User can enable or deactivate the auto-authorization for servicing operations by using the Branch Servicing Auto Auth Setup screen.

1. On the Home screen, from the Retail Servicing Configuration mega menu, click Branch Servicing Auto Auth Setup or specify Branch Servicing Auto Auth Setup in the search icon bar and select the screen.

   The Branch Servicing Auto Auth Setup screen is displayed.

   Figure 2-18 Branch Servicing Auto Auth Setup

   
   

   
   Description of "Figure 2-18 Branch Servicing Auto Auth Setup"

   
   
2. From the Accounts, Deposit, and IRA tabs, select the required screens for which auto-authorization is to be set from the Non-auto authorization screens section.
3. Click Move to auto authorization.
   The screens are removed from the Non-auto authorization screens section and displayed in the Auto authorization screens section.

   For more information on fields, refer to the field description table.

   Table 2-16 Branch Servicing Auto Auth Setup – Field Description

   Field	Description
   Non auto authorization screens	Select the screens to be auto-authorized from this section. User can also search for any required screen by specifying the screen name in the Search field.
   Auto Authorized screens	This section displays the screens to be auto-authorized.
   Lifecycle Code	Displays the lifecycle code of the screen.
   Screen Name	Displays the screen set for auto-authorization.
   Action	Displays the Delete icon. User can click to deactivate the screen from auto-authorization. Post deletion, the screen is added back to the Non auto authorization screens section.

   Note:

   If the user selects the screen and clicks Move to auto authorization, then to proceed with action in other tabs, the user should click Save. Else, the changes made by user will be lost if switched between the modules.
4. Click Save.
   The updates are saved successfully.