shall display all entries in Transaction id wise ascending order Page 25 of 33 User Manual for Participant Administration of Web amp IVR Activatio
5. for IVR Refer to Note F page 22 for effect on Post browser Retries to be Reset Reset the invalid attempts counter to maximum available values Refer to Note G page 23 for effect on Post browser ii CDS Standard Confirmation and Information Post Messages shall appear Page 26 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Confirmation Are you sure you want to post this record Information e Successfully Posted 2068 132 iii Clicking No on confirmation message shall abort the operation 7 1 4 DELETE i Executing Delete for an entry shall delete the Save entry and ignore the operation initiated from the Post browser ii Status of the Relationship entry at the post browser shall remain unchanged iii On clicking Delete an entry system shall prompt following CDS Standard message Confirmation iv Standard Information message shall be displayed on affirming the confirmation message Information A Successfully Deleted 2104 509 7 1 5 CANCEL i Clicking the Cancel button shall redirect the user to the main screen Page 27 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 8 IVR ACTIVATION POST DOWNLOAD REPORT IVR Activation Post Download report provides information required for
6. Account with Closed status Clicking the Browser button shall open the Account No lookup displaying sub account house main and other accounts that belongs to the logged in participant except for the Closed status Page 18 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 6 IVR ACTIVATION FUNCTIONALITY POST BROWSER The IVR Activation Post browser provides the initiation interface for relationship entities after the data growth process From the Post browser the admin user shall initiate Generate password Block Activate and Resetting of Secret key and Resetting of Password E wr activation ULL EE UE ee 1027 XE SS Bl Save Post Record Selection Search Options Relationship Status an xj Search Refresh RELATIONSHIP DESCRIPTION LAST ACTIVITY DATE TPIN GENERATED ALLOWED RETRIES RETRIES AVAILABLE STATUS LLL TELL LL LE 1 Reset Retries Activate Cancel IVR Activation Post Browser Participant Admin end On accessing the Post tab of the IVR Activation system shall display blank data grid 2 The Post browser shall have two panels Search Options and Data grid along with following Relationship a Status a IVR Activation related functional buttons a Reset Retires b Activate c Cancel Sea
7. managing and monitoring IVR activation tasks The download report available for Specific or All accounts may be used to determine the details of Relationship entities vis a vis their statuses and activities perform on them at different time intervals IVR Activation Report r Report Options ElementID 9 Specific 42887 Srowse Quality participant for TestingFD INTER gt TRANSactions Account No All Specific Status ALL d From Date 07 10 2104 To Date 07 10 2104 Print Options 9 Download Report File File Separator Comma Colon SemiColon Tab Space Selection Criteria for IVR Activation Download All Account No E MR Activation Report Report Options ElementID Al Specific 42887 Browse Quality participant for TestingFD INTER gt TRANSactions Account No gt All Specific Browse Status ALL v inant From Date 07 10 2104 To Date 07 10 2104 Print Options Download Report File File Separator Comma Colon SemiColon TabSpace Selection Criteria for IVR Activation Download Specific Account No 1 Selection Criteria Fields Element Id a All disabled b Specific selected and disabled with auto populated Participant Page 28 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Account
8. Download for Web Element Activation activities shall be available for post browser 2 Selection Criteria Fields Element Id a All disabled b Specific selected and disabled with auto populated Participant id of the logged in participant Page 16 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Account No Status Combo From Date To Date Download Report File Button File Separator a All Default selection b Specific Field shall appear blank in enabled mode The browse button shall be enabled Clicking the Browse button shall open the Account No lookup displaying house main sub and other accounts that belongs to the logged in participant Account with Closed status shall not appear in the lookup Selection of Account Number from the lookup shall work as per standard theme of CDS application a All Default selection b Active c Locked d Blocked By default Current CDS date shall appear By default Current CDS date shall appear Selected by default In disabled mode User shall enter the path for downloading the file either through by typing the path in the File field or by selecting it through File button Clicking the File button shall open the standard Save window allowing user to select the path Only zip files could be saved Comma option shall be sel
