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IDD Mobile User Guide Version 1.0

This presentation was prepared exclusively for the benefit and internal use of the J.P. Morgan client to whom it is directly addressed and delivered including

such client’s subsidiaries, (the “Company”) in order to assist the Company in evaluating, on a preliminary basis, certain products or services that may be

provided by J.P. Morgan. This presentation is for discussion purposes only and is incomplete without reference to, and should be viewed solely in conjunction

with, the oral briefing provided by J.P. Morgan. It may not be copied, published or used, in whole or in part, for any purpose other than as expressly authorized

by J.P. Morgan.

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directors, officers, employees or agents shall incur any responsibility or liability to the Company or any other party with respect to the contents of this

presentation or any matters referred to in, or discussed as a result of, this document. J.P. Morgan makes no representations as to the legal, regulatory, tax or

accounting implications of the matters referred to in this presentation.

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© 2017 JPMorgan Chase & Co. All rights reserved.

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General Functions Overview

Image Deposit Direct (IDD) Mobile 2.0.683 includes an enhanced and more modern

user interface that is easier to use. The improved application workflow allows users a

more streamlined transaction experience.

This guide will provide a general function overview of the following:

Logging into IDD Mobile

First Time Login

Main Menu

Depositing a Check

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I D D M O B I L E S U P P O R T G U I D E ( I O S )

Logging into IDD Mobile

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Logging into IDD Mobile – Screen 1

To login, the user should select the Simply

Deposit Mobile (sdm RDM) app from the main

screen (highlighted in red).

Note: The IDD Mobile app will say “IDD Mobile”

underneath the icon instead of “SDM.”

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This is the splash screen that appears on

the device between launching the Simply

Deposit Mobile app (a/k/a IDD Mobile) and

receiving the login screen.

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After a few moments the splash screen will

disappear and the user will receive a login

screen.

Note: This ID has to be created through the

Host Admin function in the same fashion as

any other ITMS ID. This ID can also be used

to login to the IDD website if the appropriate

permissions are assigned. (See Setup

Guide for more information).

Select the “Login” button to continue and

login.

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Logging into IDD Mobile – Login Error Scenario – Screen 3a

If the user does not enter the correct

information, a “Username or password is

incorrect” message will be displayed back to

the user.

Note: Just as with the Host, if the user

enters the wrong password three times in a

row, their ID will be locked and will require

reset.

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First Time Login

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First Time Login – General Terms & Conditions – Screen 1

Following the first successful login to the

mobile app, the General Terms & Conditions

screen will be presented to the user.

The user can proceed by selecting “Accept.”

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First Time Login – Geolocation Terms & Conditions – Screen 1a

Following the first successful login to the

mobile app, the Geolocation Terms &

Conditions screen will be presented to the

user.

The user can proceed by selecting “Accept.”

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First Time Login – Login Error Scenario – Screen 1b

The following error message will be display if

the user Declines the Terms and Conditions.

User will be directed to the login screen

upon selecting “OK.”

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First Time Login – Change Password – Screen 2

After accepting the Terms and Conditions,

the user will be forced to change the

password after first login.

User has to click “OK” to proceed.

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First Time Login – Change Password – Screen 3

User has to enter the Current password

followed by the New password.

User has to click on “Change Password” to

confirm the updated password.

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First Time Login – Password Changed – Screen 3a

Password change confirmation message will

be displayed if the entered password is

accepted.

User has to click “OK” to proceed.

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First Time Login – Welcome! – Screen 4

The “Welcome” screen will be presented to

the user only during the first login directly

after the successful forced password

change.

The user can proceed by selecting “Get

Started.”

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First Time Login – Your First Deposit – Screen 5

Following message will be displayed on

selecting “Get Started” on the Welcome

screen.

Selecting “Yes, please” will take the user to

the Help Screen 1 (See Help Screens).

Selecting “No, thanks” will leave the user on

the Deposit History screen.

Users can access the Tutorial later from the

Simply Deposit Mobile (IDD Mobile) Main

Menu/Home page by selecting “Help.”

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First Time Login – System Message – Screen 6

This screen will only be displayed if a

System Message is set up for the Merchant.

