Scanner Interface Conversion
Scanner Interface Conversion: Remote
Deposit Complete
© Copyright 1999-2014 Jack Henry & Associates, Inc.
All rights reserved.
Information in this document is subject to change without notice.
Printed in the United States of America.
No part of this document may be copied, reproduced, stored in a retrieval system, displayed, distributed or transmitted in any form or any means whatsoever (electronic, mechanical or
otherwise), including by photocopying or recording for any purpose, without the prior written permission of Jack Henry & Associates, Inc. Making unauthorized copies of this document
for any purpose other than your own personal use is a violation of United States copyright laws.
Any unauthorized use of Jack Henry & Associates, Inc.’s trademarks and service marks is strictly prohibited. The following marks are registered and unregistered trademarks and
service marks of Jack Henry & Associates, Inc.:
Enterprise Payment Solutions™; Jack Henry & Associates, Inc.®; ProfitStars®; Remote Deposit Complete™;
Other Trademarks
Various other trademarks and service marks used or referenced in this document are the property of their respective companies/owners:
Microsoft, Windows, Windows NT, Windows Vista, and Internet Explorer are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or
other countries.
Adobe and Acrobat Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the United States and/or other countries.
Canon USA trademarks, logos, and service marks and those trademarks, logos, and service marks licensed to Canon USA by Canon Inc. including but not limited to the Canon logo,
are registered and unregistered marks of Canon USA or Canon Inc.
Digital Check trademarks, logos, and service marks are registered marks of Digital Check and Digital Check Corp.
RDM, the RDM logo, EC6000i, EC7000i, and ITMS are trademarks of RDM Corporation.
Panini is a registered trademark of Panini S.p.A.
Unisys trademarks, logos, and service marks are registered marks of the Unisys Corporation.
Contents
Upgrading Your Interface ........................................................................................................... 1
New Interface Features .................................................................................................. 8
Roles and Privileges ........................................................................................... 8
Creating a Deposit .............................................................................................. 8
Appendix A: Additional Device Control Features .......................................................................22
Device Control Indicators...............................................................................................22
Changing a Scanner ......................................................................................................25
Uninstalling a Scanner...................................................................................................26
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Upgrading Your Interface
Once your financial institution has begun the conversion process for upgrading your Remote
Deposit scanner interface, you will need to complete a simple, one-time upgrade to utilize the
new interface. Your existing browser settings and driver settings will be updated as needed. A
new feature, the Device Control, will also be installed.
The following 32-bit and 64-bit operating systems support the new features.
•
Microsoft Windows 8
•
Microsoft Windows 7
•
Microsoft Windows Vista®
•
Microsoft Windows XP – for Administrative users only.
The following 32-bit and 64-bit browsers support the new features.
•
Microsoft Internet Explorer® 10
•
Microsoft Internet Explorer 9
•
Microsoft Internet Explorer 8
The following table displays scanners that support the new features presented in this document
for Remote Deposit Complete.
Scanner
Model Supported
®
®
Panini
I:Deal
WI: Deal
My Vision X
Vision X
Digital Check
®
CX30
TS230
TS240
®
RDM
EC7000i
EC7500i
®
Epson
Unisys Burroughs
Capture One TMS 1000
®
Micro EX
Pro
Value
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NOTE: The Panini I:Deal and WI:Deal have additional pocket settings which allow users
to change where the pocket is located (either at the front or back of the scanner)
and to change the pocket setting in between scanning checks (to either front or
back). The system will remember settings for the next deposit.
Please note that symbol sets are standardized between terminals for Remote Deposit
Complete. The following table illustrates the accepted symbols and provides definitions.
Symbol
Definition
t
Bank transit symbol
o
On-us symbol
a
Amount Symbol
-
Dash symbol
NOTE: Your menu options may differ from those featured below.
1. Navigate to your financial institution’s Merchant Portal and complete the User Name,
Password, and Company fields. Click Login.
FIGURE 1 - MERCHANT PORTAL LOGIN
2. From the top of the page, select Transactions.
FIGURE 2 - TRANSACTIONS OPTION
3. The Where Are My Links? page displays, explaining that the old navigational links for
creating transactions have been updated. From the left navigational bar, select the
navigational link for your Remote Deposit payments solution. The Remote Deposit
with…options will now display as Remote Deposit Complete.
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FIGURE 3 - NEW NAVIGATIONAL LINKS
4. A welcome page for the new Remote Deposit user interface will display. To begin the
upgrade, select the Start Installation Process option.
