Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
• 1 Dashboard
  • 1.1 System Administrative Transactions
  • 1.2 Administrative Maker Transactions
  • 1.3 Administrative Approver Transactions
• 2 User Management
  • 2.1 User Management - Create
  • 2.2 User Management - Search and View
  • 2.3 User Management - Edit
  • 2.4 FAQ
• 3 Party Preferences
  • 3.1 Party Preferences- Search
  • 3.2 Party Preferences - Create
  • 3.3 Party Preferences - View
  • 3.4 Party Preferences - Edit
  • 3.5 FAQ
• 4 Merchant Management
  • 4.1 Merchant Management – Search
  • 4.2 Merchant Management – Funds Out
    • 4.2.1 Merchant Management – Funds Out – View
    • 4.2.2 Merchant Management – Funds Out – Create Merchant
    • 4.2.3 Merchant Management – Funds Out – Edit
  • 4.3 Merchant Management – Collect Funds
    • 4.3.1 Merchant Management – Collect Funds – View
    • 4.3.2 Merchant Management – Collect Funds – Create Merchant
    • 4.3.3 Merchant Management – Collect Funds – Edit
  • 4.4 Merchant Management - Delete
  • 4.5 FAQ
• 5 Limits Definition
  • 5.1 Limits Definition - View
  • 5.2 Limits Definition - Create
    • 5.2.1
  • 5.3 Limits Definition - Delete Limit
  • 5.4 FAQ
• 6 Limit Package Management
  • 6.1 Limit Package Management - View
  • 6.2 Limit Package Management - Create
  • 6.3 Limit Package Management - Edit
  • 6.4 Limit Package Management - Clone
  • 6.5 Limit Package Management - Delete
  • 6.6 FAQ
• 7 User Limits
  • 7.1 User Limits - View
  • 7.2 User Limits - Edit
  • 7.3 FAQ
• 8 Transaction Group Maintenance
  • 8.1 Transaction Group Maintenance - View
  • 8.2 Transaction Group Maintenance - Create
  • 8.3 Transaction Group Maintenance - Edit
  • 8.4 Transaction Group Maintenance - Delete
  • 8.5 FAQ
• 9 Party Account Access
  • 9.1 Party Account Access - Mapping (Create)
  • 9.2 Party Account Access- View
  • 9.3 Party Account Access - Edit
  • 9.4 Party Account Access - Delete
• 10 User Account Access
  • 10.1 User Account Access - Mapping (Create)
  • 10.2 User Account Access- View
  • 10.3 User Account Access - Edit
  • 10.4 User Account Access - Delete
• 11 Party Resource Access
  • 11.1 Party Resource Access - Mapping (Create)
  • 11.2 Party Resource Access- View
  • 11.3 Party Resource Access - Edit
  • 11.4 Party Resource Access - Delete
• 12 User Resource Access
  • 12.1 User Resource Access - Mapping (Create)
  • 12.2 User Resource Access- Search
  • 12.3 User Resource Access - Edit
  • 12.4 User Resource Access - Delete
• 13 Approvals
  • 13.1 Workflow Management
    • 13.1.1 Approval Workflow – Select User Type
    • 13.1.2 Approval Workflow - Admin User - Workflow Management
      • 13.1.2.1 Admin Workflow Management – Search
      • 13.1.2.2 Admin Workflow Management – View
      • 13.1.2.3 Admin Workflow Management – Create
      • 13.1.2.4 Admin Workflow Management - Edit
    • 13.1.3 Approval Workflow - Retail & Business User - Workflow Management
      • 13.1.3.1 Retail & Business Workflow Management – Summary
      • 13.1.3.2 Retail & Business Workflow Management – View
      • 13.1.3.3 Workflow Management – Create
      • 13.1.3.4 Retail & Business Workflow Management - Edit
    • 13.1.4 FAQ
  • 13.2 Approval Rules
    • 13.2.1 Approval Rules – Select User Type
    • 13.2.2 Approval Rules - Admin User
      • 13.2.2.1 Admin Approval Rules – Search
      • 13.2.2.2 Admin Approval Rules – View
      • 13.2.2.3 Admin Approval Rules – Create
      • 13.2.2.4 Admin Approval Rules - Edit
    • 13.2.3 Approval Rules - Retail & Business User
      • 13.2.3.1 Approval Rules – Retail & Business User - Search
      • 13.2.3.2 Retail & Business Approval Rules – Create
      • 13.2.3.3 Approval Rules – Retail & Business User – Rule Summary
      • 13.2.3.4 Approval Rules – Retail & Business User - View
      • 13.2.3.5 FAQ
  • 13.3 FAQ
• 14 Group Corporate Onboarding
  • 14.1 Group Corporate Onboarding – Search Corporate
