DBS IDEAL Customer Trainings

Introduction to DBS IDEAL (SG)

This class will help you gain an understanding of DBS IDEAL's Cash & Trade capabilities. 

Date: 30 October 2024
Time: 10.00am – 10.30am
Facilitated by: DBS IDEAL Digital specialists

Agenda

• What you need to begin
• IDEAL mobile & digital token
• First-time login
• Navigation on IDEAL

Making Payments + digital token (SG)

DBS IDEAL supports more than 50 different payment and collection services across different markets. Learn more about how these services can help you grow your business. 
 
Date: 31 October 2024
Time: 2.30pm – 3.30pm
Facilitated by: DBS IDEAL Digital specialists
 
Agenda:
Payment & cut-off time definitions
Make and approve a single payment
Make and approve bulk / payroll payments
Manage beneficiaries and templates
Collections via MAX & GIRO
PayNow Payments & Registration
 
Provision your digital token on IDEAL Mobile+ to enjoy swift login and approvals
Subscribe for realtime push notifications sent directly to your mobile

Digital Documentary & Open Acct Trade (SG)

Manage your trade finance online

DBS IDEAL allows you to submit applications and supporting documents for a wide range of trade finance products. Learn how you can manage your trade finance online and go contact-free.

Date: 31 October 2024
Time: 4pm-5pm
Facilitated: DBS IDEAL Digital specialists

Agenda:

• How to create and approve a trade transaction 
• Track your application status
• Access to transaction details and reports anytime, anywhere
• How to upload and resubmit supporting documents for your trade transactions

Loan Online Services (SG)

DBS IDEAL Loan Services is a one-stop solution for DBS Corporate customers to fulfill their major loan-related transaction requests without the need to send any physical instruction or visit the branch. Learn how you can submit your loan servicing transactions online, track the real time status and get notified upon completion of the transaction requests.

Date: 30 October 2024
Time: 3.00pm – 4.00pm
Facilitated by: DBS IDEAL Digital specialists

Agenda:

• Loan enquiry
• Scheduled payments and partial or full loan settlements
• Loan rollovers
• Additional loan drawdown
• New loan drawdown* (within the pre-approved limit)
• Contextual notifications

FX Booking with FX Online(DealOnline) (SG)

This class introduces some of the key features of FX Online (DealOnline) as well as a walkthrough on the FX contract booking process.

Agenda:

• Settlement types, contract types and tenor
• Managing your dashboard
• Making a booking and checking status
• Using price alerts

Self Admin (CSA) & Online Maint Form (SG)

With IDEAL Customer Self Administration (CSA) & Online Maintenance Form (SG) , you can easily add, remove or update users accesses, modify account settings and authorisation policies - all with faster processing times!
 
Date: 31 October 2024
Time: 5.00pm – 6.00pm
Facilitated by: DBS IDEAL Digital specialists
 
Agenda:
IDEAL Online Maintenance Form
- What is IDEAL Online Maintenance form
- What are the benefits
- Walkthrough the top 4 maintenance requests:

• How to Add/Manage User Access
• How to Delete User from Company IDEAL Profile
• How to Add accounts to Company IDEAL Profile
• How to change transaction authorisation policy

- What are the common mistakes
- Important things to take note 
IDEAL Customer Self-administration (CSA)
- What are the benefits
- Onboarding, responsibilities and controls
- How to create an enquiry user
- How to create a transaction maker
- How to create a transaction approver
- How to create user using the “Copy” function
- How to view / modify existing user profiles
- How to approve submitted requests
- How to access audit trail reports
Q&A