APITURE Digital Banking Ideas Portal App User Guide

Digital Banking Ideas Portal App
User Guide

Digital Banking Ideas Portal App

January 2022
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Overview

The Ideas Portal for Apiture is your launchpad to helping Apiture better serve you. Alongside of all Apiture clients, your institution will be able to create, comment on and vote for ideas for innovation as part of your service.
Your institution will be requested to set up a general active email address for accessing the portal. Once your access has been configured, an email will be generated from Aha! with your Apiture account details. The email will instruct you to set up your password. One email address is supported per institution.

Ideas
Ideas are just what they sound like: your ideas on enhancements and innovation to improve your Apiture services. Your institution can create new ideas, comment on ideas from other financial institutions (FIs) which are anonymous, and vote on other ideas.
Ideas are segmented by category, target end users, target deliver channels, whether or not they are dependent upon 3 party integrations and where you would be interested in potentially funding with other clients. Learn more about Creating Ideas and their fields in the Add A New Idea for Digital Banking section.

Subscribing
You can Subscribe to ideas that you create (automatically subscribed) or other ideas. When you Subscribe, you will be notified via email of any comments, changes and updates to the idea.
Votes
Votes are your institution’s way to impact enhancements you would like to see implemented for your Apiture services. Your institution will have a total of 15 votes. You can vote up to 3 times for an individual idea.

The Vote icon will appear next to existing  deas,
and you  can click on the icon to select the number of votes you wish to add to an idea.| You can take back one or  more votes by
clicking the VOTE dropdown  nd selecting to subtract your votes.| When you have used all of  your allotted votes, you will no longer be able to vote, unless ​ you remove
votes from the other ideas on which you voted for  previously.

Note: ​When you ​ Add an Idea for Digital Banking ​ , if you have votes left, you will automatically vote once for your idea.
If an idea gains enough support, it will be promoted into our product backlog for future  development efforts.
Assigning your email, username and password
Apiture will send you an email through Aha! to create your password. Your FI will have one login account, and you are free to provide the login credentials to any number of your internalteam members. You will be requested to provide Apiture with the email for the account. The email address nust be an active email address as updates will be sent from the portal regarding submitted ideas and other activities within the portal.
If you have not already supplied Apiture with the email your institution wishes to use, you can submit a request to the Apiture Support Team through the Apiture Support Site, emailing customersupport@apiture.com or calling 1-800-421-1105.
Once you account has been created by an Apiture administrator, you will receive an email to claim your account and create your password.

Follow the instructions to establish your password to proceed to log in. The email address you provided will be your account user name.
Logging In
Site URL: digitalbanking.ideas.apiture.com

Forgot your email
Contact the Apiture Support Team:

• Apiture Support Site
• customersupport@apiture.com
• 1-800-421-1105

Forgot your password
Select the Forgot Password Link and follow the steps to reset your password.
Note: ​ The Forgot Password link requires you to input the email for the account, and a reset link will be sent to that email. Your access to that email account is required for a password reset.

Landing Page Elements

Tabular Options
Recent: Ideas sorted by submission date.
Trending: Ideas sorted by most activity (comments and votes).
Popular: Ideas sorted by number of votes.

Left Sidebar
Click on the following to show your activity:
My Ideas: Ideas that you or your institution have created
My votes: Ideas you have voted on.
My subscriptions: Ideas you have subscribed to.
Note : Subscribing to an idea does not require a vote. You can easily view filtered ideas using the following:

Filter By Status
Needs Review: The Aperture Product Team may not have reviewed this idea yet or may have requested further details from the person who submitted the idea or a commenter.
Future Consideration: The idea has merit in terms of discussions among the product team and possibly previous discussions with other clients or within the industry. It will be monitored for additional comments and ranking based upon client voting.
Already Exists: The feature/product already exists today. Enabling this feature/product may need configurations specifically for your institution (requiring a work order or amendment for implementation).
No Implementation Planned: The idea does not seem directly in line with the product vision or roadmap of the Apiture Digital Banking products.
Planned: The idea is being promoted to the general Apiture product backlog for future development efforts. No timeline has been designated yet. Watch upcoming quarterly previews and release notes as well as additional comments for more details.
Shipped: The idea has been fully developed and implemented within our production environment. Enabling this feature/product may require configuration for your institution, requiring a work order or amendment for implementation.

Filter By Category
Ideas will be binned into categories chosen by the idea creator and confirmed by the Apiture team. Refer to Categories below for more information.
Click on any idea to learn more about it, comment, and vote. Learn more in the Viewing Ideassection.

Adding a New Idea for Digital Banking

Note
​: All fields are required. Your Idea

• Create a clear title for your idea.
• Describe your idea, add links and attach files, etc.

Note : the more details you provide, the more others can understand your idea and thepotential value of the idea as it applies to them.
Choose a category for this idea

• Select a category for this idea.
  o Alternate Delivery Channels (AI, Alexa, etc.)
  o Bill Payment
  o Business Banking
  o Client Support Portal
  o Documentation / Communications
  o FXIM / Administration
  o General Banking Features
  o Marketing
  o Other
  o Security / MFA
  o Training / E-Learning

Target end users

• Select one or more end users groups from the list as appropriate, one-at-a-time.

o Businesses
o Consumers
o Focus Customers
o Sub-Users
o FI Users

Target delivery channels
• Select one or more delivery channels from the list as appropriate, one- at-a-time.

o Alternate Delivery Channel (such as Alexa, Digital Watch, etc.)
o Online

Dependent upon 3party integrations?
• Select Yes or No for whether this idea will be dependent on 3 party integrations with a non-Apiture and non-client entity.
Interested in potentially funding with other clients?
• Select Yes or No as to whether you would consider helping to fund this service to be created.
Click Share Idea to publish your idea.

Viewing Ideas

• Commenting
  o Enter a comment, question or attach a file.
  ▪ Formatting options are included within the comment box.
  o Click Post Comment.
  Notes: Commenting does not require a vote. Comments are anonymous by institution.
  • Voting
  o Click on the Vote drop down menu and select to use 1, 2 or 3 votes for the idea.
  o Your institution will receive 15 votes total. If one of your voted-on items is moved to the product backlog, you will be re-awarded those votes.
  • Subscribing
  o Click the Subscribe button to be notified via email about actions on an idea. Emails are sent to your login email address.
  o You are automatically subscribed to ideas you submit.
  o Once you have clicked Subscribe, the button will change to Unsubscribe. You can opt out by clicking Unsubscribe.

From this screen, you can also Search ideas, navigate to your profile and sign out, and see Related ideas to the current viewed idea.

Editing Your Profile

Edit your profile by finding your username in the top right of your screen, or the bottom of the left screen on the Home page view. This is included on every screen view. By selecting the drop down menu, you can click Edit Profile. If you need to make changes to your account name, password, etc., you can contact the Apiture Support Team through the Apiture Support Site, emailing customersupport@apiture.com or calling 1-800-421-1105.

Revisions
January 2022: Document General Review
January 2019: User Guide Creation

References

• Apiture Digital Banking Ideas Portal
• Apiture Digital Banking Ideas Portal
• Apiture Digital Banking Ideas Portal
• myapiture.force.com/support/s/

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