Công Nghệ Thông Tin, it, phầm mềm, website, web, mobile app, trí tuệ nhân tạo, blockchain, AI, machine learning - Kinh tế - Quản lý - Điện - Điện tử - Viễn thông Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Download and Login Go to the Google PlayTM Store or Apple App Store ; search for CitiDirect BE Download the CitiDirect BE App Input user ID (no password after May 2019) Enter preferred secondary method of authentication Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Welcome Tutorial Users are presented with a series of educational Welcome screens. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Push Notifications Users are able to receive notifications to know when they have pending items in their worklist. Push Notifications Payments Pending User will receive a push notification that indicates the number of pending payments (single or batch). Push notifications will be sent to the users depending upon their entitlements (i.e. payment pending notification will be sent to users that are entitled to payments). Push Notifications Customization User will be allowed to turn onoff notifications for Payments pending from the ‘Notifications’ section on the Settings screen in the CitiDirect BE Mobile App. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Initiate Payments Users have the ability to initiate a Payment from approved TEMPLATES. Available in select countries. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Authorize and Release Payments Users have the ability to authorize and release payments quickly and conveniently. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Continued... Payment Status Data Users can select a payment and get details. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Payment Status Data (Cont’d…) Users can search for a payment status by selecting a Date Range. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Balance Status Data Users can select an account and get balance details. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Intraday Cash Position Data Users can select an account and get Intraday Cash Position details. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer SecurityUser Management — Authorize Security Managers can approve and reject users (by swiping or tapping) directly on their device. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer SecurityUser Management — DeactivateReset Security Managers can deactivate and reset users (by swiping or tapping) directly on their device. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Swipe — Undo for Right ActionsApprove The “Undo ” button allows a user to correct their action of approving a payment or any other user record while in card view. The Undo button will show up for 5 seconds after the swipe gesture , thereby delaying the actual processing of the record for up to 5 seconds to allow a user to change their mind, if required. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Continued... Swipe — Disable Gesture Users will be able to disable the Swipe to ApproveReject gesture in the Settings page . Swipe gesture can be disabled by unchecking the box. If the box is unchecked, it will disable the swipe (left right) gesture across the app, which is currently available on Payment approval, Batch approval, User Management approval, etc. Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Biometrics Authentication — Mobile Login User Case 1: Mobile Login Users are able to log into CitiDirect BE Mobile App via Fingerprint or Facial Recognition (in approved markets) BE Mobile App Launch User clicks on the Fingerprint Icon or Facial Recognition Icon (depending on device capability). Biometrics Prompt on Mobile The device will prompt user to display their fingerprint or face for biometrics authentication. Mobile Landing Page Successful login. 1 2 3 Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data SecurityUser Management Authorize DeactivateReset Swipe Undo for Right ActionsApprove Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Biometrics Authentication — Desktop Login Using Mobile User Case 2: Desktop Login Using Mobile Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Fingerprint or Facial Recognition (in approved markets) On the Desktop User keys in User ID and clicks biometric sign in on BE Desktop Confirmation code displayed on desktop — to match against code displayed on Mobile App Successful desktop login On the Mobile App User will tap push notification to launch CitiDirect BE Mobile App Confirmation code is displayed on Mobile App — to match against code displayed on desktop Biometrics prompt on mobile appears — user displays their fingerprint or face. 1 2 3a 4 5 3b Treasury and Trade SolutionsCitiDirect BE Mobile User Guide Download and L...
