Professional Documents
Culture Documents
Description
A B
This sheet contains requirements which are either in FMM or both in Online and Mobile Channel. For mobile re
This sheet contains the list of all the use cases which are there in OLB/MM R1,R2,R3 and R4*(work in progress
e and Mobile Channel. For mobile requirements which have an equivalent in OLB/MM use case list, that use case has been listed. This sh
that use case has been listed. This sheet does not contain requirements which are only in Online Banking Channel
Banking Channel
S/NO
Use Case
Wireframes
Feature
CLUSTER
Function Description Activate Check Card Add a Biller Group Add a Nickname
WAP
iPhone/Android
Blackberry
SMS
Category
R1
R2 R2
R3 R3 R3 R3 N/A
Self Service
C D C C B B B B B C B B C C B B B B B B C C B C C C
C C C C B B B B B C B A C C B A A A A B C C B C C C
C C C C B B B B B C B A C C B A B A A B C C B C C C
NA NA NA NA NA NA NA NA
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM FMM Both OLB and FMM Both OLB and FMM FMM Both OLB and FMM
Both OLB and FMM
Y Y Y Y
Y
### na Y
Alerts and Messages ### NA N ### NA NA FEAT14 ### NA NA FEAT14 ### N N NA FEAT9 FEAT9 FEAT8 FEAT4 FEAT6 FEAT6 Customer Service Reporting Reporting
PFM Self Service
Alert Delivery Enhancements Alias names stored in Hogan Analytics - through Omniture (Tagging) Analytics - through Report Manager
Analyze spending Charts. Annual Account Summary Information
Both OLB and FMM NA B A NA NA NA A NA B NA NA NA NA NA NA NA NA FMM FMM FMM Both OLB and FMM Both OLB and FMM FMM FMM FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
C
ATM/Branch Locator - Custom Enhancements ATM/Branch Locator - Base RDC -Base Product Self Service - Base Product Set up an Immediate Bill Payment Bill Pay - Set up AutoPay (Fixed, Flex, Controlled) Bill Pay Central
Bill Pay History Bill Pay Schedule Cancel a P2P Payment Capture Feedback Change Address and Phone Change Card Type Change Password Change Personal ID Change PIN Claim a P2P Payment Confirm Mobile Number
R1 R1 R1 R1
R2 R2 R2 R2 R2 R2 R2 R2 R2 R2
R3
FEAT7
P2P Transfer Self Service - Customer Self Service - Customer Self Service - Product Self Service Self Service Self Service
R3 R3 R3 R3 R3 R3 N/A
### O ### O
Y Y
FEAT7
C NA
C NA
NA NA
R1 N/A
R2 R2 N/A
Customer Service
NA
60466796.xls
C B B B B B C D C
C
C B B A B B C D C
C
C B B A B B C D C
C
NA NA NA A B NA NA NA NA NA
Both OLB and FMM Both OLB and FMM FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM R1 R1 N/A N/A
R2 N/A N/A
R3 N/A N/A R3 R3
### N 9F
Y Y
Custom Enhancements - (Auto Amount, Reorg Picture Taking, Dynamic with Customer Manager integration Help) OAM Dashboard - Account History Dashboard - Account Transaction Details Dashboard - START
Delete a Biller Delete a Biller Group Delete a note Delete a Recurring Bill Payment Delete a Recurring Transfer Delete a Secure Message Delete a Single Bill Payment Delete a Single Future Transfer Delete Alerts Delete External Payment Accounts Delete Nickname Delete P2P Payee Information Delete S.T.A.R.T. Check_Credit Card Purchase Transfer Delete S.T.A.R.T. Redeem Sweep Transfer Delete Scheduled Payments Delete Stop Payment Request
R2 R2
R3 R3
Account Dashboard
R2 R2 R2 R2 R1 R2 R2 R2 R2 R2 R1 R2
R3
Bill Pay
Transfers Alerts and Messages
R3
### O
FEAT6
Bill Pay
Transfers Alerts and Messages
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM
R3 R3 R3 R3
### L
FEAT5
B C
B C
B C
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Both OLB and FMM
FEAT4 FEAT4
Both OLB and FMM C B B C B A C B A NA NA NA FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM B B D C C B NA D C C B NA D C C
NA Both OLB and FMM
R3 N/A N/A
### NA N ### NA Y
Device Aware Alert Different Customer Service for Logged in/Logged Out Status (Pending) Display Transaction
Download Automatic Payments Forms Download Transaction History Dynamic Disclosures
R3
N/A
22 L
FEAT5
Payments
Both OLB and FMM NA NA NA NA FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Only OLB Both OLB and FMM B C B C B C NA NA FMM Both OLB and FMM N/A R2 N/A R3 N/A R1 R2 R2 R3 R3
Bill Pay
P2P Transfer
Login and Authentication Enroll to IB Enroll to ID shield Self Service ### N ### L Y Y FEAT12 FEAT4 Customer Service
Self Service
60466796.xls
24 NA N 25 NA Y
FEAT5 FEAT5
Payments Payments
Flexpay Integration Flexpay Text to be added for more flexible payment options
NA NA
B B B B C C B NA NA B B B B B B B B B C D
