How to maintain Abiliti Profiles

Abiliti documentation

Use these procedures to maintain Abiliti Profiles. All financial institutions can edit and publish Terms and Conditions > Effective date, Footer Content, Stop Payment, Navigation Links, and Email Communications. If your financial institution is an In-house client or you log in as a Datacenter (DC), you have more edit options, in addition to add, copy, and delete capabilities.

Edit Abiliti Profiles with Institution Log In

  1. Select Products > Abiliti Profiles in Access Manager to display your Host Name.
  2. After you locate your Host Name, select Icon of a pencil to indicate Edit to navigate to the Host Profile page.

You can select the Host Name link to confirm the host profile contents before editing.

Host Profile page with Host Info, Terms and Condistions, and Footer Content
  1. To update Terms and Conditions, select Icon of a pencil to indicate Edit and select the Effective date from the calendar to choose the start date.
Terms and Conditiontions with a calendar to select the Effective date
  1. To update Footer Content, select Icon of a pencil to indicate Edit and edit your Link Text and Link URL.
Footer Content with Link Text fields and Link URL fields
  1. To update Stop Payment, select Icon of a pencil to indicate Edit to edit the informational message for Abiliti users to view when confirming stop payment requests and to edit the fields that are required when your customers request a stop payment on a check.
Stop Payment section to edit the informational message for Abiliti users to view when confirming stop payment requests

You can enter up to 250 characters.

Stop Payment section to edit the required fields for Abiliti users when entering a stop payment on a check
  1. To update Navigation Links, select Icon of a pencil to indicate Edit to edit the contact information links for your customers in the Abiliti desktop header and the phone number that can be used by your customers when using a mobile device. Additionally, use Logo Navigation to link customers to your financial institution’s website when they select your logo.

If Yes is selected in Show Contact Information, then you must enter information in at least one field in this section. If it equals No, then your customers will not have access to your contact information and the logo in the header will link to the Abiliti home page instead of your financial institution's website.

Navigation Links section to edit the Contact URL, Contact Phone, Locations URL, and Logo Navigation
  1. To update Email Communications, select Icon of a pencil to indicate Edit to edit the Sender information and the Email content. You must select Enable header and Enable footer before updating the email content.
Email Communications section to edit the Sender Information and the Email Content information, including the Email Header, Footer, and Body

You can use the default email message that's provided or you can customize your email messages.

  1. Select Save.

The system displays the (modified) text in orange with the host profile that you modified.

  1. Select Publish.

Edit Abiliti Profiles with Datacenter Log In

  1. Select Products > Abiliti Profiles in Access Manager to display your Host Name or the Institution Search.
  2. After you locate your Host Name, select Icon of a pencil to indicate Edit to navigate to the Host Profile page.

You can select the Host Name link to confirm the host profile contents before editing.

Host Profile page with Host Info, Terms and Condistions, and Footer Content
  1. To update Terms and Conditions, select Icon of a pencil to indicate Edit and select the Effective date from the calendar to choose the start date.
Terms and Conditiontions with a calendar to select the Effective date
  1. To update E-Sign, select Icon of a pencil to indicate Edit and make the necessary changes to the HTML URL and PDF URLto provide electronic communication consent documents.
E-Sign with HTML URL field and PDF URL field to edit
Frequently asked questions:
Financial institutions are not required to allow electronic signatures.
If the financial institution allows electronic signatures, provides both the HTML and PDF content to Fiserv, and the URLs in Access Manager > Abiliti Profiles are updated, then all users will be required to consent.
Financial institutions should check with their legal counsel or compliance officer for content recommendations. Fiserv cannot provide samples.
Yes. If the URLs in the E-Sign section of Access Manager > Abiliti Profiles is not defined, then the E-Sign agreement will not be presented to the user.
  1. To update Contact Information select Icon of a pencil to indicate Edit and check View addressesto allow users to view physical address on the Address card in Profile & settings.
Contact Information section with check box to enable View Address in Abiliti Profile & settings
  1. To update Electronic Statements, select Icon of a pencil to indicate Edit and Enable electronic statement enrollment to provide Electronic Statements to users.

For Director users only.

    1. For Delivery methods, select Add delivery method. Enter a Group Number, Description, and select the account type of Checking, Savings, Certificate, and/or Loan.

      2. If you enable electronic statements, you must define a delivery method with a group number and description, and at least one account type.

    1. To trigger a pop-up window asking customers to enroll in electronic statements, for Not enrolled groups, select Add not enrolled group to establish a Group Number and select the account type of Checking, Savings, Certificate, and/or Loan.
Electronic Statements with options to enroll checking, savings, certificated and loans
  1. To update Credit Cards, select Icon of a pencil to indicate Edit, Optis, and then enter the Optis OCS Shell user to enable Optis Credit Cards.
Credit Cards with Optis client identifier number, system identifier number, principal identifier number, Optis user, and Optis payment cut off time

The Optis payment cut off time, displayed as local time, is the time that a payment must be completed by to be effective on the current day. This feature is for a future release.

