Ensure that those icons are present on your desktop
1) a) Atlas Icons
1) b) Atlas Opening
Double click on one of the ATLAS Icon - enter you user / pwd received by email
Enter your office : 302 (LD) / 303 (JE) / 304 (GU) / 305 (GIB)
press "enter"
If the setup is correct you should see this screen
2) My Applications / Private Banking Portal
Check in "My Application" in the intranet that application "Private Banking Portal London" (for UK & GIB users) or "Private Banking Portal Jersey" (for JE and GUE users) are listed
2) a) Private Banking Portal opening
Launch the application – ensure that you are landing the “follow up” page
2) b) AML Alerts
Click on the AML Alerts on the follow up Page
Expected Result
Search for a client by name. Ensure that you get some results
2) d) PTF, AD, PR,ST buttons and Client & Roles card
Check that PTF, AD, PR,ST buttons are present and Client & Roles card is displayed
2) e) New Era Opening
When you click the AD or PTF button can you see this tab ?
2) f) AWF Buttons
Click on "AWF" button - ensure you have "Credit Request" and "Commercial Gesture" links and launch it. Check that a new tab opens for each
Commercial Request Expected view
Credit Request Expected view
2) g) New Amendment Button
click on the “New Amendment” button.
Amendment Expected view
2) h) Open a Client Document
in the account menu, go to "Documents / Client Folder"
and open one document (pdf)
3) My Applications / Workflow Inbox
Go to "My Application / Workflw Inbox" ensure you have access to "Accounting" and "Private Banking" menu
4) My Applications / WM Pricing Tool
As a RM (only), ensure you have application "WM Pricing Tool"
5) My Applications / WM NNM Management
As a RM (only), ensure you have application "WM NMM Management Tool"
6) My Applications / WM Reporting
As a RM (only), ensure you have application "WM Reporting"
7) My Applications / WM MFC Tool
ensure you have application "MFC Tool"
enter your Windows Login / Password - expected result