Intuit Financial Services University FIS Bill Pay Certification Training Section 5: Management Console Reports.

Intuit Financial Services University FIS Bill Pay Certification Training Section 5: Management Console Reports

Bill Pay Certification Page 2Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. This section prepares you to understand the Management Console reports available for bill pay. Specifically, you will learn:  how and why to run these three Management Console reports pertaining to bill pay:  MC Console Activity Report  IB Activity Reporting  Billpay Subscriber Billing Report Section Objectives

Bill Pay Certification Page 6Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features: tracks administrative access and activity useful for monitoring access to consumers’ information downloadable for audit purposes three weeks + current week of history stored at a time Questions Answered: Which administrator made updates to or closed a consumer’s Bill Pay eReg record? What were all of the activities performed by a specific administrator? What were all of the activities performed by all administrators? Which administrator changed the default billing plan for all Bill Pay eReg records? Which administrator approved or denied a Bill Pay eReg record? Recommended Users: Managers who need to report to examiners regarding who has access to the Management Console and what administrative functions are taking place on Internet Banking. MC Console Activity Reports

Bill Pay Certification Page 7Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. To access the MC Console Activity Reports, login to the Admin Platform and hover over the Management Console tab. Select MC Console Activity Reports under the Reports section on the right. If you do not see the desired report, please contact your FI Super User. MC Console Activity Reports

Bill Pay Certification Page 9Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Click on “New” to create a new report or click on a previously saved report. If you select a Saved report, the screen presents parameters you saved previously. This allows you to run a report with updated data, based upon the new date range you enter in the Date Selection area. Step 2: In the Date Selection area, enter in a valid date range or select ‘Log File’ from the dropdown to include all available history. Step 3: The Query Selection area is where you tell the system what information you want to find. Be as general or specific as you like. Select the Transaction Type (see next page for the Transaction Types that apply to Bill Pay), then enter a Field to Search (and Value if applicable). Field to Search: This defaults to “All data” when you choose the transaction type. “All data” provides you all the data associated with the transaction. If you have more specific information regarding this transaction type, then choose the most appropriate field to search. Value: If you choose something other than “All data” in Field to Search then you must fill in a value. Tip: Numbers are easier to match in the database than letters. For instance, if you choose “Customer Name” as the Field to Search and enter “Anna Richards” as the Value, you may get no rows returned because she is in the database as “Anna E. Richards” or you may get five “Anna Richards” returned. Step 4: If you want to save this report’s parameters for future use, give the report a title and choose ‘Save’ from the dropdown. Next, determine how you want to view the results: choose ‘Screen Display’ if you want to view it on the screen or choose ‘Download Data File’ and select the delimiter from the dropdown to save it to your hard drive. Tip: Refer to the ‘Steps to Download Reports’ job aid on the post work page for help on downloading reports. Step 5: Click ‘Submit Query’. MC Console Activity Reports

Bill Pay Certification Page 10Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Transaction Types:  report query – shows which administrator ran a report (i.e. Subscriber Billing Report)  bp ereg admin - shows which administrator accepted or denied a Bill Pay eReg record using the Application Management button (ONLY for financial institution that opted out of Auto Approval)  bp ereg modify - shows which administrator modified a consumer’s profile (e-Reg record) or closed a consumer’s Bill Pay account using the User Profile Maintenance button  bp ereg update - shows which administrator associated or disassociated a Bill Pay ID from an Internet Banking user ID and if that action was successful or failed  bp fi self serv - shows which administrator made any changes to the settings on the ‘Registration and Maintenance Defaults’ screen MC Console Activity Reports

Bill Pay Certification Page 11Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution would like to know which consumers had their Bill Pay eReg record updated by an administrator. Transaction Type: bp ereg modify Field to Search: All data Value: n/a Additional Scenarios: If the financial institution would like to know if an administrator changed the city in an consumer’s Bill Pay profile (eReg record)… Field to Search: ___________________ Value:____________________ If the financial institution would like to know if a specific administrator (Admin ID: mapple) made any edits to any consumers’ Bill Pay profile (eReg record)… Field to Search: ___________________ Value:____________________ If the financial institution would like to know which administrator made edits to specific consumer's’ Bill Pay eReg records (SSN: 562201234)… Field to Search: ___________________ Value:____________________ MC Console Activity Reports

