My Deposit Scanner Wizard UI changes
Contents
1. an error message will display which says Invalid Email Confidential Unauthorized Use Page 16 of 16 My Deposit_ Release May_3_ 11 docx Prohibited2. 1610 My Deposit Scanner Wizard UI Changes cccceeeeceeeeeeeeeeeeeeaeeeeeeeeeaeeeeeeeeeaaeeeeeeeeas 11 3 3 2132 Added Email Validation Receipt to only allow one valid Email cccecceeeseeeeeeneeeees 16 Confidential Unauthorized Use Page 2 of 16 My Deposit_ Release May_3_ 11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 h Release Overview Enduser UI Backend Internal or Defaults External Title Type EZAdmin On or Off Action to add to Existing FI password reset screen from adjustments during file creation 1 General 2175 Handle EZAdmin timeouts gracefully Enh Req EZAdmin On External 2184 Improve handling of daily limits to take into account Bug Backend 1 General returned deposits 1 General External 2199 Login screen Eliminated view state error that appear on Bug EZAdmin EZAdmin login screen when user timed out External 2280 Fixing account masking on Check21 File screen for PCI EZAdmin 1 General compliance 1 General 2330 Removing obsolete functionality from Check Deposit Log Enh Req EZAdmin On 1 General External 2462 Check21 Express screen Modify descriptions for Return Enh Req EZAdmin Code reasons of Y and Z aome External 1610 My Deposit UI scanwiz page changes Project End user Deposit 2 Home External 2132 Added Fixed email validation on receipt page to only Enh Req End user Deposit allow one valid email Confidential Unautho
3. NESQT TABLE Customer Entered Amount S 39 50 Deposit Type 2 00223 L2 L 43J260 33322 2LLL Not Applicable Other EPC Routing Transit On Us rrent Reviev UNG Needs Approval Aust lew Review Statu Confidential Unauthorized Use Page 6 of 16 My Deposit_Release_May_3_11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 2 4 2175 On Timeout Return User to Login Screen Currently when the EZAdmin 15 minute timeout occurs the web browser window continues to display the current screen until the user clicks a selection on the screen With this release when the user reaches their 15 minute timeout EZAdmin will automatically return the user to the Login screen rather than remaining on the confidential screen 2 5 2184 Improving handling of Limits to take into account returned deposits Currently financial institutions can opt to set Calendar Daily Business Daily or Monthly limits on the amount that an account holder can deposit to their account However if the financial institution rejects returns a deposit the amount of that deposit was still counted against the account holder s limit This prevents the account holder from fixing an issue with the rejected deposit for example a missing signature and attempting to deposit again on that same day This release resolves this issue For example if the Calendar Daily limit is set to 1000 if an account holder deposits a ch
4. 2011 2 9 2330 Removing obsolete functionality from Check Deposit Log Currently Special Request displays on the Check Deposit Log when the user clicks More However this functionality is now obsolete This text functionality has been removed from this page Before the release EZAdmin Check Deposit Log View Edit Print Export Check Front a eee RERI Payer Account Ensenta Bank 1000000012 amean No entries found in Payer Account Special Reques San Mateo CA 94403 ESENTA FEDERAL 650 631 2514 toll free 800 555 1217 LAFAYETTE CA 94549 1511 Wve ensenta com 60 8755 2313 PAY TO THe LEFTY GROVE one dollar and 00 100 After release EZAdmin Check Deposit Log Che k Payer Account 1000000012 Pay No entries found in Payer Account ACMe Dual Large Amount Home Dep 1900 South Norfolk Street Si come g Ip Address Domain Ss0 o31 2546 toll free 500 555 1212 LAFAYETTE CA 94549 11911 z TERARAARO l _10 12 0 100 WW ensenta cce 55 2313 3 17 2009 SE E Scan f 3300 _ a anner scanner ype selfscan Self Scanned notation Annota 2 10 2462 Check21 Express screen Modify descriptions for Return Code reasons of Y and Z Currently in EZ Admin two of the Return reasons are e Y eCheck Prohibited Item No Mail e Z Prohibited Item In this release these will be modified to e Y Bank Prohibited Item e Z My Deposit Prohibited item Confidential Unauthorized Use Page 9 of 16 My_Deposit
