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User Information

User ID
SAMPLUSR01

Last Connection Date & Time
11/07/20XX; 10:08 AM CST

First Name
Aaaaa

M.I.

Last Name
User01

Password Expiration
30 Days

Phone Number (United States Number)
xxx-xxx-xxxx

Extension
N/A

Fax Number (United States Number only)
N/A

Primary Email Address
first.last@companya.com

Secondary Email Address
A10RX@website.com

Mobile Device Address
xxyyy@123.com

Fax User
No

Fax Reporting Number
XXX-XXX-XXXX

System Administrator
No

Sub-System Administrator
No

Sub-Customer ID

User Entitlements

ACH Additional Services

Allow user to access ACH Control Totals
Yes

Allow user to access ACH Positive Pay
Yes

Allow user to access ACH Warehouse Search
Yes

ACH Adjustment Services

Allow user to access ACH Adjustment services
Yes

Assigned ACH Adjustment Entitlements
Request ACH Transaction Adjustment, Request ACH Batch Adjustment, Request ACH File Adjustment

ACH Origination Services

Allow user to access Domestic ACH Origination services
Yes

Allow user to access International ACH Origination services
Yes

SEC Codes Assigned
ARC, BOC, CCD, CIE, CTX, MTE, POP, POS, PPD, RCK, SHR, TEL, WEB

Assigned ACH Origination Entitlements
Request Batch Adjustment, Request Transaction Adjustment, ACH NOC Update Report, Create Templates, Manage Receiver List, Approve Templates, Modify Template (Amt, Prenote/Hold, Addenda), Assign and Access Locked Template Transactions, Initiate Batch, Initiate Non-Repetitive Batch, Approve Batches, Modify Batch (Amt, Prenote/Hold, Addenda), ACH User Audit Reports, Assign and Access Confidential Templates, Assign and Access Automated Balance Transfer Templates, Same Day ACH

Account Reconciliation Services

Allow user to access Account Reconciliation services
Yes

Assigned Account Reconciliation Entitlements
View and Export Account Reconciliation Reports

Account Services

Allow user to access Account Services
Yes

Assigned Account Services Entitlements
Initiate Account Opening, Approve Account Opening, Initiate Signer Request, Approve Signer Request, View Account Signers

Adjustment Services

Allow user to access Adjustment services
Yes

Assigned Adjustment Entitlements
Initiate Adjustment Requests, Approve Adjustment Requests, View Reports

Book Transfer Services

Allow user to access Book Transfer services
Yes

Allow user to access Book Transfer Account Closure services
Yes

Assigned Book Transfer Entitlements
Initiate Book Transfers, Create Book Transfer Templates, Approve Book Transfers and Templates

Cash Forecasting Services

Allow user to access Cash Forecasting services
Yes

Assigned Cash Forecasting services Entitlements
Manage Cash Forecasting, Manually Add Data, View Cash Forecasting, Forecast Using Historical Data, Import Data, Incorporate Scenarios

Cash Vault Services

Allow user to access Cash Vault Reporting services
Yes

Allow user to access Cash Vault Ordering services
Yes

Assigned Vault/Location ID Entitlements
616 / 123467, 652 / 23456789012

Check Payables Services

Allow user to access Check Payables services
Yes

Assigned Check Payables Entitlements
Initiate Checks, Approve Checks

Disbursements via Zelle® Services

Allow user to access Disbursements via Zelle services
Yes

Assigned Zelle Entitlements
View and Search Transactions
Cancel Transactions

External Messaging Services

Allow user to manage their external messages
Yes

General Ledger Reconciliation Services

Allow user to access General Ledger Reconciliation Services
Yes

Assigned General Ledger Reconciliation Entitlements
Lock/Unlock Reconciliation, Extend Reconciliation Date, Modify Reconciliation, View Reconciliation, Delete Reconciliation, Import General Ledger, Manually Add General Ledger Item, Delete General Ledger Item

Image Access Services

Allow user to access Image Access services
Yes

Assigned Image Access Entitlements
Request Images

Image File Delivery Services

Allow user to access Image File Delivery services
Yes

Assigned Image File Delivery Entitlements
View Image File Data, Maintenance of Image Files (Edit, Set up, delete scheduled files ore create one-time requests)