User has to select “Dismiss” not see the

message again.

Selecting “Remind Me Later” will cause the

message to be displayed the next time the

user logs in.

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First Time Login – Main Menu – Screen 7

If the user has entered the correct

information, they will be presented with the

Deposit History page.

This page will be blank during the first login.

User has to click on the menu icon to see the

main menu (highlighted in red).

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First Time Login – Main Menu – Screen 7a

The following options will be displayed

upon selecting the Main Menu:

Change Password

Unregister

Help

About

Logout

Cancel

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First Time Login – Deposit a Check – Screen 8

User has to click on the “+” icon to select

the account and then scan a check.

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First Time Login – Deposit a Check – Screen 8a

On clicking the “+” icon, the app will display

all the accounts associated with the user ID.

To scan a check, user has to select one of

the accounts listed below “Add Deposit to”

One or more accounts can be displayed (this

depends on the access provided to the

user).

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Main Menu

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Main Menu – Screen 1

The “Menu” icon presents six functions to the

user.

• Change Password

• Unregister the User ID for the device

• Help

• About

• Logout

• Cancel

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Main Menu – Change Password – Screen 2

To change the mobile user password, select

“Change Password” from the main menu.

Note: Mobile users with ITMS Website

access can also change passwords on the

website per standard procedures.

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Main Menu – Change Password – Screen 2a

The Change Password screen allows the

user to enter the current password, new

password and confirm the new password.

Select the “Back” arrow key to return to the

prior screen.

Selecting “Change Password” will submit the

values for validation.

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Mobile ID passwords must follow the same rules as IDD Website passwords:

1. Passwords must contain a minimum of eight characters.

2. Passwords must contain at least one upper case, one alpha character and at least

one numeric character.

3. Recent three values of the password cannot be re-used.

Main Menu – Change Password Validation

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Main Menu – Change Password – Error Scenario 2b

If any of the validations fail, an error

message will be displayed back to the user.

The message in the screenshot is displayed

if the current password is incorrect.

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Main Menu – Change Password – Error Scenario 2c

The message in the screenshot is

displayed if the new password does not

match the “Confirm new password.”

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Main Menu – Change Password – Error Scenario 2d


displayed if the new password matches

the previously three used passwords.

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Main Menu – Change Password – Error Scenario 2e


displayed if the new password does not

meet the JPMC password requirements.

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Main Menu – Unregister – Screen 3

This allows the user to unregister the user

ID from the logged in device.

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Main Menu – Unregister – Screen 3a

This message will be displayed when user

selects the “Unregister” option from the main

menu.

Selecting “Yes” will unregister the user ID

from the logged in device.

Selecting “No” will retain the user on the

Deposit History page.

Following “Unregister” the user will be

navigated back to the login screen.

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Main Menu – Help – Screen 4

The help function allows the user to look

at a number of examples explaining the

process of scanning and submitting a

check.

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Main Menu – Help – Screen 4a

The scanning process is explained briefly in

six slides/images.

User has to slide the screen to the left to see

the next image.

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Main Menu – About – Screen 5

User has to select “About” to see the app

details.

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Main Menu – About – Screen 5a

The “About” screen gives a brief description

of the app.

It also shows the app version and the client

ID.

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Main Menu – Logout – Screen 6

To logout of the app, select the “Logout”

button from the main Simply Deposit

Mobile (IDD Mobile) Menu/Home page.

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Main Menu – Logout – Screen 6a

On selecting the logout button the

application displays the logout confirmation

question to the user.

User has to select “Yes” to sign out

completely.

Selecting “No” would leave the user on the

Deposit History screen.

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Main Menu – Cancel – Screen 7

Selecting ‘Cancel” will close the main

menu and retain the user on the Deposit

History page.

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Depositing a Check

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Depositing a Check – Screen 1

To deposit a check, select the “+” sign

next to the main menu icon and then

select an account listed under “Add

Deposit to.”

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Selecting the account will navigate the user

to this screen.

This step initiates the camera to take a photo

of the front of the check.

Select the round button to click the front of

the check.

Note: Selecting the “Cancel” button will

navigate the user to the next screen which is

to capture the back image of the check.

