masterlistoffunctions051911 v2.9

8/6/2019 masterlistoffunctions051911 v2.9

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Legend Description

R1

R2

R3

R4

A A=Audi (Sept)

B B=Bentley (Nov)

Only FMM

Mobile-Bentely and Cadillac

This sheet contains requirements which are either in FMM or both in Online and Mobil

R1R2R3R4OLBMM

This sheet contains the list of all the use cases which are there in OLB/MM R1,R2,R3 a


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Channel. For mobile requirements which have an equivalent in OLB/MM use case list, that use ca

nd R4*(work in progress)


3/146

e has been listed. This sheet does not contain requirements which are only in Online Banking Chan


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nel


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60466796.xls Mobile-Bentely and Cadillac

O Use Case Wireframes Feature CLUSTER Function Description WAP iPhone/Android Blackberry SMS

Self Service Activate Check Card C C C NA Both

FEAT6 Bill Pay Add a Biller Group D C C NA Both

Self Service Add a Nickname C C C NA Both

# F Y FEAT4 Self Service Add a note C C C NA Both

# L Y FEAT6 Bill Pay Add Bill Type Field B B B NA FMM

Bill Pay Add E-Bill Both

# L Y FEAT6 Bill Pay Add a Biller B B B NA Both

# na Y FEAT6 Bill Pay Add New Biller (Search) B B B NA FMM

# O Y FEAT6 Bill Pay Add Rush Delivery and Fee B B B NA Both

3 L Y FEAT5 Payments Add/Edit Recurring Payments B B B NA Both

Alerts and Messages Alert Delivery Enhancements Both

# NA N Customer Service Alias names stored in Hogan C C C NA FMM

# NA NA FEAT14 Reporting Analytics - through Omniture (Tagging) B B B B FMM

# NA NA FEAT14 Reporting Analytics - through Report Manager B A A A FMM

# N N NA PFM Analyze spending Charts. C C C NA Both

Self Service Annual Account Summary Information C C C NA Both

# W Y FEAT9 Customer Service B B B NA FMM

# F Y FEAT9 Customer Service ATM/Branch Locator - Base B A A A FMM

# F Y FEAT8 RDC RDC -Base Product B A B NA FMM

# F Y FEAT4 Self Service Self Service - Base Product B A A B FMM

# F Y FEAT6 Bill Pay Set up an Immediate Bill Payment B A A NA Both

# L Y FEAT6 Bill Pay B B B NA Both

Bill Pay Bill Pay Central C C C NA Both

O Bill Pay Bill Pay History C C C NA Both

Bill Pay Bill Pay Schedule Both

# O Y FEAT7 P2P Transfer Cancel a P2P Payment B B B NA Both

Self Service - Customer Capture Feedback C C C NA Both

Self Service - Customer Change Address and Phone C C C NA Both

Self Service - Product Change Card Type C C C NA Both

Self Service Change Password Both

Self Service Change Personal ID Both

Self Service Change PIN Both

# O Y FEAT7 P2P Transfer Claim a P2P Payment C C C NA Both

Self Service - Customer Confirm Mobile Number Both

# O Y Customer Service NA NA NA NA FMM

ATM/Branch Locator - Custom

Bill Pay - Set up AutoPay (Fixed, Flex,

Configure Fees based on Customer


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Self Service Contact Customer Service C C C NA Bot

