Viewing Self Service Associations and Counters

The Self Service Information dialog box lists the self service access options selected by the member and the different types of self service transactions a member performed during a given period.

To access the Self Service Information dialog box, under Member Services on the Portico Explorer Bar, click Account Information. The Overview tab appears on top. Locate the member using the search tool on the top menu bar. Click the down arrow to select the search method, then enter the search criteria. Click the green arrow or press ENTER to locate the member.

A Self Service Associations and Counters button will appear on the Overview tab if the member has self service access. Click the Self Service Associations and Counters button to display the Self Service Information dialog box.

Self Service Information

How do I? and Field Help

Self-Service Associations

The Self-Service Associations grid displays the self service access options associated with the member. Click More to view additional transactions.

Column Heading	Description
Primary Member	The member who has an included or transfer to member listed on the Audio ID Maintenance dialog box or Online Banking Maintenance dialog box.Length: 12 numericKeyword: I1
User ID	The logon ID, identifying the Online Banking user to the system. The credit union defines the default Virtual Branch User ID option on the Credit Union Profile - Self Service tab. These options define the parameters allowed when creating a Virtual Branch user ID.Length: 20 alphanumeric
Access	The type of account access the member has. The valid values are: Both Online Banking and Bill Pay Bill Pay Online Banking Self Service/Audio ID Transfer When a member number is entered in the Transfer to Accounts group box on the Audio ID Maintenance dialog box, the Transfer to Accounts number, no user ID and Transfer appears in the Access column.
Hot Card	The hot card icon indicates that the debit ID, ATM ID, audio ID, or online banking ID has been hot carded.
Details	Click the view detail icon to open the Maintenance window for the debit ID, ATM ID, audio ID, or online banking ID.

The Self-Service Associations grid is updated when the following occurs:

A member is deleted using the Member Delete dialog box.
A member number is changed using the Member Number Change dialog box.
A member's branch is changed using the Member Branch Change dialog box.

When a member is added to the Account Access Permissions grid on the Online Banking Maintenance dialog box, the primary member, user ID and type of access will appear in the Self-Service Associations grid.

The MbrInfo - Home Banking/Bill Pay - Self Service Associations permission allows you to view additional members who have transfer capability authorized on the primary member’s self service accounts.

General Ledger Effects: none

Related Reports: Internet Home Banking New Member Enrollment Report 945

Self-Service Counters

The Self-Service Counters grid shows which vendor and product a transaction originated from, the number of successful, failed and reversed transactions, and the last activity date for a particular type of transaction. The Self Service Counter Report 942 displays the same information as the Self-Service Counters grid. The 942 Report is generated at the end of the each statement period. The report shows the previous statement period counts at a member level.

The For Period field displays the period associated with the self service counters. When the Self Service Information dialog box first appears, the activity for the current month is displayed (e.g.05/01/2016 – 05/31/2016). You can click the left arrow to view the previous month’s activity (e.g.04/01/2016 – 04/30/2016), then click the left arrow again to view the transaction activity for the month prior (e.g.03/01/2016 – 03/31/2016). Click the right arrow to view the self service transactions from the current month. Click More to view additional transactions.

The MbrInfo - Home Banking/Bill Pay - Self Service Counters permission allows you to view the self service counters.