9. ITY DATE PASSWORD GENERATED STATUS HMMM Post peite cance Web Element Activation Save Browser Participant Admin end 1 The Save browser shall have two panels namely Search Options and Data grid along with following functional buttons a Post b Delete c Cancel 2 SearchFields Transaction ID a Transaction ID fields shall appear blank Relationship a 1 field shall appear in disable mode with auto populated value of 1 b 2 field shall appear in disabled mode with auto populated value of five digit participant s id Page 12 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 c Status w 0o Qo C ID 3 field shall appear in enabled mode for entering the account number All Default To be Blocked To be Activated Password to be Generated Password attempts to be Reset Secret Key attempts to be Reset 3 On accessing the Save browser of the Web Element Activation functionality the data grid shall display all entries in Transaction id wise ascending order Page 13 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 4 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 4 1 1 SEARCH SEARCH PANEL i For locating a specific entry the participant admin may input cr
10. Locked to Active in the post browser Active button becomes disabled in the post browser Reset Retires button becomes disabled in the post browser 6 1 5 CANCEL i Cancel button shall remain enabled for both Active and Locked status ii Clicking the Cancel button shall redirect the user to the main screen General Information i The grid shall only display a single record at a time which shall be fetched on search execution ii On accessing a relationship for which the data growth is not done Activate and Reset Retries button appears in disabled mode Information ESN Successfully Updated 2104 497 my Y m AN Page 23 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 7 IVR ACTIVATION FUNCTIONALITY SAVE BROWSER The Save browser of IVR Activation functionality provides an interface to Post or Delete entries that are initiated from the post browser On execution of a function on an entry in the post browser a corresponding entry shall be created in the Save browser Relevant status shall appear with every entry in the Save browser indicating the reason for which the entry is in Save mode Record Selection Search Options Transaction ID Relationship Status All v Search Refresh
11. No Status Combo From Date To Date Download Report File Button File Separator id of the logged in participant a All Default selection b Specific Field shall appear blank in enabled mode The browse button shall be enabled Clicking the Browse button shall open the Account No lookup displaying house main sub and other accounts that belongs to the logged in participant Account with Closed status shall not appear in the lookup Selection of Account Number from the lookup shall work as per standard theme of CDS application a All Default selection b Active c Locked By default Current CDS date shall appear By default Current CDS date shall appear Selected by default In disabled mode User shall enter the path for downloading the file either through by typing the path in the File field or by selecting it through File button Clicking the File button shall open the standard Save window allowing user to select the path Comma option shall be selected by default 2 On clicking the OK button system checks if the input in selection criteria is valid i In case of invalid selection system shall prompt an appropriate message as per existing CDC theme like Invalid filename Page 29 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 ii In case of valid input s
12. SMS e Statement e Alert for the sub account holders or the bad attempts made by the sub account holders on password secret key and or T PIN The report can be accessed under the Account Maintenance Reports menu by clicking the menu item CDC e Services s Activation Deactivation Status Report Clicking this menu item displays the screen shown below E CDC e Service s Activation Deactivation Status Report Report Options Report Type amp Detail 2 Summary Participant ID AccountNo 9 All Specific Status Type e Services Bad Attempts CDS Account Status ALL lf OK Cancel 1 In order to display or print a report the user needs to enter the following data Report Type The user has the option to generate the detailed or summary report Summary report is available only for status type e Services Account No The Account No field allows the user to generate the detailed report for All accounts under the Participant s control or for a Specific account A textbox is displayed for entering the account number if the Specific radio button is selected A Browse button is provided by the side of the field to give the user access to a lookup table in case the user does not remember the correct account no Summary report can only be generated for All accounts Status Type The user has the option to generate the report either for e Services or for Bad Attempts e Ser