Self Service Credit Card Pre-Charge Off Both

# N Y FEAT8 RDC B B B NA FMM

# NA N FEAT12 Login and Authentication B B B NA FMM

9 F Y FEAT2 Account Dashboard Dashboard - Account History B A A A Bot

# NA Y FEAT2 Account Dashboard B B B B Bot

# W Y FEAT2 Account Dashboard Dashboard - START B B B NA Bot

O Bill Pay Delete a Biller C C C NA Bot

Bill Pay Delete a Biller Group D D D NA Bot

# FEAT2 Account Dashboard Delete a note C C C NA Bot

O FEAT6 Bill Pay Delete a Recurring Bill Payment C C C NA Bot

Transfers Delete a Recurring Transfer Bot

Alerts and Messages Delete a Secure Message Bot

# O ? FEAT6 Bill Pay Delete a Single Bill Payment B A A NA Bot

Transfers Delete a Single Future Transfer Bot

Alerts and Messages Delete Alerts Bot

# L Y FEAT5 Self Service Delete External Payment Accounts B B B NA Bot

Self Service - Customer Delete Nickname Bot

P2P Transfer Delete P2P Payee Information C C C Bot

FEAT4 Transfers Bot

FEAT4 Transfers Delete S.T.A.R.T. Redeem Sweep Transfer Bot

Payments Delete Scheduled Payments Both

Self Service Delete Stop Payment Request Bot

# NA N Customer Service Device Aware Alert C C C NA FMM

# NA Y Customer Service B B B NA FMM

Account Dashboard Display Transaction Status (Pending) B A A NA Bot

E-Docs Download Automatic Payments Forms Bot

E-Docs Download Transaction History Bot

2 L N FEAT5 Payments Dynamic Disclosures B B B NA Both

Bill Pay Enroll for E-Bills-US BankBills Both

# NA N Customer Service Enhanced Authentication (nonce) B NA NA NA FMM

E-Docs Enroll for Online Statements D D D NA Bot

# O N FEAT6 Bill Pay Enroll in Bill Payment Service C C C NA Bot

# O N FEAT7 P2P Transfer Enroll in Zashpay Service C C C NA Bot

Login and Authentication Enroll to IB Only

Self Service Enroll to ID shield Bot

# N Y FEAT12 Customer Service Estimated Wait Time B B B NA FMM

# L Y FEAT4 Self Service External Accounts C C C NA Bot

Custom Enhancements - (Auto Amount,

Customer Manager integration with

Dashboard - Account Transaction

Delete S.T.A.R.T. Check_Credit Card Purchase

Different Customer Service for Logged


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4 NA N FEAT5 Payments Flexpay Integration C C C NA Both

