| Question ,Answers,Prompt | |
| What does BankWorld do?,BankWorld 5.x.y provides both retail and business customers the powerful features of a Digital Wallet.Digital Wallet offers customers the latest in payment options for both transactions and transferring money including: - - - Wallet Payments (including Tap and Pay contactless payments) Request Money Send Money,Give the Introduction of the Bankworld. | |
| What services does BankWorld provides?,BankWorld 5.x.y provides both retail and business customers the powerful features of a Digital Wallet.Digital Wallet offers customers the latest in payment options for both transactions and transferring money including: - - - Wallet Payments (including Tap and Pay contactless payments) Request Money Send Money,Give the Introduction of the Bankworld. | |
| What services other than Digital Wallet is provided by the BankWorld?,BankWorld 5.x.y provides both retail and business customers the powerful features of a Digital Wallet.Digital Wallet offers customers the latest in payment options for both transactions and transferring money including: - - - Wallet Payments (including Tap and Pay contactless payments) Request Money Send Money,Give the steps for Digital Wallet. | |
| What other Platforms is BankWorld available?,Digital Wallet is available with both Mobile App and BW Internet (IB) channels. ,Give the information about where the bankworld is available. | |
| What are the Guide for mobile app?,"? Mobile App (MA) 5.3.1 Agent User Operations Guide | |
| ? Mobile App (MA) 5.3.1 Retail User Guide | |
| ? Mobile App (MA) 5.3.1 General Operations Guid",Give the guidence about the bankworld mobile app. | |
| What are the steps for using Moble App,"? Mobile App (MA) 5.3.1 Agent User Operations Guide | |
| ? Mobile App (MA) 5.3.1 Retail User Guide | |
| ? Mobile App (MA) 5.3.1 General Operations Guid",Give the steps for using the Bankworld mobile app. | |
| What are the Guide for mobile app?,"? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the guidence about the bankworld mobile app. | |
| "What are the steps for using BW Internet (IB) | |
| ","? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the steps for using the Bankworld BW Internet (IB). | |
| "What are the steps for using BankWorld Internet (IB) | |
| ","? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the steps for using the Bankworld BW Internet (IB). | |
| What are the steps for user registration configuration for digital wallet.,"Check the Digital Wallet Registration authentication mechanism is available on the host BankWorld system. | |
| 1. Log on to the System Options GUI as a valid admin user: | |
| 2. Select System Options - Authentication Settings - Authentication Mechanisms. 3. Check the Digital Wallet Registration mechanism is present: | |
| if not, add the mechanism (with the following token set) as follows: | |
| 4. Click Save. | |
| 5. Exit the System Options GUI. | |
| ",Give the steps for user registration configuration for digital wallet with the code. | |
| How to configure the card product ,"1. Log on to an Admin Tools workstation and select All Programs - CR2 - Card Channel - Prepaid Card Management: | |
| 2. Log in as a valid Admin User: | |
| 3. Select File - Product Type Creation Wizard: | |
| or | |
| Click the Product Type Creation Wizard button: | |
| 4. Click Next: | |
| Note: For the remaining details consult the companion BankWorld 5.5.4 u1 Prepaid Cards Operations Guide Chapter 2. | |
| ",Give the information about How to configure the card product. | |
| How to create a Virtual Prepaid Cards.,"Check the Digital Wallet Registration authentication mechanism is available on the host BankWorld system. | |
| 1. Log on to the System Options GUI as a valid admin user: | |
| 2. Select System Options - Authentication Settings - Authentication Mechanisms. 3. Check the Digital Wallet Registration mechanism is present: | |
