## Digital One Flex FIS Web Administration Configuration Tools for Autobooks May 17th, 2023 --- ## NOTICE Notice of Confidentiality. These materials are furnished to you solely in connection with your relationship with FIS and/or its affiliates (“FIS”). By accessing, use of, or receipt of this material, you agree and acknowledge that the information contained herein (the “Information”) is confidential and proprietary information of FIS. You agree to keep the Information confidential and not to forward or otherwise disseminate or use the Information for any purpose other than in connection with your relationship with FIS. You accept the Information presented herein “as is,” without any representation as to its accuracy or completeness. While every attempt has been made to ensure that the information in this document is accurate and complete, some typographical or technical errors may exist. 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Unauthorized copying, reproduction, modification, display, use, and distribution of this document are prohibited --- ## Table of Contents **Configuring & Validating Autobooks via the Web Administration Tool .............................................. 4** **Enable Autobooks Online Banking Module................................................................. 4** **Enable Autobooks Account Capabilities...................................................................... 5** **Enable Autobooks for a Security Profile...................................................................... 6** **Enable Autobooks SSO via SSO Concentrator............................................................ 8** **User Interfaces - Adding Autobooks as a Menu Item.................................................. 9** **User Types.....................................................................................................................12** **Removing Access for a Group of Users......................................................................14** **Removing Access for Individual Users.......................................................................15** --- # Configuring & Validating Autobooks via the Web Administration Tool To enable or disable an institution, there are 6 main areas within the Web Admin Tool that can be configured: 1. Online Banking Module 2. Account Capabilities 3. Security Profiles – Services Tab 4. User Type – Service Entitlements 5. Menu Editor (User Interface) 6. SSO Concentrator (SSOC) ## Enable Autobooks Online Banking Module The Online Banking Module for Autobooks items will be present following enablement by FIS. Unchecking this module is the quickest way to disable access to the Autobooks feature. --- ## Enable Autobooks Account Capabilities This section is used to identify the Account Types that are valid to be passed to Autobooks. This will also make the ‘Autobooks’ entry available on the Security Profile services. From a security perspective, the Autobooks feature will be considered one item. The individual links will be controlled at the User Type level. 1. On the Control Panel, select “Account Capabilities.” 2. In Account Capabilities, select Account Type (Checking) and scroll down to find Autobooks in the Capabilities list. The above screenshot shows that this Account Type is enabled for Autobooks • Note: An institution can have multiple checking account types; **each of which would** **need to be enabled for Autobooks.** • When FIS enables an FI, all base account types of checking and savings are automatically enabled for Autobooks. (Note: money market accounts are included as a base checking account type.) --- ## Enable Autobooks for a Security Profile Every user on Digital One Flex is assigned a security profile, similar to a ‘group.’ • The Security Profile provides access permission to the Autobooks feature. If Autobooks is not selected, the user will not be allowed to integrate to Autobooks. • Autobooks must be turned on at the Account Capabilities level to proceed to this step. Account Capabilities is the driver of what accounts get sent to Autobooks. 1. Navigate to Security Profiles on the Control Panel. 2. Choose a Security Profile Name, then click Access. e.g., Retail User. --- 3. Within the Security Profile, Autobooks will be found in the Services tab. Check the box. • This is PER account type within the selected Security Profile (i.e. Retail user, Checking). The above screenshot shows a Retail User profile with a abc1 account type. • Autobooks will not appear in the list of check boxes unless the Account Capability for that account type has been enabled. • When FIS runs a mass enablement or individual implementation, they will create Account Capabilities, then auto-enable the security profile for each of those checking and savings account types (account capabilities). --- ## Enable Autobooks SSO via SSO Concentrator The purpose of the SSOC concentrator is to set the parameters for the SSO integration. The initial configuration must be done by FIS who will also assign the proper FI values. The screens below are provided primarily for you to be able to validate your setup and triage issues that may arise. 1. Navigate back to the Control Panel, then scroll down to “SSO Concentrator.” During implementation FIS will create the Concentrator below. Autobooks is the top row under ‘SSO Concentrator Connection.’ 