Mobicint ACH Origination Notifications

Mobicint Lesssons Mobicint ACH Origination Notifications

This document provides technical guidance for configuring and utilizing Mobicint ACH Origination Notifications within the FLEX system. This feature, introduced in May 2023, enables automated email notifications for key ACH Origination events.

1. Overview of Notification Types

Two primary email notification types are available for Mobicint ACH Origination:

  • Verification Email: Sent when a new ACH Origination institution is set up.
  • Transfer Email: Sent when a new ACH Origination transfer is initiated.

2. Accessing Generic Email Configuration

To configure these notifications, access the Generic Email Configuration section within the FLEX Main Menu:

System Administration > Configuration > Generic Email Configuration

3. Configuring Email Notifications

Within the Generic Email Configuration screen, you can add or edit email templates. Both a Verification and a Transfer type email must be set up.

3.1. General Email Settings

  • Active: Toggle this setting to activate or deactivate the email notification. Once set to Active, emails will be sent immediately.
  • Type: Select the specific email type from the dropdown menu (e.g., EXTACCTVRFYSETUP-External Account Verification Setup Email Configuration or EXTACCTXFER-External Account Transfer Email Configuration).
  • Sender Address: This field will auto-populate based on your email configuration. If your credit union does not utilize FLEX Mail Relay, manually enter the Sender Address.
  • Bcc Address: (Optional) Enter a Bcc address if a blind carbon copy is desired.
  • Logo Location: If a logo is to be included in the email, provide the URL of the logo image.
  • Email Subject: Enter the desired subject line for the email.
  • Editor: Compose the body of the email using available tags to dynamically insert transaction-specific information.

3.2. Available Tags for Email Content

The following tags can be used within the email editor to personalize notifications.

3.2.1. Tags for External Account Verification Setup Emails (EXTACCTVRFYSETUP)

These tags are primarily used for the verification email when a new external account is being set up.

  • <OTHER_INSTITUTION_NAME>: The name of the other financial institution, determined by the routing number on file with the FED.
    • Note: Use this tag generically as it doesn’t specify if money is coming from or going to the institution.
    • Example Usage: “The request to add your <OTHER_INSTITUTION_NAME> <EXTERNAL_ACCOUNT_TYPE> account ending in <MASKED_EXTERNAL_ACCOUNT> has been initiated.”
  • <MASKED_EXTERNAL_TRANSFER>: The masked external account number (e.g., ****XXXX).
  • <MASKED_MEMBER_ACCOUNT>: The masked member’s account number (e.g., ****XXXX).
  • <EXTERNAL_ACCOUNT_DESC>: The description of the external account.
  • <EXTERNAL_ACCOUNT_TYPE>: The type of external account (e.g., checking or savings).
  • <MEMBER NAME>: The member’s name as passed from Mobicint.
  • <CREDIT_UNION_NAME>: The name of the credit union, pulled from system configuration.
  • <PROCESSING_DATE>: The date the amounts will be processed/built.
  • <EFFECTIVE_DATE>: The date the amounts will be sent.
  • <LOGO>: Inserts the logo specified in the Logo Location field.

3.2.2. Tags for External Account Transfer Emails (EXTACCTXFER)

These tags are used for the transfer email when an ACH origination transfer is initiated.

  • <OTHER_INSTITUTION_NAME>: The name of the other financial institution, determined by the routing number on file with the FED.
    • Note: Use this tag generically as it doesn’t specify if money is coming from or going to the institution.
  • <AMOUNT>: The amount of the transfer.
  • <MASKED_FROM_ACCOUNT>: The masked “From” account number (e.g., ****XXXX). This tag is populated based on transaction codes 27/37.
  • <MASKED_TO_ACCOUNT>: The masked “To” account number (e.g., ****XXXX). This tag is populated based on transaction codes 22/32.
  • <MEMBER NAME>: The member’s name as passed from Mobicint.
  • <CREDIT_UNION_NAME>: The name of the credit union, pulled from system configuration.
  • <PROCESSING_DATE>: The date the amounts will be processed/built.
  • <EFFECTIVE_DATE>: The date the amounts will be sent.
  • <FREQUENCY>: The full description of the transfer frequency (e.g., “Weekly”, “Monthly”), not the frequency code.
  • <LOGO>: Inserts the logo specified in the Logo Location field.

4. Deployment Information

If the Mobicint ACH Origination Notification options are not visible in your FLEX system, please submit a deployment request.