FIGURE 4 - START INSTALLATION PROCESS OPTION
5. A message will display, informing you that the Device Control is launching. Select OK to
continue.
FIGURE 5 - CONFIRMATION TO LAUNCH DEVICE CONTROL
6. They system will prompt you to install Device Control, the feature used to help manage
your scanning device(s). Select Install to continue.
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FIGURE 6 - PROMPT TO INSTALL DEVICE CONTROL
7. The Device Control in the new interface will check for any browser updates that may be
necessary. If you do not have a group policy conflict, please proceed to the next step. If
you have a group policy that may conflict with any browser setting updates, a message
will appear (see below). Paste the error details (now placed on your computer clipboard)
into an email and/or document for your technical support staff to view. Once this issue
has been resolved, retry the upgrade.
FIGURE 7 - BROWSER SETTING GROUP POLICY ERROR
8. The Internet Browser Settings Update window will display. Read the agreement and
select Accept to acknowledge and agree to the terms described.
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FIGURE 8 - INTERNET BROWSER SETTINGS UPDATE W INDOW
9. The system will now ask you to log out of the Merchant Portal. After logging out of the
portal, close all windows for Internet Explorer. Select OK to continue.
FIGURE 9 - PROMPT TO LOG OUT OF THE MERCHANT PORTAL AND CLOSE ALL BROWSER W INDOWS
NOTE: If you have closed all Internet Explorer windows and are still receiving the above
prompt, restart your computer and retry the upgrade.
10. A Device Upgrades Required window will display, if applicable. Select Yes to address
device upgrades.
FIGURE 10 - DEVICE UPGRADES REQUIRED W INDOW
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11. The Device Upgrades window will display, with a list of any upgrades required. At this
time, disconnect all scanning devices from the computer, and close all other
applications. Select Start Upgrades.
FIGURE 11 - DEVICE UPGRADES W INDOW
12. The system will perform the device upgrades. This may take several minutes. When
finished, the Performing Device Upgrades window will display as complete. Select OK
to continue.
FIGURE 12 - DEVICE UPGRADES COMPLETE
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NOTE: If the upgrade was not successful, an Upgrade Error message will display.
Restart your computer and retry the upgrade. If the upgrade is still unsuccessful,
please contact Customer Support at 877-542-2244.
FIGURE 13 - UPGRADE ERROR MESSAGE
13. The Device Upgrades window will now have a status that reads Upgrade Complete for
your device(s). Select Close to continue.
FIGURE 14 - DEVICE UPGRADES W INDOW, UPGRADE COMPLETE
14. The system will prompt you to close all of your applications and restart your computer;
please do so at this time. Once the computer has finished restarting, you may reconnect
your scanning device(s).
FIGURE 15 - UPGRADE COMPLETE, RESTART REQUIRED
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New Interface Features
Roles and Privileges
Once you have installed the new interface settings, the roles and privileges for users are
automatically updated. The following table displays the new role and privilege for Remote
Deposit Compete.
Payment
Product
Remote Deposit
Complete
Updated Roles
Privilege
Description
RDC Admin: Full access
to both new privileges.
Customer Services
Create, scan, and
submit items as a
transaction.
RDC User: Limited
access to both new
privileges.
Customer Services
Create and scan
items, but not submit
them as a transaction.
FIGURE 16 - EXAMPLE OF NEW ROLES FOR REMOTE DEPOSIT COMPLETE
Creating a Deposit
1. Log in to the Merchant Portal, and select Transactions from the top of the page.
2. From the left navigational bar, select Remote Deposit Complete.
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FIGURE 17 - REMOTE DEPOSIT COMPLETE OPTION
3. The Open Deposits page displays, with the Device Control initiated.
FIGURE 18 - OPEN DEPOSITS WITH DEVICE CONTROL INITIALIZED
4. The Device Control provides the ability to select the manufacturer and model for the
scanning device used to create transactions. Select your device manufacturer and
model.
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FIGURE 19 - DEVICE CONTROL, OPTION TO SELECT MANUFACTURER AND MODEL
5. When you have multiple batches on the Open Deposits page, the following new
features can prove helpful in navigating through deposit items. Note that these deposits
have not yet been submitted, but are still open.
•
Navigational Paging – Use the forward and backward arrows to navigate pages
with lists of deposits. You may also select a page number to navigate directly to that
page.
•
Page size – Indicate how many deposits you would like to have appear on each
page.
•
Displaying Page prompt – The current page number and number of records in the
deposit is displayed.
•
Sorting – Select a column header to organize information in either ascending order
(upward arrow) or descending order (down arrow)
•
Custom Batch ID – If displayed, this column will show the unique value for each
deposit and may be configurable.
