Dashboard Support

  • This screen provides you with a ‘near real-time’ summary view of the key workflows and statuses of your in-clearing activity that is managed via the Agency Portal. The most up-to-date view of the data will load on the screen at the point when you log on or navigate to the Dashboard. The data will be refreshable every 15 minutes (more details in point 3 below).

    The screen will be split into different sections (see screenshot below):

    1. Tabs – these will be available on every screen. This area shows all the tabs available to you, based on your user profile.
    2. Current User / current processing date - this will show your name and today’s date.
    3. Refresh button – this button enables you to refresh the data on the screen. Please note that the data only updates every 15 minutes, so if you were to refresh within this period, you would not see any changes.

    4. Dashboard Support

    5. Workflow status:
        4.1) Incoming debit items – you can view the different streams of incoming items by volume and value:
        • Payment Decisions – debit items that are awaiting decision, except those flagged by Kappa (Kappa is Lloyds Bank’s fraud detection system)
        • Kappa Decisions – items flagged as suspect by Kappa that are awaiting decision
        • Complete – all items that have been approved & complete – whether pay or no-pay
        4.2 Incoming credit items – you can view the different streams of incoming credit items by volume and value:
        • Collected elsewhere – credit items that were collected elsewhere advised by early beneficiary notification

    7. End of Day – The ‘default decisioning’ time is 3.00pm. If you haven’t made decisions on items by this time, the default decision rules will apply.

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Important legal information

Calls may be monitored or recorded in case we need to check we have carried out your instructions correctly and to help improve our quality of service.

Lloyds Bank plc Registered Office: 25 Gresham Street, London EC2V 7HN. Registered in England and Wales no. 2065. Telephone: 0207 626 1500.

Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority under Registration Number 119278.

Eligible deposits with us are protected by the Financial Services Compensation Scheme (FSCS). We are covered by the Financial Ombudsman Service (FOS). Please note that due to FSCS and FOS eligibility criteria not all business customers will be covered.

Lloyds Banking Group includes companies using brands including Lloyds Bank, Halifax and Bank of Scotland and their associated companies. More information on Lloyds Banking Group can be found at www.lloydsbankinggroup.com