13. T 9 CDC E SERVICES S ACTIVATION DEACTIVATION STATUS REPORT Page 2 of 33 24 26 26 26 26 27 27 28 31 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 1 DEFINITIONS ACRONYMS AND ABBREVIATIONS Term Explanation CDS Central Depository System IVR Interactive Voice Response DTS Data Transmission System Page 3 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 2 WEB ADMIN MODULE 1 The Web Admin module at Participant end provides a set of interfaces for managing and maintaining participants House Main and sub accounts accounts for Web and IVR services which includes Service Activation Blocking Password Generation etc 2 The Web Activation amp IVR Activation screens are accessible from the menu named Web Admin on the main screen e CDS Central Depository System File Setup Direct transactions Element Type PARTICIPANT IVR Activation 7 User id 44288701 System Date 30 09 2104 Last Accessed 29 09 2104 12 07 26 ag email Web Admin Menu 3 Downloads for Web Element Activation and IVR Activations are accessible from CDC Access Reports sub menu under the Reports menu File Setup Directtransactions Web Admil
14. This option is available only for Status Type Bad Attempts The user has the option to generate the report only for the sub account holders who have zero available retries remaining for Password Secret Key and or T PIN The user can do this by selecting the respective checkbox By default these checkboxes will be unchecked which will mean that all those accounts will be retrieved in the report which do not have zero available retires Page 32 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Clicking the OK button will display the report on the screen and the Cancel button will quit the program without displaying the report When the detailed report is generated for e Services Status type the report will show the following columns Account No SMS Status IVR Web Status e Statement Status e Alert Status CDS Account Status When the summary report is generated for e Services Status type the report will show the total sub accounts subscribed each for SMS IVR Web e Statement and e Alert When the detailed report is generated for Bad Attempts Status type the report will show the following columns Account No Password Generated Bad Password Attempts Password Status Bad Secret Key Attempts Secret Key Status Web Service Status T PIN Generated Bad T PIN Attempts T PIN Status IVR Service Status When the report is displayed the user can get it printed
15. all display only one record at a time Single Action operation shall be allowed on records i e in case the admin user attempts to executes another action for a Relationship for which there already exists an entry in the save browser system shall prompt a message Error e Saved transaction already exists 5 Standard Information message shall appear on affirming a confirmation message Sample message on confirmation Information Successfully Updated 2104 497 AMAP X Page 6 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 3 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 3 1 1 SEARCH SEARCH PANEL i The participant searches record for a specific Sub Account by entering the Account Number in the 3 field of the Relationship a User may also opt for a specific status search through Status combo ii If less than 6 numbers are entered in the 3 field of Relationship then system shall insert zero s before the entered number to make the total digit count equal to 6 iii If Search is executed without any value in the 3 field of the relationship then Data grid shall remain blank Same shall be the case for invalid account number entry No message shall be prompted in this case iv On the first instance of subscription the record in the post data grid shall display values
16. ccess com before accessing the 1 page after login After the client user successfully generated a new password through Change password screen the status shall change form Locked to Active On every instance of Generate Password system shall generate an email with a new password for the Sub Account client The Generate Password button shall become Disabled if Reset Secret Key Attempts or Reset Password Attempts button is enabled due to exhaustion of Secret key or Password or Reset Password Attempts respectively After DTS execution on searching a relationship record the entry shall get populated on the web activation s data grid even if data growth is not performed for that particular record Attempt to Generate Password for a record from the data grid for which data growth is not yet performed shall prompt the following message 7 Error Invalid request Data growth for the Relationship is not done EN 3 1 4 RESET SECRET KEY ATTEMPTS For new web subscriber the Reset Secret Key Attempts button appears in disabled In case the sub account holder surpasses the maximum allowed attempts 3 for entering the Secret Key then the system shall enable the Reset Secret Key Attempts button on the Post browser With enabled Reset Secret Key Attempts button a Generated Password button shall become disabled b Status r
