Managing Self Enrollment Requests

As an admin user, you are responsible for reviewing enrollment requests and making decisions about them. You can locate the requests in the Digital Admin site under Enrollment >> Requests Tab.

Employees should review the information supplied in this screen then follow internal bank procedures for deciding.

• If you are comfortable with the request, select Approve.
• If you are not comfortable with the request, select Deny to reject the request.

If an enrollment request is approved, four things automatically happen:

• The profile is automatically built based on the information provided.
• Accounts are automatically linked based on bank settings for Auto Relate.
• Account permissions are automatically assigned to all accounts linked based on Account Default permissions set by the bank.
• The Invite email is automatically generated and sent to the customer.

Unless customized by the bank, customers have three attempts to complete self registration.

• If they fail at any point during the process it is counted as an invalid attempt.
• If they fail 3 times, the system will suspect fraud and lock the SSN being used. You may review a list of locked SSNs by going to Enrollment>>SSN tab.

  

If the SSN appears on this list with a padlock icon on the left, the customer has successfully locked themselves out of Self Enrollment. To unlock simply click on the pad lock next to the SSN. At this point the customer can either try to self-enroll again or administrator can manually set them up for Digital Banking.

If you want to review more details regarding the lock out, you may review the Self-Enrollment report found under Reports >> Admin >> Self Enrollment. The report can be generated by SSN, Date, Name, Username, or Invite Status. The most efficient way is to search by SSN.

The reports display the failed reason if any. It also displays the number of tries for the user.

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