Column Heading	Description
Source	The type of processing that originated the transaction. The valid options are: N - Network - ATM, Debit, Shared Service Center and Bill Pay P - Proprietary - ATM and Debit S - Self Service - Audio and Virtual Branch
Vendor	The vendor who has been certified to do Self Service, Network and Proprietary processing. Length: 10 alphanumeric
Product	The product that a vendor supports or has been certified to perform. For example: Audio, ATM, or Virtual Branch. Length: 15 alphanumeric
Media	The type of media that originated the transaction. The valid values are: Audio Online Banking Internet Loan Application Internet (EBS) Internet (non-EBS) Network Proprietary Self Service Interface - indicates Zelle transaction activity
Process Code	The process code indicating the type of self service transaction. The valid values are: For Audio/Virtual Branch/Touch: 011000 – Withdrawal from Share 014100 – Withdrawal from Loan 371000 – Account History - Shares 372300 – Account History - Investments 374100 – Account History - Loans 380000 – Member Verification 392900 – Account Inquiry Shares 394900 – Account Inquiry Loans 395900 – Account Inquiry Investments 399900 – Account Inquiry All Accounts PI0000 – Account Inquiry Payrolls 401010 – Transfer from Share to Share 404110 – Transfer from Loan to Share 421031 – Transfer from Share to Credit Card 421041 – Transfer from Share to Loan 421042 – Transfer from Share to Mortgage CC2000 – Member Request - Copy Cleared Check CR2000 – Member Request - Check Re-Order SP2000 – Member Request - Stop Pay SR0000 – Member Request - Statement Re-Print IR0000 – Member Request - Information Request HB0000 – Member Request - Online Banking Service Request AR0000 – Member Request - Audio Service Request PC0000 – Member Request - PIN Change MC0000 – Member Request - Address Change AI0000 – Additional Member Information MA0000 – Member Application LN0000 – Loan Application PA0000 – Pending ACH MV1000 – Merchant Verification For Network ATM and Debit: ANSI ISO 010000 010000 Withdrawal from Checking 011000 011000 Withdrawal from Savings 012000 012000 Withdrawal from Checking 012300 015000 Withdrawal from Money Market 013000 013000 Withdrawal from Loan (Credit Line) 013100 013800 Withdrawal from Loan (Credit Card) 021000 021000 Savings Withdrawal - Debit Adjustment 022000 022000 Checking Withdrawal - Debit Adjustment 023000 023000 Loan Advance to Cash - Debit Adjustment 023100 023800 Loan Advance to Cash - Debit Adjustment 200010 210010 Deposit to Savings 200020 210020 Deposit to Checking 200023 210050 Deposit to Money Market 220010 220010 Savings Deposit Chk - Credit Adjustment 220020 220020 Checking Deposit Chk - Credit Adjustment 220030 220030 Loan Payment - Credit Adjustment (Credit Line) 220031 220038 Loan Payment - Credit Adjustment (Credit Card) 300000 310000 Balance Inquiry - Checking 301000 311000 Balance Inquiry - Savings 302000 312000 Balance Inquiry - Checking 302300 315000 Balance Inquiry - Money Market 303000 313000 Balance Inquiry - Loan (Credit Line) 303100 303800 Balance Inquiry - Loan (Credit Card) 401010 401010 Transfer Savings to Savings (support OAR accounts) 401020 401020 Transfer Savings to Checking 401023 401050 Transfer Savings to Money Market 401030 401030 Transfer Savings to Loan (Credit Line) 401031 401038 Transfer Savings to Loan (Credit Card) 402010 402010 Transfer Checking to Savings 402020 402000 Transfer Checking to Checking (supports OAR accounts) 402023 402050 Transfer Checking to Money Market 402030 402030 Transfer Checking to Loan (Credit Line) 402031 402038 Transfer Checking to Loan (Credit Card) 402310 405010 Transfer Money Market to Savings 402320 405020 Transfer Money Market to Checking 403010 403010 Transfer Loan (Credit Line) to Savings 403020 403020 Transfer Loan (Credit Line) to Checking 403110 403810 Transfer Loan (Credit Card) to Savings 403120 403820 Transfer Loan (Credit Card) to Checking 421030 501030 Electronic Pmt Savings to Loan (Credit Line) 421031 501038 