FIs can use the following traits to prompt their users to receive digital banking alerts:
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Users enrolled in amount-driven Account alerts for digital banking—this trait describes whether a user is enrolled in amount-driven balance Account alerts for digital banking.
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Users enrolled in date-driven Account alerts for digital banking—this trait describes whether a user is enrolled in date-driven balance Account alerts for digital banking.
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Users enrolled in History alerts for digital banking—this trait describes whether a user is enrolled in History alerts for digital banking.
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Users enrolled in recipient notification Online Transaction alerts for digital banking—this trait describes whether a user is enrolled in recipient notification Online Transaction alerts for digital banking.
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Users enrolled in Online Transaction alerts for digital banking—this trait describes whether a user is enrolled in Online Transaction alerts for digital banking.
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Users enrolled in Online Transaction alerts for digital banking—this trait describes whether a user is enrolled in Online Transaction alerts for digital banking.
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Users enrolled in Insufficient Funds alerts for digital banking—this trait describes whether a user is enrolled in Insufficient Funds alerts for digital banking.
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Users enrolled in Reminder alerts for digital banking—this trait describes whether a user is enrolled in Reminder alerts for digital banking.
FIs can use the following traits to prompt their users to receive alert notifications:
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Users enrolled in Push notifications for digital banking—this trait describes whether a user is enrolled in Push notifications for digital banking.
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Users enrolled in Email notifications for digital banking—this trait describes whether a user is enrolled in Email notifications for digital banking.
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Users enrolled in SMS notifications for digital banking—this trait describes whether a user is enrolled in SMS notifications for digital banking.
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Users enrolled in Voice notifications for digital banking—this trait describes whether a user is enrolled in Voice notifications for digital banking.
(ECOM-6581)
FIs can use the following traits to target users who have aggregated accounts from an FI that is not their Q2 FI:
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CPFM - Users with linked Chase Bank accounts—this trait indicates whether a user has accounts linked at Chase Bank.
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CPFM - Users with linked Bank of America accounts—this trait indicates whether a user has accounts linked at Bank of America.
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CPFM - Users with linked Wells Fargo accounts—This trait indicates whether a user has accounts linked at Wells Fargo.
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CPFM - Users with linked Capital One accounts—this trait indicates whether a user has accounts linked at Capital One.
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CPFM - Users with linked Citibank accounts—this trait indicates whether a user has accounts linked at Citibank.
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CPFM - Users with linked USAA accounts—this trait indicates whether a user has accounts linked at USAA Federal Savings Bank.
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CPFM - Users with linked US Bank accounts—this trait indicates whether a user has accounts linked at US Bank.
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CPFM - Users with linked PNC Bank accounts—this trait indicates whether a user has accounts linked at PNC Bank.
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CPFM - Users with linked Ally Bank accounts—this trait indicates whether a user has accounts linked at Ally Bank.
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CPFM - Users with linked Fifth Third Bank accounts—this trait indicates whether a user has accounts linked at Fifth Third Bank.
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CPFM - Users with linked Fidelity accounts—this trait indicates whether a user has accounts linked at Fidelity.
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CPFM - Users with linked Charles Schwab accounts—this trait indicates whether a user has accounts linked at Charles Schwab.
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CPFM - Users with linked Vanguard accounts—this trait indicates whether a user has accounts linked at Vanguard.
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CPFM - Users with linked E-trade accounts—this trait indicates whether a user has accounts linked at E-trade.
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CPFM - Users with linked Edward Jones accounts—this trait indicates whether a user has accounts linked at Edward Jones.
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CPFM - Users with linked Navy Federal Credit Union accounts—this trait indicates whether a user has accounts linked at Navy Federal Credit Union.
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CPFM - Users with linked Mountain America Credit Union accounts—this trait indicates whether a user has accounts linked at Mountain America Credit Union.
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CPFM - Users with linked Utah Community Credit Union accounts—this trait indicates whether a user has accounts linked at Utah Community Credit Union.
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CPFM - Users with linked America First Credit Union accounts—this trait indicates whether a user has accounts linked at America First Credit Union.
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CPFM - Users with linked America First Credit Union accounts—this trait indicates whether a user has accounts linked at America First Credit Union.
Note
These CPFM traits with linked accounts from other FIs were rolled back in a later release and are no longer available.
FIs can use the following traits to identify which consumer users are eligible to enroll in Bill Pay and target these users based on their enrollment status. These traits are supported for PSCU PayLynx Payment Manager, iPay Solutions™, FIS® Fusion™, and CheckFree Fiserv and are only available for FIs using Bill Pay for consumers.
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Users eligible to enroll in Bill Pay—this trait identifies whether a consumer user is eligible to enroll in Bill Pay. (ECOM-6475)
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Users enrolled in Bill Pay—this trait indicates whether a consumer user is enrolled in Bill Pay. (ECOM-6478)
Other traits:
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Users likely to receive Payroll deposits at recurring intervals—this trait describes whether a user is likely to receive payroll deposits at recurring intervals based on historical transactions. FIs can use this trait to prompt users to enroll in direct deposit. (ECOM-6453)