B A A B C C B B C B NA B B A B A B B C
B A A B C C B NA NA B NA B B A B A B B C
R2 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A R2 R2 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A R3 N/A R3 R3 R3 R3 R1 R2 R3 R3 R2 R2 R2 R2 R2 R2 R2 R1 R1 R2 R2 R3 R3 R3 R2 R2 R3 R3 R3 R3 R3 R3 R3 R3
Y Y
Fraud Monitoring
A B NA NA NA NA NA NA NA NA NA NA NA NA NA
NA
FMM FMM FMM FMM FMM FMM FMM FMM FMM FMM FMM Both OLB and FMM FMM Both OLB and FMM Both OLB and FMM
Both OLB and FMM Both OLB and FMM
### W Y
Login and Authentication Handset Based Enrollment History - View Checks RDC Alerts and Messages iPad iPad Integrated Set up and Manage Alerts iPad Interface iPad Optimised Interface
Login and Authentication Login - About Us Login and Authentication Login - Ad for Native App Login and Authentication Login - Contact Us Login and Authentication Login - Help Login and Authentication Login - Registration/Authentication (accept T&C) Login and Authentication Login - Temporary Access code
Self Service Payments Payments Bill Pay Self Service Bill Pay Self Service Self Service Self Service - Customer Self Service Self Service Make a Payment Make Payments - Lease Make Payments - Mortgage Manage Bill Pay Alerts Manage Bill Pay Information Manage Biller Groups Manage e mail preferences Manage ID Shield Images and Phrases Manage Mobile Phone Preferences Manage Mobile PIN Manage Nicknames Manage Overdraft Preference Manage Overdraft Protection Manage Overlimit Preferences Manage P2P Account Information Manage P2P Communication Information Manage START Program Information Manage Session time out
Y Y Y
N Y
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### O ### O O
Y Y
Self Service Self Service Self Service - Product P2P Self Service Self Service Self Service
B B C
B B C
B B C
NA NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### N
N FEAT7
C D C
C C
C C
NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
60466796.xls
Modify a Single Future Transfer Modify Actionable Alerts Modify Alerts Modify an Existing note Modify Biller Information Modify Future Dated External Account to Account Transfer Modify Future Intra-Bank Transfer Modify Immediate External Account to Account Transfer Modify Immediate Intra-Bank Transfer Modify Nickname Modify P2P Payee Information Modify Recurring Bill Payment Modify Recurring External Account to Account Transfer Modify Recurring Intra Bank Transfer Modify S.T.A.R.T. Check_Credit Card Purchase Transfer Modify Scheduled Payments Modify Single Bill Payment C C C
Both OLB and FMM Both OLB and FMM Both OLB and FMM NA NA Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM C B C B C B NA Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Both OLB and FMM
R2 R3 R2 R1 R2 R3 R3
### O,L Y
FEAT6
Bill Pay
Pay People - A2A Pay People - A2A Pay People - A2A Pay People - A2A Self Service
R2 R1 R1 R2 R2
R3
O ### O Y FEAT6
P2P Transfer Bill Pay Pay People - A2A Pay People - A2A
R3 R2 R1 N/A N/A N/A R2 N/A N/A N/A R2 R2 R2 R2 R1 N/A N/A N/A N/A R2 N/A N/A N/A N/A R2 R2 R2 R2 R2 N/A N/A N/A R3 R3 R3 R3 R3 R3 N/A N/A N/A N/A R3 R3 R3 R3 R3
B B B B C C B B C B NA NA C
B B A A C C A B C B NA NA C
B B A A C C A B C B NA NA C
NA NA NA A
Both OLB and FMM FMM FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Offers Offers
Rewards Rewards Self Service - Product
Offers - GET offer to customer through Omniture (Opt Offer Action Offers- Invoke In/Out)
Opt In for Rewards Payout Opt out of Rewards Payout Order Debit Card Annual Account Summary
N FEAT15 N FEAT15 Y
Y
FEAT3
FEAT5
NA
NA
Both OLB and FMM NA B B B B NA Both OLB and FMM FMM FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM C C C Both OLB and FMM Both OLB and FMM
Prefs: Local Time Support Prefs: Quiet Times for SMS Alerts Prefs: Suspend SMS Alerts
Quiet Times-Modify Alerts Redeem Rewards Refine Transaction Search Register Card with MasterCard Register Card with Visa Renew a Certificate of Deposit Request a Checking Account Advance
SMS SMS
Alerts and Messages Rewards Account Dashboard Self Service - Product Self Service - Product Transfers Advances
60466796.xls
Advances Advances Self Service Transfers Transfers Self Service Self Service Self Service Self Service Self Service Self Service Pay People - A2A Pay People - A2A Pay People - A2A Pay People - A2A Self Service - Product Self Service - Product E-Docs Self Service - Customer
