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1
+ Question ,Answers,Prompt
2
+ 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.
3
+ 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.
4
+ 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.
5
+ 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.
6
+ What are the Guide for mobile app?,"? Mobile App (MA) 5.3.1 Agent User Operations Guide
7
+ ? Mobile App (MA) 5.3.1 Retail User Guide
8
+ ? Mobile App (MA) 5.3.1 General Operations Guid",Give the guidence about the bankworld mobile app.
9
+ What are the steps for using Moble App,"? Mobile App (MA) 5.3.1 Agent User Operations Guide
10
+ ? Mobile App (MA) 5.3.1 Retail User Guide
11
+ ? Mobile App (MA) 5.3.1 General Operations Guid",Give the steps for using the Bankworld mobile app.
12
+ What are the Guide for mobile app?,"? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide
13
+ ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide
14
+ ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the guidence about the bankworld mobile app.
15
+ "What are the steps for using BW Internet (IB)
16
+ ","? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide
17
+ ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide
18
+ ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the steps for using the Bankworld BW Internet (IB).
19
+ "What are the steps for using BankWorld Internet (IB)
20
+ ","? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide
21
+ ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide
22
+ ? BankWorld Internet (IB) 3.5.1 Configuration Guide",Give the steps for using the Bankworld BW Internet (IB).
23
+ 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.
24
+ 1. Log on to the System Options GUI as a valid admin user:
25
+ 2. Select System Options - Authentication Settings - Authentication Mechanisms. 3. Check the Digital Wallet Registration mechanism is present:
26
+ if not, add the mechanism (with the following token set) as follows:
27
+ 4. Click Save.
28
+ 5. Exit the System Options GUI.
29
+
30
+
31
+ ",Give the steps for user registration configuration for digital wallet with the code.
32
+ How to configure the card product ,"1. Log on to an Admin Tools workstation and select All Programs - CR2 - Card Channel - Prepaid Card Management:
33
+ 2. Log in as a valid Admin User:
34
+ 3. Select File - Product Type Creation Wizard:
35
+ or
36
+ Click the Product Type Creation Wizard button:
37
+ 4. Click Next:
38
+ Note: For the remaining details consult the companion BankWorld 5.5.4 u1 Prepaid Cards Operations Guide Chapter 2.
39
+ ",Give the information about How to configure the card product.
40
+ How to create a Virtual Prepaid Cards.,"Check the Digital Wallet Registration authentication mechanism is available on the host BankWorld system.
41
+ 1. Log on to the System Options GUI as a valid admin user:
42
+ 2. Select System Options - Authentication Settings - Authentication Mechanisms. 3. Check the Digital Wallet Registration mechanism is present:
43
+ if not, add the mechanism (with the following token set) as follows:
44
+ 4. Click Save.
45
+ 5. Exit the System Options GUI.
46
+
47
+
48
+ ",Give the information about How to create a Virtual Prepaid Cards.
49
+ 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:
50
+ 2. Log in as a valid admin user:
51
+ 3. Click the Products button or select Configure - Products:
52
+ 4. Select the issuer.
53
+ 5. Select the target product.
54
+ 6. Click Edit:
55
+ 7. Click the Numbering tab (default selection):
56
+ 8. Edit the following fields as required:
57
+ 9. Click OK.
58
+ 10. Save the changes.
59
+ ",Give the information about How to modify the card product for virtual cards.
60
+ Digital Wallet Use,"1. Log on to an Admin Tools workstation/equivalent and select All Programs - CR2 - Card Management - Card Management System:
61
+ 2. Log in as a valid admin user:
62
+ 3. Click the Products button or select Configure - Products:
63
+ 4. Select the issuer.
64
+ 5. Select the target product.
65
+ 6. Click Edit:
66
+ 7. Click the Numbering tab (default selection):
67
+ 8. Edit the following fields as required:
68
+ 9. Click OK.
69
+ 10. Save the changes.
70
+ ",Give the information about Digital wallet use.
71
+ Modify Account Product Type,"1. Log on to the System Options GUI as a valid admin user:
72
+ 2. Select Client Settings Account Product Types:
73
+ 3. Select the account product type for the virtual card product.
74
+ 4. Change the Pool Account Type to Digital Wallet.
75
+ 5. Configure the bank settings.
76
+ 6. Click OK.
77
+ 7. Click Save.
78
+ 8. Close the System Options GUI.
79
+ ",Give the information about Modify Account Product Type.
80
+ Pool Account Settings,"1. Log on to the System Options GUI as a valid admin user:
81
+ 2. Select Client Settings Account Product Types:
82
+ 3. Select the account product type for the virtual card product.