  1. To update Analytics, select Icon of a pencil to indicate Editand add the URL to enable Analytics. If you leave this field blank, Analytics will remain disabled.
Adobe Analytics with field for URLto enable analytics
  1. To update Footer Content, select Icon of a pencil to indicate Edit and edit your Link Text and Link URL.
Footer Content with Link Text fields and Link URL fields
  1. To update Stop Payment, select Icon of a pencil to indicate Edit to edit the informational message for Abiliti users to view when confirming stop payment requests and to edit the fields that are required when your customers request a stop payment on a check.
Stop Payment section to edit the informational message for Abiliti users to view when confirming stop payment requests

You can enter up to 250 characters.

Stop Payment section to edit the required fields for Abiliti users when entering a stop payment on a check
  1. If your financial institution uses LinkLive, select Icon of a pencil to indicate Edit and then edit the Admin and Group information, along with Secure Chat and/or Secure Mail information, depending on what products you offer.

All fields are required.

LinkLive section to edit the Admin and Group information, Secure Chat, and Secure Mail
  1. To update Navigation Links, select Icon of a pencil to indicate Edit to edit the links for your customers in the Abiliti desktop header and the phone number that can be used by your customers when using a mobile device. Additionally, use Logo Navigation to link customers to your financial institution’s website when they select your logo.

If Yes is selected in Show Contact Information, then you must enter information in at least one field in this section. If it equals No, then your customers will not have access to your contact information and the logo in the header will link to the Abiliti home page instead of your financial institution's website.

Navigation Links section to edit the Contact URL, Contact Phone, Locations URL, and Logo Navigation
  1. To update Email Communications, select Icon of a pencil to indicate Edit to edit the Sender information and the Email content. You must select Enable header and Enable footer before updating the email content.
Email Communications section to edit the Sender Information and the Email Content information, including the Email Header, Footer, and Body

You can use the default email message that's provided or you can customize your email messages.

  1. Select Save.

The system displays the (modified) text in orange with the host profile that you modified.

  1. Select Publish.

Search for Abiliti Profiles

  1. From the Menu, select Products and then select Abiliti Profiles.
  2. In the Enter an Institution Name field, enter the financial institution's name, and select Icon of a magnifying glass to indicate Search to display the Institution List.

In this column or row:

Do this:

Add

Select Icon of a square with a plus sign to indicate Add to add a new host profile.
Institution Name Select to expand and review all the host profiles associated with that institution.

Host Name

Select the name assigned to the host profile within the database to view host profile details.

See Profile options to access additional information about host profile.

Edit

Select Icon of a pencil to indicate Edit to update the host profile.

Publish

Select Icon of a sphere with an arrow to indicate Publish to publish the host profile to all associated web application servers.

Copy

Select Icon of a piece of paper and a plus sign to indicate Copy to duplicate the host profile.

Delete

Select Icon of a trach bin to indicate Delete to delete the host profile.

Add Abiliti Profiles with Datacenter Log In

  1. Search for the institution to which you are adding the host profile.
  2. Select Icon of a box with a plus sign to Indicate Add in the Institution List to display the New Host Profile page.
  3. Enter the Host Name, the Routing Transit number, and select Save. The program saves the new host profile and displays it under the Host Name list on the search results page.

The system displays the (new) text in orange with all the new host profiles you add.

Publish Abiliti Profiles

  1. Select Products > Abiliti Profiles in Access Manager.
  2. Select Icon of a sphere with an arrow to indicate Publish for the host profile you are publishing. The Publish host profile displays.
  3. Select OK. A success message displays indicating the selected host profile was published.

The system disables the icon associated with a profile when you publish that profile.

Copy Abiliti Profiles with Datacenter Log In

  1. Search for the institution to which you are adding the host profile.
  2. Select the Icon of a piece of paper and a plus sign to indicate Copy associated with the host profile you are copying. The system displays the Copy Host Profile pop-up.
  3. From the Copy to dropdown list, select the financial institution to which you are copying the host profile.
  4. In the Host Name field, type an appropriate Host name.
  5. Select OK. The system displays the Institution Search page with the success message indicating that it successfully copied the selected host profile.

The system displays the (new) text in orange with all the new host profiles you add.

Delete Abiliti Profiles with Datacenter Log In

  1. Search for the financial institution for which you are deleting the host profile.
  2. Select the Icon of a trach bin to indicate Delete associated with the host profile you are deleting. The system displays the Delete Host Profile pop-up.
  3. Select OK. The system displays the Institution Search page with a success message indicating that it has deleted the selected host profile successfully.

The system removes the profile that you deleted from the Host Name list.

Related information

Profile options