Electronic Pmt Savings to Loan (Credit Card) 421041 501090 Electronic Pmt Savings to Loan (Install) 421042 501091 Electronic Pmt Savings to Loan (Mortgage) 422030 502030 Electronic Pmt Checking to Loan (Credit Line) 422031 502038 Electronic Pmt Checking to Loan (Credit Card) 422041 502090 Electronic Pmt Checking to Loan (Install) 422042 502091 Electronic Pmt Checking to Loan (Mortgage) 430000 580000 Payment Enclosed 440000 000000 Purchase from Checking 441000 001000 Purchase from Savings 442000 002000 Purchase from Checking 443000 003000 Purchase from Loan (Credit Line) 443100 003800 Purchase from Loan (Credit Card) 450010 200010 Purchase Refund to Savings 450020 200020 Purchase Refund to Checking 450030 200030 Purchase Refund to Loan (Credit Line) 450031 200038 Purchase Refund to Loan (Credit Card) For Shared Service Center: ANSI ISO 011000 012900 Share Withdrawal 013000 019200 Loan Withdrawal (loan advance to cash) 110000 970000 Check Cashing 200010 210029 Deposit to Share 200041 210092 Loan Payment 371000 372900 Account History Shares 372300 375900 Account History Investments 374100 379200 Account History Loans 380000 380000 Member Verification Savings/Checking 382900 382900 Member Verification Savings/Checking 384900 389200 Member Verification Loans 385900 385900 Member Verification Investments 389900 389300 Member Verification Saving/Checking/Loan 392900 392900 Account Inquiry Savings/Checking 394900 399200 Account Inquiry Loans 395900 395900 Account Inquiry Investments 399900 399300 Account Inquiry Savings/Checking/Loans 401010 402929 Transfer from Share to Share 404110 409229 Loan Advance Transfer to Shares 421041 502992 Electronic Payment Share to Loan 990000 930000 Special Purchase For Proprietary ATM and Debit: 11 – Deposit to Savings 12 – Deposit to Checking 13 – Tellergram Deposit 21 – Memo Transfer Savings to Loan 22 – Memo Transfer Checking to Loan 23 – Memo Loan Payment 61 – Transfer Savings to Checking 62 – Transfer Checking to Savings 63 – Transfer Loan to Share 71 – Withdrawal from Savings 72 – Withdrawal from Checking 73 – Withdrawal from Loan 81 – Balance Inquiry Savings 82 – Balance Inquiry Checking For Alerts: 060 – Account Balance Alert (Old Bank Account Alert) 105 – Direct Deposit Exceeded $ 110 – Check # has cleared 115 – Check/Draft in the range # thru # has cleared 120 – Withdrawal Exceeded $ 125 – Check for over $ has cleared 130 – ATM or Debit withdrawal over $ 190 – Loan Payment Due 195 – Loan Payment Past Due 200 – NSF 205 – Courtesy Pay 210 – Overdraft Protection Occurred 215 – Deposit Exceeds Amount 220 – Certificate Maturity (prev 185) 225 – Periodic Balance Reminder (prev 180) The letters that follow the number are REQ – request and RSP – response.
Success Count	The number of successfully completed self service transactions. The Failed Count, Reversal Count and 815 Count fields will not be subtracted from the Success Count field. Length: 4 numeric
Failed Count	The number self service transactions that did not complete successfully. Length: 4 numeric
Reversal Count	The number of self service transactions that were successfully reversed by the vendor process. Any transaction in which the reversal was not successful will be counted in the Failed Count column. Length: 4 numeric
815 Count	The number of self service transactions with a vendor of EDS and a product of Audio that were reversed using the Portico Reversals - Same Day Reversals tab. The CAN Reversible check box must be selected on the Self Service Processing Rules window. Audio transactions with a vendor of Fiserv and a product of Audio Response will not update this counter. Shared Service Center and Online Banking transactions will not increment the 815 counter. Length: 4 numeric
Last Activity Date	The last date the member performed the transaction in MM/DD/YYYY format.

General Ledger Effects: none | Related Reports: Self Service Counter Report 942

Click the printer icon button to print the information.

Click Close to close the dialog box.

Portico Host: 18C