83
+ 4. Change the Pool Account Type to Digital Wallet.
84
+ 5. Configure the bank settings.
85
+ 6. Click OK.
86
+ 7. Click Save.
87
+ 8. Close the System Options GUI.
88
+ ",Give the information about Pool Account Settings.
89
+ Introduction,"1.1 Overview
90
+ ($92401&) BankWorld 5.x.y provides both retail and business customers the powerful features of a
91
+ Digital Wallet .
92
+ ? Digital Wallet offers customers the latest in payment options for both transactions and
93
+ transferring money – including:
94
+ - ‘Request Money’
95
+ - ‘Send Money’
96
+ - Wallet Payments (including ‘Tap and Pay’ contactless payments)
97
+ ? Digital Wallet is available with both Mobile App and BW Internet (IB) channels.
98
+ ? Use the following chapters for configuration details and operational examples.
99
+ 1.1.1 Additional Information
100
+
101
+ For other information on digital wallets, refer to the following guides:
102
+ Mobile App
103
+ ? Mobile App (MA) 5.3.1 Agent User Operations Guide
104
+ ? Mobile App (MA) 5.3.1 Retail User Gu ide
105
+ ? Mobile App (MA) 5. 3.1 General Operations Guide
106
+
107
+ BW Internet (IB)
108
+ ? BankWorld Internet (IB) 3.5.1 Agent User Operations Guide
109
+ ? BankWorld Internet (IB) 3.5.1 Retail User Operations Guide
110
+ ? BankWorld Internet (IB) 3.5.1 Configuration Guide ",Give the Introduction of the Bankworld.
111
+ Digital Wallet Configuration. ,"2 USER REGISTRATION CO NFIGURATION FOR Digital wallet
112
+ 2.1 Overview
113
+ Configure the following wallet user registration tasks before proceeding further.
114
+ 2.2 User Registration Configuration Steps
115
+ 2.2.1 Add Digital Wallet Registration Authentication Mechanism
116
+ Check the ‘ Digital Wallet Registration ’ authentication mechanism is available on the host BankWorld system.
117
+ 1. Log on to the ‘System Options’ ($92402&) ($92403&)GUI as a valid admin user:
118
+ 2. Select ‘ System Options - Authentication Settings - Authentication Mechanisms ’.
119
+ 3. Check the ‘Digital Wallet ($92404&) Registration ’ mechanism is present :
120
+ - if not , add the mechanism ($92405&) (with the following token set) as follows:
121
+ 4. Click ‘Save’.
122
+ 5. Exit the System Options GUI. ",Give the Steps for Digital wallet configuration
123
+ 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.
124
+ 3.2 Card Product Record Maintenance
125
+ 3.2.1 Virtual Prepaid Cards – Create a new Product Type
126
+
127
+ 1. Log on to an Admin ($92407&) Tools workstation and select ‘All Programs - CR2 - Card Channel - Prepaid Card Management’:
128
+
129
+ 2. Log in as a valid ($92408&) Admin User :
130
+
131
+ 3. Select ‘File - Product ($92408&) Type Creation Wizard’:
132
+ or
133
+ Click the ‘Product Type ($92410&) Creation Wizard’ button:
134
+
135
+ 4. Click ($92411&)‘Next’:
136
+
137
+ 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.
138
+ 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 ’:
139
+
140
+ 2. Log in as a ($92413&) valid admin user:
141
+
142
+ 3. Click the ‘Products ’ ($92414&) button or select ‘Configure - Products ’:
143
+
144
+ 4. Select the issuer.
145
+ 5. Select the target product.
146
+ 6. Click ($92415&) ‘ Edit’:
147
+ 7. Click the ($92416&) ‘Numbering’ tab (default selection):
148
+ 8. Edit the following fields as required :
149
+ Card Product - Numbering Parameters
150
+ Setting Description
151
+ Digital Wallet Only
152
+ Allow Virtual Debit Cards Enable creation of virtual debit cards using this card product
153
+ Allow Virtual Prepaid Cards ? Enable creation of prepaid debit cards using this card product
154
+ ? Select the pool account to ($92417&)service online funds top -ups for this prepaid card
155
+ 9. Click ‘OK’.
156
+ 10. Save the changes.
157
+ ",Give the Steps for Modify Card Product for Virtual Cards and also include codes with the answers.
158
+ Modify Account Product Type – Pool Account Settings," 1. Log on to the ($92418&) ($92419&) ‘System Options’ GUI as a valid admin user:
159
+ 2. Select ($92420&) ‘Client Settings – Account Product Types’:
160
+ 3. Select the account product type for the virtual card product.