5. INTUIT Financial Services Feature Guide My Deposit Release May 2011 INTUIT Financial Services My Deposit Release Notes May 2011 1 HELE ASE OV ER VIEW ccris E 3 RINE Gli otc sntcc ce cannivonet A A A a 4 2 1 OVO IOW si sede 2 tntatacedesenedacteesocetevacedacbacteradacosetsee nendtecsessatecbaedetsaioaberscetedosnsnresetaattcfoistadeteanroteteoties 4 2 2 795 Add user Expiration Date to User Password Reset ccccccsseeeceeeceeeeeeeeeaeeeeeeseeaaaeeeees 5 223 1976 Locking approved deposits from adjustments during file Creation cccccccceeseeeeeeeeees 6 2 4 2175 On Timeout Return User to LOGIN Sereen cecccccccessecceeceeeseceeeeeeeeceeeeeeeeeeeeseeeeeeeeeas 7 2 5 2184 Improving handling of Limits to take into account returned deposits cccceeeeeeee 7 2 6 2199 Eliminate View State from LOGIN ccccceececcccceeseeeeeeeeeeeeeeeseaeesceeeeseeeeeeeesseeeeeesessaeeeeeeeas 7 2 7 2220 NCCI 1 File Tal ieS srir nair iE E EA A EEE 8 2 8 2280 Fixing Account Masking on Check21 File screen cece eccceeeeeeeeeeeeeeeeeeeeeeeeeeeeeaeneeeeeeees 8 2 9 2330 Removing obsolete functionality from Check Deposit LOQ ccccecccecsseeceseeeeeeeeeeeeeeees 9 2 10 2462 Check21 Express screen Modify descriptions for Return Code reasons of Y and Z 9 IN DO POS a arate ce creer E E A E nave aceon anieneeeseneceee nee 10 3 1 OO crt 8 cece sek dee secre cease aise E E AE E E 10 3 2
6. May 2011 An error has occurred Invalid viewstate Client IP 66 253 1 30 Port 15329 User Agent Mozilla 4 0 compatible MSIE 8 0 Windows NT 5 1 Trident 4 0 NET CLR 1 1 4322 NET Cl kjTZJi2IX7vxo F0eYUGc2eh SYQZKSKunESRyBFxJ2uX NK mQ9QvHsy7MIP9VFO3BfIT cHfhjaOJBkuDRhrw5SDIrBurSwSy1 fVIMHGOu2MdAT8mvkoPvu lA5Kj um If a database or timeout error occurred please narrow your search criteria or try again later when the system is not busy Return to EZAdmin 2 2220 Check21 File Tail files Currently an additional Check Exchange file may be generated if an EZAdmin user approves or rejects deposits within a 30 minutes window after the Transmit time This may result in up to four files being generated after Transmit time This release resolves this issue Going forward files will only be generated based on the predefined Transmit Time This will support users approving and rejecting files after the file has been generated 2 8 2280 Fixing Account Masking on Check21 File screen Currently the Check21 File screen enables all users to unmask Account Numbers whether or not their assigned roles allow them to unmask Account Numbers This release resolves this issue and only users where the user role enables them to do so will be able to unmask account numbers for PCI compliance Confidential Unauthorized Use Page 8 of 16 My Deposit_ Release May_3_ 11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May
7. _Release __May_3_11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 3 My Deposit 3 1 Overview This section documents My Deposit updates e 1610 My Deposit Scanner Wizard UI changes e 2132 Added Fixed email validation on receipt page to only allow one valid email Confidential Unauthorized Use Page 10 of 16 My Deposit_Release_May_3_11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 3 2 1610 My Deposit Scanner Wizard UI changes The scanwiz aspx page has been updated to include e This page will now have a title subtitle footer and dropdown instruction text areas e Several of the text areas on this page will now contain rolloverpop help text to assist the end user navigate their choices e The dynamic message that displays if the end user does not have Active X installed will now appear only when the end user selects the Active X radio button Previously it appeared at the bottom of the page when the page loaded See screenshots for the new default text that will appear All new text is customizable by each FI additional setup fees may apply for customization Scanwiz page with non lE browser ensenta CHECK DEPOSIT PAYMENT HELP LOGOUT same START semen SCAN FRONT SCAN BACK CONFIRM gt RECEIPT select Scanning Method There are multiple scanning options for making a deposit Please select one of the following lf you would like to
