ARS Transfer Maintenance

Mobicint Lesssons ARS Transfer Maintenance

Overview

ARS (Audio Response System) Transfer Maintenance is a crucial function within the FLEX system that empowers members to facilitate transfers to and from accounts where they are not the primary owner. This functionality can also be integrated with Online Banking, if properly configured.

Accessing ARS Transfer Maintenance

To access the ARS Transfer Maintenance module:

  • Navigate to the FLEX Main Menu.
  • Select Audio Response.
  • Choose ARS Transfer Maintenance from the sub-menu.

Key Features and Functionality

The ARS Transfer Maintenance interface allows users to manage and define audio response transfers.

Main Screen Elements

  • From/To Selection:
    • From: Click this option to display accounts that a specified account number is permitted to transfer to.
    • To: Click this option to display accounts that a specified account number is permitted to transfer from.
    • Impact: The column headings in the lower panel dynamically adjust based on your “From” or “To” selection.
  • Account Field: Enter an account number in this field to view or manage associated Audio Response Transfers.
  • Refresh Button: Click to update the displayed transfer records based on the current selections.
  • Action Buttons:
    • Add: Initiates the process to create a new transfer record.
    • Edit: Allows modification of a highlighted existing transfer record.
    • Audit: (Functionality not detailed in provided document, but typically used for viewing change logs).
    • Delete: Removes a highlighted existing transfer record.

Audio Response Transfers Panel

This panel displays the details of the transfer records. The column headings will vary depending on the “From/To” selection.

Common Column Headings:

  • Account: The account number involved in the transfer.
  • Name: The name associated with the account.
  • SSN: The Social Security Number linked to the account.
  • Allow Transfer: Indicates if transfers are enabled for this record.
  • Require PIN: Indicates if a PIN is required for transfers related to this record.

Adding a New Audio Response Transfer

To add a new transfer record:

  1. Click the Add button on the main ARS Transfer Maintenance screen.
  2. The “Add Audio Response Transfer” dialog box will appear.
  3. Complete the following sections:
    • Debit (From) Account:
      • Account: Enter the account number from which funds will be transferred.
      • Name: This field will display the name associated with the debit account.
      • SSN: This field will display the Social Security Number linked to the debit account.
    • Credit (To) Account:
      • Account: Enter the account number to which funds will be transferred.
      • Name: This field will display the name associated with the credit account.
      • SSN: This field will display the Social Security Number linked to the credit account.
    • Transfer Options:
      • Enable Transfer: Check this box to allow transfers for this record.
      • PIN Required: Check this box if the PIN for the credit (To) account will be required when making a transfer.
  4. Click Save to create the new transfer record, or Cancel to discard changes and close the dialog.

Editing and Deleting Existing Transfers

  • To Edit: Highlight the desired existing transfer record in the “Audio Response Transfers” panel and click the Edit button. The “Add Audio Response Transfer” dialog will open with the existing details pre-populated, allowing for modifications.
  • To Delete: Highlight the desired existing transfer record in the “Audio Response Transfers” panel and click the Delete button.