Setting Up Your User Profile

In the Collections group box, select the Allow Activity/Notes Review checkbox to alert collection officers if a note has not been added within a specified number of days. Enter the number of days up to 999 in the Grace Period field. The number of days specified in the Grace Period field is a ‘less than or equal to’ value. For example, if the Grace Period field is 30 and the last note was entered on July 1, the red X will appear on the Tickler File tab on July 31 if the activity listed below occurs and a note is not added.

If the Review Activity/Notes checkbox is selected on the Tickler File tab and the Grace Period field is 000 or if a note has not been added within the days specified and any of the following activities occur on the Collection Detail tabs, a red X will appear next to the account on the Tickler File tab:

• A comment is added in the Officer Comments field, but a note was not added.
• The date was changed in the Officer Tickler Date field, but a note was not added.
• The Rank field was changed, but a note was not added.
• A promise was added, but a note was not added.

If you do not select the Allow Activity/Notes Review checkbox on the User Profile – Preferences tab, the Review Activity/Notes checkbox will not display on the Tickler File tab and the indicators (red X or green check mark) will only appear on the day the activity occurs and only on the share or loan in which a note was added.

In the ACH Origination field, specify the authorized origination limit up to 99,999,999.99. Your branch tellers can create ACH origination items up to the specified dollar amount. Any dollar amount over the designated limit can be approved using your credit union’s override process. If a user does not have an authorization limit specified on their User Profile – Security tab, Portico will compare the origination item amount to the credit union authorization limit specified on the Credit Union Profile – ACH/Payroll tab. If the item amount exceeds the limit, a teller override will be required.

Length: 11 numeric including decimal

After you enroll in Fiserv Single Sign-In, Portico displays a selected checkbox and your enrollment date and time. The Enrolled in Fiserv Single Sign-In checkbox is not selected if your credit union has not enabled Fiserv Single Sign-In or you have not enrolled in Fiserv Single Sign-In.

If you will be using Collections, enter your collections officer ID in the Collections ID field.

Length: 2 alphanumeric

If Liberty Enterprises has been set up as an active check vendor, enter your Liberty Enterprises user ID in the User ID field. In the Password and Confirm Password fields, enter the corresponding password. This is the same user ID and password used to access the Liberty Enterprises system.

Length: 48 alphanumeric

If Credit Processing Solutions (CPS) is your credit card processor and you have set up CPS integration, the Logons tab will display a Credit Processing Solutions group box. In the User ID field, enter your CPS user ID. In the Password and Confirm Password fields, enter the corresponding password.

Length: 48 alphanumeric

No longer available.

Select the Personal Information Changes checkbox to display fraud prevention alert messages on the Member Information dialog box that appears when you look up a member. The complete list of monitored contact information includes:

• Statement Name
• Primary Address (line 1, line 2, city, state, or ZIP)
• Alternate Address (line 1, line 2, city, state, or ZIP)
• Phone Number (home, work, or cell)
• Email Address (email 1, email 2, or email 3)

When a change is made to the monitored contact information, Portico will display the applicable alert message on the Member Information dialog box for the number of days defined in the System Alerts Period field on the Credit Union Profile – Member tab. The possible alert messages are:

• Primary Address was changed today
• Alternate Address was changed today (this alert will only display if the Alternate Address is currently in use and has been changed)
• Name was changed today
• Phone number was changed today
• E-Mail was changed today
• Primary Address changed in last NN days
• Alternate Address changed in last NN days (this alert will only display if the Alternate Address is currently in use and has been changed)
• Name changed in last NN days
• Phone number changed in last NN days
• E-Mail changed in last NN days
• Fraud Prevention notice sent MM/DD/YYYY

These alert messages will appear on the Member Notifications and Alerts dialog box, accessed using the icon on the Portico toolbar, for the number of days defined in the System Alerts Period field on the Credit Union Profile – Member tab, regardless of the Personal Information Changes checkbox.

The Fraud Prevention notice message appears if your credit union has the Fraud Management Member Notices Report 052 scheduled for notice production. The notice date is updated in the back-office cycle the day after the notice is produced, and the Fraud Prevention notice message will appear on the second day after the notice is produced.

Select the Negative Shares checkbox to display a negative share notification on the Member Notifications and Alerts dialog box and Member Information dialog box. Enter the number of days a share account can be negative, before a negative share notification will appear oncheckboxthe Member Notifications and Alerts dialog box and Member Information dialog box. Portico uses the date in the Went Negative field on the Shares - General tab to determine the number of days the share account has been negative. If the number of days meets the criteria specified on the User Profile - Popups tab, the days negative appears on the Member Verification dialog box.