17. e Reset values Refer to Note B of page 9 for effect on Post browser Password attempts to be Reset the invalid password counter to maximum available Reset values Refer to Note C of page 10 for effect on Post browser To be Blocked Blocks an Activate account Refer to Note D of page 10 for effect on Post browser To be Activated Activates a Blocked account Refer to Note E of page 11 for effect on Post browser Page 14 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 ii CDS Standard Confirmation and Information Post Messages shall appear Confirmation Are you sure you want to post this record es no Information Successfully Posted 2068 132 Ok iii Clicking No on confirmation message shall abort the operation 4 1 4 DELETE i Executing Delete for an entry shall delete the Save entry and ignore the operation initiated from the Post browser ii Status of the Relationship entry at the post browser shall remain unchanged iii On clicking Delete an entry system shall prompt following message Confirmation i Standard Information message shall be displayed on affirming the confirmation message Information s Successfully Deleted 2104 509 4 1 5 CANCEL i Clicking the Cancel button shall redirect the us
18. ected by default 4 On clicking the Ok button system checks if the input in selection criteria is valid i In case of invalid selection system shall prompt an appropriate message as per existing CDC theme like Page 17 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 5 1 ii In case of valid input system shall display the following message and generates the download Success Report successfully downloaded iii Downloaded data shall be sorted on Relationship wise ascending order File format i 1 row Input parameters ii 2 row column headers ii 3 row and onwards data iv Sample 42887 100284 ALL 04 10 2104 07 10 2104 Relationship Number Description Last Activity Date Password Generated Status 142887100284 42887 NORMAL PARTICIPANTWWW 05 10 2104 17 26 46 Yes Active 1 CANCEL i Clicking the Cancel button shall redirect the user to the main screen General Information Participant Admin may use the standard date spinner to change the From Date and or To Date parameters Alternatively user may also enter the date through keyboard Standard date messages adopted in CDS shall appear in case if From date is greater than To date From To date s are greater than CDS date etc On default setting system shall generate download for All accounts belonging to the logged in participant except for the
19. emains unchanged On user s request the administrator shall click the Reset Secret Key Attempts button for the selected record on the Post browser The corresponding entry shall appear in Save browser with Secret Key Attempts to be Reset status Note B On posting of the entry in the save browser System shall reset the secret key attempts Status in the post browser remains unchanged Reset Secret Key Attempts button becomes disabled Generate Password button becomes enabled Page 9 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 3 1 5 RESET PASSWORDS ATTEMPTS i For new web subscriber Reset Password Attempts button appears disabled mode ii If the sub account holder surpasses the maximum allowed attempts 8 for entering the Password the system shall enable the Reset Password Attempts button for the selected record on the Post browser iii With enabled Reset Password Attempts button a Generated Password button shall become disabled b Status remains unchanged iv On user s request the administrator shall click the Reset Password Attempts button on the Post browser V The corresponding entry shall appear in Save browser with Password to be Reset status Note C On posting of the entry in the save browser System shall reset the password attempts Statu
20. er to the main screen Page 15 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 5 WEB ACTIVATION POST DOWNLOAD REPORT Web Activation Post Download report provides information required for managing and monitoring web activation tasks The post download report available for Specific or All accounts may be used to determine the details of Relationship entities vis a vis their statuses and activities perform on them at different time intervals F Web Element Activation Report Report Options Element ID A Specific 42887 Browse Quality participant for TestingFD INTER gt TRANSactions AccountNo All Specific Status ALL i ham aca NN x From Date 03 01 2104 FE To Date 06 10 2104 Print Options Download Report File File Separator Comma Colon SemiColon Tab Space Web Element Activation Report Report Options ElementiD Ali Specific 42887 Browse Quality participant for TestingFD INTER gt TRANSactions Account No All Specific Browse Status ALL v Leisure j From Date 03101 2104 To Date 06 10 2104 Print Options Download Report File File Separator Comma Colon Semi Colon Tab Space Selection Criteria for Web Activation Download Specific Account No 1
