Recent Transactions

Feature 0016


Category	History
Feature No.	0016
Feature Name	Recent Transactions
Function	Provides a list of transactions in reverse chronological order for the selected account chosen. The number of transactions and the look back days are configured by the credit union.

Products

savings, IRA, Certificates, Checking

1. Product-Based Menu: Account is already selected → list plays immediately

Example: Press 1 for Checking → Press 7 for Recent Transactions

2. Function-Based Menu: User must select the account (checking, savings, credit card, etc.)

Example: Press 3 for History → Press 5 for Recent Transactions → Select Account

One transaction is presented at a time:

None

Feature Specific Configuration Parameters
Parameter	Description
Maximum number of transactions to retrieve	Limits the number of transactions fetched for playback in history inquiries.
Retrieve transactions in the last X days	Specifies the number of past days from which transactions history should be retrieved.
Play landmark prompt	Enables playback of a prompt marking a key point or transition in the call flow.
Suppress entity descriptions in history functions	Hides account descriptions when presenting transaction history to the caller.
Automatically skip to next history transaction	Automatically moves to the next transaction without requiring caller input.
Play lookback days in no history available message	Announces how many days of history were searched when no transactions are found.

Global Parameters
Parameter	Description
Allowed no entries	Specifies how many times a caller can remain silent before the system takes action (e.g., repeat prompt or end call).
Allowed invalid entries	Sets the number of incorrect inputs a caller can enter before being redirected or disconnected.
No entry prompt	The message played when the caller does not enter any input within the expected time-frame.
Entity ID playback size	Defines the total number of digits spoken when playing back the full entity ID.
Play abbreviated entity ID when describing the account	Determines whether to use a shortened version of the entity ID for caller prompts.
Number of digits to play for abbreviated entity id	Specifies how many trailing digits of the entity ID are spoken in abbreviated playback.
Entity ID zero padded length	Ensures consistent playback of entity IDs by padding them with leading zeros to match a fixed length.

System Personality Configuration Parameters
Parameter	Description
Play entity nickname	Enables playback of a user-defined nickname for the loan account in IVR prompts.
Suppress nickname descriptor prompt	Removes the descriptive phrase (e.g., “nickname is”) before announcing the nickname.
Play nicknames on checking entities	Controls whether nicknames are played for checking accounts.
Play nicknames on savings entities	Controls whether nicknames are played for savings accounts.
Play nicknames on certificate entities	Enables nickname playback for certificate accounts (e.g., CDs).
Play nicknames on IRA entities	Enables nickname playback for IRA (Individual Retirement Account) entities.

IVR prompts
Description	Prompt Name	Verbiage
Default Prompts for Menu	IVR_RecentTransactionsOption	For Recent Transactions
Default Prompts for Expert Mode/ Landmark	IVR_RecentTransactions	Recent Transactions