Citi Commercial Cards CitiManager 12.3 Federal Government · 2012-11-27 · Citi Commercial Cards CitiManager 12.3 — Federal Government | Release Overview 6 Search Results Added

Transaction Services

What’s New?Citi Commercial Cards CitiManager 12.3 Federal Government

September 2012

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Citi Commercial Cards CitiManager 12.3 — Federal Government | Table of Contents

Table of Contents

Acronyms and Abbreviations ...................................................... 2

Release Overview ........................................................................... 2

Enhanced Cardholder Homepage...................................... 3

Unbilled Transactions and Statements Page Enhancements ....................................... 5

Search Results Added to Top and Bottom of Each Page .................................................... 6

Auto-Registration for Cardholders ................................... 6

Transaction Addenda Data Enhancements ..................... 8

New SMS and E-mail Alerts Available ............................... 9

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Citi Commercial Cards CitiManager 12.3 — Federal Government | Acronyms and Abbreviations

Acronyms and AbbreviationsNo. Abbreviation Meaning

1 SSO Single Sign-On

2 LPUID Landing Page User ID

3 NCH Non-Cardholder

4 LP Landing Page

5 CCRS Citibank Custom Reporting System

6 N/A Not Applicable

7 N.A. North America

8 CSP Cards Statement and Payment

9 IBC Individually Billed Card

10 CBC Centrally Billed Card

11 CBA Centrally Billed Accounts

12 OLA/M Online Applications and Maintenance

13 SSOF Super set of fields

14 CIU Citi internal user

15 AOPC Agency/Organization Program Coordinator

16 SU Supervisor

17 CA Card applicant

18 Bulk OLA Bulk Online Application

19 Bulk OLM Bulk Online Maintenance

20 SOW file Statement of Work file

21 MAS Monetary Authority of Singapore

22 2FA Two-Factor Authentication

22 HD Help Desk

23 OTP One-Time Password

Release OverviewCiti Commercial Cards’ next CitiManager® release is scheduled for an effective implementation in September 2012. This release includes updated features for cardholders and AOPCs. In an effort to improve your transition to and overall use of CitiManager, we have incorporated some key enhancements to make your experience as seamless and user-friendly as possible.

Citi Commercial Cards CitiManager 12.3 — Federal Government | Release Overview

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Enhanced Cardholder Homepage

The cardholder homepage has been enhanced for overall improved usability. Now, cardholders will be able to access more pertinent account information quickly and efficiently.

Below is the list of enhancements that cardholders will be able to enjoy as part of this 12.3 release:

• Message Center Display: Messages will now pop up on top of the CitiManager homepage so cardholders do not have to navigate back to their homepage after viewing the desired message(s).

• Quick Links: Now relocated to the right of the “Message Center” section.• Current Account Summary: A quick summary of the account is listed with the following

fields — Current Balance, Credit Limit, Next Payment Date, Available Credit, Pending Authorizations and Last Payments Received.

— NOTE: These fields are still included on the Account Summary page, and have just been added to the homepage for ease of reference.

• Transactions Since Last Statement: Displays the last five transactions within the current statement cycle on the account.

— NOTE: These transactions are still included on the Unbilled Transactions page, and have just been added to the homepage for ease of reference.

• The last three Past Statements: Displays the following five fields for the last three statements on the account — Previous Balance, Balance Due, New Transactions, Payments Received, Payment Due Date.

— NOTE: These transactions are still included on the Unbilled Transactions page, and have just been added to the homepage for ease of reference.

• Card Information: Displays the cardholder’s demographic information stored on the account. — NOTE: To edit cardholder information, the user may click on the “edit” link on the homepage to navigate to the “Card Maintenance” screen.


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CitiManager Cardholder Homepage

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CitiDirect Card Management System 12.3 — Government | Release Overview

Unbilled Transactions and Statements Page Enhancements

Cardholders can now navigate on the “Unbilled Transactions” and “Statements” pages quickly and more efficiently. The enhancements to these pages allow for cardholders to use the control buttons such as “Print” and “Download” at the top and bottom of each page to avoid the need to scroll back up to the top of the page where the control buttons were located prior to this release.

Statements Page

Unbilled Transactions Page


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Search Results Added to Top and Bottom of Each Page

On the Search module, cardholders can easily search for specific transactions quickly and easily using the new control buttons which appear on the top and bottom of each page.

Auto-Registration for Cardholders

Previously, unregistered cardholders were not receiving any Registration ID/Passcode e-mails from CitiManager after they began using their card and could continue to remain “unregistered on CitiManager.”

With this release, Cardholders will now automatically receive a Registration ID/Passcode e-mail from CitiManager as soon as the first transaction has been logged in CitiManager. This enhancement will help remind cardholders to track their account activity online, allowing them access to their account details anywhere, anytime.

Once a cardholder visits CitiManager to self-register, by clicking on the “Self-Registration for Cardholders,” a screen will appear with two options to choose from in order to continue with the registration process:

1. Registration ID/Passcode: pertains to those cardholders who have received the Registration ID/Passcode e-mail and are proceeding to register their account. Data will be pre-filled as they walk through the required steps to complete registration.