5 NA Y FEAT5 Payments B B B NA Both

# F Y FEAT11 Security Fraud Monitoring B A A A FMM

# F Y FEAT11 Security B A A B FMM

# W Y FEAT13 Offers Get Offers to customer B B B NA FMM

7 N N FEAT1 Login and Authentication Handset Based Enrollment C C C NA FMM

# N N FEAT8 RDC History - View Checks C C C NA FMM

# N N SFEAT1 Alerts and Messages Integrated Set up and Manage Alerts B B B NA FMM

# NA NA NA iPad iPad Interface NA B NA NA FMM

# NA NA NA iPad iPad Optimised Interface NA C NA NA FMM

1 NA Y FEAT1 Login and Authentication Login - About Us B B B NA FMM

6 N Y FEAT1 Login and Authentication Login - Ad for Native App B NA NA NA FMM

3 NA Y FEAT1 Login and Authentication Login - Contact Us B B B NA FMM

5 NA Y FEAT1 Login and Authentication Login - Help B B B NA Bot

2 F Y FEAT1 Login and Authentication B A A NA FMM

4 O Y FEAT1 Login and Authentication Login - Temporary Access code B B B NA Bot

# L Y FEAT5 Self Service Make a Payment B A A NA Bot

7 O N FEAT5 Payments Make Payments - Lease B B B Both

6 L Y FEAT5 Payments Make Payments - Mortgage B B B NA Both

Bill Pay Manage Bill Pay Alerts C C C Bot

Self Service Manage Bill Pay Information Bot

Bill Pay Manage Biller Groups D Bot

Self Service Manage e mail preferences Bot

Self Service Manage ID Shield Images and Phrases Bot

Self Service - Customer Manage Mobile Phone Preferences Bot

Self Service Manage Mobile PIN Bot

Self Service Manage Nicknames Bot

# O Y FEAT3 Self Service Manage Overdraft Preference B B B NA Bot

# O Y FEAT3 Self Service Manage Overdraft Protection B B B NA Bot

O FEAT3 Self Service - Product Manage Overlimit Preferences C C C NA Bot

P2P Manage P2P Account Information Bot

Self Service Manage P2P Communication Information Bot

Self Service Manage START Program Information Bot

Self Service Manage Session time out Bot

# N N FEAT7 P2P Transfer Manage Visa Money Transfer C C C NA Bot

Bill Pay Modify a Biller Group D Bot

Account Dashboard Modify a Note to a transaction C C C NA Bot

Transfers Modify a Recurring Transfer Bot

Flexpay Text to be added for more flexible

Fraud Monitoring through

Login - Registration/Authentication


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Transfers Modify a Single Future Transfer Bo

Alerts and Messages Modify Actionable Alerts Bo

Alerts and Messages Modify Alerts Bo

Account Dashboard Modify an Existing note C C C NA Bo

# O,L Y FEAT6 Bill Pay Modify Biller Information B B B NA Bo

Pay People - A2A Bo

Pay People - A2A Modify Future Intra-Bank Transfer Bo

Pay People - A2A Bo

Pay People - A2A Modify Immediate Intra-Bank Transfer Bo

Self Service Modify Nickname Bo

O P2P Transfer Modify P2P Payee Information C C C Bo

# O Y FEAT6 Bill Pay Modify Recurring Bill Payment B B B NA Bo

Pay People - A2A Bo

Pay People - A2A Modify Recurring Intra Bank Transfer Bo

FEAT4 Transfers Bo

Payments Modify Scheduled Payments Bot

# Y FEAT6 Bill Pay Modify Single Bill Payment B B B NA Bo

# W Y FEAT13 Offers B B B NA FM

# W Y FEAT13 Offers Offers- Invoke Offer Action B A A NA FM

# F Y FEAT10 Login and Authentication Online Self Service (Tight Integration) B A A A FM

# O N FEAT15 Rewards Opt In for Rewards Payout C C C Bo

# O N FEAT15 Rewards Opt out of Rewards Payout C C C Bo

Self Service - Product Order Debit Card Annual Account Summary Bo

# F Y FEAT3 Self Service - Product Overdraft Protection - Summary B A A NA Bo

P2P Transfer P2P Mobile Enrollment Bo

8 L Y FEAT5 Payments Pay from External Account - One Time B B B NA Bot

Login and Authentication Perform Step Up Check Bo

# N N NA PFM PFM Tools C C C NA Bo

# N N FEAT1 Account Dashboard Prefs: Local Time Support B B B B FM

# N N SFEAT7 SMS Prefs: Quiet Times for SMS Alerts NA NA NA B FM

# N N SFEAT7 SMS Prefs: Suspend SMS Alerts NA NA NA B FM

# N N SFEAT7 Alerts and Messages Quiet Times-Modify Alerts B Bo

# O N FEAT15 Rewards Redeem Rewards C C C NA Bo

Account Dashboard Refine Transaction Search Bo

Self Service - Product Register Card with MasterCard Bo

Self Service - Product Register Card with Visa Bo

Transfers Renew a Certificate of Deposit C C C Bo

Advances Request a Checking Account Advance Bo

Modify Future Dated External Account to

Modify Immediate External Account to Account

Modify Recurring External Account to Account

Modify S.T.A.R.T. Check_Credit Card Purchase

Offers - GET offer to customer through


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Advances Request a Credit Card or Line of Credit Advance C C C