Request a Credit Card or Line of Credit Advance Request a Reserve Line Advance Request a Stop Payment Request a Transfer Request an Immediate Fund Transfer Request and Order Images-Search Request and View Images - Transaction Details Request and View Images and Statements Request and View Images - Search Request Automatic Payment Forms Request Credit Limit Increase Request External Account to Account Transfer Request Immediate External Account to Account Transfer Request Immediate Intra Bank Transfer Request Intra-Bank Transfer Request Online Convenience Check Request Overdraft Protection Request Statements Review a Check Order
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
R2 R2 R2 R2 R2 R2 R2 R2
R3 R3
R3 R3 R3
R2 R2 R2 R2 R1 R2 R2 R2
R3 R3 R3 R3
### W N FEAT15
Rewards
Self Service Bill Pay Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard Bill Pay
B
C
B C
B C
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM R1 R1 R1 R2 R3 R3
R3 R3 R3
### O ### O
Y Y
FEAT6 FEAT7
Bill Pay
P2P Transfer P2P Transfer Payments Payments Transfers Self Service Transfers Alerts and Messages
B B
A A
A A
NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
R2 R2 R2 R1 R3
FEAT6 60466796.xls
Bill Pay
Set up and Maintain Mobile Wallet Set up Budgets Set up Default Account Set up External Payment Accounts Set up Future Dated External Account to Account Transfer Set up Future Dated Intra Bank Transfer Set up Mortgage Payment Set up One Time Bill Payment Set up payment from external account Set up Recurring Bill Payment Set up Recurring External Account to Account Transfer Set up Recurring Intra Bank Transfer Set Up S.T.A.R.T. Check_Credit Card Purchase Transfer Set up S.T.A.R.T. Redeem Sweep Transfer Set up Single Bill Payment Set up Student Loan Payment Setup Alerts -Certificate Of Deposit Setup Alerts -Checking Savings and Debit Cards Setup Alerts -Credit Cards Setup Alerts -Credit Line Premier Line Setup Alerts -Loans Lines and Lease C
Both OLB and FMM Both OLB and FMM C B C B NA Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Both OLB and FMM
R2 R1 R2
R3
O ### L Y FEAT5
Bill Pay
Self Service Pay People - A2A Pay People - A2A Payments
### O ### O
Y Y
FEAT6 FEAT6
Bill Pay
Payments
B B
A B
A B NA
R1 R1
Bill Pay
Pay People - A2A Pay People - A2A
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Transfers Transfers
R3 R3 R1 R2 R2 R2 R2 R2 N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A R2 R2 R2 R2 N/A
N/A
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### N
Small Business Alerts and Messages Alerts and Messages Alerts and Messages RTA TXT FEAT1 Alerts and Messages Alerts and Messages SMS SMS
Self Service - Customer Self Service Account Dashboard Reporting Transfers
Small Business Support SMS Actionable Alerts - Credit Card Payment SMS Actionable Alerts - Debit Threshold SMS Actionable Alerts - Suspicious Alerts SMS Real-Time Debit Alerts SMS Shared Phone number in SMS and RTA Subscription (Stop, Help, Unblock) SMS SMS Subscription Reminder
Submit Check Order Submit Credit Dispute Form Timeline View of Accounts Tracking and Reporting Transfers and Payments Central
C NA NA NA NA C NA NA B
C NA NA NA NA C NA NA A
C NA NA NA NA C NA NA A
C B B C A C A C NA
Both OLB and FMM FMM FMM FMM FMM FMM FMM Both OLB and FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### W N SFEAT2 ### W N SFEAT3 ### N ### L ### N ### F ### N 8F N Y Y N Y N SFEAT1
### NA Y
30 NA Y
FEAT6
FEAT5
Bill Pay
Payments
UX Enhancements
UX Enhancements
B B B
B B B
NA
NA
N/A
N/A
### NA Y
FEAT8
RDC
UX Enhancements
NA
N/A
N/A
N/A
60466796.xls
### NA Y
FEAT4
Self Service
B NA
B B
B B
NA NA
FMM FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
N/A N/A
N/A N/A R2 R2 R2 R2
N/A N/A R3 R3 R3 R3 R3
### NA N FEAT8
RDC
Alerts and Messages Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard
### L
FEAT2
Account Dashboard Account Dashboard Account Dashboard Advances Alerts and Messages Account Dashboard
Both OLB and FMM Both OLB and FMM Both OLB and FMM
R1
R2 R2 R2 R2
R3
Both OLB and FMM Both OLB and FMM Both OLB and FMM
R3 R3 R3
O O ### F Y FEAT6
P2P Transfer
C B
C A
C A
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### F
FEAT8
NA
NA
### L
FEAT5
Self Service Account Dashboard Self Service Account Dashboard Account Dashboard Account Dashboard
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
FEAT3 FEAT6
