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S T R I C T L Y P R I V A T E A N D C O N F I D E N T I A L

May 2011. SmartPay® 2 J.P. Morgan / DHS Travel Presentation. S T R I C T L Y P R I V A T E A N D C O N F I D E N T I A L. Status Reason and Status Change. Addition of unique status reasons for each type of account to distinguish between different types of closed and blocked accounts

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S T R I C T L Y P R I V A T E A N D C O N F I D E N T I A L

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  1. May 2011 SmartPay® 2J.P. Morgan / DHS Travel Presentation STRICTLYPRIVATEANDCONFIDENTIAL

  2. Status Reason and Status Change • Addition of unique status reasons for each type of account to distinguish between different types of closed and blocked accounts • Includes status reason to filter between accounts marked lost/stolen with suspected fraud vs. those without suspected fraud • Bank Initiated vs. User Initiated Status Reasons • New field called “Status Change Date” to allow for easy identification of recently closed and lost/stolen accounts • Field will be added to the Account screens, Cardholder Profile report and Advanced Query screen

  3. New Status Change Date Field

  4. New Status Change Date Field on Cardholder Profile Report

  5. New Status Change Date Field – Query on Cardholder Profile Report or under Accounts / Query

  6. New Alert Feature with 7.0 Enhancement • Ability to setup customized language or choose from the default email template • Configuration to ensure email recipients cannot suppress the alert • Alert setup by user role, hierarchy level, hierarchy ID as well as ability to include children • Supported alerts include: • Transaction Exceeds Single Purchase Limit – Daily, Weekly, Monthly options • Split Purchase – Daily, Weekly, Monthly options • Transaction Decline – Daily, Weekly, Monthly options • Delinquency – Customize the number of days delinquent • Approaching Credit Limit – Customize the percentage setting • Inactive Account – Customize the number of days of inactivity • Payments Submitted • Recurring Payments Success

  7. Alerts

  8. Alert Type Options

  9. Approaching Credit Limit Alert Setup

  10. Delinquent Account Alert Setup

  11. Inactive Account Alert Setup

  12. Payments Submitted Alert Setup

  13. Recurring Payments Success Alert Setup

  14. Transaction Decline Alert Setup

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