Customer advice
As TCR processes adjustments that insert transactions into a unit of work, user provided customer advice information and details about the adjustment can be associated with the adjustment. TCR calls a customer information file (CIF) user exit to retrieve the appropriate customer advice information to be sent to the customer whose transaction is being adjusted. Because this user provided customer advice information likely contains sensitive information, such as an account number for the customer whose transaction is being adjusted, a bank should store it in a secure manner. And, it needs to be in a location where it is available for a user exit to provide it to TCR customer advice.
If an account number is included in the customer advice information, consider using the account-masking rule property to configure which digits of the account number can be seen. For example, the account number can be limited to showing only the first two and last two digits of the number.
Depending on the delivery type that is returned by the customer advice information file user exit, the customer advice information is either sent in an email or saved in a PDF file. The PDF file is then printed and sent by using a postal service.
Figure 1 shows the configuration information and the flow for generating customer advice information. The top part of the diagram shows the configuration information that is needed for customer advice. The bottom part shows the customer advice flow and the points at which TCR calls the customer advice information file (CIF) user exit.
TCR uses customer advice custom attributes to send to the customer information file (CIF) user exit. The customer advice custom attributes can also be associated with adjustment types. Use the custom attributes page to add any additional attributes as needed.
| Name | Attribute level | Description |
|---|---|---|
| Branch Number | TCR Advice | Branch location where the deposit was made. |
| Teller Number | TCR Advice | Teller number of the teller who accepted the deposit. |
| Transaction Number | TCR Advice | The transaction number from the teller system for the deposit. |
Sending the customer advice information
The customer advice information is either sent in an email or saved in a PDF customer advice information file that is printed and sent by using a postal service. TCR provides the customer advice task to automate creating and sending customer advice. This Services Framework task extracts all of the customer advice information that meets the extraction criteria that is defined by the user. It uses the delivery type that is returned by the customer information file (CIF) user exit to either send the customer advice information as an email or create a PDF customer advice information file.
Creating the customer advice information PDF file
TCR uses the Apache Formatting Objects Processor (FOP) to create the customer advice information PDF file. The FOP is a print formatter that uses XSL formatting objects (XSL-FO). TCR provides an example XSL configuration file for formatting a customer advice information PDF file. It is called SampleAdvice.xsl.
The files that you need are provided in the FTM artifacts pod and must be downloaded from the pod. For more information about getting files from the artifacts container for your offering, see Getting the files from the artifacts container for your FTM offering.
You must provide the path and file name of the XSL configuration file that defines how the customer advice information is formatted in the PDF file. Use the edit adjustment types custom attributes association page to specify the name of the XSL file as the print XSLT location. You must also set the generate advice field to yes.
Your customer advice XSL file must be available to the Control Center
pod. You can put your file in a directory or subdirectory of the pv-ftm-application persistent volume. The persistent volume is mounted at the
/opt/ibm/ftm directory in the pod. This directory needs to be
included in the path and file name that you specify in the XSLT location property.
No default PDF viewer in Chrome and IE (Chrome Engine)
As of the recent update, Chrome no longer includes a default PDF viewer. To view the customer advice generated in the Pending tab, you need to install the PDF viewer extension manually. To add the PDF viewer extension, see https://chromewebstore.google.com/detail/pdf-viewer/oemmndcbldboiebfnladdacbdfmadadm?hl=en.