Self Service P2P Transfer P2P Transfer P2P Transfer P2P Transfer P2P Transfer P2P - Western Union
Both OLB and FMM Both OLB and FMM Both OLB and FMM
C C
C C NA
FEAT7
60466796.xls
### N
FEAT7
P2P - Western Union Account Dashboard Account Dashboard Account Dashboard PFM PFM Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard
View P2P Transfer Schedule View Package Details View Payment Schedule View Payments Dashboard View PFM Dashboard View PFM Widgets View Product Details - Credit Cards View Product Details - Deposits View Product Details - Loans, Lines and Lease master View Product Details - Mortgages View Product Details - Student Loans View Recent Transaction Activity View Related Account Details View Related Accounts - Credit Cards View Related Accounts - Deposits View Rewards Details View Rewards History View Rewards Summary View RIBIN Message View Scheduled transfers View Self Service Dashboard View START Account details View START Savings Goals View Stop Payment Request View Transaction Details - Deposits View Transaction History - Credit Cards View Transaction History - Deposits View Transaction History- Loans,Lines and Lease Master View Transaction History- Mortgages View Transaction History- Student Loans
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM R1
R2 R2 R2 R2 R3 R3 R3 R3 R3
### L
FEAT2
NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
R2 R3 R2 R2 R2 R2 R2 R2 R2 R2 R2 R2 R2 R2 R2 R2 R3 R3 R3 R3 R3 R3 R3 R3 R3 R3 R3 R3
### W Y ### W Y
FEAT15 FEAT15
Rewards Rewards Rewards Login and Authentication Account Dashboard Self Service
B C B
B C B
B C B
NA NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### W N FEAT15
### L ### L
Y Y
FEAT2 FEAT2
Account Dashboard Account Dashboard Self Service - Customer Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard Account Dashboard
B B
B B
B B
NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
### N ### O
P2P Transfer P2P Transfer P2P Transfer P2P Transfer P2P Transfer
Western Union Zashpay - Base Functionality Zashpay - Display Service Fee Zashpay - How it Works Zashpay - UX Enhancements
C B B B B
C A A B B
C B A B B
NA NA NA NA NA
Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM Both OLB and FMM
Legend Description
60466796.xls
R1 R2 R3 R4 A A=Audi (Sept) B B=Bentley (Nov) Only FMM S/Nohe S/No column represents the line items of Mobile Requirements scope worksheet which is maintained by Dylan. T Therefore there are line items which have one-many mapping with different use cases in OLB MM. Note sheet does not contain requirements which are only Online Banking Channel and not in Mobile Channel This
60466796.xls
R4 R4 R4 N/A
Platform
Comment/Question
Repeat or not
OLB MM OLB OLB MM MM MMUC37 This use case provides the User with the ability to add a Biller. Added 5/3 per Lynn Oltman noting that this is parity functionality for Web
N/A
MM MM MM
confirm with Dylan need to confirm Whats need it in Do we the purpose what use cases to of this use case no Mobile, there is v- include for Mobile add category - in such use case moved towith Online followup - release 4 OLB MM Scott Elmer,when Banking on of combination Architect be in sync these will current search for by R3function in biller Is it same as blackberrycheck overnight specs and add biller payment? - It function outlined in probably confirm Lynn's Use Case in there are use Cases that overnight check
OLB MM also. We need to has fee take a call which ones to consider - Lynn's
1 0 1 1 0 MM people
to be confirmed with OLB
??
OLB OLB FMM FMM OLB OLB OLB OLB FMM OLB MM MM
0 0 The autopayment use case are for payments to credit product in OLB MM. WHAT ARE BASE (R2-UC22,25,26) R3USE CASES FOR UC 131 THIS ONE? Basic For Bill Pay R1 UC6 intrabank transfers setup recurring (no memo field) This use case provides the User transfers - call it with the ability to set up an setup recurring and use Lynn's immediate bill payment.
This use case provides the User with the ability to view Bill Pay history.
0 1 0 added new use case 0 0 1 refer audi FS 0 refer audi FS 0 added lynn use case 1 There is no separate use
Use case missing in OLB.
R4
MM MMUC28 MM MM OLBUC6
The use case provides a This Use case will providethe User option to option feedback a P2P with the captureto cancel from the User. Payment.
0 1 1
R4 R4 R4 R4 R4
OLB OLB OLB OLB OLB MMUC40 OLB This use case provides the User with the option to claim a Person to Person transfer.