21. eset Password Attempts Generate Password Block Activate Cancel Web Element Activation Post Browser Participant Admin end 1 On accessing the Post tab of the Web Element Activation system shall display blank data grid 2 The Post browser comprises of two panels namely Search Options and Data grid along with following Web Activation related functional buttons a Reset Secret Key Attempts b Reset Passwords Attempts c Generate Passwords d Block e Activate f Cancel Search Fields Relationship a 1 field shall appear in disable mode with auto populated value of 1 b 2 field shall appear in disabled mode with auto populated value of five digit participant s id c 3 field shall appear in enabled mode for entering the account Page 5 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 number Status a All Default b Locked Initial status of every new Relationship entry C Active On the first instance of Web Activation the status shall change from Locked to Active after the client sub account holder successfully changes the system generated password with a new one through Forced Password screen on the CDCaccess com site d Blocked Accounts with Active status could be marked as Blocked by Admin user General Information The Post browser s data grid sh
22. ion message Confirmation Are you sure you want to activate this user Yes No On affirmation on the above message system shall create a corresponding entry in the Save browser with To be Activated status Note F On posting of the entry in the save browser System shall activate the relationship for IVR The status shall change from Locked to Active Active button shall become disabled Reset Retires button remains disabled 6 1 4 iv RESET RETRIES The Reset Retires button becomes enable if the sub account holder surpasses the maximum allowed attempts set for entering the TPIN a For such entries the status shall also change from Active to Locked On user s request the participant admin shall select the entry and click Reset Retires button System prompts the following Confirmation message Are you sure you want to resert retries for this user On affirmation on the above message system shall create a corresponding entry in the Save browser with Retries to be Reset status Page 22 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Note G On posting of the entry in the save browser system jnitializes the Retries Available count to maximum number 8 activates the relationship Change the status from
23. iterion values in Transaction id and or 3 field of the Relationship fields a Admin may also refine the search for specific or multiple entries through options available in the Status combo ii If less than 6 numbers are entered in the 3 field of Relationship then system shall insert zero s before the entered number to make the total digit count equal to 6 iii If Search is executed with an invalid value for transaction id and or account number in the 3 field of the relationship then no record shall appear in the data grid No message shall be prompted in this case iv If search is executed without entering any value in Transaction id and 3 field of relationship with All Status then the data grid shall display all entries 4 1 2 REFRESH SEARCH PANEL i Clicking the Refresh shall reset the Transaction Id 3 field of the Relationship and the Data grid to the default blank state The Status combo shall revert to default All selection 4 1 3 Post i Clicking the Post button for an entry in Save browser shall commit the operation initiated from the Post browser Status Save Action Password to be Generated Generates the Password Send email to the sub account holder Refer to Note A of page 8 for effect on Post browser Secret Key attempts to be Reset the invalid attempts counter to maximum availabl
24. n Are you sure you want to Generate Password for this user Yes 1o iv On affirmation on the above message system creates a corresponding entry in the Save browser with Password to be Generated status Note A On posting of the entry in the save browser System shall generate the Password Password mail shall be sent to sub account holder s email address The post screen shall show the value of Password Generated column as Yes The Last Activity Date column shall display Date amp Time e g 7 10 2011 17 34 23 The status shall change from Locked to Active after the sub account holders client successfully changes the system generated password with a new one through Forced Password screen on CDCaccess com site Information points on Password Generation V Once a Password is generated then the value of the Password Generated column shall always remain Yes for the Relationship number vi If the Password of an Active relationship is again generated through Password Generate button then system shall change the status of the record from Active to Locked Page 8 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 vii viii The sub account holder in this situation shall use the new password and then go through the verification and change password pages on CDCA