Information Reporting Services

Allow user to access Information Reporting services
Yes

Assigned Information Reporting Entitlements
View Previous Day Screens, View Current Day Screens, View and Export Standard Reports, View Image, View Image for Deposit Returns, View Consolidated Returned Items Reporting, View and Access IR File Delivery for Transactions, View and Export ACH Healthcare Claim Payment Report, Return Wire, Return ACH, Approve ACH Return

Assigned Special Reports
Account Analysis Report, ACH Filter Authorization Report, ACH Filter Rejected Item Report, ACH Received Item Report, ACH Redeposit Report, ACH Return and NOC Report, ACH Settlement, ACH Transaction Capture Report, AFS Loan Balance and History Report, AFS Loan Balance Report, ARP Deposit Reconciliation Report, Controlled Disbursement Funding Summary Report, Controlled Disbursement Presentment Comparison Detail Report, E-Lockbox Biller Activity Report, EDI Remittance Report, EDI Supplemental Report, Lockbox Remittance Report, Monthly DDA Statement Report, Repo Sweep Confirmation, Stops Expiration Report,

Assigned Fax Reports
None

Allow User to receive Email Reports
Yes

Assigned Email Reports
Previous Day Email Report, DDA Email Statement

Assigned TTY Reports
None

International Banking Services

Allow user to access International Banking Screens
Yes

Assigned International Banking Entitlements
View International balance Screens, View and Export International Reports, Initiate Report Requests

International Remittance Calculator Services

Allow user to access International Remittance Calculator Services
Yes

Investment Services

Allow user to access Investment services
Yes

Assigned Investment Entitlements
View and Export Investments Reports

Allow user to access Investment Trading services
Yes

Assigned Investment Entitlements
Approve Trades
Initiate Trades

Issue Maintenance Services

Allow user to access Issue Maintenance services
Yes

Assigned Issue Maintenance Entitlements
Approve Manual Input, Manual Input (Create, Modify and Delete Items), Issue Maintenance View History

Mobile Services

Allow user to access Mobile services
Yes

Payables File Manager Services

Allow user to access Payables File Manager services
Yes

Assigned Payables File Manager Entitlements
File Status Reporting

Payment Center Services

Allow user to access Payment Center services
Yes

Assigned Payment Center Entitlements
Import and Initiate, Approve Imports, Approve File Transmissions

Allow user to send Virtual Card Payments
Yes

Available Org Short Names
ORGSHN

Positive Pay Services

Allow user to access Positive Pay services
Yes

Assigned Positive Pay Entitlements
Pay and Issue Positive Pay Items, Change Positive Pay Default Decision

Real-Time Payment Services

Allow user to access Real-Time Payment services
Yes

Assigned Real-Time Payment Entitlements
Approve Real-Time Payments, Initiate Real-Time Payments, Send and Respond to RFI, Initiate Request for Payment, Approve Request for Payment, Initiate Request for Return of Funds, Approve Request for Return of Funds, RTP User Audit Report

Reverse Positive Pay Services

Allow user to access Reverse Positive Pay services
Yes

Assigned Reverse Positive Pay Entitlements

Stop Payment Services

Allow user to access Stop Payment services
Yes

Assigned Stop Payment Entitlements
Approve Stop Payments, Perform Check Inquiry, Revoke Stop Payments, Submit Stop Payments

Trust Services

Allow user to access Trust Services
Yes

VantagePoint Services

Allow user to access VantagePoint services
Yes

Assigned VantagePoint Entitlements
View Activity, Manage Queues, Manage Settings, View WLBX Images, Manage Payer List, Create and View ELBX Return Request, Create and View ELBX NOC Request

Wire Transfer Services

Allow user to access Wire Transfer services
Yes

Allow user to access Int'l Request for Transfer services
Yes

Assigned Wire Transfer Entitlements
Initiate Non-Repetitive Domestic Transfers, Initiate Repetitive Domestic Transfers, Initiate Non-Repetitive International Transfers, Initiate Repetitive International Transfers, Create Templates, Request Repeat Codes, Approve Wire Transfers, Approve Templates, Approve Repeat Code Requests, Wire Transfer User Audit Report, View All Wire Transfer Services

Assigned Int'l Request for Transfer Entitlements
Initiate Repetitive Int'l Request for Transfer, Initiate Non-Repetitive Int'l Request for Transfer, Approve Int'l Request for Transfer

