These requests are specific operations that a member require from TECU. The member creates the request and submit it to the TECU, after which the credit union revises the request and accept it or decline it with a reason.

1. The user (member) creates the request. After this operation the request is saved in the database and waits for the decision from the user (to submit to TECU or to delete). In either case, the confirmation with user’s transaction password will be required.
2. The user decides to:
• Delete request – the request is simply deleted from the database;
• Submit request – the request status is changed to “Submitted” and a TECU representative can view and process such.
3. When the request’s processing starts, the status is changed to “In Process” by a TECU employee.
4. If all the required operations are successful, the request is approved and the status is changed to “Approved”. Otherwise, TECU declines the request and its status is changed to “Declined”. These two statuses signal the completion of the request’s lifecycle.

On this page the member can see all the requests with its statuses. From the “Review” button all details can be explored and, depending on the request’s status, actions can be performed. The filter provides a functionality to reduce the results only to those meeting filter criteria.

Confirming submission/deletion

In order for the user to submit or delete a request, a confirmation is required. The confirmation screen is shown below and it only requires the user to enter the transaction password to complete the operation.

This type of request is suitable when a member wants to request letters from TECU.

The user has to fill the form shown below with the appropriate information. The fields required depend on the type and purpose selected, so the required information may vary. After a saving the request, is kept in database in “Saved”. The user can delete or submit it later to TECU.

This request is for withdrawing money via a cheque. In order to create such a request, the member must provide the amount, the branch and the date for this withdrawal. This request will facilitate only cheque withdrawals for up to $20,000.00.

• Account – select from which account to debit money;
• Amount – the required amount – must be up to 20,000.00;
• Pay to the order of - enter appropriate data;
• Collect from – the branch to pick-up the cheque from;
• Collect on – the pick-up date.

After a successful saving the request is kept in database in “Saved”. The user can delete or submit it later to TECU.