To display the promise status on the Member Information dialog box, at least one of the following checkboxes must be selected on the User Profile – Popups tab: Negative Shares checkbox, Portico checkbox, Vendor Mortgage checkbox or Credit Cards checkbox.

Select the Portico checkbox to display a delinquency notification for delinquent Portico loanscheckboxon the Member Notifications and Alerts dialog box and Member Information dialog box.

To display the promise status on the Member Information dialog box, at least one of the following checkboxes must be selected on the User Profile – Popups tab: Negative Shares checkbox, Portico checkbox, Vendor Mortgage checkbox or Credit Cards checkbox.

Select the Vendor Student checkbox to display a delinquency notification for delinquent student loans on the Member Notifications and Alerts dialog box and Member Information dialog box.

Select the Vendor Mortgage checkbox to display a delinquency notification for delinquent vendor mortgage loans on the Member Notifications and Alerts dialog box and Member Information dialog box.

To display the promise status on the Member Information dialog box, at least one of the following checkboxes must be selected on the User Profile – Popups tab: Negative Shares checkbox, Portico checkbox, Vendor Mortgage checkbox or Credit Cards checkbox.

Enter the number of days a payment can be late on a Portico loan, vendor student loan, or vendor mortgage loan before a delinquency notification checkbox will appear on the Member Notifications and Alerts dialog box and Member Information dialog box.

Select the Credit Cards checkbox to display a delinquency notification for delinquent credit cards. Then, enter the number of days a payment can be late on a credit card before a delinquency notification will appear on the Member Notifications and Alerts dialog box and Member Information dialog box.

To display the promise status on the Member Information dialog box, at least one of the following checkboxes must be selected on the User Profile – Popups tab: Negative Shares checkbox, Portico checkbox, Vendor Mortgage checkbox, or Credit Cards checkbox.

Select the Check Log checkbox to automatically display the Check Log dialog box when your cursor is in the CR Checks Received field. You can also access the Check Log dialog box by clicking the CL button in the transaction area grid. The Check Log checkbox must be selected to use Teller Item Capture.

Select the Cash Received checkbox to automatically display the Cash Received dialog box when your cursor is in the CR Cash Received field. You can also access the Cash Received dialog box by clicking the CR button in the transaction area grid.

Select the Cash Disbursed checkbox to automatically display the Cash Disbursed dialog box when a cash-disbursal transaction is completed. You can also access the Cash Disbursed dialog box by selecting the Dispense Cash option from the Activity menu or by pressing Ctrl+Shift+D on your keyboard.

Select the Manual option to display the Retrieve Images button on the Member Information dialog box. You must select the Retrieve Images button to display the images.

Select the Automatic option to automatically display the images on the Member Information dialog box. Portico will display the Member Information dialog box, and then retrieve the identification and signature images from Nautilus Essentials. The message Retrieving identification images... will appear on the Member Information dialog box to inform you that the system is retrieving the identification images.

In the GL File field, enter the file used to upload Accounts Payable transactions from IPS Sendero.

Select the Active checkbox to display the IPS Accounts Payable Upload icon on the Multiple tab.

Select the Include Payments on 900 Bank File checkbox to specify if the keyword BF needs to be added to the file to include check disbursals on the 900 Report bank transmission file.

In the Check File field, enter the file used to upload voided check transactions (Check Register window).

Select the Active checkbox to display the IPS Check Extract Upload icon on the Multiple tab.

In the Fixed Assets File field, enter the file used to upload Fixed Assets transactions from IPS Sendero.

Select the Active checkbox to display the IPS Fixed Assets Upload icon on the Multiple tab.

In the File 1 Title field, enter the description of the optional file path that will appear as the tool tip for the Miscellaneous File Upload 1 icon on the Multiple tab. Then, enter the file used to upload the optional batch transactions.

Select the Active checkbox to display the Miscellaneous File Upload 1 icon on the Multiple tab.

Select the Check for New Queue Items Every down arrow to select how often your queue will be checked for new items.

If the Receive Notification for these Departments box is blank and you add departments from the Member of these Departments box, you must select a time from the Check for New Queue Items Every dropdown list in order to save your changes to the Receive Notification for these Departments box.

Select the Txt Msg checkbox to receive notifications via cell phone text messages. Then, enter the provider address in the field. For example:

T-Mobile: phonenumber@tmomail.net

Virgin Mobile: phonenumber@vmobl.com

Sprint: phonenumber@messaging.sprintpcs.com

Cingular: phonenumber@cingularme.com

Verizon: phonenumber@vtext.com

Nextel: phonenumber@messaging.nextel.com

AT&T: phonenumber@txt.att.net