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E*TRADE ADDENDUM
C
H
ORPORATE
EADQUARTERS
522 E. Railroad Street
Long Beach, MS 39560
PHONE: (228) 868-1317
FAX: (228) 868-0437
Copyright © 2001 Triton Systems , Inc. All rights reserved. No part of this publication may
be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any
human or computer language, in any form, by any means whatsoever, without the express
written permission of Triton Systems, Inc.
T
9600-S
O
ERIES
O
M
PERATION
VERSION 1.0
TDN 07103-00024 08/01
:
RMA (R
R
ETURN
21405 B Street
Long Beach, MS 39560
COPYRIGHT NOTICE
ANUAL
M
ETURN
ATERIAL
A
:
DDRESS
A
)
UTHORIZATION

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Summary of Contents for Dover Triton 9600 Series

  • Page 1 E*TRADE ADDENDUM 9600-S ERIES PERATION ANUAL VERSION 1.0 TDN 07103-00024 08/01 RMA (R ORPORATE EADQUARTERS ETURN ATERIAL UTHORIZATION ETURN DDRESS 522 E. Railroad Street 21405 B Street Long Beach, MS 39560 Long Beach, MS 39560 PHONE: (228) 868-1317 FAX: (228) 868-0437 COPYRIGHT NOTICE Copyright ©...
  • Page 2: Table Of Contents

    Contents SECTION 1 - INTRODUCTION ..........................1-1 ’ ............................1-2 S IN DDENDUM ............................1-2 ANAGEMENT UNCTIONS ............................1-2 USTOMER RANSACTIONS ................................. 1-3 OURNAL SECTION 2 - MANAGEMENT FUNCTIONS ....................... 2-1 ................................2-2 NTRODUCTION ....................... 2-2 EW OR ODIFIED ANAGEMENT UNCTIONS : TRANSACTION TYPE SETUP ......................
  • Page 3: Section 1 - Introduction

    SECTION 1 INTRODUCTION...
  • Page 4: Whats In This Addendum

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 1 - INTRODUCTION ’ S IN DDENDUM Terminal Hardware This Addendum to the ATM Operations Manual describes the new Requirements features offered by the E*TRADE OAR version of Triton ATM software. The new OAR and T.O.T.C.C. features require that the following hardware be The Addendum contents are spread across the following sections: installed in the terminal:...
  • Page 5: Journal

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 1 - INTRODUCTION E*TRADE customers using a qualifying ATM card will be offered additional transaction options, which include the ability to withdraw funds, check balances and transfer funds between E*TRADE accounts. E*TRADE accounts fall into two categories: 1.) E*TRADE bank or 2.) E*TRADE brokerage accounts.
  • Page 7: Section 2 - Management Functions

    SECTION 2 MANAGEMENT FUNCTIONS...
  • Page 8: Introduction

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS NTRODUCTION This section describes the new or revised Management Functions in the E*TRADE version of ATM operating software. EW OR ODIFIED ANAGEMENT UNCTIONS A summary of changes to the Management Functions is provided below: TRANSACTION TYPES.
  • Page 9: Function : Transaction Type Setup

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : TRANSACTION TYPE SETUP UNCTION : N/A ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select TRANSACTION TYPES. ESCRIPTION This menu allows you to access transaction type configuration op- tions for E*TRADE OR NON-E*TRADE customers.
  • Page 10: Function : E*Trade Transaction Types

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : E*TRADE TRANSACTION TYPES UNCTION : ON ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select TRANSACTION TYPES. 3.) Select E*TRADE CUSTOMER. ESCRIPTION This menu allows you to access transaction type configuration op- tions for E*TRADE customers.
  • Page 11: Function : Non-E*Trade Transaction Types

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : NON-E*TRADE TRANSACTION TYPES UNCTION : ON ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select TRANSACTION TYPES. 3.) Select NON-E*TRADE CUSTOMER. ESCRIPTION This menu allows you to access transaction type configuration op- tions for non-E*TRADE customers.
  • Page 12: Function : Account Type Setup

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : ACCOUNT TYPE SETUP UNCTION : N/A ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select ACCOUNT TYPES. ESCRIPTION This menu allows you to access account type configuration op- tions for E*TRADE OR NON-E*TRADE customers.
  • Page 13: Function : E*Trade Account Types

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : E*TRADE ACCOUNT TYPES UNCTION : ON/BROKERAGE & BANK ACTORY EFAULT ON/SAVINGS ON/MONEY MARKET CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select ACCOUNT TYPES. 3.) Select E*TRADE CUSTOMER.
  • Page 14: Function : Non-E*Trade Account Types

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : NON-E*TRADE ACCOUNT TYPES UNCTION : ON/BROKERAGE & BANK ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select ACCOUNT TYPES. 3.) Select NON-E*TRADE CUSTOMER. ESCRIPTION This function allows you to turn ON or OFF the availability of the following account types, which are offered to non-E*TRADE cus-...
  • Page 15: Function : E*Trade Bins