161
+ 4. Change the ‘Pool Account Type’ to ‘Digital Wallet’ .
162
+ 5. Configure the bank settings .
163
+ 6. Click ($92421&) ‘OK’.
164
+
165
+ 7. Click ‘Save’.
166
+ 8. Close the System Options GUI. ",Give the Steps for Modify Account Product Type and also include codes with the answers.
167
+ 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)
168
+ 4.1.1 Notes on Agent Users
169
+ For Agent Users , enable transaction types on b oth the Digital Wallet account product type and an agent user’s target account.
170
+
171
+ 4.2 Edit Account Product Types
172
+ 1. Log on to ($92422&) ($92423&) the ‘System Options’ GUI as a valid admin user:
173
+ 2. Select ‘Client ($92424&)Settings – Account Product Types’:
174
+ 3. Select each account product type e.g. ‘Current’ .
175
+ 4. Click ($92425&)‘Edit’:
176
+ 5. Add the digital wallet ($92426&) transaction types supported on this product type :
177
+
178
+ Role Permission Supported Wallet Service
179
+ ‘Prepaid Card Transfer’ Allows admin user to add funds to a prepaid card issue using the Prepaid cards admin tools GUI
180
+ ‘Prepaid Card Web Topup’ Allow user to top up a prepaid/virtual prepaid card online (Mobile App/BW Internet (IB)
181
+ ‘Digital Wallet Transfer’ Funds transfer using digital wallet
182
+ ‘Digital Wallet Debit’ Debit transactions using digital wallet
183
+ ‘Digital Wallet Credit’ Credit transactions using digital wallet
184
+ ‘Digital Wallet Agent pay a bill’ Pay a presented bill on behalf of another user
185
+ ‘Digital Wallet Agent remittance ’ Transfer funds from one wallet to another wallet as Agent User
186
+ ‘Digital Wallet Cash Out’ Request money from another digital wallet
187
+ ‘Digital Wallet Cash In’ Send money to another digital wallet
188
+ ‘Digital Wallet eCommerce Payment’ Purchase goods and services using a dedicated eCommerce vir tual card
189
+
190
+ 6. Click ‘OK’.
191
+ 7. Repeat for any other account product types.
192
+ 8. Click ‘Save’.
193
+ 9. Exit the System Options GUI.
194
+ ",Give the Steps for MODIFY USER ACCOUNT PRODUCT TYPES and Edit Account Product Types and also include codes with the answers.
195
+ WALLET BACK OFFICE MAPPINGS and Edit Back Office Mappings," Map all digital wallet transaction types to their back office counterparts.
196
+ 5.2 Edit Back Office Mappings
197
+ 1. Log on to a ($92427&)workstation/server and select ‘Start - Back Office Mapping’:
198
+ 2. Log in as ($92428&)a valid Admin User :
199
+ 3. Select the target back office type.
200
+ 4. Select ($92429&) ‘Mappings -Transaction Type’ (default selection).
201
+ 5. Add the correct mapping s for each digital wallet transaction type .
202
+ 6. After adding ($92430&) all mappings, click ‘Update Changes’ :
203
+ 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.
204
+ Configure systemwide wallet settings using the System Options admin tools GUI. ,"6.1.1 Modify ‘Digital Wallet Agent pay a bill’ Transaction Type
205
+ Configure the ‘ Digital Wallet Agent pay a bill’ transaction type for Agent Users.
206
+
207
+ 6.1.1.1 Edit Characteristics
208
+ 1. Log on to the ($92431&) ($92432&) ‘System Options’ GUI as a valid admin user:
209
+ 1. Select ‘Operational Settings – Transaction Types’.
210
+ 2. Select the ‘Digital Wallet Agent pay a bill’ transaction type.
211
+ 3. Click ($92433&) ‘Edit’:
212
+ 4. Click the ‘Characteristics’ tab.
213
+ 5. Enable the ($92434&)following characteristics:
214
+
215
+ Characteristic Description
216
+ ‘Bill Payment by Bill Reference’ Use a known bill reference to identify bill with utility
217
+ ‘Foreign Currency Exchange’ User can make payment using a different currency to the biller currency
218
+ ‘e-bill presented target account’ Allows the biller account balance to update
219
+
220
+ 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.
221
+ Edit Validation Settings ," Enable the following setting to enforce two -factor authentication (2FA).
222
+ 1. Select ‘Operational Settings – Transaction Types’.