Advances Request a Reserve Line Advance

Self Service Request a Stop Payment

Transfers Request a Transfer

Transfers Request an Immediate Fund Transfer

Self Service Request and Order Images-Search

Self Service Request and View Images - Transaction Details

Self ServiceRequest and View Images and Statements

Self Service Request and View Images - Search

Self Service Request Automatic Payment Forms

Self Service Request Credit Limit Increase

Pay People - A2A Request External Account to Account Transfer

Pay People - A2A

Pay People - A2A Request Immediate Intra Bank Transfer

Pay People - A2A Request Intra-Bank Transfer

Self Service - Product Request Online Convenience Check

Self Service - Product Request Overdraft Protection

E-Docs Request Statements

Self Service - Customer Review a Check Order

# W N FEAT15 Rewards Rewards B B B NA

Self Service Save Search

Bill Pay Search Bill Pay Transactions C C C

Account Dashboard Search Transactions - Credit Cards

Account Dashboard Search Transactions - Deposits

Account Dashboard

Account Dashboard Search Transactions - Mortgages

Account Dashboard Search Transactions - Student Loans

Bill Pay Send Payment Inquiry

# O Y FEAT6 Bill Pay Set up a Bill Payment B A A NA

# O Y FEAT7 P2P Transfer Set up a P2P Payment B A A NA

P2P Transfer Set up a P2P transfer

Payments Set up a recurring payment to Mortgage

Payments Set up a recurring payment to Student Loan

Transfers Set up a recurring transfer

Self Service Set Up a Remote Deposit Enrollment

Transfers Set Up a single future transfer

Alerts and Messages

O FEAT6 Bill Pay Set up an Overnight Check Payment C C C

Request Immediate External Account to Account

Search Transactions - Loans, Lines and Lease

Cards


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Self Service - Product Set up and Maintain Mobile Wallet Bo

PFM Set up Budgets Bo

O Bill Pay Set up Default Account C C C Bo

# L Y FEAT5 Self Service Set up External Payment Accounts B B B NA Bo

Pay People - A2A Bo

Pay People - A2A Set up Future Dated Intra Bank Transfer Bo

Payments Set up Mortgage Payment Bot

# O Y FEAT6 Bill Pay Set up One Time Bill Payment B A A Bo

Payments Set up payment from external account Bot

# O Y FEAT6 Bill Pay Set up Recurring Bill Payment B B B NA Bo

Pay People - A2A Bo

Pay People - A2A Set up Recurring Intra Bank Transfer Bo

FEAT4 Transfers Bo

Transfers Set up S.T.A.R.T. Redeem Sweep Transfer Bo

# F Y FEAT6 Bill Pay Set up Single Bill Payment B A A Bo

Payments Set up Student Loan Payment Bo

Alerts and Messages Setup Alerts -Certificate Of Deposit Bo

Alerts and Messages Setup Alerts -Checking Savings and Debit Cards Bo

Alerts and Messages Setup Alerts -Credit Cards Bo

Alerts and Messages Setup Alerts -Credit Line Premier Line Bo

Alerts and Messages Setup Alerts -Loans Lines and Lease Bo

# N N Small Business Small Business Support C C C C Bo

# W N SFEAT2 Alerts and Messages NA NA NA B FM

# W N SFEAT3 Alerts and Messages SMS Actionable Alerts - Debit Threshold NA NA NA B FM

# N N Alerts and Messages NA NA NA C FM

# L Y RTA Alerts and Messages SMS Real-Time Debit Alerts NA NA NA A FM

# N N SFEAT1 Alerts and Messages C C C C FM

# F Y TXT SMS SMS Subscription (Stop, Help, Unblock) NA NA NA A FM

# N N SMS SMS Subscription Reminder NA NA NA C Bo

8 F Y FEAT1 Login and Authentication SMS through Handset B A A NA FM

Self Service - Customer Submit Check Order Bo

Self Service Submit Credit Dispute Form Bo

Account Dashboard Timeline View of Accounts Bo

Reporting Tracking and Reporting Bo

Transfers Transfers and Payments Central Bo

# NA Y FEAT6 Bill Pay UX Enhancements B B B NA FM

0 NA Y FEAT5 Payments UX Enhancements B B B NA FM

# NA Y FEAT8 RDC UX Enhancements B B B NA FM

Set up Future Dated External Account to Account

Set up Recurring External Account to Account

Set Up S.T.A.R.T. Check_Credit Card Purchase

SMS Actionable Alerts - Credit Card

SMS Actionable Alerts - Suspicious

SMS Shared Phone number in SMS and


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# NA Y FEAT4 Self Service UX Enhancements B B B NA F