N/A
OLB
60466796.xls
R4 R4 N/A N/A
OLB OLB FMM OLB OLB OLB OLB MMUC36 MM OLB MM MMUC9 OLB MM MMUC6 The purpose of this use case is to This use the User the ability to provide case provides the User with the ability to note belonging delete an existing delete a Biller. to a transaction when the User is viewing the Transaction History of a selected productthe process This use case details of deleting a recurring transfer This use case provides the User between 2 ability to delete a with the deposit products owned by future recurring the User.scheduled bill payment. This use case details the process of deleting a single future This use case provides the User transfer ability to deposit with the between 2 delete a single productscase provides User. This use owned bill payment. future scheduledby thethe User with the ability to delete an external payment account associated with a Credit card. This use case provides the User with the ability to delete a P2P Payee from the Payee list. This use case provides the User with the ability to delete future and auto Credit card payments.
1 0 0 0 refer audi FS case - for added lynn use 0 added lynn use case - for case 0 case 1 delete a biller
added OLB use case parity I ve added Lynn use parity I ve added Lynn use
Refer CRD Section 8.1.2 Refer Use Cases Refer Use Cases ??? Is it bill pay/transfers/payments or all??
0 added olb use case - may 0 benteley use case but added olb 0 R2 0 0 added olb use case but 0 R2 0 0 0 added lynn use case 1 0 0 0
0 Refer CRD Section 8.1.2
this use case was found in not be needed for this use case was found in
R4 R4
R4 N/A N/A R4 R4
N/A
OLB OLB OLB OLBUC62 OLB OLB MM MM OLB OLB MM MM OLB OLB OLB OLB This use case provides the User with the ability to display transaction status for a selected transaction.
0 not found
R4 R4 R4 R4 R4 N/A
0 0 0
60466796.xls
MM MMUC22
This use case provides the User with the ability to initiate an 0 auto payment to a Credit card or Reserve Line Add text stating that there are "more options online" in the WAP and App page - no use c ase needed 0
????
N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A N/A
OLB OLB
0 refer audi FS 0 refer audi FS No usecase yet based on whether or not storing one or multiple numbers 0 0 0 0 0 0 0
Is this Login assistance Is this Login assistance
N/A
OLB FMM OLB
N/A N/A
OLB OLB OLB OLB OLB OLB MM MM MM OLBUC50 This use case describes the ability to view and manage Bill Pay alerts. ?
??
not found in lynn use
added olb use case .
0 refer audi FS Cases but added olb 0 refer audi FS cover that does not
1 1 0
R4 R4 R4 R4 R4 R4 R4 R4 R4
1 1 1 1 same as above 1 added olb use case 1 added olb use case
Refer wireframes
R4 R4 R4 R4
OLB OLB OLB MM MM OLBUC22 MMUC8 This use case describes how the user can add memos to existing This use case details the process transactions in the transaction of modifying a recurring transfer history between 2 deposit products owned by the User.
### 0 0 0 Mobile-Bentely and Cadillac Refer CRD Section 8.1.5 Refer wireframes
60466796.xls
MMUC5
This use case details the process of modifying a single future transfer between 2 deposit products owned by the User.
0 0 1 0
R4 R4
OLB OLB OLB MM This use case provides the User with the ability to modify biller information in the payee list.
0 use case 0 0 0 0
?? use cases actually in R2 but mentioned in R1 ?? use cases actually in R2 but mentioned in R1 ?? Refer CRD Section 8.1.2 Refer wireframes Refer wireframes
R4 R4 R4 R4 R4
This use case provides the User with the ability to modify P2P This use case provides the User Payee information. with the ability to modify a recurring Bill Payment.
R4 R4
MM MM MM MMUC25 MMUC31 This use case provides the User with the ability to modify future This use case provides the User and auto Credit card payments. with the ability to modify a single Bill Payment. offers through campaign manager
0
0
0 added olb use case 0 added wipro use case 0 refer audi FS ### ### 1 0 refer audi FS
WHICH USE Cases ARE WE REFERRING? - Should be in Lynn's could nt find in lynn 0 use Cases
N/A N/A
OLB OLB OLB
Refer Use Cases and Refer CRD Section 8.1.1 To be confirmed with OLB - to be confirmed w CRD Section 8.1.15 Refer Use Case Refer Use Cases
???
??? 0 WHICH USE CASE? 0 0 0 is this same as Prefs: Quiet Times for SMS Alerts 0 ### 1 1
This use case details the process of the User requesting for a Checking Account Advance.
Refer CRD Section 8.1.6 to be confirmed ?? Refer Use Cases Refer wireframes and Refer Use Cases CRD Section 8.1.8 Refer wireframes Refer wireframes to be confirmed to be confirmed ???
N/A N/A
OLB OLB OLB OLB OLB MM MMUC12
60466796.xls
MM MMUC11
R4
This use case details the process of the User requesting for a Reserve Line Advance. process This use case details the of setting up any transfer type This use case details the process between 2 deposit products of setting up a single immediate owned by the User. transfer between 2 deposit products owned by the User.
1 0 1 0 0
Refer wireframes
R4 R4 R4 R4 R4 R4 R4 R4
OLB MM MM MM MM OLB OLB OLB OLB OLB OLB MMUC30 OLB OLB This use case provides the User with the ability to search Bill Pay transactions.
