BioCert® Identity e-Wallet is an electronic wallet which
stores all of your personal information used for online
transactions, including name, address, and credit card data. It
is similar to using an actual wallet, except far more convenient
and secured using your identity.
e-Wallet is designed to make online purchases quick, easy,
and secure. It can automatically fill in your personal and
financial information when making a purchase online. You can
manage multiple addresses, phone numbers, email addresses, and
credit cards and then easily select from these choices at the
time of purchase. You simply open your e-Wallet, and with a
single click, provide the needed information. Of course, who you
give access to this information is entirely up to you.
The following topics are available to familiarize users with
BioCert® Identity e-Wallet features:
e-Wallet Overview
BioCert® Identity e-Wallet is an electronic wallet
which stores all of your personal information used for
online transactions.
The e-Wallet conveniently stores all of the required
information for an online purchase. BioCert® Identity
automatically detects when you have arrived at the "check
out" page in your browser. At this point, your e-Wallet is
ready to conveniently and securely supply your transaction
data to the site.
With one click, e-Wallet will automatically fill in all
of the required fields such as name, address, phone number,
email address, and credit card information.
You can access e-Wallet functionality after logon to
BioCert® Identity using any of the following places:
- In BioCert® Identity, select
Services and Applications, and then
select e-Wallet.
- Right click the BioCert® Identity icon in the
taskbar notification area, and then select Open
e-Wallet.
- The e-Wallet can also be accessed directly within
Internet Explorer by clicking on the BioCert® Identity
e-Wallet icon found at the top among the other standard
buttons.
e-Wallet settings can be accessed in BioCert®
Identity, by selecting Settings,
and then selecting e-Wallet tab.
Managing your e-Wallet
This section describes how to manage your BioCert®
Identity e-Wallet. You will want to perform these steps
first in order to have your e-Wallet handy for online
purchases or other forms requiring personal information.
To set up the e-Wallet, perform the following steps:
- In BioCert® Identity, select
Services and Applications.
- Select e-Wallet, and then select
Manage e-Wallet.
- Fill out your personal information as outlined
below.
The following three tabs are available for you to fill in
your personal information:
- Personal Information
- Addresses
- Credit Cards
The personal information tab allows you to enter your
name, initials, display name, and a description. Only the
first name, last name, and initials will be used for filling
in online forms.
The Addresses tab allows you to enter
one or more physical addresses, along with associated phone
number and email address. To create an address, perform the
following steps:
- Select New
- Enter a name for the location, such as "My Permanent
Home Address".
- Select an address type such as "Home".
- Enter a company name, if applicable, and click
Next.
- Enter your address, phone, and email information.
- When you are finished, click OK.
Note
It is not necessary to enter information in every field,
however empty fields will not be filled in by the e-Wallet
for an online form. It is recommended that you first enter
your home or most commonly used address before entering
others.
The Credit Cards tab allows you to enter
as many credit cards as you like for the e-Wallet to
remember. To enter a credit card, perform the following
steps:
- Select New.
- Select a card type (Visa, MC, etc.).
- Enter a description if desired, the name on the
card, the credit card number and security code,
expiration date, and billing address. The billing
address may be entered here manually or one of the
addresses already entered may be selected from the
drop-down.
- When you are finished, click OK.
Note
BioCert® Identity will check the validity of the credit card
number and alert you if it believes it is invalid. This is
only a quick check that the number is within a known
acceptable range for the type of card; BioCert® Identity
does not actually perform a complete check as a bank or
credit card company would. If you are sure it is valid, you
may save it anyway.
The data entered into your e-Wallet may be changed at any
time later on. You may update information several ways:
- In BioCert® Identity, select
Services and Applications, select
e-Wallet, and then select
Manage e-Wallet. In the Manage e-Wallet
dialog box, select the item you would like to update,
and click Properties or double-click
the item.
- Open your e-Wallet (from either the main menu, the
IE button, or right-click on the BioCert® Identity icon
in the taskbar notification area) and click on one of
the links on the left side of the window.
For more information on e-Wallet settings and options
(such as authenticating the user before filling in a page),
refer to the e-Wallet Settings section in this help file.
Using e-Wallet for e-Commerce
Once the e-Wallet has been set up with your personal
information, it is ready to be used for online transactions.
BioCert® Identity will automatically detect when your
browser has come to the point in an online transaction where
credit card or personal information are required. At this
point, a pop-up menu will appear at the top of the browser
which says "The system is ready to fill in this form." Also,
you may notice that certain fields within the online form
have turned blue or changed color. This indicates that your
e-Wallet already has those pieces of data stored and is
ready to fill them in for you automatically. At this time,
you may either open your e-Wallet or have BioCert® Identity
fill in the fields with your most recently selected data.
In most cases, you can simply click on Fill In.
After the fields are automatically entered for you, you may
continue with your transaction within the browser. If you
are not sure which pieces of information will be filled in,
or you would like to select a different credit card for
example, then it is best to open your e-Wallet and review
the data before pasting it into the online form. In this
case, select Open e-Wallet or open it from
the BioCert® Identity icon in the taskbar notification area.
Once the e-Wallet window comes up, you may review your
information and select from alternate addresses, emails,
phone numbers, and credit cards as necessary. After
selecting the correct information, click Fill In
to automatically fill in all applicable fields. If it
becomes necessary to fill in only individual fields, you may
also select the needed field within the e-Wallet and drag it
onto the respective field on the form. When a +
symbol appears, release the mouse and that field will be
filled in. If the Fill In button is not
visible in the e-Wallet or the + symbol
does not appear when dragging and dropping, this means that
e-Wallet cannot be used on this form. Likely in this case
the form is custom and has not been recognized by e-Wallet.
Note
BioCert® Identity e-Wallet is a handy feature and a great
way to store sensitive information. It can help prevent
fraud and identity theft by verifying that only the right
person may use your financial credentials. However, the
e-Wallet cannot verify that the site you are submitting your
information to is trustworthy. It is recommended that you
only submit this information to sites you trust, and only
when some form of encryption is being used to securely send
the data from your computer (i.e., the page is using https
secure protocol and the gold lock is visible at the bottom
of the browser window). Furthermore, it is highly
recommended that the Authenticate user before
filling page option be turned on.
For more information on e-Wallet settings and options
(such as authenticating the user before filling in a page),
refer to the e-Wallet Settings section in this help file.
e-Wallet Troubleshooting
The e-Wallet functionality is missing.
One possible reason for this is that the e-Wallet
functionality has been turned off. The e-Wallet
functionality can be turned off in the Settings
section. To enable e-Wallet functionality:
- In BioCert® Identity, select
Settings.
- In e-Wallet, select Enable
e-Wallet functionality, and then click
OK.
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