Bill Pay Certification Page 12Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution would like to know if any administrators disassociated or associated any consumers’ Bill Pay ID to/from any consumers’ Internet Banking ID. Transaction Type: bp ereg update Field to Search: All data Value: n/a Additional Scenario: If the financial institution would like to know which consumer had their Bill Pay ID successfully disassociated from their Internet Banking ID… Field to Search: ___________________ Value:____________________ And/Or: _______________ Field to Search: ___________________ Value:____________________ MC Console Activity Reports

Bill Pay Certification Page 13Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution would like to know if any administrators ran the Subscriber Billing Report. Transaction Type: report query Field to Search: report name Value: BP Subscriber Billing MC Console Activity Reports

Bill Pay Certification Page 14Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution opted to manually approve/decline consumers for Bill Pay and upper management would like to view all consumers that were approved/declined this month by the financial institution. Transaction Type: bp ereg admin Field to Search: All data Value: n/a MC Console Activity Reports

Bill Pay Certification Page 15Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to view an audit report of all activity for a specific administrator (Admin ID: mapple). Transaction Type: All Transactions Field to Search: admin user Value: “mapple” MC Console Activity Reports

Bill Pay Certification Page 16Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to view all financial institution administrator activity. Query Selection: All Activities (checkbox) MC Console Activity Reports

Bill Pay Certification Page 18Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features: tracks consumer access and activity useful for troubleshooting downloadable five weeks + current week of history stored at a time Questions Answered: Which consumers accessed Bill Pay? Which consumers opted in to Bill Pay? How effective is the Bill Pay Prompt for getting consumers to opt in to Bill Pay? Recommended Users: Middle and/or Senior Management responsible for Bill Pay transactions. IB Activity Reporting

Bill Pay Certification Page 19Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. To access the IB Activity Report, login to the Admin Platform and hover over the Management Console tab. Select IB Activity Reports under the Reports section on the right. If you do not see the desired report, please contact your FI Super User. IB Activity Reports

Bill Pay Certification Page 21Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Click on “New” to create a new report or click on a previously saved report. If you select a Saved report, the screen presents parameters you saved previously. This allows you to run a report with updated data, based upon the new date range you enter in the Date Selection area. Step 2: Select an available week from the dropdown in the Date Selection area or enter a valid date range. Step 3: The Query Selection area is where you tell the system what information you want to find. Be as general or specific as you like. Select the Transaction Type, then enter a Field to Search (and Value if applicable). Field to Search: This defaults to “All data” when you choose the transaction type. “All data” provides you all the data associated with the transaction. If you have more specific information regarding this transaction type, then choose the most appropriate field to search. Value: If you choose something other than “All data” in Field to Search then you must fill in a value. Tip: Numbers are easier to match in the database than letters. For instance, if you choose “Customer Name” as the Field to Search and enter “Anna Richards” as the Value, you may get no rows returned because she is in the database as “Anna E. Richards” or you may get five “Anna Richards” returned. Step 4: If you want to save this report’s parameters for future use, give the report a title and choose ‘Save’ from the dropdown. Next, determine how you want to view the results: choose ‘Screen Display’ if you want to view it on the screen or choose ‘Download Data File’ and select the delimiter from the dropdown to save it to your hard drive. Tip: Refer to the ‘Steps to Download Reports’ job aid on the post work page for help on downloading reports. Step 5: Click ‘Submit Query’. IB Activity Reporting (cont’d)

Bill Pay Certification Page 22Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Transaction Types: bp registration - shows when a consumer opted in for Bill Pay login prompt - shows consumer responses to the any login prompt (i.e. Bill Pay Login Prompt) single signon - shows when a consumer accessed one of the FI’s single sign-on products (i.e. Bill Pay) change email - shows when a consumer changed their email address on the front end of Internet Banking IB Activity Reporting (cont’d) Notes: The other “bp” transaction types do not apply as they are for a legacy Bill Pay product. For researching and troubleshooting all other Bill Pay consumer activities, you use your bill payment processor’s tool (CST or PartnerCare).

