Account Nickname Handling

Purpose

If members name their accounts (e.g., ‘My Vacation Fund’), they can manage nickname playback using the following Nickname Settings.

Prerequisites

  • Caller must complete authentication.
  • Nicknames must already exist in the core system.

Configuration Steps

  1. Navigate to System Personality Configuration → Text-to-Speech Settings → Play Entities/Nicknames.
  2. You can enable or disable each setting independently.

Limitations

  • If a nickname is missing, the IVR defaults to the full account name.
  • Enabling more nickname or source details may slightly increase call duration.

Field Reference

Purpose

Defines how nicknames are spoken.

  • 0- Do not play nicknames
  • 1 - Full entity description including nicknames if available:
  • 2 - Play nickname instead of entity description if nickname is available
Example: 1: Savings Account Vacation Fund
Example: 2: Vacation Fund

Purpose

Prevents prompts like “nickname of…” from being played.

Example: Instead of Savings Account with a nickname of College Fund,
caller hears Savings Account College Fund.

Purpose

Plays nicknames for savings accounts. Only enable if nicknames in core data are clean and present.

Example: Caller hears "Your Vacation Fund has a balance of…”.

Plays nicknames for mortgages. Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your Home Mortgage balance is $180,000.”

Purpose

Plays nicknames for IRAs. Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your Retirement IRA balance is $25,300.”

Purpose

Plays nicknames for checking accounts. Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your Everyday Checking account has a balance of $1,245.”

Purpose

Plays nicknames for loans. Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your Car Loan payment of $325 is due on the 15th.”

Purpose

Plays nicknames for certificates of deposit (CDs). Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your 1-Year Growth Certificate matures on July 15.”

Purpose

Plays nicknames for credit cards. Only enable if nicknames in core data are clean and present.

Example: Caller hears “Your Rewards Visa balance is $1,050.”