8. each method or select HELP in the upper right hand corner to learn more BACK CANCEL My Deposit Release May 3 11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 Screenshot when end user clicks on scan wiz radio button when Active X has not been downloaded ansenta CHECK DEPOSIT PAYMENT HELP LOGOUT ee T ART SCAN FRONT SCAN BACK CONFIRM RECEIPT Select Scanning Method There are multiple scanning options for making ade posit Please select one of the following ior Use our scanning wizard to automatically upload check image Simply select a scanner driver from the menu below Please Select z No scanners appear You may be asked to install add on software published by Dosadi This is not required to continue You can select Scan save and upload if you want to skip the download or if you do not have administrator rights on your computer Select the yellow bar above if you want to install the EZTwainX Active X smp control C Scan save and upload your check images manually Roll over the 7 next to each method or select HELP in the upper right hand corner to learn more BACK CANCEL Confidential Unauthorized Use Page 14 of 16 My _Deposit_Release_May_3_11 docx Screenshot of the rolloverpop help for Scan Wizard radio button g Automated scanning wizard E This method will require you to download an Active X controller Windo
9. eck for 1000 if the deposit is rejected returned in EZAdmin by the financial institution the account holder will be able to correct the issue and deposit the check CHECK DEPOSIT PAYMENT ECWD060 Welcome Select Your Account SAVINGS ACCOUNT v Enter Check Amount Calendar Day amount limit exceeded Please verify M Scanner is connected and turned on M Check is signed on the front and endorsed on the back Use the same scan options as last time Yes nothing has changed No want to review or correct my scanner settings HELP LOGOUT JA gt SCAN FRONT _ SCAN BACK CONFIRM gt RECEIPT CONTINUE CHECK DEPOSIT PAYMENT ECWD060 Welcome Select Your Account Enter Check Amount Business Day amount limit exceeded Please verify Use the same scan options as last time HELP LOGOUT CHECKING ACCOUN Y M Scanneris connected and turned on M Check is signed on the front and endorsed on the back Yes nothing has changed C No want to review or correct my scanner settings CONTINUE 2 6 2199 Eliminate View State from Login Currently when a user goes to the EZAdmin login screen but does not log into EZAdmin for longer than the timeout Confidential Unauthorized Use Prohibited then a View State error is displaying This change resolves this bug Page 7 of 16 My _Deposit_Release_May_3_11 docx INTUIT Financial Services My Deposit Release Notes
10. eration Review Review Approve File Date Time Date Time Branches Status Queue Queue All All 2 Yadira MD Custom Text My Deposit O4f19 2011 12 00 O419f2011 13 30 Yadira MD Custom Text My Deposit 97058 5 Ecotopia FEU MyDepasit O4 19 2011 12 00 O4 19 2011 12 30 Ecotopia FEU MyDeposit ds 3 ACME UAT Merchant 04 19 2011 12 00 o4fi9f2011 12 30 ACME UAT Merchant Ps Yadira MD Custom Text My Deposit O4f19f2011 12 00 O4f 19f2011 12 30 Yadira MD Custom Text My Deposit 97058 ih 13 Sample screenshot of Check21 Express screen EZAdmin Check21 Express This item is locked from 4 11 2011 9 00 00 AM to 4 11 2011 9 30 00 AM as the Check Exchange File creation is in process File Status Cutoff uti ACME Nor No 04 13 2011 15 25 All Available Institutions Needs Approval All DA Di Thin Mike SINULATEDNVATER MARK ON ROVERS aiia NRO Fa a Kit Transaction Date Time 5 My Credit Union 100223 Check21 File Generated 100 Main Str Anytown USA Not yet generated 000 000 0000 toll free 800 000 0000 Account www mycu com 6 15 2010 Transaction Type pav Jo IHE WILLY MUD 39 50 Station r A Check Exchange 94578 A m Thirt Nine and GO 1QQ Ae eaanocenarasaeagossasasaceasanagneRenanneanee DOLLARS Institutior Queue List Branch cquirer Issu J Risk Factor s ACME Test ACME Test VOID AFTER s aerate Hm IK IK Date Not Recognized By OCR secon Cu Service Centers A A Duplicate Code Line RARE i over lak od Ty
11. inancial Institution level Password Manager the ability to view the expiration date E7Admin User Password Reset View Edit Print Export Email Name New Temporary Password Name Logins Fale Last Login gt i n Last Fail Expires Acme Merchant I 2 4 04 14 2011 08 19 04 13 2011 17 21 01 01 2013 Acme Merchant a o 04 14 2011 08 17 04 13 2011 16 42 01 01 2013 DifferentLse 1 0 04 13 2021 17 23 04 13 2011 17 14 01 01 2013 Confidential Unauthorized Use Page 5 of 16 My Deposit_Release May 3 11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 2 3 1976 Locking approved deposits from adjustments during file creation Currently if a user makes an adjustment to a deposit during the time that the file 1s being created that adjustment is not reflected in the Check Exchange file This change resolves the issue by not allowing any adjustments to be made for the 30 minutes after the Transmit Time When a user attempts to modify a deposit where e The deposit was made before the Cutoff Time e tis within 30 minutes after the Transmit Time o Then EZAdmin will display a message that indicates that the deposit cannot be modified o The Check21 Express Summary screen will include an additional column Review Status that will contain a lock or unlocked image Sample screenshot of Check21 Express Summary Screen Need OneClick Check 1 Cutoff Gen