Bill Pay Certification Page 23Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: At the first of the month, the financial institution turned on the Bill Pay Prompt in hopes of increasing consumer adoption. Today, at the end of the month, the financial institution wants to know how consumers responded to this prompt. Transaction Type: login prompt Field to Search: prompt name Value: BP IB Activity Reporting (cont’d) Additional Scenarios: If the financial institution wants a list of consumers that responded ‘no’ to the Bill Pay Prompt… Field to Search: ___________________ Value:____________________ And/Or: _____________ Field to Search: ___________________ Value:____________________ If the financial institution wants to know how consumers responded to the Bill Pay Prompt upon being prompted for the first time… Field to Search: ___________________ Value:____________________ And/Or: _____________ Field to Search: ___________________ Value:____________________

Bill Pay Certification Page 24Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to know which consumers changed their email address through the front-end of Internet Banking this month so that the financial institution can update the consumer’s email address with your bill payment processor. Transaction Type: change email Field to Search: All data Value: n/a IB Activity Reporting (cont’d) Additional Scenario: If the financial institution wants to know which consumer changed their email to none@none.com... Field to Search: ____________________ Value:____________________ Tip: After running this report, you should update these email addresses in Bill Payment  User Profile Maintenance so that the bill payment processor has the updated information.

Bill Pay Certification Page 25Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to know which consumers and/or how many consumers accessed Bill Pay for the month. Transaction Type: single signon Field to Search: third party vendor Value: “CheckFree Web Bill Pay” or “Metavante CSP” (based on bill payment processor) IB Activity Reporting (cont’d) Additional Scenario: If the financial institution wants to know which consumer accessed Bill Pay from a specific IP address (208.29.163.248)… Field to Search: ____________________ Value:____________________ And/Or: _____________ Field to Search: ___________________ Value:____________________

Bill Pay Certification Page 26Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to know which consumers opted in to Bill Pay. Transaction Type: bp registration Field to Search: action Value: Reg Submitted IB Activity Reporting (cont’d)

Bill Pay Certification Page 27Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to view an audit report of all activity for a specific consumer (SSN: 123456789). Transaction Type: (All Transactions) Field to Search: customer* (if the financial institution is a bank) or member* (if the financial institution is a credit union) Value: 123456789 IB Activity Reporting (cont’d)

Bill Pay Certification Page 28Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to view all consumer activity. Query Selection: All Activities (checkbox) IB Activity Reporting (cont’d)

Bill Pay Certification Page 30Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Features: tracks consumers’ returned items, number of bills paid, status, etc useful for billing consumers available by the 10th of the month for the previous month Downloadable contractually, a rolling 13 months of history are stored (currently, Intuit Financial Services has storage space for unlimited history) Questions Answered: Which consumers did not pay a bill this month or for multiple months? Which consumers incurred returned items? Who are the active Bill Pay consumers? Recommended Users: Middle and/or Senior Management responsible for Bill Pay transactions. Billpay Subscriber Billing Report

Bill Pay Certification Page 31Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. To access the Billpay Subscriber Billing Report, login to the Admin Platform and hover over the Management Console tab. Select Billpay Subscriber Billing Report under the Reports section on the right. If you do not see the desired report, please contact your FI Super User. Billpay Subscriber Billing Reports