Treasury and Trade Solutions CitiDirect BE® Mobile User Guide Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Download and Login Download the Input user ID Enter preferred secondary User Guide CitiDirect BE App (no password after May 2019) method of authentication Go to the Google PlayTM Store Download and Login or Apple App Store®; Welcome Tutorial Push Notifications search for CitiDirect BE® Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Welcome Tutorial User Guide Users are presented with a series of educational Welcome screens Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Push Notifications User Guide Users are able to receive notifications to know when they have pending items in their worklist Download and Login Welcome Tutorial Push Notifications Payments Pending Push Notifications • User will receive a push notification that indicates the number of pending payments Initiate Payments (single or batch) Authorize and Release Payments • Push notifications will be sent to the users depending upon their entitlements Payment Status Data (i.e payment pending notification will be sent to users that are entitled to payments) Balance Status Data Intraday Cash Position Data Push Notifications Customization Security/User Management • User will be allowed to turn on/off notifications for Payments pending from the ‘Notifications’ section on the Settings screen in the CitiDirect BE Mobile App Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Initiate Payments User Guide Users have the ability to initiate a Payment from approved TEMPLATES.* Download and Login Welcome Tutorial *Available in select countries Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Authorize and Release Payments User Guide Users have the ability to authorize and release payments quickly and conveniently Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Payment Status Data User Guide Users can select a payment and get details Download and Login Welcome Tutorial Continued Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Payment Status Data (Cont’d…) User Guide Users can search for a payment status by selecting a Date Range Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Balance Status Data User Guide Users can select an account and get balance details Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Intraday Cash Position Data User Guide Users can select an account and get Intraday Cash Position details Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Security/User Management — Authorize User Guide Security Managers can approve and reject users (by swiping or tapping) directly on their device Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Security/User Management — Deactivate/Reset User Guide Security Managers can deactivate and reset users (by swiping or tapping) directly on their device Download and Login Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Swipe — Undo for Right Actions/Approve User Guide The “Undo” button allows a user to correct their action of approving a Download and Login payment or any other user record while in card view Welcome Tutorial The Undo button will show up for 5 seconds after the swipe gesture, thereby Push Notifications delaying the actual processing of the record for up to 5 seconds to allow a user Initiate Payments to change their mind, if required Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Swipe — Disable Gesture User Guide Users will be able to disable the Swipe to Approve/Reject gesture in the Download and Login Settings page Welcome Tutorial Push Notifications • Swipe gesture can be disabled by unchecking the box If the box is Initiate Payments unchecked, it will disable the swipe (left & right) gesture across the Authorize and Release Payments app, which is currently available on Payment approval, Batch approval, Payment Status Data User Management approval, etc Balance Status Data Intraday Cash Position Data Continued Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Biometrics Authentication — Mobile Login User Guide • User Case 1: Mobile Login Download and Login • Users are able to log into CitiDirect BE Mobile App via Fingerprint or Facial Recognition (in approved Welcome Tutorial Push Notifications markets) Initiate Payments Authorize and Release Payments 1 2 3 Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management BE Mobile App Launch Biometrics Prompt on Mobile Mobile Landing Page Successful login Authorize User clicks on the Fingerprint Icon or Facial The device will prompt user to display their Deactivate/Reset Recognition Icon (depending on device capability) fingerprint or face for biometrics authentication Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Biometrics Authentication — Desktop Login Using Mobile User Guide • User Case 2: Desktop Login Using Mobile Download and Login • Users are able to log into CitiDirect BE Desktop using their Biometrics on the Mobile App — Welcome Tutorial Push Notifications Fingerprint or Facial Recognition (in approved markets) Initiate Payments Authorize and Release Payments 1 3a 5 Payment Status Data Balance Status Data On the Desktop Successful desktop login Intraday Cash Position Data Security/User Management User keys in User ID and clicks biometric Confirmation code displayed on desktop — to 4 sign in on BE Desktop match against code displayed on Mobile App Authorize Biometrics prompt on mobile Deactivate/Reset 2 3b appears — user displays their Swipe Undo for Right Actions/Approve On the Mobile App fingerprint or face Disable Gesture Biometrics Authentication User will tap push notification to Confirmation code is displayed Mobile Login launch CitiDirect BE Mobile App on Mobile App — to match Desktop Login Using Mobile against code displayed on Tablet desktop Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Tablet — Dashboard User Guide • Authorize and release payments directly from the dashboard Download and Login • View balances (map and chart views) Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Tablet — Payments User Guide • Users are able to Authorize and Release payments on the tablet Download and Login • To view payment details, tap on a row and the payment details tray will appear Users may Approve or Reject payments in this view Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Tablet — Create Batch User Guide • Users are able to now Create a Batch on Tablet to Approve multiple payments Download and Login Welcome Tutorial Users are able to create a batch of Push Notifications payments to authorize and may use Initiate Payments 1 Run ID Authorize and Release Payments 2 Account Number Payment Status Data 3 Payment Currency Balance Status Data 4 Value Date Range Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer Treasury and Trade Solutions CitiDirect BE® Mobile Tablet — Users User Guide • Security Managers are able to Approve, Reset and Re-activate users Download and Login • To view the user details, tap on the row and the user details tray will appear Security Managers are able to scroll for more details, Approve or Reject Users in this view Welcome Tutorial Push Notifications Initiate Payments Authorize and Release Payments Payment Status Data Balance Status Data Intraday Cash Position Data Security/User Management Authorize Deactivate/Reset Swipe Undo for Right Actions/Approve Disable Gesture Biometrics Authentication Mobile Login Desktop Login Using Mobile Tablet Dashboard Payments Create Batch Users Balances Customizable Dashboard Powerful Filters Disclaimer