•
Requires Rescan Column – Displays a Yes or No value to indicate if the item in
question needs to be rescanned. Selecting this column header will immediately
group items that need to be rescanned.
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FIGURE 20 - OPEN DEPOSITS PAGE WITH NEW FEATURES
NOTE: At any time you may select the Install Instructions link in the top right corner of
the page to refer to a manual installation guide of these new features.
6. Should you navigate away from the Open Deposits page with deposits still open, the
system will prompt you for a confirmation.
FIGURE 21 - PROMPT W HEN LEAVING THE PAGE W ITH DEPOSITS OPEN
7. Select Create New Deposit to begin creating a batch. See the next section for more
information.
Deposit View Tab
1. From the Open Deposits page, select Create New Deposit.
2. The Create New Deposit page displays. Select a Location where the deposit will be
made from the drop-down list, and complete the remaining fields.
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FIGURE 22 - CREATE NEW DEPOSIT PAGE
3. In the Scanner Interface section, the system will automatically check for an installed
scanning device. If the scanning device is not plugged in, connect the scanner and
select the Reset Scanner option.
4. Once all fields have been completed, load the check item(s) into the scanner and select
Create Deposit on the page. The Deposit View tab will display (see figure below), with
the check item(s) displayed as they are scanned.
NOTE: The Data Entry View tab offers users the ability to manage information
associated with the check (see the “Data Entry View Tab” section for more
information).
FIGURE 23 - DEPOSIT VIEW PAGE
Once a deposit has been opened, the following new features are available under the Deposit
View tab from the top of the page.
•
Hovering - Hover over a listed item to display MICR information.
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FIGURE 24 - HOVER FEATURE OVER A DEPOSIT ITEM
•
Item List Filter – Organize deposits by All Items, Problematic, and Needs Attention.
FIGURE 25 - DEPOSIT VIEW TAB
•
Amount status of To Be Keyed – The amount field entry will be performed by EPS
Keying & Balancing.
FIGURE 26 - TO BE KEYED AMOUNT STATUS
•
Edit and Delete options are available for each item.
FIGURE 27 – EDIT AND DELETE OPTIONS IN THE DEPOSIT VIEW TAB
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•
Selecting Edit will navigate you to the Data Entry View tab where alterations to
items can be made.
•
Selecting Delete will present you with the option to delete an item and adjust the
deposit amount.
FIGURE 28 - DELETE CHECK ADJUSTMENT OPTION
•
Invalid MICR and rescanned required indicators: The system will have an
indicator for both a check with an invalid MICR and a faulty scan (see figures below).
Rescan the item(s) in order to submit the deposit.
FIGURE 29 - INVALID MICR INDICATOR
FIGURE 30 – RESCAN REQUIRED INDICATOR
a. Select Rescan to the very right of the item.
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FIGURE 31 - RESCAN OPTION FOR AN ITEM
b. A window appears that allows you to rescan an item as needed. Select the Rescan
option in the window to run the check through your scanner again.
FIGURE 32 - RESCAN CHECK W INDOW
5. If a particular check item has been scanned before, it will appear as a duplicate in the
item list.
FIGURE 33 - DUPLICATE MICR INDICATOR IN ITEMS LIST
6. Selecting the Front or Back options below the image of the check will show the
respective front and back images of the check created by the scanner you have installed
(see figure below). You may also select the image of the check to enlarge the image for
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your view. Under the Deposit Status section, the Scanned field presents the number of
items as they are scanned. The total amount of all items displays when the deposit is
complete.
NOTE: In the Scanner Interface section, the Terminal # for the scanner installed will
display as a reference.
FIGURE 34 - FRONT AND BACK VIEWING OPTIONS FOR A CHECK IMAGE
7. The Complete Deposit option is located at the bottom of the page. When you have
finished scanning, select this option to begin the submission process.
FIGURE 35 - DEPOSIT STATUS SECTION
Data Entry View Tab
Select the Data Entry View tab once checks have finished scanning to enter more information
about them ad the customer. When a check is scanned, the following fields will be automatically
populated: MICR, Payment Origin, and Amount.
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FIGURE 36 - DATA ENTRY VIEW TAB, INITIAL VIEW
1. When you complete the data for a customer, press Enter on your keyboard to save it.
Information entered on either the Data Entry View tab or Deposit View tab will save
automatically when navigating to the other tab.
2. To populate any previously existing customer data that may apply to this particular check
item, select Find near the top right corner of the page.