Bill Pay Certification Page 33Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Step 1: Click on “New” to create a new report or click on a previously saved report. If you select a Saved report, the screen presents parameters you saved previously. This allows you to run a report with updated data, based upon the new date range you enter in the Date Selection area. Step 2: Choose the report date. Tip: Hold down the Ctrl key to select multiple months. Step 3: Choose ‘All Bill Payment Users’ for the User Category. Step 4: Choose up to 3 fields to search as a way to narrow down or filter the results. If you want to see all records for this month, leave the default of “All Records” Step 5: If you want to save this report’s parameters for future use, give the report a title and choose ‘Save’ from the dropdown. Next, determine how you want to view the results: choose ‘Screen Display’ if you want to view it on the screen or choose ‘Download Data File’ and select the delimiter from the dropdown to save it to your hard drive. Tip: Refer to the ‘Steps to Download Reports’ job aid on the post work page for help on downloading reports. Step 6: Choose the fields that you want displayed on the results screen. These options are the same as the Field to Select fields above. Step 7: You can sort the report’s results by up to 2 fields, e.g. alphabetical sort by last name, sort by Plan Type, etc. The boxes labeled "Sorting Order" determine whether the selected sort field appears in ascending (increasing), or descending (decreasing) order. Step 8: Click ‘Submit’. BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 34Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Field to Search Options – FIS ONLY: Account NumberAcct Num. as it appears on the MICR line of the consumer’s paper check Bill PlanThe Bill Plan assigned to the consumer for the reporting month BP PlatformBill Pay Platform used by the subscriber processed in the reporting month (CSP = Metavante Bill Pay & Presentment) BP User IDA unique identifier for the consumer assigned by FIS CD OrdersDisplays the number of year-end CD orders that were requested by the consumer during the previous month for all funding accounts. Date StartedThe date the consumer enrolled for Bill Pay eBillsDisplays the number of eBills that were presented to the consumer during the previous month for all funding accounts. Number of Bills Paid Total number of payment transactions for the consumer processed in the reporting month PhotocopiesDisplays the total number of photocopies that were requested and presented to the consumer for the previous month Research ItemsDisplays the number of Research Items that were requested by the consumer during the previous month for all funding accounts. Returned ItemsThe total number of returned items as the result of not having sufficient funds in the account resulted in a return Scanned BillsDisplays the number of scanned bills that were presented to the consumer during the previous month for all funding accounts. Scraped BillsDisplays the number of scraped bills that were presented to the consumer during the previous month for all funding accounts. SSN / Tax IDA unique identifier for the subscriber StatusThe account status ( ACTIVE, CLOSED, DELETED, PENDING, INCOMPLETE, BLOCKED ) Stop PaymentsThe total number of stop payments User IDA unique identifier for the consumer User NameThe consumer’s name BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 35Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Field to Search Options – Fiserv ONLY: User IDA unique identifier for the consumer User NameThe consumer’s name BP User IDA unique identifier for the consumer assigned by Fiserv Enrollment DateThe date the subscriber enrollment was processed. Service FeeAmount of service fee. Account NumberAccount Number as it appears on the MICR line of the consumer’s paper check Number of Bills PaidTotal number of payment transactions for the subscriber processed in the reporting month StatusThe account status ( A-Active, C-Closed, I-Inactive or F-Frozen ). Billing ClassIdentifies the service fee rate to charge the subscriber 1 st Payment Debit Return First payment debit return to the subscriber's account that was attempted and resulted in a return.. 2 nd Payment Debit Return Second payment debit return to the subscriber's account that was attempted and resulted in a return. 1 st Service Fee Debit Return First service fee debit return to the subscriber's account that was attempted and resulted in a return. 2 nd Service Fee Debit Return Second service fee debit return to the subscriber's account that was attempted and resulted in a return. 1 st NSF Fee Debit Return First NSF fee debit return to the subscriber's account that was attempted and resulted in a return 2 nd NSF Fee Debit Return Second NSF fee debit return to the subscriber's account that was attempted and resulted in a return. Number of Electronic Bills Paid Total number of electronic payment transactions for the subscriber processed in the reporting month Number of Paper Bills Paid Total number of paper payment transactions for the subscriber processed in the reporting month BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 36Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY.. Scenario: The financial institution wants to pull a report to view all of the active Bill Pay consumers that have not paid a bill online for a specific month. Report Date:______________________________________ User Category:____________________________________ Field to Select: ____________________________________ Operation:________________________________________ Value to Select:____________________________________ And/Or: __________________________________________ Field to Select: ____________________________________ Operation:________________________________________ Value to Select:____________________________________ Field(s) to Display: _________________________________ Sort by Field(s):____________________________________ xxxxxxxxx BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 37Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to run a report that reflects all of the consumers who have had items returned for a specific month. Report Date:______________________________________ User Category:____________________________________ Field to Select: ____________________________________ Operation:________________________________________ Value to Select:____________________________________ And/Or: __________________________________________ Field to Select: ____________________________________ Operation:________________________________________ Value to Select:____________________________________ Field(s) to Display: _________________________________ Sort by Field(s):____________________________________ xxxxxxxxx FIS screenshot Fiserv screenshot BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 38Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Scenario: The financial institution wants to know the number of bill payments paid last month. Report Date:______________________________________ User Category:____________________________________ Field to Select: ____________________________________ Operation:________________________________________ Value to Select:____________________________________ Field(s) to Display: _________________________________ Sort by Field(s):____________________________________ BillPay Subscriber Billing Report (cont’d)