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : E*TRADE BINS UNCTION : N/A ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select SET TERMINAL PARAMETERS. 3.) Select MORE. 4.) Select MORE. 5.) Select E*TRADE BINS.
  • Page 16: Function : O.a.r. Switch

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : O.A.R. SWITCH UNCTION : OFF ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select the TERMINAL CONFIGURATION option from the MANAGEMENT FUNCTIONS screen. 2.) Select SET TERMINAL PARAMETERS. 3.) Select MORE. 4.) Select MORE. 5.) Select O.A.R.
  • Page 17: Function : Triton Connect

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS TRITON CONNECT UNCTION : SEE TEXT ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select TERMINAL CONFIGURATION from MANAGEMENT FUNCTIONS menu. 2.) Select SET TERMINAL PARAMETERS. 3.) Choose MORE. 4.) Choose TRITON CONNECT. ESCRIPTION NOTE: Triton Connect is an option and may not be installed on your terminal.
  • Page 18: F : T.o.t.c.c

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS T.O.T.C.C. UNCTION : OFF (SEE TEXT FOR MORE DETAILS) ACTORY EFAULT CCESS NSTRUCTIONS 1.) Select TERMINAL CONFIGURATION from MANAGEMENT FUNCTIONS menu. 2.) Select SET TERMINAL PARAMETERS. 3.) Choose MORE. 4.) Choose TRITON CONNECT. T.O.T.C.C.
  • Page 19 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS T.O.T.C.C. NABLING ISABLING This function allows you to turn ON or OFF the operation of the T.O.T.C.C. function. Press the button next to the label to toggle the operational state between ON and OFF. T.O.T.C.C.
  • Page 20 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS 5. If the Monthly interval was selected, the PLEASE ENTER DAY OF MONTH TO CALL screen appears. Enter the day of the month on which to place the call, using the numbers 1-28 to represent the first 28 calendar days of any given month, and press the OK button.
  • Page 21: Function : Surcharge Location / Message

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 2 - MANAGEMENT FUNCTIONS : SURCHARGE LOCATION / MESSAGE UNCTION ACTORY EFAULT OCATION EGINNING ESSAGE TANDARD : SEE OPERATIONS MANUAL CCESS NSTRUCTIONS ESCRIPTION The following Surcharge functions have been changed from previ- ous (non-E*TRADE) versions of ATM software: STANDARD SURCHARGE MESSAGE SURCHARGE LOCATION.
  • Page 23: Section 3 - Customer Transactions

    SECTION 3 CUSTOMER TRANSACTIONS...
  • Page 24: Ntroduction

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS NTRODUCTION The daily operation of the Terminal is quite simple and straightforward. Once the terminal has been properly configured, the only management functions that will be used on a regular basis are the CLOSE and JOURNAL functions.
  • Page 25 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS FIGURE 3-1 - E*TRADE WITHDRAWAL TRANSACTION FLOW TRITON SYSTEMS, INC.
  • Page 26 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS f i t . t l l l i " " TRITON SYSTEMS, INC.
  • Page 27 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS FIGURE 3-2 - E*TRADE TRANSFER TRANSACTION FLOW TRITON SYSTEMS, INC.
  • Page 28 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS f i t " " " " . t l l l i " " " " . t l " " TRITON SYSTEMS, INC.
  • Page 29 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS FIGURE 3-3 - E*TRADE BALANCE TRANSACTION FLOW TRITON SYSTEMS, INC.
  • Page 30 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS f i t " " . t l " " TRITON SYSTEMS, INC.
  • Page 31 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS FIGURE 3-4 - NON-E*TRADE CUSTOMER TRANSACTION FLOW TRITON SYSTEMS, INC.
  • Page 32 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 3 - CUSTOMER TRANSACTIONS f i t l l i l l i l l i l l i l l i " " TRITON SYSTEMS, INC. 3-10...
  • Page 33: Section 4 - Journal

    SECTION 4 JOURNAL...
  • Page 34: Journal Entries

    E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL OURNAL NTRIES Journal entries are printed on a per transaction basis. Each new entry begins with a blank line. The following is an example of a typical journal entry. In the case of a communications error, most of this information is omitted and an error code would be printed.
  • Page 35 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 36 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 37 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 38 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 39 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 40 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 41 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC.
  • Page 42 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC. 4-10...
  • Page 43 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL 4-11 TRITON SYSTEMS, INC.
  • Page 44 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC. 4-12...
  • Page 45 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL 4-13 TRITON SYSTEMS, INC.
  • Page 46 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL TRITON SYSTEMS, INC. 4-14...
  • Page 47 E*TRADE ATM SOFTWARE - ADDENDUM SECTION 4 - JOURNAL 4-15 TRITON SYSTEMS, INC.

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