25. n CENTRAL DEPOSITORY COMPANY Central Depository Company of Pakistan USER MANUAL for PARTICIPANTS Web amp IVR Activation User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Table of Contents 1 DEFINITIONS ACRONYMS AND ABBREVIATIONS 2 WEB ADMIN MODULE 3 WEB ACTIVATION FUNCTIONALITY POST BROWSER 3 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 3 1 1 SEARCH SEARCH PANEL 3 1 2 REFRESH SEARCH PANEL 3 1 3 GENERATE PASSWORD 3 1 4 RESET SECRET KEY ATTEMPTS 3 1 5 RESET PASSWORDS ATTEMPTS 3 1 6 BLOCK 3 1 7 ACTIVATE 3 1 8 CANCEL 4 WEB ACTIVATION FUNCTIONALITY SAVE BROWSER 4 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 4 1 1 SEARCH SEARCH PANEL 4 1 2 REFRESH SEARCH PANEL 4 1 5 POST 4 1 4 DELETE 4 1 5 CANCEL 5 WEB ACTIVATION POST DOWNLOAD REPORT 5 1 1 CANCEL 6 IVR ACTIVATION FUNCTIONALITY POST BROWSER 6 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 6 1 1 SEARCH SEARCH PANEL 6 1 2 REFRESH SEARCH PANEL 6 1 3 ACTIVE 6 1 4 RESET RETRIES 6 1 5 CANCEL 7 IVR ACTIVATION FUNCTIONALITY SAVE BROWSER 7 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 7 1 1 SEARCH SEARCH PANEL 7 1 2 REFRESH SEARCH PANEL 7 1 3 POST 7 1 4 DELETE 7 1 5 CANCEL 8 IVR ACTIVATION POST DOWNLOAD REPOR
26. n for Sub Accounts V1 0 7 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 7 1 1 SEARCH SEARCH PANEL i For locating a specific entry the participant admin may input criterion values in Transaction id and or 3 field of the Relationship fields a Admin may also refine the search for specific or multiple entries through options available in the Status combo ii If less than 6 numbers are entered in the 3 field of Relationship then system shall insert zero s before the entered number to make the total digit count equal to 6 iii If Search is executed with an invalid value for transaction id and or account number in the 3 field of the relationship then no record shall appear in the data grid No message shall be prompted in this case iv If search is executed without entering any value in Transaction id and 3rd field of relationship with All Status then the data grid shall display all entries 7 1 2 REFRESH SEARCH PANEL i Clicking the Refresh button shall reset the Transaction Id 3 field of the Relationship and the Data grid to the default blank state The Status combo shall revert to default All selection 7 1 3 POST i Clicking the Post button for an entry in Save browser shall commit the operation initiated from the Post browser Status Save Action To be Activated Activates the relationship
27. rch Fields 1 field shall appear in disable mode with auto populated value of 1 b 2 field shall appear in disabled mode with auto populated value of five digit participant s id c 3 field shall appear in enabled mode All Default b Locked Initial status of every new Relationship entry Page 19 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 Relationship status shall also change from Activate to Locked if number of failed TPIN Retires attempts surpasses the allocated numbers C Active On the first instance of IVR Activation of the account the admin user shall manually activate save post the entry after the client user successfully enters the TPIN through IVR telephony service Page 20 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 6 1 ACTIONS PERFORMED ON FUNCTIONAL BUTTONS 6 1 1 SEARCH SEARCH PANEL i The participant searches record for a specific Sub Account by entering the Account Number in the 3 field of the Relationship a User may also opt for a specific status search through Status combo ii If less than 6 numbers are entered in the 3 field of Relationship then system shall insert zero s before the entered number to make the total digit count equal to 6 iii If Search i
28. s executed without any value in the 3 field of the relationship then Data grid shall remain blank Same shall be the case for invalid account number entry No message shall be prompted in this case iv On searching a new subscription record for which the TPIN is not yet generated following values shall appear Column Value Relationship 12 digit number Description Account description Last Activity Date N A Allowed Retries 8 Available Retries 8 TPIN Generated No Status Locked V After the sub account holder generates the TPIN through IVR telephony service the TPIN Generated shall become Yes vi Relationship for which data growth is not done the Allowed Retries and Available Retires shall display 0 6 1 2 REFRESH SEARCH PANEL i Clicking the Refresh shall reset the 3 field of the Relationship and the Data grid to the default blank state The Status combo shall revert to default All selection 6 1 3 ACTIVE Active button shall be enabled for IVR entries for which TPIN is not yet generated For such entries the status shall be Locked and only following buttons shall be enabled a Activate Page 21 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 iv V b Cancel User selects the records and clicks the Active button System shall prompt the following Confirmat
