Recent Transactions

Feature 0016

Category	History
Feature No.	0016
Feature Name	Recent Transactions
Function	Provides callers with access to recent transactions across eligible accounts through Teller after authentication and account selection. This feature retrieves transactions based on configured lookback period and maximum transaction limits and plays them sequentially.

Teller Behavior

When the Recent Transactions feature is invoked from a Teller menu, Teller performs the following steps:

1. Account Selection

   Teller determines whether the caller has one or more eligible accounts (Checking, Savings, Certificate, or IRA, as configured).

   1. If the caller has one account, Teller automatically selects it.
   2. If the caller has multiple accounts, Teller prompts the caller to identify the account. The caller can identify the account by:
      • Entering the entity number
      • Pressing # to hear a list of available accounts
   3. Menu-Inherited Selection If the feature is accessed from a product-specific menu or submenu, the account may be pre-selected (inherited) based on the established menu context. When inherited:
      • Teller does not prompt for account selection
      • The pre-selected account is used directly for processing

      This applies when navigating from product-specific menus such as CKMN, SVMN, CIMN, IRMN. Submenus under these menus retain the same product context as the parent menu.

   Note: The availability of entity list playback depends on the Entity Entry Settings configuration in the Teller Profile.
2. Transaction Retrieval and Playback

   Once the account is selected, Teller retrieves transactions based on configuration. Transactions are filtered using:

   • Retrieve transactions in the last X days
   • Maximum number of transactions to retrieve

   Teller plays transactions one at a time in sequence. Information played for each transaction includes:

   • Posted date
   • Transaction amount
   • Transaction description
   • Transaction source (if available and configured)
   • Check number (if available and configured)
3. Post-Interaction

   After each transaction is played, Teller allows the caller to:

   • Listen to the next transaction
   • Repeat the current transaction
   • Continue to the next menu

   - If the caller chooses to repeat, the current transaction is replayed.

   - If the caller chooses to continue, Teller routes the caller to the OOPT (Other Options Menu). At the OOPT menu, callers may:

   • Return to a previous menu
   • Select another Teller feature
   • Disconnect the call
4. No History Handling

   If no transactions are available:

   • Teller plays a message indicating that no transaction history is available
   • Depending on configuration, the message may include the configured lookback period (number of days)
   • After the message is played, Teller routes the caller to the OOPT menu

Configuration

General Settings	Status
Active	Yes
System Feature	Yes
Requires Authentication	Yes
Entities Must be Open	No
Enabled for Menu Builder	Yes
Enabled for Expert Mode	Yes
Type	System
Category	History
Minimum Access Level	Inquiry Only
Transfer Point	0016 - Recent Transactions

Business Product Requirements

• Checking Account or
• Savings Account or
• Certificate or
• IRA

Teller Profile Configuration Parameters (Feature Specific)

Below table provides feature specific fields referenced from the Teller Profile.

Profile	Parameters
General Settings	Play landmark prompt
Transaction History Settings	Suppress entity descriptions in history functions
	Automatically skip to next history transaction
	Play lookback days in no history available message
	Maximum number of transactions to retrieve
	Retrieve transactions in the last X days

Global Configuration Parameters (Dependent Configurations)

Below is the list of Site Parameters required.

Site Parameter	Default Value
101 Allowed no entries	2
102 Allowed invalid entries	2
221 No entry prompt	IVR_NoResponse
292 Entity ID playback size	1
496 Play abbreviated entity ID when describing the account	F
497 Number of digits to play for abbreviated entity id	2
1067 Entity ID zero padded length	2

System Personality Configuration

Below is the list of parameters required from System Personality Configuration.

Section	Parameters
Play Entities/Nicknames	Play entity nickname
	Suppress nickname descriptor prompt
	Play nicknames on checking entities
	Play nicknames on savings entities
	Play nicknames on certificate entities
	Play nicknames on IRA entities

Prompts

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

User Flow Example