# NA N FEAT8 RDC Variable Fees NA B B NA F

Alerts and Messages View Secure Message Center B

Account Dashboard View Account Dashboard B

Account Dashboard View Account Details - Credit Cards B

Account Dashboard View Account Details - Deposits B

Account Dashboard B

Account Dashboard

View Account Details - Mortgages

BAccount Dashboard View Account Details - Student Loans B

# L Y FEAT2 Account Dashboard View Account Summary B A A B

Account Dashboard View Accounts document Dashboard B

Account Dashboard View Address Book B

Advances View Advances Central C C C B

Alerts and Messages View Alerts History B

Account Dashboard View Alerts Widget B

O P2P Transfer View and Sort Account Detail C C C B

O Bill Pay View Bill Pay Messages B

# F Y FEAT6 Bill Pay View Biller Information B A A B

PFMView Budgets

BAccount Dashboard View Certificate of Deposit Details B

Account Dashboard View Customer Dashboard B

Self Service - Customer View Customer Profile B

# F Y FEAT8 RDC View Deposit History NA B B NA F

Bill Pay View E-Bill B

E-Docs View E-Docs Dashboard B

# L Y FEAT5 Self Service View External Payment Accounts B B B B

Account Dashboard View Messages Widget B

Self Service View Mobile Banking Information B

Account Dashboard View Money Movement Dashboard B

Account Dashboard View Money Movement Widget BAccount Dashboard View Online Statements B

# W Y FEAT3 Self Service View Overdraft Protection Summary B

P2P Transfer View P2P Payment Central B

# O Y FEAT6 P2P Transfer View P2P Payment History B A A B

O P2P Transfer View P2P Payment Schedule B

O P2P Transfer View P2P Set up Information B

o P2P Transfer View P2P Transfer Central C C C B

# N Y FEAT7 P2P - Western Union View P2P Transfer History C C C NA B

View Account Details - Loans, Lines and Lease


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# N Y FEAT7 P2P - Western Union View P2P Transfer Schedule C C C NA B

Account Dashboard View Package Details B

Account Dashboard View Payment Schedule B

Account Dashboard View Payments Dashboard B

PFM View PFM Dashboard B

PFM View PFM Widgets B

Account Dashboard View Product Details - Credit Cards B

Account Dashboard

View Product Details - Deposits

BAccount Dashboard B

Account Dashboard View Product Details - Mortgages B

Account Dashboard View Product Details - Student Loans B

# L Y FEAT2 Account Dashboard View Recent Transaction Activity B B B NA B

Account Dashboard View Related Account Details B

Account Dashboard View Related Accounts - Credit Cards B

Account Dashboard View Related Accounts - Deposits B

# W Y FEAT15 Rewards View Rewards Details B B B NA B

# W N FEAT15 Rewards View Rewards History C C C NA B

# W Y FEAT15 Rewards View Rewards Summary B B B NA B

Login and AuthenticationView RIBIN Message

BAccount Dashboard View Scheduled transfers B

Self Service View Self Service Dashboard B

# L Y FEAT2 Account Dashboard View START Account details B B B NA B

# L Y FEAT2 Account Dashboard View START Savings Goals B B B NA B

Self Service - Customer View Stop Payment Request B

Account Dashboard View Transaction Details - Deposits B

Account Dashboard View Transaction History - Credit Cards B

Account Dashboard View Transaction History - Deposits B

Account Dashboard B

Account Dashboard View Transaction History- Mortgages B

Account Dashboard View Transaction History- Student Loans B# N N FEAT7 P2P Transfer Western Union C C C NA B

# O Y FEAT7 P2P Transfer Zashpay - Base Functionality B A B NA B

# NA Y FEAT7 P2P Transfer Zashpay - Display Service Fee B A A NA B

# NA Y FEAT7 P2P Transfer Zashpay - How it Works B B B NA B

# NA Y FEAT7 P2P Transfer Zashpay - UX Enhancements B B B NA B

e scriptio

View Product Details - Loans, Lines and Lease

View Transaction History- Loans,Lines and Lease


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R1

R2

R3

R4

A=Audi (Sept)

B=Bentley (Nov)

Only FM

NThe S/No column represents the line items of Mobile Requirements scope worksheet which is maintained by Dylan.

