| Bookmark Name | Actions |
|---|
Feature Summary
The Infinity Spotlight application is used to set up and maintain customer and employee-related information, and to configure the behavior of digital banking applications associated with the information. The solution holds key data around user profiles and static content, and is also designed to interface with various back-end systems. For example - a core banking system for accounts and transactions.
The solution is managed by a Super Administrator, Operations Managers, Managers, and Customer Support Representatives.
At the heart of the solution is a common data model, and is designed and developed in close collaboration with real users of some of Temenos’ financial services customers. Web services are exposed in case external systems need to access this solution. All customer data is stored in a database designed by Temenos and the customer must host the database. Alternatively, if a bank chooses to use its own database or a third-party user management system, the integration services must be modified and suitably mapped to a common data model. In case of push notifications and emails, the Quantum Fabric messaging product can be used and, at the same time, sending email via third-party websites is also supported. The user interface is internationalization-ready, browser-based, and has been validated by employees of some customer financial institutions.
Functional Areas
- Log On and Authentication
- Dashboard Screen
- Menu
- Customer Management
- Employee Management
- Configurations
- Security and Authentication
- Application Content Management
- Master Data Management
- Alerts
- Messages
- Reports and Logs
Employee Management
| Feature | Description |
|---|---|
| Employee Login | Employees can sign in by entering a username and password combination. The application also helps the employees to reset their password pre- and post-login. |
| Manage Employee User Accounts | A super administration user can create, update, delete, suspend (temporary), deactivate (permanent) employee accounts for Infinity Spotlight app. An email is sent to the new user when his/her profile is created. |
| Manage Employee Roles | Super admin can define various roles for internal users in Infinity Spotlight. Each employee can be assigned to one role. |
| Manage Employee Permissions | Multiple permissions can be assigned to a role. All permissions assigned to a role apply to users in that role, but additional permissions can be assigned to a specific user. |
Customer Management
| Feature | Description |
|---|---|
| Customer Roles | A Role contains a group of Features and actions. When a Role is assigned to the customers, they can perform the actions on the respective application (like Retail Banking) based on the Features and actions specified in the assigned Role. |
| Manage Customers | Front desk employees or member care may be required to view certain details of customers/members from time to time to provide assistance. The following details of customers/members can be viewed and, in some cases, edited:
|
| Manage Companies | For Business Accounts, the bank staff can view all the relevant information related to a company here like associated accounts, Business Users, and more. Additionally, they can create companies on behalf of the customer and assign Admin role to the business owner for further management. |
Configurations
| Feature | Description |
|---|---|
| Business Configuration | As an administrator, you can define business configurations (for example, the verbiage of notifications, membership criteria). These configurations reflect in the customer-facing application at run-time during the onboarding process. |
| System Configuration | A configuration set is always defined within a bundle. Use this feature to manage configurations such as preference, image, and skin within a bundle. As an administrator or a business owner, you can create and manage configuration bundles and corresponding configuration keys. |
Security and Authentication
| Feature | Description |
|---|---|
| Credential Policy | The policies defined here are displayed to the admin and end users when they try to create a username or password. These policies are just a description of the actual requirements that are implemented in the digital banking applications in an easy-to-understand format for users. |
| Password Settings | These settings allows the bank administrator to view and manage password related setting like number of attempts the end user can make to login to the application, password expiry settings, and more. The settings defined here implies to the end customers using infinity applications. |
| MFA Authentication | Multi-factor Authentication (MFA) is a secure process of authentication which requires more than one authentication techniques chosen from independent categories of credentials. MFA combines two or more types of authentication to provide a better and secure way of authenticating Infinity users to ensure safe banking for the Bank/CU's customers. |
Application Content Management
| Feature | Description |
|---|---|
| FAQ Management | Infinity Spotlight app provides an effortless way to maintain all the FAQs relevant to the digital banking applications. Each FAQ has a category associated with it which helps in listing the FAQ in the right sections in the end user applications |
| Privacy policy and T&C management | The bank/credit union can easily create and update the privacy policies and terms and conditions for the digital banking applications. Managing service-level terms and conditions will be implemented in the next phase of development. |
| Service outage messages | Manage service outage messages to be displayed in customer apps for scheduled and ongoing service or application down-times. |
| Locations | The bank/credit union can maintain the details of all their ATMs and branches in Infinity Spotlight app along with their work hours, services, location coordinates, addresses, and contact details. The end-user application can read this information from Infinity Spotlight app and display it in the end-user application. |
| Customer Care Information | All customer service information such as phone numbers and email IDs through which an end-user can communicate with the bank/credit union for general or specific services can be maintained and updated here. The information will be displayed in the end-user application’s Contact Us section. |
| Ad Campaign | The campaigns are created based on numerous factors including the demographics and customer banking behavior. The customers will see an ad while using their respective banking site. The Infinity Spotlight users can manage this page based on the assigned role. They can create or edit a campaign or set a default campaign. |
Master Data Management
| Feature | Description |
|---|---|
| Features | Every module of the digital banking application is a service provided to the end user. Infinity Spotlight app can control various aspects of these features like transaction limits, fees/charges, availability schedule, etc. Transactional services have various limits and fees applicable depending on their type and regulations. These limits may be applicable for all customers/members or only to a certain group. They may also vary depending on the type and customer entitlements. Infinity Spotlight app allows the admin to view and update these limits. In certain cases, The Infinity Spotlight app may be required to communicate with the core banking system to fetch and update the limits and fees. |
| Security Questions and Secure Images | The pool of questions and images that end users can select from the time of enrollment to digital banking applications for an added layer of authentication can be created and maintained easily from the Infinity Spotlight app. |
| Products | This section displays the list of all products available with in the infinity applications. You can select the required product to view the respective details. |
Reports and Logs
| Feature | Description |
|---|---|
| Reports | Admin users will be able to generate messages reports on the Infinity Spotlight app to view and export data.
|
| Logs | All actions of an admin user are logged for audits. The Infinity Spotlight app provides an option to view these audit logs along with all the logs for the transactions that the member makes using digital banking applications. Sample reports can include the following details:
Admin users can save a view for the audit logs for viewing later. |
Customer Service
| Feature | Description |
|---|---|
| Create New Messages/Reply to Customer Messages | Member care employees can view all messages sent by the end user using the secure messaging feature of the digital banking application and respond to these messages. Messages are routed based on the category and placed in a common queue, so member service representatives of that department can pick any of them up and provide an appropriate response. Message thread status can be updated/manages as: new, in progress and resolved. |
| Assign Messages | Message threads can be assigned to specific admin users to take action. Admin users can see these messages in "My Queue". |
| Message Templates | Create and update message templates that can be used while communicating with customers via messages. |
| Archive Messages | Messages can be archived once resolved. By default resolved message threads older than six months are moved to archive. |
| Remote Assistance | Remote assistance tool for the customer service representative that allows a member care employee to sign in as a member in view-only mode to help the member with troubleshooting. All actions will be logged for auditing purposes. CSR assist option will be available only for those customer profiles who have provided their consent for the same. |
| Manage Alert Settings | The administrator can activate / deactivate alerts (account alerts, security, promotional alerts, etc). |
Application Dashboard
| Feature | Description |
|---|---|
| Application Dashboard | The default landing screen for the application:
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