12. rized Use Prohibited Page 3 of 16 My_Deposit_Release_May_3_11 docx INTUIT Financial Services My Deposit Release Notes May 2011 2 General 2 1 Overview This section documents General updates 795 Password Reset screen Add user expiration date to user password reset screen 1976 Check21 Express screen Locking approved deposits from adjustments during file creation 2175 On Timeout Returns the user to the Login Screen Rather than Remaining on a Confidential screen 2184 Improving handling of daily limits to take into account returned deposits 2199 Login screen Eliminated view state error that appear on EZAdmin login screen 2220 Check21 File Tail files 2280 Fixing account masking on Check21 File screen for PCI compliance 2330 Removing obsolete functionality from Check Deposit Log 2462 Check21 Express screen Modify descriptions for Return Code reasons of Y and Z Confidential Unauthorized Use Page 4 of 16 My Deposit Release May_3_ 11 docx Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 2 2795 Add user Expiration Date to User Password Reset Currently the User Password Reset screen does not display a Password Expires column In this release this column has been added to this screen PCI compliance requires that a user s access to our application have an expiration date Previously only Ensenta could view the expiration date for an given EZAdmin user This functionality empowers the F
13. use our built in check scanning software please revisit this site with Microsoft Internet Explorer 7 or later Otherwise click the button below to use your regular scanning application USE YOUR OWN SCANNER SOFTWARE BACK CANCEL Confidential Unauthorized Use Page 11 of 16 My _Deposit_Release_May_3_11 docx Prohibited Confidential Unauthorized Use Prohibited INTUIT Financial Services My Deposit Release Notes Scanwiz page with IE ansenta CHECK DEPOSIT PAYMENT eee 2 ART HELP LOGOUT SCAN FRONT SCAN BACK CONFIRM gt RECEIPT Select Scanning Method There are multiple scanning options for making a deposit Please select one of the following Use our Scanning wizard to automatically upload check image C Scan save and upload your check images manually 7 Roll over the next to each method or select HELP in the upper right hand corner to learn more BACK CANCEL Page 12 of 16 My Deposit Release May 3 11 docx May 2011 Confidential Unauthorized Use Page 13 of 16 Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 Screenshot when end user clicks on scan wiz radio button ansenta CHECK DEPOSIT PAYMENT HELP LOGOUT m START SCAN FRONT SCAN BACK gt VERIFY gt CONFIRM Set Up Your Scanner There are multiple scanning options for making a deposit Please select one of the following Roll over the 7 next to
14. ws XP Vista or 7 will require i run as admin privileges Screenshot of rolloverpop help for No Scanner Appear No scanners appear Il Confirm your scanner is connected and powered on This method will require you to have Active X installed enabled and your web browser security settings setto allow its use Not recommended for Windows AP Vista or 7 will require run as admin privileges with use of Windows XP Vista or F Select HELP above for more information or select Scan save and upload to upload your check manually Screenshot of the rolloverpop help for Upload radio button To use your own scanning software You will need to use your own scanner driver software to scan and save the check images You must save the image as grayscale JPG 200 or 300 DPI Mase ath Amage Confidential Unauthorized Use Page 15 of 16 Prohibited INTUIT Financial Services My Deposit Release Notes May 2011 My Deposit_Release May 3 11 docx INTUIT Financial Services My Deposit Release Notes May 2011 3 3 2132 Added Email Validation Receipt to only allow one valid email Allowing the end users to enter an email address on the receipt page is an optional existing feature that the FI may have turned on Currently on the email field on the screen does not validate that the user has only entered one email address Going forward if the account holder attempts to enter multiple email addresses
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