Note
Updates to release notes made after the upcoming release notes were published are noted with a *NEW* tag.
The CSR Assist Front End Audit Report has been added as an option to Generated Reports. Previously known as the UUX CSR Front End Audit Report in Q2central, this report is a detailed list of the CSR users who logged into online banking via the CSR Assist feature on behalf of the end user.
CSR Assist allows an entitled back office CSR User to log in to the online banking user's experience, enabling the CSR User to view the end user's perspective and troubleshoot issues. Various rights and policy levels in CSR Assist may allow or restrict CSR users from taking specific actions.
Required report parameters include the desired Start Date and End Date from which to pull data.
The report displays each CSR's role and session details, the CSR's policy type, and the date and time the CSR logged in and out. This report also lists the risk actions performed during the session as a result of the CSR's actions on behalf of the end user, as well as the end user's online banking profile information.
(CREPORT-746)
For more information on this report, see CSR Assist Front End Audit Report in Q2 Console Reporting.
The Auditing Summary Report has been added as an option to Generated Reports. This report is a combination of the Auditing Summary and Risk Management reports from Q2central. The Auditing Summary Report displays audit actions performed by FI staff and can include activities with potential security impacts.
Required report parameters include the desired Start Date and End Date from which to pull data. An optional report parameter is a selectable Risk Actions filter, which returns results that would previously have displayed in the Risk Management report.
The report displays the CSR's name and login information, the action(s) performed by the CSR, the subsequent action result(s), and the date and time the actions took place. Additionally, the report displays each action's unique Audit ID and indicates whether the action is classified as a risk action.
Note
This report can return a large amount of data. For best results, request the minimum date range for your needs.
(CREPORT-712)
For more information on this report, see Auditing Summary Report in Q2 Console Reporting.
For more information on Generated Reports overall, see Generated reports in Q2 Console Reporting.