2. Fill the card’s data: pertains to those cardholders who did not receive or cannot locate their Registration ID/Passcode e-mail. They will still be able to register their card on CitiManager but will need to fill in the required fields manually.

3. These registrations will be valid for 60 days upon issuance.

NOTE: All users can choose the “Fill the card’s data” option, regardless of whether or not they received the Registration ID/Passcode e-mail.


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If the cardholder selects the “Registration ID/Passcode” option, then the following screen will appear, asking for the credentials included in the e-mail they received after their transaction posted on CitiManager.

If the cardholder selects the “Fill the card’s data “option, then the following screen will appear, asking for information required to complete CitiManager registration.


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Transaction Addenda Data Enhancements

Today, transaction addendum data available to cardholders on statements is limited. Through this release, additional addendum data will now be included and visible on the “Statement” and “Unbilled Transaction” tabs.

Specifically, there will be unique icons, representing the type of transaction, next to the appropriate transaction on the “Statement” and “Unbilled Transaction” tabs.

To view more details about each transaction, the cardholder would simply click on the desired icon (instructions are also updated in the screenshot below).


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Additional data on the transaction will be displayed in a pop-up window on top of the CitiManager window as shown here:

NOTE: if an icon is selected, but no additional data is available, a pop-up message will appear (if appropriately enabled), reading “No additional data available to display.”

New SMS and E-mail Alerts Available

In this release, additional SMS and E-mail alerts are being launched. To enable your cardholders to receive alerts, simply work with your CAS manager to complete the required SOPD form. Once your organization has been enabled, your cardholders can choose which alerts they’d like to receive, including the ones shown below.

1. Declining Balance Expiry Approaching: (For companies using declining balance) Alert will be sent to a cardholder to notify him/her about a pending declining balance card expiration date, based on the threshold that the cardholder set within the “Preferences” page on CitiManager.

Sample Alert Message: Citi Commercial Cards: Your account ending <XXXX> expires in <N> days on <MM/DD/YYYY> with <CUR> <remaining spend available> in remaining spend available.

2. Card Limit Changed: Alert will be sent to notify a cardholder if his/her credit limit has been changed within CitiManager.

Sample Alert Message: Citi Commercial Cards: The credit limit for account ending <XXXX> has been changed. Questions? Call Local: 1-888-834-2484.

3. Reminder to Cardholder to Activate Card: Alert will be sent to new cardholders, who have not already activated their card, to remind them to activate their new Citi Commercial Cards.

Sample Alert Message: Citi Commercial Cards: The account ending <XXXX> was recently mailed. Please follow the activation steps on the card. Contact your PA if you have not received it.

4. Address Changed: Alert will be sent to notify a cardholder if changes to his/her address have been made within CitiManager.

Sample Alert Message: Citi Commercial Cards: The address for account ending <XXXX> was changed. If you have any questions, please contact your PA.

5. Welcome E-mail: This e-mail Alert welcomes cardholders to The Citi Commercial Cards program and invites them to log onto CitiManager to manage their account online.


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Sample E-mail Message:

DATE

CARDHOLDER

ACCOUNT NUMBER XXXXXXXXXXXX1234

E-mail Subject Line: Welcome to Citi Commercial Cards!

Dear <Cardholder>,

Welcome to Citi® Commercial Cards! We are pleased to provide you with your new Citi <Card Type>, account number XXXXXXXXXXXX1234, which was mailed out to you on <shipped date open date>. If you have not received your card, you should receive it in 5 to 7 business days from the date it was mailed.

Once you receive your new Citi Card, don’t forget to register yourself on our CitiManager card management website to receive 24x7 access to your card statement and account information. No matter where you are or what time of day, our CitiManager tool will provide you with the information you need to stay abreast of your card activity.

If you have any questions on how to use your new Citi Card or any of the CitiManager tools at your disposal, please reference the CitiManager online academy complete with T&Cs, guidelines, FAQs and demos. Additionally, you can browse our website — www.CitiCommercialCards.com — which provides a high-level overview of all of Citi’s Commercial Card services.

We look forward to supporting your day-to-day business expense needs and promise to continually strive to provide the convenience, flexibility and service required we know you need.

Thank you,

Manish Kohli Citi Commercial Cards Global Head, Commercial Cards

Protect yourself from online fraud, or “phishing”

Remember, Citi will never ask you for your password, or to update personal or business information via e-mail. If you receive e-mail you believe to be suspicious or fraudulent, please forward the message to [email protected].

6. Customer Service Numbers: This two-way, real-time command Alert allows the cardholder to find out his/her specific Customer Service numbers should they have any questions on their Citibank account in general.

Sample Alert Message: Citi Commercial Cards: Your Customer Service Number is International: +<country code> <international number> or Local: <local number>

Citi Transaction Servicestransactionservices.citi.com

© 2012 Citibank, N.A. All rights reserved. Citi and Arc Design and CitiManager are registered service marks of Citigroup Inc.1002190 GTS25810 09/12

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Citi Commercial Cards CitiManager 12.3 Federal Government · 2012-11-27 · Citi Commercial Cards CitiManager 12.3 — Federal Government | Release Overview 6 Search Results Added