Additional Services

Allow user to access On-Site Electronic Desposit services
Yes

User Accounts

Accounts 1 - 50 of 550
1  2  3  4  5  6  7  8  9  10  Next>  Next 10>

Bank Name Account Name Account Number
U.S. Bank Minnesota Sample Account A 123456789012
U.S. Bank Wisconsin Sample Account B 234567890123
U.S. Bank East GF Sample Account C 345678901234
U.S. Bank Washington Sample Account D 456789012345
U.S. Bank Washington Sample Account E 567890123456
Data Exchange Bank Sample Account F 6578901234567
International Bank Sample Account G 7890123456789
Investment Holding Bank Sample Account H 8901234567890

1 - 50 of 550
1  2  3  4  5  6  7  8  9  10  Next>  Next 10>

User Limits

ACH Origination

Transfer Type Initiate Limit Approval Limit Number of
Approvals Required		 Approval Limit
(additional approver
reqiured at or above
amount entered)
Per Domestic Batch Debit $500,000.00 $500,000.00 N/A N/A
Per Domestic Batch Credit $500,000.00 $500,000.00 N/A N/A
Per International Batch $500,000.00 $500,000.00 N/A N/A
Daily Domestic Cumulative Debit $9,999,999,999.99 $9,999,999,999.99 N/A N/A
Daily Domestic Cumulative Credit $9,999,999,999.99 $9,999,999,999.99 N/A N/A
Daily International Cumulative $9,999,999,999.99 $9,999,999,999.99 N/A N/A


Book Transfers

Transfer Type Initiate Limit Approval Limit Number of
Approvals Required		 Zero Approval Limit
(one approval required at or
above amount entered)
Per Transaction from a Template $ 9,999,999,999.99 $ 9,999,999,999.99 0 $ 9,999,999,999.99
Per One-Time Transaction (No Template) $ 9,999,999,999.99 $ 9,999,999,999.99 0 $ 9,999,999,999.99
Daily Cumulative Transactions from Templates $ 9,999,999,999.99 $ 9,999,999,999.99 N/A N/A
Daily Cumulative One-Time Transactions (No Template) $ 9,999,999,999.99 $ 9,999,999,999.99 N/A N/A


Investment Trading

Type Initiate Limit Approval Limit
Per Transaction $9,999,999,999.99 $9,999,999,999.99
Daily Cumulative $9,999,999,999.99 $9,999,999,999.99


Real-Time Payments

Transfer Type Initiate Limit Approval Limit Number of
Approvals Required
One-Time Payment $100,000.00 $100,000.00 1
Request for Payment $100,000.00 $100,000.00 1
Request for Return of Funds N/A N/A 1
Daily Cumulative One-Time Payments $9,999,999,999.99 $9,999,999,999.99 N/A
Daily Cumulative Request for Payments $9,999,999,999.99 $9,999,999,999.99 N/A


Wire Transfers

When assigning initiation limits for a wire transfer user, you may want to adjust the PIN limit so it is equal to or greater than the initiation limit for SinglePoint Wire Transfers. If the PIN limit is less than the initiation limit, you will receive a callback on any wire transfers initiated by this user that exceeds their PIN limit. To change the user's PIN limit, please contact your Implementation Coordinator or Sales representative for more information.

Transfer Type Initiate Limit Approval Limit Number of
Approvals Required		 Zero Approval Limit
(one approval required at or
above amount entered)
Semi-Repetitive Template Transfer $ 9,999,999,999.99 $ 9,999,999,999.99 N/A N/A
Full-Repetitive Template Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  N/A N/A
Semi-Repetitive Repeat Code Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  N/A N/A
Full-Repetitive Repeat Code Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  N/A N/A
Non-Repetitive Transfers $ 9,999,999,999.99  $ 9,999,999,999.99  N/A N/A
Daily Cumulative Limit $ 9,999,999,999.99  $ 9,999,999,999.99  N/A N/A
Full-Repetitive Int'l Request for Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  0 $ 9,999,999,999.99 
Semi- Repetitive Int'l Request for Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  0 $ 9,999,999,999.99 
Non-Repetitive Int'l Request for Transfer $ 9,999,999,999.99  $ 9,999,999,999.99  1 N/A



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Last updated on 11/07/20XX 10:08 AM CST by SAMPLUSR04

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