Refer Use Cases and Wireframes Refer wireframes Refer wireframes and CRD Section 8.1.8
R4 R4 R4
1
This use case provides the User with the ability to set up a single This use case provides the User or recurring bill payment. with the option to set up a P2P Payment.
0 refer audi FS
refer audi FS
R4 R4 R4 R4
MM MM MM OLB MM OLB MM This use case provides the User with the ability to set up an overnight check payment.
60466796.xls
R4 R4
OLB OLB MM MMUC16 This use case provides the User with the ability provides the User This use case to set up an external payment account up a with the ability to set associated with a default paymentCredit card. for account every biller.
R4 R4 R4 R4 R4 R4
MM MM MM MM MM MM MM MM MM MM MM
0 refer audi FS
0
MM OLB OLB OLB OLB OLB N/A OLB OLB OLB OLB OLB N/A N/A OLB OLB OLB OLB OLBMM MMUC1 MM MM FMM
This use case provides the User with the ability to set up a single future scheduled bill payment.
Refer CRD Section 8.1.2 Refer Use Cases and CRD Section 8.1.13 Refer Use Cases and CRD Section 8.1.13
dependent on tight integration. Refer Refer CRD Section 8.1.2 documentation related to tight integration ????
This use case details out the process of displaying all the deposit and credit accounts the User owns and initiate setting up the following transactions: . Transfers Payments Advances
N/A
60466796.xls
N/A N/A R4 R4
OLB FMM OLBUC87 OLB OLB OLB This use case provides the User with the ability to view the secure message center.
1 0 0 1 1 1 1 0 0 1 parity
added lynn use case for
Refer Use Cases and CRD Section 8.1.5 Refer wireframes Refer CRD Section 8.1.5
R4 R4 R4 R4
1 Do we need it in Mobile, if yes then This use case provides the pilot Nov/Feb? ??WHAT IS THIS USE
user group the option to access This use case provides the User CASE the new Internet Banking with the ability to view and platform (as defined by the User This use case provides the manage bill pay messages. Experience team). view detailed with the ability to biller information.
R4 R4
OLB OLB MM MM MM
R4 R4 R4 N/A R4
OLB
OLB OLB OLB FMM MM OLB MMUC15 OLB
This use case provides the User with the ability to view all the external payment accounts associated with a Credit card.
R4
R4 R4
1 1
This use case provides the User Do we need it in Mobile, if 0 yes then Nov/Feb? with the ability to set up a P2P This use case provides the User to User 0 to be used as is from audi Payment. The User also has the ??WHAT IS THIS USE with the ability to P2P Payment option the view view all the ability case provides the User to CASE view past P2P This use to 0 payees for Person to Person history. payments, scheduled payments ??WHAT IS THIS USE option the initiateP2P Payment view a process of transfer case provides the User CASE This useand 0 and manage P2P profile schedule. funds to another transferring the ability to view P2P Set up information. 0 Payee. Information.
R4
MM
60466796.xls
R4
This use case provides the User This use case details out the with the ability to view all functionality of the Payments scheduled payments for a Credit Dashboard along with all the card. actions that the User can perform from the dashboard.
1 1 0 0 0 0
This use case willprovide user to0 view debit card annual fee but its currently under PCR process in OLB MM. Andy to confirm
R4
R4 R4 R4
OLB OLB OLB MMUC48 OLB OLB OLB OLB OLB OLB
This use case provides the User with the ability to view scheduled Bill Payments, Payments to US Bank Credit Accounts, Person to Person Transfers and Transfers to US Bank products.
1 0 0 0 do we need this?
1 1 1
R4 R4
1 1 added lynn use case 1 added lynn use case 1 1 1 1 1 0 0 To be confirmed with OLB MM.. Team if there is a use case - no problemo 0 0 audi? 0 0 0 ?? ?? ?? ??
R4
R4 R4 R4
60466796.xls
60466796.xls
Use Case
Wireframes
Feature
CLUSTER
Function Description
WAP
iPhone/Android
Blackberry
SMS
Category
Release
UCID 66 UC24.
R4
Bill Pay
Bill Pay
R1 Both OLB and R3 FMM Both OLB and FMM R1 Both OLB and FMM R1
R2 UC27. 7 UC4.
FEAT6
Bill Pay
NA
P2P
Set up a P2P transfer Set up a P2P transfer Set up a recurring payment to Mortgage Set up a recurring payment to Student Loan
UC39. 15 79 75 UC7.
R2 P2P Transfer Set up a Recurring Transfer R2 RDC Self Service - Customer Self Service Set Up a Remote Deposit Enrollment Set Up a Remote Deposit Enrollment Set Up a Remote Deposit Enrollment R3
UC144
129
26 UC4.
Transfers
Set up Alerts- Credit Line Premier Line Set Up Alerts for Checking and Savings and Debit Cards
FEAT6
Bill Pay
UC8.
