Using the Force.com App

The Payoloy Mobile Check Capture User Experience

Using the Force.com Mobile Check Capture Solution

Below, you will find screenshots of the Force.com public-facing Payology Mobile Check Capture solution. The User Interface uses the best-known practice to ensure performance and accuracy are at their peak.

The Initial Interface

The initial User Interface displayed to the User is comprised of the Company Logo (Adding Your Company Logo], the front and rear check capture functions which launch the mobile camera when clicked, and the check amount input field entered by the User.

User InterfaceUser Interface

User Interface

Step 1: User Capture of the Front Check Image

As the first step in the process, the user must click on the front check image logo, thus launching the mobile camera. Upon capturing the front image of the check, the full front check image will replace the front check image logo.

Step 1: Capture Front Check ImageStep 1: Capture Front Check Image

Step 1: Capture Front Check Image

Step 2: User Capture of the Rear Check Image

The next step of the mobile check capture process requires the user to click on the rear check image logo, thus launching the mobile camera yet again. Upon capturing the rear image of the check, the full rear check image will replace the rear check image logo.

Step 2: Capture Rear Check ImageStep 2: Capture Rear Check Image

Step 2: Capture Rear Check Image

Step 3: User Enters the Check Amount

As the final step in the initial User Interface, the user must enter the check amount in the input field and click the "Next" button. Although the Image Processor does return the Check Amount extracted by the OCR, we collect this data only as a comparison, using the user-entered amount for accuracy.

Step 3: Enter Amount of CheckStep 3: Enter Amount of Check

Step 3: Enter Amount of Check

The Final Interface Displayed

The final User Interface displayed to the User is comprised of the Company Logo (Setup in Adding Your Company Logo], the routing number, account number, and check number values captured by the OCR engine. After reviewing or updating the values, the User must click the "Next" button. Please note, as shown in the example below, if the check number is non-existent, it will not be displayed to the user.

Step 4: Confirm Routing, Account and Check NumbersStep 4: Confirm Routing, Account and Check Numbers

Step 4: Confirm Routing, Account and Check Numbers

The Redirect

Upon clicking "Next" the user will be redirected to the External URL listed in the Custom Settings of Payology (Custom Settings Configuration), using any existing tokens (Using Tokens in URL Parameters) which may have been configured.

Step 4: Redirect to Client Site or Thank You PageStep 4: Redirect to Client Site or Thank You Page

Step 4: Redirect to Client Site or Thank You Page

Sample Checks

Below you will find a link to a zip file consisting of sample check images you can use during your testing process. The zip file consists of the following:

  1. 3 Personal Checks - Front Images (1.jpg, 2.jpg, 3.jpg)
  2. 1 Business Check - Front Image (4.jpg)
  3. 1 Personal Check - Rear Image (1-3_rear.jpg - Can be used when submitting any personal check)
  4. 1 Business Check - Rear Image (4_rear.jpg - Can be used when submitting the business check)
  5. Check_Micrs.txt - MICR values for each of the front check images (To be used if submitting the images to the Payment Gateway)

Sample Check URL: https://www.check21.com/sample_checks/Sample_Checks.zip

Next Steps

Salesforce Developers or Administrators who seek to understand the Data Model, specifically the Objects utilized in the Check Capture process, can do so by viewing the section labeled, The Data Model.