Therefore there are line items which have one-many mapping with different use cases in OLB MM.

otThis sheet does not contain requirements which are only Online Banking Channel and not in Mobile Channel


14/146


R4 Platform Comment/Question Repeat or not Use case update CRD/Use Case/Wireframe Referen

4 OLB 1

MM 0

4 OLB 1

OLB 1 Refer CRD Section

/A MM 0 Refer Use Cases

MM

MMUC37 1 added lynn use case ??

/A MM 0 no use case

MM 0

MM 0 added lynn use case ??

4 OLB

/A OLB

/A FMM 0

/A FMM 0

4 OLB 04 OLB 1

/A OLB 0 added new use case

/A OLB 0

/A FMM 0

/A OLB 1 refer audi FS

MM 0 refer audi FS

MM 0 added lynn use case

4 MM TO BE CONFIRMED - Do we 0

MMUC28 1

MM

MM 0

OLBUC6 0

4 OLB 1

4 OLB 1

4 OLB

4 OLB

4 OLB

MMUC40 0

OLB

/A OLB

Architect

by R3to e con irme wit OLBMM people

with the ability to add a Biller.

Lynn's Use Case

has feea e o use case set upovernight check payment

functionality for Web

consider - Lynn's

(no memo field)

This use case provides the User

use Lynn's

history.

This use case provides the User an s presente opt on tocancel a p2p payment

the User.

to Person transfer.a e OLB use case -claim a p2p transfer


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4 OLB 1

4 OLB

/A FMM 0 Refer CRD Sectio

/A OLB 0 Refer Use Cases

OLB 0 refer audi FS Refer Use Cases

OLB 0

OLB 0

MMUC36 1

MM 0

OLB 0

MM 0

MMUC9 0

OLB 0

MM 0

MMUC6 0

4 OLB 0

MMUC17 0 added lynn use case

4 OLB 1

MMUC45 0

MM 0

MM 0

MMUC26 0 Refer CRD Section 8

4 OLB 0

/A OLB

/A OLB

OLBUC62 0

4 OLB

4 OLB/A MM 0 not found

4 MM

OLB

4 OLB 0

4 MM 0

MM 0

4 OLB

4 OLB

/A OLB Out of the box

OLB 0

- all technie stuff

par ty ve a e ynn usecase par ty ve a e ynn usecase

with the ability to delete a Biller. a e OLB use case -delete a biller

of a selected product

not e nee e orbenteley

This use case provides the Usert is use case was oun inR2

owned by the User.

This use case provides the Usert s use case was oun nR2

products owned by the User.

associated with a Credit card.

Payee from the Payee list.

and auto Credit card payments.

transaction.

ARE WE REFERRING


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MM 0

MMUC22 Add text stating that ther 0



/A N/A

/A OLB 0

/A FMM 0 Refer Use Cases

/A OLB 0

/A N/A 0

/A N/A

/A OLB 0

/A OLB 0

/A OLB 0 ??

OLB Is this Login assistance 0


OLB Is this Login assistance 0

MM 0 refer audi FS

MM

MM 0

OLBUC50 1

4 OLB ? 1

4 MM 0

4 OLB

4 OLB

4 OLB 1 Refer wireframes

4 OLB 1

4 OLB 1

4 OLB 1 same as above

4 OLB 1 added olb use case

OLB 1 added olb use case

MM

4 OLB

4 OLB

4 OLB

4 MM ###

MM 0 Refer wireframes

OLBUC22 0

MMUC8 0 Refer CRD Section 8

Reserve Line

multiple numbers

CRD Section 8.1.5

a e o use case .Discuss with dylan

OLBMM use case

alerts.