UC115
Set up and Maintain Mobile Wallet Set up and Maintain Mobile Wallet Set up and Maintain Mobile Wallet R3 57
42
60466796.xls
23 of 146
PFM
Set up Budgets
68
60466796.xls
R1R2R3R4OLBMM
24 of 146
60466796.xls
R1R2R3R4OLBMM
25 of 146
60466796.xls
R1R2R3R4OLBMM
26 of 146
60466796.xls
R1R2R3R4OLBMM
27 of 146
60466796.xls
R1R2R3R4OLBMM
28 of 146
60466796.xls
R1R2R3R4OLBMM
29 of 146
60466796.xls
R1R2R3R4OLBMM
30 of 146
60466796.xls
R1R2R3R4OLBMM
31 of 146
60466796.xls
R1R2R3R4OLBMM
32 of 146
60466796.xls
R1R2R3R4OLBMM
33 of 146
60466796.xls
R1R2R3R4OLBMM
34 of 146
60466796.xls
R1R2R3R4OLBMM
35 of 146
60466796.xls
R1R2R3R4OLBMM
36 of 146
60466796.xls
R1R2R3R4OLBMM
37 of 146
60466796.xls
R1R2R3R4OLBMM
38 of 146
60466796.xls
R1R2R3R4OLBMM
39 of 146
60466796.xls
R1R2R3R4OLBMM
40 of 146
60466796.xls
R1R2R3R4OLBMM
41 of 146
60466796.xls
R1R2R3R4OLBMM
42 of 146
60466796.xls
R1R2R3R4OLBMM
43 of 146
60466796.xls
R1R2R3R4OLBMM
44 of 146
60466796.xls
R1R2R3R4OLBMM
45 of 146
60466796.xls
R1R2R3R4OLBMM
46 of 146
60466796.xls
R1R2R3R4OLBMM
47 of 146
60466796.xls
R1R2R3R4OLBMM
48 of 146
60466796.xls
R1R2R3R4OLBMM
49 of 146
60466796.xls
R1R2R3R4OLBMM
50 of 146
60466796.xls
R1R2R3R4OLBMM
51 of 146
60466796.xls
R1R2R3R4OLBMM
52 of 146
60466796.xls
R1R2R3R4OLBMM
53 of 146
60466796.xls
R1R2R3R4OLBMM
54 of 146
60466796.xls
R1R2R3R4OLBMM
55 of 146
60466796.xls
R1R2R3R4OLBMM
56 of 146
60466796.xls
R1R2R3R4OLBMM
57 of 146
60466796.xls
R1R2R3R4OLBMM
58 of 146
60466796.xls
R1R2R3R4OLBMM
59 of 146
60466796.xls
R1R2R3R4OLBMM
60 of 146
60466796.xls
R1R2R3R4OLBMM
61 of 146
60466796.xls
R1R2R3R4OLBMM
62 of 146
60466796.xls
R1R2R3R4OLBMM
63 of 146
60466796.xls
R1R2R3R4OLBMM
64 of 146
60466796.xls
R1R2R3R4OLBMM
65 of 146
60466796.xls
R1R2R3R4OLBMM
66 of 146
60466796.xls
R1R2R3R4OLBMM
67 of 146
60466796.xls
R1R2R3R4OLBMM
68 of 146
60466796.xls
R1R2R3R4OLBMM
69 of 146
60466796.xls
R1R2R3R4OLBMM
70 of 146
60466796.xls
R1R2R3R4OLBMM
71 of 146
60466796.xls
R1R2R3R4OLBMM
72 of 146
60466796.xls
R1R2R3R4OLBMM
73 of 146
60466796.xls
R1R2R3R4OLBMM
74 of 146
60466796.xls
R1R2R3R4OLBMM
75 of 146
60466796.xls
R1R2R3R4OLBMM
76 of 146
60466796.xls
R1R2R3R4OLBMM
77 of 146
60466796.xls
R1R2R3R4OLBMM
78 of 146
60466796.xls
R1R2R3R4OLBMM
79 of 146
60466796.xls
R1R2R3R4OLBMM
80 of 146
60466796.xls
R1R2R3R4OLBMM
81 of 146
60466796.xls
R1R2R3R4OLBMM
82 of 146
60466796.xls
R1R2R3R4OLBMM
83 of 146
60466796.xls
R1R2R3R4OLBMM
84 of 146
Platform OLB MM
Repeat or not
0
This use case provides the User with the ability ?? WHAT to dispute a selected transaction.
0 1
MM MM
0
MM This use case provides the User with the option to set up a P2P Payment.
#REF!
This use case provides the User with the option to set up a Person to Person transfer.
MMUC39 MM MM MM
0 1 0 0
MMUC7
This use case details the process of setting up a recurring transfer between 2 deposit products owned by the User. This use case provides the User with the ability to enroll for remote deposit capture functionality.