| if not, add the mechanism (with the following token set) as follows: | |
| 4. Click Save. | |
| 5. Exit the System Options GUI. | |
| ",Give the information about How to create a Virtual Prepaid Cards. | |
| How to modify the card product for virtual cards,"1. Log on to an Admin Tools workstation/equivalent and select All Programs - CR2 - Card Management - Card Management System: | |
| 2. Log in as a valid admin user: | |
| 3. Click the Products button or select Configure - Products: | |
| 4. Select the issuer. | |
| 5. Select the target product. | |
| 6. Click Edit: | |
| 7. Click the Numbering tab (default selection): | |
| 8. Edit the following fields as required: | |
| 9. Click OK. | |
| 10. Save the changes. | |
| ",Give the information about How to modify the card product for virtual cards. | |
| Digital Wallet Use,"1. Log on to an Admin Tools workstation/equivalent and select All Programs - CR2 - Card Management - Card Management System: | |
| 2. Log in as a valid admin user: | |
| 3. Click the Products button or select Configure - Products: | |
| 4. Select the issuer. | |
| 5. Select the target product. | |
| 6. Click Edit: | |
| 7. Click the Numbering tab (default selection): | |
| 8. Edit the following fields as required: | |
| 9. Click OK. | |
| 10. Save the changes. | |
| ",Give the information about Digital wallet use. | |
| Modify Account Product Type,"1. Log on to the System Options GUI as a valid admin user: | |
| 2. Select Client Settings Account Product Types: | |
| 3. Select the account product type for the virtual card product. | |
| 4. Change the Pool Account Type to Digital Wallet. | |
| 5. Configure the bank settings. | |
| 6. Click OK. | |
| 7. Click Save. | |
| 8. Close the System Options GUI. | |
| ",Give the information about Modify Account Product Type. | |
| Pool Account Settings,"1. Log on to the System Options GUI as a valid admin user: | |
| 2. Select Client Settings Account Product Types: | |
| 3. Select the account product type for the virtual card product. | |
| 4. Change the Pool Account Type to Digital Wallet. | |
| 5. Configure the bank settings. | |
| 6. Click OK. | |
| 7. Click Save. | |
| 8. Close the System Options GUI. | |
| ",Give the information about Pool Account Settings. | |
| Introduction,"1.1 Overview | |
| ($92401&) BankWorld 5.x.y provides both retail and business customers the powerful features of a | |
| Digital Wallet . | |
| ? Digital Wallet offers customers the latest in payment options for both transactions and | |
| transferring money – including: | |
| - ‘Request Money’ | |
| - ‘Send Money’ | |
| - Wallet Payments (including ‘Tap and Pay’ contactless payments) | |
| ? Digital Wallet is available with both Mobile App and BW Internet (IB) channels. | |
| ? Use the following chapters for configuration details and operational examples. | |
| 1.1.1 Additional Information | |
| For other information on digital wallets, refer to the following guides: | |
| Mobile App | |
| ? Mobile App (MA) 5.3.1 Agent User Operations Guide | |
| ? Mobile App (MA) 5.3.1 Retail User Gu ide | |
| ? Mobile App (MA) 5. 3.1 General Operations Guide | |
| BW Internet (IB) | |
| ? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide | |
| ? BankWorld Internet (IB) 3.5.1 Configuration Guide ",Give the Introduction of the Bankworld. | |
| Digital Wallet Configuration. ,"2 USER REGISTRATION CO NFIGURATION FOR Digital wallet | |
| 2.1 Overview | |
| Configure the following wallet user registration tasks before proceeding further. | |
| 2.2 User Registration Configuration Steps | |
| 2.2.1 Add Digital Wallet Registration Authentication Mechanism | |
| Check the ‘ Digital Wallet Registration ’ authentication mechanism is available on the host BankWorld system. | |
| 1. Log on to the ‘System Options’ ($92402&) ($92403&)GUI as a valid admin user: | |
