The Address Management extension gives users the ability to view, manage, or update addresses and contact records from your core provider in real-time. Depending on what version you were previously on, you may have access to new features.
This extension allows users to edit address and contact information for all accounts/CIFs or just for specific accounts/CIFs.
Note
Address Management is a Q2 Core Extension Product (CEP). Core Extension Products like Address Management can vary depending on what your core provider supports.
Tip
Address Management is a redesigned version of the Real Time Change of Address legacy extension.
To ensure a successful launch of Address Management, we encourage you to:
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Schedule a joint kickoff call between the Financial Institution (FI), Q2, and your core provider to ensure all parties are aware of and committed to your success.
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Identify named technical contacts with the core vendors that can be shared across teams.
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Identify a primary subject matter expert and driver at the FI.
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Ensure each party can assist in facilitating connectivity to the core processor.
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Prepare business and user information as needed.
This section describes the Address Management features that can be added to your digital banking portfolio. This document describes product capability, functionality, and configurable options within the scope of Address Management.
Once enabled for your FI, your users can access the Address Management extension to view and modify their address and contact information in real-time. Address Management gives your users the ability to modify address information at the Account, CIF, and Personal level depending on your core provider.
Tip
Address Management has two designs—multi-account/CIF and single account/CIF—that are based on the number of accounts/CIFs end users have. The extension switches between these designs dynamically.
Address Management supports multiple features for your FI and users based on your core provider and configurations.
The following options are available for Address Management:
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The ability to update the address information in the Q2 database at customer and user level.
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The ability to notify the user with an email notification for both successful and failed updates.
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The ability to validate domestic address information using the USPS API.
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The ability to stop the user from entering a PO box address in the physical address field.
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The ability to send secure messages to Customer Support Representative (CSR) for both successful and failed updates.
Note
One message is sent for an address change including the updated address information. Another message is sent for a contact change including the updated contact information.
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These capabilities will vary per FI depending on you core provider and configurations.
Optional features include the following abilities:
Tip
Contact your Customer Success team to enable any of the features below.
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To receive and send secure message notifications to a CSR group.
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To filter accounts by name.
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To enable multifactor authentication.
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To enable International Addresses and phone numbers.
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To enable users to receive email notifications when an address is updated.
Note
The Address Management extension will update as new features roll out. Contact your CSR for more information.
Address Management does not currently include certain functions, especially functions out of our scope. This includes:
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Address Management extension does not support business users.
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Pendo/Q2 Discover is built into the extension, but FIs will need to contact Q2 Discover to access the reports.
Note
The extension does not come with any reports or report data outside Pendo. FIs will need to request desired reports.