CRD Section 8.1.6

history

owned by the User.


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MMUC5 0

4 OLB 0

4 OLB 1

OLB 0

MM 0 ??

4 MM 0

4 MM 0

4 MM 0 ??4 MM 0

4 OLB 1

MMUC44 0 ??

MMUC32 1 added olb use case

4 MM 0 Refer CRD Section 8.1.

4 MM 0


MMUC25 0

MMUC31 0 added olb use case Refer wireframes

/A N/A 0 added wipro use case

/A N/A Refer CRD Section 8.1.


OLB ### Refer Use Case

OLB ### Refer Use Cases

4 OLB 1

4 OLB 0 refer audi FS

4 MM

MM 0

4 OLB

4 OLB 0 Refer CRD Section 8.1.

/A OLB WHICH USE CASE? 0

/A N/A 0 ??

/A N/A 0 Refer Use Cases

4 OLB is this same as Prefs: 0 Refer Use Cases

OLB ###

4 OLB

4 OLB 1 Refer wireframes

4 OLB 1


MMUC12 0


This use case provides the Usera e ynn as we as ouse case

Payee information.

recurring Bill Payment.

and auto Credit card payments.

Bill Payment.

manager CRD Section 8.1.15

in Lynn's

use Cases

Section 8.1.6

CRD Section 8.1.8

Checking Account Advance.


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MM 1

MMUC11 0

4 OLB 1

MMUC2 0 Refer wireframes

MMUC3 0

OLB

OLB

OLB

OLB

OLB

4 OLB 1

4 MM 0

4 MM 0

4 MM 0 Refer wireframes

4 MM 0

4 OLB 1

4 OLB 1

OLB 1

4 OLB 0

OLB 0 added wipro use case

OLB

MMUC30 1

OLB 0

OLB 0

4 OLB

4 OLB

4 OLB

MM 1

MM0 refer audi FS

MMrefer audi FS

MM 1

4 MM

4 MM

MM

4 OLB 1

MM

4 OLB

MM 0

CRD Section 8.1.5

Reserve Line Advance.

owned by the User.


Wireframes

CRD Section 8.1.8

transactions.





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4 OLB 1

4 OLB 0

MM 0

MMUC16 0 added lyn use case

4 MM 0

4 MM 0

4 MM 0

MM 0 refer audi FS

4 MM 0

MM 0 added olb use case

4 MM 0

4 MM 0

MM 0

MM 1

MM 0 refer audi FS

4 MM

4 OLB 1

4 OLB 0

4 OLB 1

4 OLB 1 Refer CRD Section 8.1

4 OLB 1

N/A 0

/A OLB 0

/A OLB 0

/A OLB 0

/A OLB 0

/A OLB Changed release 5/3 0

/A N/A 0 Refer CRD Section 8.1

N/A 0

/A OLB 0

4 OLB 1

4 OLB 1

OLB 0

4 OLBMM

MMUC1 0

/A MM 0

/A MM 1

/A FMM 1






CRD Section 8.1.13CRD Section 8.1.13

to tight integration

Advances


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/A OLB 1

/A FMM 0

4 OLBUC87 0

4 OLB 1

OLB 1

OLB 1

4 OLB 1

4 OLB 0 Refer wireframes4 OLB 0 Refer CRD Section 8.

4 OLB 1

OLB

OLB

MM 1

4 OLB 1

4 OLB 1

MM 0 Refer Use Cases

MM 0

MM 0 refer audi FS

4 OLB

OLB 0

4 OLB 1

4 OLB 1

/A FMM 0

MM

4 OLB

MMUC15 0

OLB

4 OLB 1

OLBOLB

4 OLB 1

4 OLB 1

MM Do we need it in Mob 0

MM 0 to be used as is from audi

MM 0

MM 0

MMUC38 0

4 MM 1

secure message center.