| 2. Select ‘ System Options - Authentication Settings - Authentication Mechanisms ’. | |
| 3. Check the ‘Digital Wallet ($92404&) Registration ’ mechanism is present : | |
| - if not , add the mechanism ($92405&) (with the following token set) as follows: | |
| 4. Click ‘Save’. | |
| 5. Exit the System Options GUI. ",Give the Steps for Digital wallet configuration | |
| CARD PRODUCT CONFIGURATION ,"Use the ($92406&)‘Card Management System – Products ’ settings to create the virtual card products to be offered to online customers with a Digital Wallet. | |
| 3.2 Card Product Record Maintenance | |
| 3.2.1 Virtual Prepaid Cards – Create a new Product Type | |
| 1. Log on to an Admin ($92407&) Tools workstation and select ‘All Programs - CR2 - Card Channel - Prepaid Card Management’: | |
| 2. Log in as a valid ($92408&) Admin User : | |
| 3. Select ‘File - Product ($92408&) Type Creation Wizard’: | |
| or | |
| Click the ‘Product Type ($92410&) Creation Wizard’ button: | |
| 4. Click ($92411&)‘Next’: | |
| Note: For the remaining details c onsult the companion BankWorld 5.5.4 u1 Prepaid Cards Operations Guide . ",Give the Steps for Card wallet configuration and also include codes with the answers. | |
| Modify Card Product for Virtual Cards/Digital Wallet Use," 1. Log on to an Admin Tools ($92412&) workstation/equivalent and select ‘All Programs - CR2 - Card Management - Card Management System ’: | |
| 2. Log in as a ($92413&) valid admin user: | |
| 3. Click the ‘Products ’ ($92414&) button or select ‘Configure - Products ’: | |
| 4. Select the issuer. | |
| 5. Select the target product. | |
| 6. Click ($92415&) ‘ Edit’: | |
| 7. Click the ($92416&) ‘Numbering’ tab (default selection): | |
| 8. Edit the following fields as required : | |
| Card Product - Numbering Parameters | |
| Setting Description | |
| Digital Wallet Only | |
| Allow Virtual Debit Cards Enable creation of virtual debit cards using this card product | |
| Allow Virtual Prepaid Cards ? Enable creation of prepaid debit cards using this card product | |
| ? Select the pool account to ($92417&)service online funds top -ups for this prepaid card | |
| 9. Click ‘OK’. | |
| 10. Save the changes. | |
| ",Give the Steps for Modify Card Product for Virtual Cards and also include codes with the answers. | |
| Modify Account Product Type – Pool Account Settings," 1. Log on to the ($92418&) ($92419&) ‘System Options’ GUI as a valid admin user: | |
| 2. Select ($92420&) ‘Client Settings – Account Product Types’: | |
| 3. Select the account product type for the virtual card product. | |
| 4. Change the ‘Pool Account Type’ to ‘Digital Wallet’ . | |
| 5. Configure the bank settings . | |
| 6. Click ($92421&) ‘OK’. | |
| 7. Click ‘Save’. | |
| 8. Close the System Options GUI. ",Give the Steps for Modify Account Product Type and also include codes with the answers. | |
| MODIFY USER ACCOUNT PRODUCT TYPES and Edit Account Product Types," Add the required transaction types to all Account Product Types for digital wallet features/services so wallet users can perform these transactions (Retail and Agent) | |
| 4.1.1 Notes on Agent Users | |
| For Agent Users , enable transaction types on b oth the Digital Wallet account product type and an agent user’s target account. | |
| 4.2 Edit Account Product Types | |
| 1. Log on to ($92422&) ($92423&) the ‘System Options’ GUI as a valid admin user: | |
| 2. Select ‘Client ($92424&)Settings – Account Product Types’: | |
| 3. Select each account product type e.g. ‘Current’ . | |
| 4. Click ($92425&)‘Edit’: | |
| 5. Add the digital wallet ($92426&) transaction types supported on this product type : | |
| Role Permission Supported Wallet Service | |
| ‘Prepaid Card Transfer’ Allows admin user to add funds to a prepaid card issue using the Prepaid cards admin tools GUI | |
| ‘Prepaid Card Web Topup’ Allow user to top up a prepaid/virtual prepaid card online (Mobile App/BW Internet (IB) | |