0 1 1
MMUC4
This use case details the process of setting up a single future transfer between 2 deposit products owned by the User. This use case provides the User with the ability to set up alerts for Credit Certificate Of Deposit This use case provides the User with the ability to set up alerts for a Checking and Savings Accounts This use case provides the User with the ability to set up alerts for Credit Cards Accounts This use case provides the User with the ability to set up alerts for Credit Line Premier Line
OLBUC45
OLBUC43
OLBUC44
OLBUC46 OLB
0 0
OLBUC47 MM
This use case provides the User with the ability to set up alerts for Set up Alerts- Loans Lease and Lines This use case provides the User with the ability to set up an overnight check payment.
0
This use case provides the User with the ability to set up and maintain mobile wallet.
0 1 1 R1R2R3R4OLBMM 85 of 146
60466796.xls
OLB
60466796.xls
R1R2R3R4OLBMM
86 of 146
60466796.xls
R1R2R3R4OLBMM
87 of 146
60466796.xls
R1R2R3R4OLBMM
88 of 146
60466796.xls
R1R2R3R4OLBMM
89 of 146
60466796.xls
R1R2R3R4OLBMM
90 of 146
60466796.xls
R1R2R3R4OLBMM
91 of 146
60466796.xls
R1R2R3R4OLBMM
92 of 146
60466796.xls
R1R2R3R4OLBMM
93 of 146
60466796.xls
R1R2R3R4OLBMM
94 of 146
60466796.xls
R1R2R3R4OLBMM
95 of 146
60466796.xls
R1R2R3R4OLBMM
96 of 146
60466796.xls
R1R2R3R4OLBMM
97 of 146
60466796.xls
R1R2R3R4OLBMM
98 of 146
60466796.xls
R1R2R3R4OLBMM
99 of 146
60466796.xls
R1R2R3R4OLBMM
100 of 146
60466796.xls
R1R2R3R4OLBMM
101 of 146
60466796.xls
R1R2R3R4OLBMM
102 of 146
60466796.xls
R1R2R3R4OLBMM
103 of 146
60466796.xls
R1R2R3R4OLBMM
104 of 146
60466796.xls
R1R2R3R4OLBMM
105 of 146
60466796.xls
R1R2R3R4OLBMM
106 of 146
60466796.xls
R1R2R3R4OLBMM
107 of 146
60466796.xls
R1R2R3R4OLBMM
108 of 146
60466796.xls
R1R2R3R4OLBMM
109 of 146
60466796.xls
R1R2R3R4OLBMM
110 of 146
60466796.xls
R1R2R3R4OLBMM
111 of 146
60466796.xls
R1R2R3R4OLBMM
112 of 146
60466796.xls
R1R2R3R4OLBMM
113 of 146
60466796.xls
R1R2R3R4OLBMM
114 of 146
60466796.xls
R1R2R3R4OLBMM
115 of 146
60466796.xls
R1R2R3R4OLBMM
116 of 146
60466796.xls
R1R2R3R4OLBMM
117 of 146
60466796.xls
R1R2R3R4OLBMM
118 of 146
60466796.xls
R1R2R3R4OLBMM
119 of 146
60466796.xls
R1R2R3R4OLBMM
120 of 146
60466796.xls
R1R2R3R4OLBMM
121 of 146
60466796.xls
R1R2R3R4OLBMM
122 of 146
60466796.xls
R1R2R3R4OLBMM
123 of 146
60466796.xls
R1R2R3R4OLBMM
124 of 146
60466796.xls
R1R2R3R4OLBMM
125 of 146
60466796.xls
R1R2R3R4OLBMM
126 of 146
60466796.xls
R1R2R3R4OLBMM
127 of 146
60466796.xls
R1R2R3R4OLBMM
128 of 146
60466796.xls
R1R2R3R4OLBMM
129 of 146
60466796.xls
R1R2R3R4OLBMM
130 of 146
60466796.xls
R1R2R3R4OLBMM
131 of 146
60466796.xls
R1R2R3R4OLBMM
132 of 146
60466796.xls
R1R2R3R4OLBMM
133 of 146
60466796.xls
R1R2R3R4OLBMM
134 of 146
60466796.xls
R1R2R3R4OLBMM
135 of 146
60466796.xls
R1R2R3R4OLBMM
136 of 146
60466796.xls
R1R2R3R4OLBMM
137 of 146
60466796.xls
R1R2R3R4OLBMM
138 of 146
60466796.xls
R1R2R3R4OLBMM
139 of 146
60466796.xls
R1R2R3R4OLBMM
140 of 146
60466796.xls
R1R2R3R4OLBMM
141 of 146
60466796.xls
R1R2R3R4OLBMM
142 of 146
60466796.xls
R1R2R3R4OLBMM
143 of 146
60466796.xls
R1R2R3R4OLBMM
144 of 146
60466796.xls
R1R2R3R4OLBMM
145 of 146
60466796.xls
R1R2R3R4OLBMM
146 of 146