FIGURE 37 - FIND BUTTON, DATA ENTRY VIEW PAGE
NOTE: Data validation on regular expressions, such as daytime phone numbers, is now
available.
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3. Use the navigational arrows provided to view checks in the batch deposit. A message
will display when you have reached the first or last check in the deposit.
FIGURE 38 - NAVIGATIONAL ARROWS FOR VIEWING CHECKS IN A DEPOSIT
FIGURE 39 - FIRST CHECK INDICATOR
FIGURE 40 - LAST CHECK INDICATOR
4. From either the View Deposit tab or Data Entry View tab, select Complete Deposit
when finished scanning checks and/or entering information. The system will return to the
Open Deposits page.
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FIGURE 41 - COMPLETE DEPOSIT OPTION
Viewing Deposits
From the Open Deposits page, you can open a previously created deposit that has not yet
been submitted. To open and view a previously created deposit, select the field next to the
deposit and click Open Existing Deposit.
FIGURE 42 - OPENING AN EXISTING DEPOSIT
Closing Deposits for Processing
1. From the Open Deposits page, select the check box next to the deposit(s) you wish to
close.
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FIGURE 43 - SELECTING DEPOSITS TO CLOSE
2. Select Close Deposit(s) from the bottom of the page.
FIGURE 44 - CLOSE DEPOSIT(S) OPTION
3. The system will ask you to confirm closing your selected deposit(s). Select OK.
FIGURE 45 - CONFIRMATION TO CLOSE DEPOSIT(S)
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4. The results of the deposit display. Choose OK to dismiss the message.
FIGURE 46 - CLOSE DEPOSIT(S) RESULTS
5. If you attempt to close a deposit with items that need rescanning, an error message will
display.
FIGURE 47 - DEPOSIT ERROR
When a deposit has been closed, the items are submitted for processing.
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Appendix A: Additional Device Control
Features
Device Control Indicators
The Device Control can be in any one of several statuses. Look to your hidden icons on the
bottom navigational bar to view the status of the Device Control. In the following figure, the
Device Control icon is yellow, indicating that it is in use.
FIGURE 48 - DEVICE CONTROL ICON
•
A green icon indicates the Device Control services are available.
•
A black icon indicates that the Device Control services are offline.
•
A red icon indicates that an error has occurred with the Device Control.
1. Select the Device Control icon to bring up the Device Control Information window.
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FIGURE 49 - DEVICE CONTROL MENU
2. To stop the Device Control, select Service | Stop. The Device Control icon and window
will appear black.
FIGURE 50 - STOP DEVICE CONTROL SERVICE
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FIGURE 51 - DEVICE CONTROL, BLACK
3. Select Navigate To | Information or Navigate To | Diagnostics near the top corner of
the Device Control to see more about either the scanner settings or other information.
FIGURE 52 - NAVIGATE TO OPTION
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Changing a Scanner
To select a different scanner with the Device Control, follow the steps below.
1. From the Device Control Information window, select Service | Stop.
FIGURE 53 - STOP DEVICE CONTROL SERVICE
2. Select Device | Chooser.
FIGURE 54 – DEVICE | CHOOSER OPTION
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3. The Choose a Device Manufacturer window displays. Select a manufacturer for the
scanner you wish to utilize. You may also opt to select a particular model.
FIGURE 55 - SELECTING A NEW SCANNER AND MODEL
4. If the scanner and model you selected has not yet been installed, the system will display
an indicator, Not Installed! You have the option of installing this scanner if applicable.
FIGURE 56 - SELECTED DEVICE NOT INSTALLED
Uninstalling a Scanner
If you need to uninstall a scanner once you have Device Control installed, use the following
steps.
1. In the Device Control window under the Choose a Device Manufacturer heading,
select the Uninstall option.
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FIGURE 57 - UNINSTALL OPTION
2. The Add/Remove Devices page displays. Choose the scanner to uninstall, and select
Uninstall.
FIGURE 58 - SELECTING A SCANNER WITH UNINSTALL OPTION
3. The Uninstall Wizard initiates. Complete the instructions, and select Next to continue.
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FIGURE 59 - UNINSTALL W IZARD WITH NEXT OPTION
4. The installer information for the scanner appears. Select Next to continue.
FIGURE 60 - UNINSTALL W IZARD WITH INSTALLER INFORMATION
5. The uninstallation process will complete. Select Next to continue.
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FIGURE 61 - UNINSTALL COMPLETE PROMPT
6. Once the process is complete, select Finish. The scanner you selected will now be
uninstalled.
FIGURE 62 - UNINSTALL FINISH
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