223
+ 2. Select the ($92435&)‘ Digital Wallet Agent pay a bill’ transaction type.
224
+ 3. Click the ‘Validation’ tab.
225
+ 4. Select the ‘Required User to Provide Tokens …’ setting.
226
+ 5. Click ($92436&) ‘OK’:
227
+ 6. All: Click ‘Save’.
228
+ 7. Exit the System Options GUI. ",Give the Steps for Edit Validation Settings for systemwide wallet configuration and also include codes with the answers.
229
+ Add Prepaid Card Product as Default Virtual Card Type ," 1. Log on to the System Options GUI as a valid admin user.
230
+ 2. Select ‘System Settings – System Parameters’ .
231
+ 3. Navigate to ($92437&) the ‘Card Settings’ group:
232
+
233
+ Card Product Selection
234
+ Onboarding new Wallet Users : Choose the card product type /s available whenever new wallet users are onboarded.
235
+ 1. Select ‘Card products to be created when onboarding wallet users’ .
236
+ 2. Click ($92438&)‘Select Products’:
237
+ 3. Select each prepaid card product as a virtual card product for wallet onboarding.
238
+ 4. Click ($92439&) ‘OK’.
239
+ 5. Click ‘Update’ row .
240
+ 6. Click ($92440&)‘Save’:
241
+
242
+ Short -Term Cards Only
243
+ 1. Select ‘ Card product type that can be configured with a short expiry period & the ability for
244
+ a user initiated re -issue within the Digital Wallet ’.
245
+ 2. Choose the ($92441&)required card product type from the drop -down list.
246
+ 3. Click ‘Save’.
247
+ Account Product Type Selection
248
+ 1. Select ‘Default product type of virtual card account’.
249
+ 2. Choose the ($92442&)required accou nt product type from the drop -down list.
250
+ 4. Save the changes. ",Give the Steps for Add Prepaid Card Product as Default Virtual Card Type and also include codes with the answers.
251
+ 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.
252
+
253
+ 1. Log on to the ($92443&) ($92444&)‘Role Management’ GUI as a valid admin user:
254
+ 2. Select the target role /s (including the default user role) .
255
+ 3. Click ($92445&) ‘Edit’: ",Give the Steps for ROLE PERMISSION CONFIGURATION and also include codes with the answers.
256
+ Available Transaction Types – All Users," Add the digital ($92446&)wallet Transaction Types to each role in use by logged -in users :
257
+ Role Permission Supported Wallet Service
258
+ ‘Prepaid Card Transfer’ Allows admin user to add funds to a prepaid card
259
+ issue using the Prepaid cards admin tools GUI
260
+ ‘Prepaid Card Web Topup’ Allow user to top up a prepaid/virtual prepaid card online (Mobile App/BW Internet (IB)
261
+ ‘Digital Wallet Transfer’ Funds transfer using digital wallet
262
+ ‘Digital Wallet Debit’ Debit transactions using digital wallet
263
+ ‘Digital Wallet Credit’ Credit transactions using digital wallet
264
+ ‘Digital Wallet Agent pay a bill’ Allows agent user to pay a presented bill on behalf of another user
265
+ ‘Digital Wallet Agent remittance ’ Allows agent user to transfer funds from one wallet to another wallet
266
+ ‘Digital Wallet Cash Out’ Request money from another digital wallet
267
+ ‘Digital Wallet Cash In’ Pay money to another digital wallet
268
+ ‘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.
269
+ Wallet User Permissions and Agent User Permissions," Configure user roles for wallet accessibility.
270
+ Assign ‘ Allow User Card View ’ to Roles
271
+
272
+ 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’):
273
+
274
+ Optional: Enable Higher Authenticatio n Tokens for Second Card
275
+
276
+ 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’).
277
+ (‘General User - Higher Authentication Tokens’)
278
+
279
+ Assign the following permissions to all Agent Users.
280
+
281
+ Open Wallet Accounts
282
+ Add the following role ($92451&)permission to allow an Agent User to open a wallet account on behalf of another user.
283
+ (‘Available Services – Available Bank Instructions - Agent Onboard Wallet User’)
284
+
285
+ Agent User Transactions on Other User Wallet Accounts
286
+ Add this permission to allow an ($92452&)agent user to perform transactions using another user’s wallet account.
287
+
288
+ (‘Available Services – Allow agent -assisted transactions from the user wa llet’)
289
+ 4. Click ‘Update’.
290
+ 5. Exit the Role Management GUI. ",Give the Steps for Wallet User Permissions and Agent User Permissions and also include codes with the answers.