3.1.2 Administration
This topic provides information on administration.
- In the Global Configuration screen, click
Administration.The Administration screen is displayed.
- Click Edit to specify the details under account.The Administration - Edit screen is displayed.
- Click expand and specify the details.
Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-6 Account Access - Field Description
Field Description Number of filtered accounts in user account access Specifies the maximum number of accounts that can be displayed or filtered in the user account access view. User account access mapping mandatory flag Indicates whether mapping user accounts to entity accounts is mandatory. Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-7 Approval - Field Description
Field Description Maximum length of the comment provided with approval action Defines the maximum number of characters allowed in the comment field when performing an approval action. Max number of transactions displayed in listing screens Specifies the maximum number of transactions that can be shown on the transaction listing screens. Who Can Approve Their Own Initiated Transactions Identifies the users or roles allowed to approve the transactions they have initiated. Whether rule weightage is considered during approval flow Determines if rule weightage should be applied in the approval workflow. How frequently the exchange rate cache is refreshed, in ms Defines the time interval (in milliseconds) at which the exchange rate cache is refreshed. Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-8 Audit - Field Description
Field Description Enable API Audit Allows you to enable or disable API auditing for the entity. Maximum Days for Audit Data Retrieval Defines the maximum number of past days for which audit data can be retrieved. Maximum Audit Records per Search Specifies the maximum number of audit records that can be displayed or fetched in a single search operation. Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-9 Bulk Administration - Field Description
Field Description File Identifier Description regular expression Specify the expression for file identifier description. File Identifier Id regular expression Specify the expression for file identifier ID. Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-10 Cutoff - Field Description
Field Description Administration role broadcast mail Id Specify the administration role broadcast mail ID. Corporate role broadcast mail Id Specify the corporate role broadcast mail ID. Prospect role broadcast mail Id Specify the prospect role broadcast mail ID. Retail user role broadcast mail Id Specify the retail user role broadcast mail ID. Retail role broadcast mail Id Specify the retail role broadcast mail ID. Note:
The fields marked as Required are mandatory.For more information on fields, refer to the field description table.
Table 3-11 Group Corporate - Field Description
Field Description Module(s) excluded in Party Migration Select the modules excluded from the drop-down list. - Click Save to save the details.
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Parent topic: Global Settings







