Use the information below to submit the proper Synapsys maintenance request for online banking services:

OLB - Maintenance

• Delete BOL Service - client deceased
• Delete BOL Service - closed relationship
• Add/Delete Multi-User Account
• Update Secure Access Code

OLB - Suspected Fraud

• Complete this event if a client or associate is notified or suspects fraud.
• Note: TR&FP are notified with this event and there is a mandatory removal of login credentials until resolved.

OLB - Add Inbound Bank-to-Bank Transfers

• Complete this event if a client is requesting to move money from another financial institution to Capital City Bank with their online banking.

OLB - New Multi-User Request

• Complete this event if a client needs to allow multiple users to access the same online banking service with multiple accounts.
• A multi-user enrollment form multi-user enrollment form is attached to this event and must be completed and signed by the client to process the enrollment.
• Note: This service has an automatic fee applied every month through analysis. The client will receive an analysis statement.

OLB - Business Add an Affiliate Plus eDocs (NEW)

• Complete this event if you want to add an account(s) to an existing business online banking service.
• This event includes an addendum to be completed, signed and attached to the event.

• CSC Procedures 

  1. Verify the person on the phone is the BOL service owner for the business by doing the following: 
     • Go to the Business CIF > CRM > Events/Activities > Activities: BOL Owner (name)
     • BOL BUSINESS OWNERS MUST MATCH FOR ACCOUNTS TO BE GROUPED UNDER 1 LOGIN VIA THE ADDENDUM.
       • If owners do not match, clients must become a multi-user account and there is a $10 fee per user/per month.
  2. Use the Addendum to CCB Online Banking Terms and Conditions Agreement and complete the following:
     • Client name is the names of the businesses.
       • The existing BOL business name and the name of the business to be added.
     • Names of the signers must match.
       • BOL owners are the same, see step 1.
     • Fill out the form FOR the client to eliminate errors and confusion.
  3. Save the completed for to your computer.
     • Best practice: Create a pdf folder on your desktop.
  4. Send a request to correspondence to have the form sent to the client via BOL Message.
     • Clients can return the from through BOL message or in an office.
  5. Forms signed and returned to Correspondence electronically must be sent to the requesting associate to be added to the BOL > Maintenance event.

  
  

  Note: Be sure to create the event under the Business CIF.

  Delete

OLB - Consumer Add Account Plus eDocs (NEW)

• Complete this event if you want to add another account(s) to an existing consumer online banking service.

OLB - Business/Consumer Delete Account

• Complete this event if a request is made to remove an account(s) from a business or consumer online banking service.

OLB - New Business Request Plus eDocs

• Complete this event when you have a new request for a business online banking service and eDocs.
• This event will have a business addendum completed, signed and attached if needed.