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Helpful Hints on Mobile Deposit Image Capture

Keep the camera as steady as possible until after the picture has been taken.

Make sure the four corners of the check are within the four corners of the screen (while still

keeping the check image as big as possible).

Position the camera lens directly over the center of the check to avoid angle distortion.

Hold the camera in landscape orientation with the check in landscape orientation.

Background should be: plain (avoid patterns); dark (preferably black); non-reflective (best).

Avoid objects other than the check in the image.

Avoid extreme lighting (either too bright or too dark).

Avoid shadows on the check.

Flatten out the check; ensure no folded corners.

For the back image, ensure the check has been endorsed (if manually endorsing) and align the

check so the endorsement is on the right edge of the check.

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This step initiates the camera to take a photo

of the back of the check.

Select the round button to click the back of

the check.

Follow the same Helpful Hints for Mobile

Deposit Image Capture presented for the

front image.

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After the front and the back of the check is

captured, the app will display the captured

image of the front of the check.

The amount field will display the amount as

$0.00 till the app processes the check.

Once the check is processed; the amount

will be displayed in the Amount field.

If the amount is not picked or incorrectly

picked then the user has the ability to

manually change the amount.

Tapping on the amount field will display the

keyboard to enter the amount manually.

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Depositing a Check – Screen 4a

To rescan the front of the check; simply click

the camera icon on the top of the check.

To view the back image, slide the check

image to the left.

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Depositing a Check – Configurable Field – Screen 4b

The Configurable field will be displayed at

the bottom of the screen below the captured

check image.

Note: Customized forms/configurable fields

are displayed only to merchants that have

requested this feature.

Tap on the configurable field to enter the

value.

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Depositing a Check – Screen 4c

Sliding the front image of the check to the

right will display the back of the check

image.

To retake the back of the check simply click

the camera icon on the top right of the

check.

To go back to the front image, slide the back

image to the right.

Click “Done” to proceed with the

submission process.

Click the “ ” sign to delete the

transaction.

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Depositing a Check – Screen 4d

The app will ask the user to confirm the

cancellation.

Click “Yes” to confirm the cancellation.

Click “No” to reject the cancellation.

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Selecting Done on the Add Check details

screen will navigate the user to the Deposit

Items page.

Click on the “ ” to submit the

transition.

To edit the item, user has to click on the

displayed item. Selecting the displayed item

will take the user to the Edit Check details

screen.

• Ignore the “+” symbol. JPMC currently only

supports single check transactions.

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Click “Yes” to confirm submission.

Click “No” to cancel submission.

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The submitted item will be displayed in

Deposit History.

Click on the item to view the details of the

transaction.

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The recently submitted item may not be

displayed immediately in deposit history.

Drag the screen down to refresh the “Deposit

History” screen.

A small refreshing icon will be displayed

while the app is processing the refresh

request.

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Depositing a Check – Deposit History Display – Screen 6b

Deposit History will display all items

deposited in the last 14 days.

Status:

• Approved

• Voided (items voided or deleted in Web

Client)

• Accepted

• Pending (items reopened in Web Client)

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Depositing a Check – Transaction Details – Screen 7

Transaction Details displays all the items

submitted by the user in a given transaction.

Click on the item to drilldown further to item

detail.

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Slide the check image to the left to view

the back image of the check.

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Slide the image to the right to view the

front of the check.

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Depositing a Check – Session Timeout – Error Scenario 1

The following Session Timeout message

will be displayed if the app is inactive for

15 minutes.

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Depositing a Check – Error Scenario 2

The following error message will be

displayed if the app is unable to capture

the MICR information from the check

image.

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The following error message is displayed

if the app is unable to capture the

CAR/LAR from the check.

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The following error message is displayed

when a check with $0.00 check amount is

accepted to be submitted.

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The following message will be displayed if a

duplicate item is detected.

User has the ability to delete the duplicate

check or rescan a new check image by

selecting the item in question.

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Depositing a Check – Error Scenario 5a

The duplicate item will be displayed on the

Edit Check Details screen.

User can select the camera icon to rescan a

new check image or select the discard

button to delete the check.

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Depositing a Check – Error Scenario 5b

The following message will be displayed if

the front and the back image are the

same.

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