2. Click ‘Modify’ for Autobooks. --- 3. Within Autobooks Configuration, ensure that the “enabled” checkbox is checked. • To enable Autobooks integration (from any link) click the 'Enabled' checkbox. • Unchecking the 'Enabled' checkbox will cause the Autobooks integration to fail if any link is still viewable and clicked by an end user. • The FIAppKey value identifies the individual Bank which must be assigned by FIS. ## User Interfaces - Adding Autobooks as a Menu Item The Menu Editor identifies the Autobooks menu item in the Tools menu (or whatever menu an FI may have configured). During implementation FIS will: • Set the default description to “Send Invoices and Accept Payments.” The FI can update if desired. • Place the default description in the existing Tools menu. NOTE: If the FI has renamed or removed the Tools menu, this step will be skipped and the entry will need to be completed manually. The entry can be completed before enabling the FI if desired. The User Type entry being enabled will control whether this menu item displays or not. --- **Digital One Flex** **Web Administration Tools for Autobooks** 1. Navigate to the control panel and select User Interface Profile. 2. Select the User Interface Profile you wish to add the Autobooks drop-down menu item. --- ## Select ‘Menu Editor’ | Page Title | Font | Font Size | Foreground Color | | | --- | --- | --- | --- | --- | | ABA Number Search Criteria | Arial | 14 | #000000 | View | | ABA Number Search Results2 | Arial | 14 | #000000 | View | | Account Details | Arial | 14 | #000000 | View | | Account Info | Arial | 14 | #000000 | View | | Account Name Changed | Arial | 14 | #000000 | View | | Account Renamed | Arial | 14 | #000000 | View | | Account Statement Enrollment | Arial | 14 | #000000 | View | | Account Statements Integrated | Arial | 14 | #000000 | View | | Account Statements Landing | Arial | 14 | #000000 | View | | Account Statements Non-Integrated | Arial | 14 | #000000 | View | | Account Statements Non-Integrated View | Arial | 14 | #000000 | View | | Account Statements Notices | Arial | 14 | #000000 | View | | Account Transaction Register | Arial | 14 | #000000 | View | | Account Transaction Register Categories | Arial | 14 | #000000 | View | | Account Transaction Register Reports | Arial | 14 | #000000 | View | | Accounts Overview | Arial | 14 | #000000 | View | | ACH API Page | Arial | 14 | #000000 | View | 4. Enter the menu editor, scroll down to Tools; select add, then add “Autobooks” as a new menu item. Our example shows “Autobooks (971)” 5. After the Autobooks menu item is added to the ‘Tools’ menu, the Autobooks SSO needs to be selected from the dropdown menu. --- During the implementation FIS will enable the menu for each bank. ## User Types This final step allows an FI to modify access by entire user types. An example could be removing specific retail user types that do not include business customers. The guide below shows how to reach user types once the previous steps have been completed. 1. Navigate to Control Panel. ## 2. Scroll down to User Types, click User types to get to the user types page --- # Digital One Flex # Web Administration Tools for Autobooks ## 3. Scroll down to the desired user type. The example shows “D1 Flex Retail.” | User Type | | | --- | --- | | #Farmers BankHerolimage1900486919 | Modify Delete | | #FarmersNew4172019 | Modify Delete | | #NewBrandingfNBAJIRA6532 | Modify Delete | | #OLBBrandingfNBA | Modify Delete | | *Delta Bank | Modify Delete | | *NewBranding#1USCentury | Modify Delete | | *NewBranding#2Choice | Modify Delete | | *NewBranding#3Pinnacle Hero12 | Modify Delete | | *Tensas State Bank | Modify Delete | | ACCOUNT TRANSACTION ONLY Hero13 | Modify Delete | | Account Transaction Register | Modify Delete | | Akshat | Modify Delete | | api_auto_with_ACH | Modify Delete | | api_auto_without_ACH | Modify Delete | | approve | Modify Delete | | Ashish Flex | Modify Delete | | Automation No External | Modify Delete | | Automation_UserType | Modify Delete | | AutoMenuTestUsertype1 | Modify Delete | | AutoMenuTestUsertype2 | Modify Delete | | AutoTransferManageAccount | Modify Delete | | Basic Businesshero 11 | Modify Delete | | Branding Century Bank | Modify Delete | 4. Scroll down to find the specific Service Entitlement; Autobooks will be a Service Entitlement to enable / disable. • This will be enabled by FIS during the implementation. • If the SSOC is disabled, the Autobooks Service Entitlements will NOT display. --- FIS will enable user types (see checkboxes above) during the implementation. • Admin users can enable or disable the individual links at the User Type level. o Autobooks o Autobooks – Accept a Payment o Autobooks – Create an Invoice *Note: The 'Autobooks' item controls permission to the Tools menu link. The 'Autobooks-Accept a* *Payment' and 'Autobooks-Create an Invoice' items control the display of the link on the Accounts* *Overview page.* ## Removing Access for a Group of Users Access can be removed for a group of users via the User Type configurations. Deselect the three Autobooks entries to remove the three links from the UI. See the section above on User Types for detailed steps. --- ## Removing Access for Individual Users This step can be used to remove Autobooks access from an individual user. Example: a financial institution could have been mass enabled or roll out fully, and then back out specific users. 1. Scroll to the left hand nav, click the ‘banks’ drop down, and choose the ‘search’ option. ## 2. Search for the user you wish to modify using ‘search criteria’ --- 3. When the user is returned, click the hyperlink to view user detail. 4. Within ‘User Detail’, navigate to the Portfolio dropdown menu and choose the portfolio you wish to modify. The portfolio represents the relationship, or RMS record. --- 5. Click ‘Remove from User Type Security’ link, then scroll down to the desired account and select ‘Access.’ All the checkboxes are now available to be clicked. The screen above can be used to disable Autobooks at the ACCOUNT level. Note: The Manage User Access flow is the equivalent of the Security Profile. Unchecking Autobooks removes the user entitlement and the user would not have permission to access Autobooks.