CRD Section 8.1.5

a e ynn use case o rparity

This use case provides the pilot,

Nov/Feb?

This use case provides the User CASE



CRD Section 8.1.5


This use case provides the User to

This use case provides the User to CASE

This use case provides the User CASE

Payee.


21/146


4 MM 1

OLB 1

MMUC24 0

MMUC14 0

4 OLB 0

OLB

OLB 0

OLB This use case willprovide 0

4 OLB 1

4 OLB 0

4 OLB 0

MMUC48 0 do we need this?

OLB

OLB

OLB

OLB 1

OLB 1

OLB 1

4 OLB

OLB

4 OLB 1

OLB 1 added lynn use case

OLB 1 added lynn use case

4 OLB 1

OLB 1

OLB 1

OLB 1

4 OLB 1

4 OLB 0

4 OLB 0

MM 0

MM 0 audi?

MM 0

MM 0

MM 0

card.

from the dashboard.

US Bank products.

- no problemo


22/146



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Use Case Wireframes Feature CLUSTER Function Description

Search Transactions - Student Loans

O Bill Pay Send Payment Inquiry

Bill Pay Send Payment Inquiry

O FEAT6 Bill Pay Set up a Bill Payment

O P2P Set up a P2P Payment



Payments Set up a recurring payment to Mortgage

Payments Set up a recurring payment to Student Loan

P2P Transfer Set up a Recurring Transfer

RDC Set Up a Remote Deposit Enrollment

Self Service - Customer Set Up a Remote Deposit Enrollment

Self Service Set Up a Remote Deposit Enrollment

Transfers Set up a Single Future Transfer

Alerts and Messages Set up Alerts- Certificate Of Deposit

Alerts and Messages Set up Alerts- Checking and Savings

Alerts and Messages Set up Alerts- Credit Cards

Alerts and Messages Set up Alerts- Credit Line Premier Line

Alerts and Messages Set Up Alerts for Checking and Savings and Debit Cards

Alerts and Messages Set up Alerts- Loans Lease and Lines

O FEAT6 Bill Pay Set up an Overnight Check Payment

Self Service Set up and Maintain Mobile Wallet

Self Service - Product Set up and Maintain Mobile Wallet

Account Dashboard-Student Loan


24/14660466796.xls R1R2R3R4OLBMM

PFM Set up Budgets


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60466796.xls R1R2R3R4OLBMM


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Platform Repeat or not

OLB 0

MM

0

MM ?WHAT IS THIS USE CASE 1

MM

0

MM

#REF!

MMUC39 0

MM 1MM 0

MM 0

MMUC7 0

OLBUC95 0

OLB 1

OLB 1

MMUC4 0

OLBUC45 0

OLBUC43 0

OLBUC44 0

OLBUC46 0

OLB 0

OLBUC47 0

MM

0

OLBUC66 0

OLB 1

This use case provides the User with the abilityto dispute a selected transaction.

?? WHATIS THISUSE CASE

This use case provides the User with the abilityto set up a single or recurring bill payment.

This use case provides the User with the optionto set up a P2P Payment.

This use case provides the User with the optionto set up a Person to Person transfer.

This use case details the process of setting up arecurring transfer between 2 deposit productsowned by the User.

This use case provides the User with the abilityto enroll for remote deposit capturefunctionality.

This use case details the process of setting up asingle future transfer between 2 depositproducts owned by the User.

This use case provides the User with the abilityto set up alerts for Credit Certificate OfDeposit

This use case provides the User with the abilityto set up alerts for a Checking and SavingsAccounts

This use case provides the User with the abilityto set up alerts for Credit Cards Accounts

This use case provides the User with the abilityto set up alerts for Credit Line Premier Line

This use case provides the User with the abilityto set up alerts for Set up Alerts- Loans Leaseand Lines

This use case provides the User with the abilityto set up an overnight check payment.

This use case provides the User with the abilityto set up and maintain mobile wallet.


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OLB 0


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masterlistoffunctions051911 v2.9

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