| ‘Digital Wallet Transfer’ Funds transfer using digital wallet | |
| ‘Digital Wallet Debit’ Debit transactions using digital wallet | |
| ‘Digital Wallet Credit’ Credit transactions using digital wallet | |
| ‘Digital Wallet Agent pay a bill’ Pay a presented bill on behalf of another user | |
| ‘Digital Wallet Agent remittance ’ Transfer funds from one wallet to another wallet as Agent User | |
| ‘Digital Wallet Cash Out’ Request money from another digital wallet | |
| ‘Digital Wallet Cash In’ Send money to another digital wallet | |
| ‘Digital Wallet eCommerce Payment’ Purchase goods and services using a dedicated eCommerce vir tual card | |
| 6. Click ‘OK’. | |
| 7. Repeat for any other account product types. | |
| 8. Click ‘Save’. | |
| 9. Exit the System Options GUI. | |
| ",Give the Steps for MODIFY USER ACCOUNT PRODUCT TYPES and Edit Account Product Types and also include codes with the answers. | |
| WALLET BACK OFFICE MAPPINGS and Edit Back Office Mappings," Map all digital wallet transaction types to their back office counterparts. | |
| 5.2 Edit Back Office Mappings | |
| 1. Log on to a ($92427&)workstation/server and select ‘Start - Back Office Mapping’: | |
| 2. Log in as ($92428&)a valid Admin User : | |
| 3. Select the target back office type. | |
| 4. Select ($92429&) ‘Mappings -Transaction Type’ (default selection). | |
| 5. Add the correct mapping s for each digital wallet transaction type . | |
| 6. After adding ($92430&) all mappings, click ‘Update Changes’ : | |
| 7. Exit the Back Office Mappings GUI. ",Give the Steps for WALLET BACK OFFICE MAPPINGS and Edit Back Office Mappings and also include codes with the answers. | |
| Configure systemwide wallet settings using the System Options admin tools GUI. ,"6.1.1 Modify ‘Digital Wallet Agent pay a bill’ Transaction Type | |
| Configure the ‘ Digital Wallet Agent pay a bill’ transaction type for Agent Users. | |
| 6.1.1.1 Edit Characteristics | |
| 1. Log on to the ($92431&) ($92432&) ‘System Options’ GUI as a valid admin user: | |
| 1. Select ‘Operational Settings – Transaction Types’. | |
| 2. Select the ‘Digital Wallet Agent pay a bill’ transaction type. | |
| 3. Click ($92433&) ‘Edit’: | |
| 4. Click the ‘Characteristics’ tab. | |
| 5. Enable the ($92434&)following characteristics: | |
| Characteristic Description | |
| ‘Bill Payment by Bill Reference’ Use a known bill reference to identify bill with utility | |
| ‘Foreign Currency Exchange’ User can make payment using a different currency to the biller currency | |
| ‘e-bill presented target account’ Allows the biller account balance to update | |
| 6. Click ‘OK’ ",Give the Steps for Configure systemwide wallet settings using the System Options admin tools GUI and also include codes with the answers. | |
| Edit Validation Settings ," Enable the following setting to enforce two -factor authentication (2FA). | |
| 1. Select ‘Operational Settings – Transaction Types’. | |
| 2. Select the ($92435&)‘ Digital Wallet Agent pay a bill’ transaction type. | |
| 3. Click the ‘Validation’ tab. | |
| 4. Select the ‘Required User to Provide Tokens …’ setting. | |
| 5. Click ($92436&) ‘OK’: | |
| 6. All: Click ‘Save’. | |
| 7. Exit the System Options GUI. ",Give the Steps for Edit Validation Settings for systemwide wallet configuration and also include codes with the answers. | |
| Add Prepaid Card Product as Default Virtual Card Type ," 1. Log on to the System Options GUI as a valid admin user. | |
| 2. Select ‘System Settings – System Parameters’ . | |
| 3. Navigate to ($92437&) the ‘Card Settings’ group: | |
| Card Product Selection | |
| Onboarding new Wallet Users : Choose the card product type /s available whenever new wallet users are onboarded. | |
| 1. Select ‘Card products to be created when onboarding wallet users’ . | |
| 2. Click ($92438&)‘Select Products’: | |