29. s in the post browser remains unchanged Reset Password button becomes disabled Generate Password button becomes enabled 3 1 6 BLOCK i Block button shall only be enabled for records with Active status ii On clicking the Block button for the selected record system shall prompt the following message Confirmation 2i Are you sure you want to block this user Yes No iii Standard Information message shall appear on affirming the confirmation message iv A corresponding entry shall be created in Save browser with To be Blocked status Note D On posting of the entry in the save browser Relationship status in the post browser shall change to Blocked Active button becomes enabled Block button becomes disabled Generate Password button becomes disabled V An account with Locked status could not be Blocked and vice versa Page 10 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 3 1 7 ACTIVATE i Active button shall be enabled if record status is Blocked ii For record with Block status only Active and Cancel button shall be enabled iii On clicking the Active button for the selected record system shall prompt the following message Confirmation 2 Are you sure you want to activate this
30. user xes no iv Standard Information message shall appear on affirming the confirmation message v A corresponding entry shall be created in Save browser with To be Activate status Note E On posting of the entry in the save browser Relationship status in the post browser shall change to Block Block button becomes enabled Generate Password button becomes enabled 3 1 8 CANCEL i Cancel button shall remain enabled for Locked Blocked and Active statuses ii Clicking the Cancel button shall redirect the user to the main screen Page 11 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 4 WEB ACTIVATION FUNCTIONALITY SAVE BROWSER The Save browser of Web Activation functionality provides an interface to Post or Delete entries that are initiated from the post browser On execution of a function on an entry in the post browser a corresponding entry shall be created in the Save browser Relevant status shall appear with every entry in the Save browser indicating the reason for which the entry is in Save mode El Won clement activation 2 EEE Save Post Record Selection Eos Options Transaction ID Relationship 1 42887 Status an x Search Refresh TRANSACTION ID RELATIONSHIP DESCRIPTION LAST ACTIV
31. vices Status type report can be used by the Page 31 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 CDS Account Status Web Service Status IVR Service Status Zero Available Retries participant to see the activation deactivation status of IVR Web SMS e Statement e Alert for the sub account holders Bad Attempts status type report can be used by the participant to see the bad attempts made by the sub account holders on password secret key and or T PIN as well as see the respective their current statuses on them When the user clicks the Bad Attempts status type then the following screen will be shown to the user E CDC e Service s Activation Deactivation Status Report Report Options Report Type Detail Summary Participant ID e 00060 Account No All 2 Specific Status Type e Services Bad Attempts Web Service Status ALL M IVR Service Status ALL 4 Zero Available Retries Password C Secret Key _ T PIN OK Cancel The user has the option to generate the report for All Active or Blocked CDS accounts This option is available only for Status Type e Services The user has the option to generate the report for All Active Locked or Blocked Web Services This option is available only for Status Type Bad Attempts The user has the option to generate the report for All Active or Locked IVR Service
32. ystem shall display the following message and generates the download Success f Report successfully downloaded iii Download shall be sorted on Relationship wise in ascending order 3 File format i 1 row Input parameters ii 2 row column headers ii 3 row and onwards data iv Sample 42887 ALL ALL 07 10 2104 07 10 2104 Relationship No Description Last Activity Date TPIN Generated Allowed Retries Retries Available Status General Information 4 On default setting system shall generate download for All accounts belonging to the logged in participant except for the Account with Closed status 5 Participant Admin may use the standard date spinner to change the From Date and or To Date parameters Alternatively user may also enter the date through keyboard 6 Standard date messages adopted in CDS shall appear in case if From date is greater than To date From To date s are greater than CDS date etc 7 Clicking the Browse button shall open the Account No lookup displaying sub account house main and other accounts that belong to the logged in participant except for the Closed status Page 30 of 33 User Manual for Participant Administration of Web amp IVR Activation for Sub Accounts V1 0 9 CDC E SERVICES S ACTIVATION DEACTIVATION STATUS REPORT This report can be used by the participant to see either the activation deactivation status of IVR Web
Download Pdf Manuals
Related Search