AFD Products: Pocket BankFinder Manual

INTRODUCTION & INSTALLATION

Introduction

Pocket BankFinder® provides a simple way to get full information about a Banks details including the Postal address, BACS (Bankers Automated Clearing Service), CHAPS (Clearing Houses Automated Payment System) and C&CCC (Cheque and Credit Clearing Company) information on portable Pocket PC devices. Pocket BankFinder also provides verification of Account Numbers, Debit / Credit Card Numbers and the transcribing of non-standard account numbers to help eliminate errors when capturing users payment details.

As well as full data for the UK clearing systems, BankFinder also includes data from the Irish Payment Services Organisation, so regardless of if you are dealing with payments on the UK, Irish, or both clearing systems BankFinder can cater for you.

You can look up a Bank quickly from it's Postcode, Sort Code or BIC Code. If you don't know these Pocket BankFinder allows you to search for a Bank based on the Branch Name, Bank Name, Town, and/or Phone Number, and you can also search for specified text in any field.

For maximum benefit, AFD BankFinder can be easily linked into other programs. The stand-alone Pocket BankFinder program can be used for simple look-ups, searches, or to insert data into other programs or you can use our powerful Dynamic Link Libraries to get the full functionality of AFD BankFinder in your own Windows CE application.

All AFD Postcode programs are subject to an End User License Agreement. The programs and data provided by Pocket BankFinder are copyright and protected by the 1988 Copyright, Designs and Patents Act in the United Kingdom and by the Berne convention and other International Copyright treaties.

Under the terms of the Pocket BankFinder End User License Agreement, you are permitted to install and use components of Pocket BankFinder only on the number of computers, terminals or workstations for which a license is held, although the larger data elements of the system may be installed on a file server for central access if a multi-user license is held. You may additionally make one copy of the program master disks for back-up purposes, but no other copies are permitted, for whatever reason.

Evaluation versions of Pocket BankFinder and the associated sample data, are nevertheless copyright material. You may make and distribute copies of the evaluation version and its sample data, but these copies must be complete and unaltered. You may NOT use the sample data provided for any purpose other than to assist in evaluating the usefulness of Pocket BankFinder.

Data within Pocket BankFinder is the copyright of AFD Computers. You may access and use this data only as part of the Pocket BankFinder system, to provide address data for a bona-fide address-based application. Data Exports from Pocket BankFinder are still covered by the End User License Agreement and copyright. You may not extract, reverse-engineer or re-distribute data or programs provided under any circumstances whatsoever.

The Pocket BankFinder license is renewable annually and renewal fees include a fresh set of data, program updates and free technical support for the year. Intermediate data updates are available quarterly at nominal cost, or you may subscribe to the POP scheme and cover all costs of using a copy of Pocket BankFinder including program and data updates, data licenses and technical support for just £15 per month (minimum 12 months) including VAT, payable by standing order.

Installation

This information assumes you have installed and configured your device and have Microsoft ActiveSync® correctly configured to allow connectivity between your desktop PC or notebook and your Pocket PC device.

To install the product place the AFD CD-ROM in your desktop/notebook drive then:

from the Task Bar, select Start - Run, then type d:\pocketbf and click OK

... where 'd:' is the drive letter of your CD-Rom drive - usually D:

Follow the instructions on screen to install the software on your device.

The installation will create a Programs entry for AFD Pocket BankFinder on your Pocket PC.

The evaluation version of the program contains a restricted set of data, covering some of the Birmingham area only.

Registration

When you first run Pocket BankFinder on your device you will be prompted for registration. To register your copy of Pocket BankFinder, you will also need the information printed on the 'License Certificate' supplied with your program.

The evaluation version of the program contains a limited set of data, and does not require registration.

Enter your Organisation Name, Account Code and Serial Number in the relevant boxes and enter the data folder where you have placed your Pocket BankFinder data (this will be verified for you when you click Next).

Click 'Next' to proceed to register the software, and click the 'Generate User Code' button to receive your User Code. You now need to register with AFD to receive your Activation code.

You can register via a WWW browser on your desktop computer by visiting:

http://www.afd.co.uk/register.asp

and entering your license information and user code to receive the Activation code to enter into the CE device.

If you are not connected to the Internet you can register using our Automatic Freephone Registration Service on 0800 083 8424 at any time.

If you need personal assistance with the registration process, you may call our HelpDesk on 01624 811712, Monday to Friday: 0900 - 1700 (except holidays).

Re-Registration

If you require to move your AFD Pocket BankFinder Licence from one device to another due to a hardware fault, or require to re-register the software due to a hardware crash or loss of power to the device you will need to submit a Re-registration form by fax. This will be processed within 15 minutes during normal office hours, normally within 15 minutes.

Technical Support

Making sure that our customers get the best from our products is important to us - so long as you have a current licensed copy of a Postcode product, we're here to help:

World Wide Web
This major resource provides 24 hour, direct access to all AFD's technical resources. If you have a question, need program examples or require a skilled Postcode dealer to help with your system, start by visiting our web site at: www.afd.co.uk or email your request to support@afd.co.uk.

HelpDesk
If you don't yet have Internet access, our HelpDesk on 01624 811712 will help ensure that your copy of the program is installed and functioning correctly. The HelpDesk is manned Monday - Friday 9am - 5pm (except UK bank holidays). Ensure that you are next to your computer, which is switched on prior to calling.

These services provide free, unlimited support about all aspects of using the postcode product range. Whilst we will endeavour to help with general advice, we cannot assist with questions or problems that are not related to your use of an AFD Product - nor can we resolve hardware or network errors. You should refer these questions to your System Manager.

Data & Data Updates

The Bank data is constantly changing as a result of internal re-organisation within Banks, the establishing of new branches, relocation and closures of others, and changes to Postal addresses. To ensure that you get the maximum benefit from your investment in AFD BankFinder program, you should ensure that the data you are using is as up-to-date as possible.

AFD have invested in state-of-the-art technology to provide you with the best possible address data within our programs. Taking raw data direct from our suppliers tapes and converting it ready for release to our customers in just three days, means that AFD Data is often weeks and sometimes months more up-to-date than data from other sources.

Four data updates are issued each year - usually in January, April, July and October - subject to raw data delivery.

Make sure that you place your order so that each optional data update is sent to you as soon as it is prepared - or join the POP scheme so that all costs of Data Licenses, Program and Data Updates are covered in one modest standing order payment and shipped automatically when available.

Address, Postcode and Bank solutions