| 3. Select each prepaid card product as a virtual card product for wallet onboarding. | |
| 4. Click ($92439&) ‘OK’. | |
| 5. Click ‘Update’ row . | |
| 6. Click ($92440&)‘Save’: | |
| Short -Term Cards Only | |
| 1. Select ‘ Card product type that can be configured with a short expiry period & the ability for | |
| a user initiated re -issue within the Digital Wallet ’. | |
| 2. Choose the ($92441&)required card product type from the drop -down list. | |
| 3. Click ‘Save’. | |
| Account Product Type Selection | |
| 1. Select ‘Default product type of virtual card account’. | |
| 2. Choose the ($92442&)required accou nt product type from the drop -down list. | |
| 4. Save the changes. ",Give the Steps for Add Prepaid Card Product as Default Virtual Card Type and also include codes with the answers. | |
| ROLE PERMISSION CONFIGURATION ," Using the Role Management GUI, a ssign both retail and agent users the correct role permissions for standard digital wallet transactions and services. | |
| 1. Log on to the ($92443&) ($92444&)‘Role Management’ GUI as a valid admin user: | |
| 2. Select the target role /s (including the default user role) . | |
| 3. Click ($92445&) ‘Edit’: ",Give the Steps for ROLE PERMISSION CONFIGURATION and also include codes with the answers. | |
| Available Transaction Types – All Users," Add the digital ($92446&)wallet Transaction Types to each role in use by logged -in users : | |
| Role Permission Supported Wallet Service | |
| ‘Prepaid Card Transfer’ Allows admin user to add funds to a prepaid card | |
| issue using the Prepaid cards admin tools GUI | |
| ‘Prepaid Card Web Topup’ Allow user to top up a prepaid/virtual prepaid card online (Mobile App/BW Internet (IB) | |
| ‘Digital Wallet Transfer’ Funds transfer using digital wallet | |
| ‘Digital Wallet Debit’ Debit transactions using digital wallet | |
| ‘Digital Wallet Credit’ Credit transactions using digital wallet | |
| ‘Digital Wallet Agent pay a bill’ Allows agent user to pay a presented bill on behalf of another user | |
| ‘Digital Wallet Agent remittance ’ Allows agent user to transfer funds from one wallet to another wallet | |
| ‘Digital Wallet Cash Out’ Request money from another digital wallet | |
| ‘Digital Wallet Cash In’ Pay money to another digital wallet | |
| ‘Digital Wallet eCommerce Payment’ Purchase goods and services using a dedicated eCommerce virtual card ",Give the Steps for Available Transaction Types – All Users and also include codes with the answers. | |
| Wallet User Permissions and Agent User Permissions," Configure user roles for wallet accessibility. | |
| Assign ‘ Allow User Card View ’ to Roles | |
| Add/enable ($92447&) ($92448&)the ‘General User - Allow User Card View’ role permission to all user roles requiring wallet acces s (including role ‘Default Role’): | |
| Optional: Enable Higher Authenticatio n Tokens for Second Card | |
| To allow wallet ($92449&) ($92450&)users to add a second card to their wallets, assign one or more Higher Authentication tokens to their role (including role ‘Default Role’). | |
| (‘General User - Higher Authentication Tokens’) | |
| Assign the following permissions to all Agent Users. | |
| Open Wallet Accounts | |
| Add the following role ($92451&)permission to allow an Agent User to open a wallet account on behalf of another user. | |
| (‘Available Services – Available Bank Instructions - Agent Onboard Wallet User’) | |
| Agent User Transactions on Other User Wallet Accounts | |
| Add this permission to allow an ($92452&)agent user to perform transactions using another user’s wallet account. | |
| (‘Available Services – Allow agent -assisted transactions from the user wa llet’) | |
| 4. Click ‘Update’. | |
| 5. Exit the Role Management GUI. ",Give the Steps for Wallet User Permissions and Agent User Permissions and also include codes with the answers. | |