Bill Pay Certification Page 39Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – MC Console Activity Reports Transaction Type: bp ereg modify If the financial institution would like to know if an administrator changed the city in a consumer’s Bill Pay profile (eReg record)… Field to Search: field changed Value: city If the financial institution would like to know if a specific administrator (Admin ID: mapple) made any edits to any consumers’ Bill Pay profile (eReg record)… Field to Search: admin user Value: mapple If the financial institution would like to know which administrator made edits to a specific consumers’ Bill Pay eReg records (SSN: 562201234)… Field to Search: user id Value: 562201234 Transaction Type: bp ereg update If the financial institution would like to know which consumer had their Bill Pay ID successfully disassociated from their Internet Banking ID… Field to Search: action Value: Disassociate And/Or: And Field to Search: status Value: Succeeded

Bill Pay Certification Page 40Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – IB Activity Reporting Transaction Type: login prompt If the financial institution wants a list of consumers that responded ‘no’ to the Bill Pay Prompt… Field to Search: prompt name Value: BP And/Or: And Field to Search: eu selection Value: no If the financial institution wants to know how consumers responded to the Bill Pay Prompt upon being prompted for the first time… Field to Search: prompt name Value: BP And/Or: And Field to Search: presentation no. Value: 1 Transaction Type: change email If the financial institution wants to know which consumer changed their email to none@none.com... Field to Search: new email Value: none@none.com Transaction Type: single signon If the financial institution wants to know which consumer accessed bill pay from a specific IP address (208.29.163.248)… Field to Search: third party vendor Value: “CheckFree Web Bill Pay” or “Metavante CSP” (based on bill payment processor) And/Or: And Field to Search: ip address Value: 208.29.163.248

Bill Pay Certification Page 41Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Additional Scenario Answers – Billpay Subscriber Billing Report The financial institution wants to pull a report to view all of the active Bill Pay consumers that have not paid a bill online for a specific month… User Category: All Bill Payment Users Field to Select: Status Operation: Equal To Value to Select: Active And/Or: And Field to Select: Number of Bills Paid Operation: Equal To Value to Select: 0 The financial institution wants to run a report that reflects all of the consumers who had items returned for a specific month… FIS Only: User Category: All Bill Payment Users Field to Select: Returned items Operation: Greater Than Value to Select: 0 Fiserv Only: User Category: All Bill Payment Users Field to Select: 1 st Payment Debit Return Operation: Greater Than Or Equal To Value to Select: 1 And/Or: Or Field to Select: 2 nd Payment Debit Return Operation: Greater Than Or Equal To Value to Select: 1 The financial institution wants to know the number of bill payments paid last month. User Category: All Bill Payment Users Field to Select: Number of Bills Paid Operation: Not Equal To Value to Select: 0

Bill Pay Certification Page 42Section 5: Reports © 2011 Intuit Financial Services All rights reserved. CONFIDENTIAL AND PROPRIETARY. Section Objectives - RECAP In this section you learned:  how and why to run these three Management Console reports pertaining to bill pay:  MC Console Activity Report  IB Activity Reporting  Billpay Subscriber Billing Report

Intuit Financial Services University FIS Bill Pay Certification Training Section 5: Management Console Reports.

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Intuit Financial Services University FIS Bill Pay Certification Training Section 5: Management Console Reports.

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