    • 14.1.1 View Linked Parties under Group Corporate
    • 14.1.2 Comments
    • 14.1.3 Ready to Submit
  • 14.2 Step 1: Group Corporate Profiling
    • 14.2.1 Group Corporate Profiling - Create
    • 14.2.2 Group Corporate Profiling - View
    • 14.2.3 Group Corporate Profiling - Edit
  • 14.3 Step 2: Party Account Access
    • 14.3.1 Party Account Access – Create
    • 14.3.2 Party Account Access - View
    • 14.3.3 Party Account Access- Edit
    • 14.3.4 Party Account Access- Delete
  • 14.4 Step 3: User Onboarding
  • 14.5 Step 4: User Group Maintenance
    • 14.5.1 User Groups – Create
    • 14.5.2 User Groups – Summary & View
    • 14.5.3 User Groups – Edit
  • 14.6 Step 5: User Account Access
    • 14.6.1 User Account Access – Create
    • 14.6.2 User Account Access – View
    • 14.6.3 User Account Access – Edit
    • 14.6.4 User Account Access – Delete
  • 14.7 Step 6: Report Mapping
    • 14.7.1 User Report Mapping – Search & View
    • 14.7.2 User Report Mapping - Create
    • 14.7.3 User Report Mapping - Edit
  • 14.8 Step 7: Workflow Management
    • 14.8.1 Workflow Management – Summary
    • 14.8.2 Workflow Management – View
    • 14.8.3 Workflow Management – Create
    • 14.8.4 Workflow Management - Edit
  • 14.9 Step 8: Approval Rules
    • 14.9.1 Approval Rules – Summary
    • 14.9.2 Approval Rules - View
    • 14.9.3 Approval Rules - Edit
    • 14.9.4 Approval Rule – Create
  • 14.10 Send to Modify
  • 14.11 FAQ
• 15 Origination Workflow Configuration
  • 15.1 View Workflow for a Single Product Application
  • 15.2 Single Product Application
    • 15.2.1 Edit Custom Workflow
  • 15.3 Bundle Application
    • 15.3.1 View Bundled Application Workflows
    • 15.3.2 Edit Custom Workflow
  • 15.4 FAQ
• 16 Feedback
  • 16.1 Feedback Template Maintenance
    • 16.1.1 Feedback Template Maintenance - Search
    • 16.1.2 Feedback Template Maintenance - Edit
    • 16.1.3 Feedback Template Maintenance - Create
  • 16.2 FAQ
  • 16.3 Feedback Analytics
    • 16.3.1 Top Three and Bottom Three Transactions
    • 16.3.2 Individual Transactions
    • 16.3.3 All Transactions
    • 16.3.4 General Feedback
• 17 System Rules
  • 17.1 FAQ
• 18 First Time Login
  • 18.1 FAQ
• 19 Transaction Aspects
  • 19.1 View Transaction Aspects
  • 19.2 Update Transaction Aspects
• 20 ATM / Branch Maintenance
  • 20.1 ATM/ Branch Maintenance - Search
  • 20.2 ATM/ Branch Maintenance - Add
  • 20.3 ATM/ Branch Maintenance - Edit
  • 20.4 ATM/ Branch Maintenance - Delete
  • 20.5 FAQ
• 21 Product Maintenance
  • 21.1 Product Maintenance - View
  • 21.2 Product Maintenance - Edit
  • 21.3 Product Maintenance - Create
  • 21.4 FAQ
• 22 User Profile Maintenance
  • 22.1 User Profile - View
  • 22.2 User Profile - Edit
  • 22.3 FAQ
• 23 Payee Restriction Setup
  • 23.1 Payee Restriction Setup - View
  • 23.2 Payee Restriction Setup - Edit
  • 23.3 Payee Restriction Setup - Create
  • 23.4 FAQ
• 24 Touch Point Maintenance
  • 24.1 Touch Point Maintenance - View
  • 24.2 Touch Point Maintenance - Edit
  • 24.3 Touch Point Maintenance - Create
• 25 Touch Point Group Maintenance
  • 25.1 Touch Point Group Maintenance - View
  • 25.2 Touch Point Group Maintenance - Edit
  • 25.3 Touch Point Group Maintenance - Create
  • 25.4 FAQ
• 26 Role Maintenance
  • 26.1 Search & View Application Role
  • 26.2 Edit Application Role
  • 26.3 Delete Application Role
  • 26.4 Create Application Role
  • 26.5 FAQ
• 27 Entitlements
  • 27.1 Entitlements - View
  • 27.2 Entitlements - Edit
• 28 User Segment Maintenance
  • 28.1 User Segment Maintenance - Search
  • 28.2 User Segment Maintenance - Edit
  • 28.3 User Segment Maintenance - Create
  • 28.4 FAQ
• 29 Authentication
  • 29.1 Authentication - View
  • 29.2 Authentication - Edit
  • 29.3 Authentication - Create
  • 29.4 FAQ
• 30 Security Questions Maintenance
  • 30.1 View Security Questions
  • 30.2 Security Questions Maintenance - Edit
  • 30.3 Security Questions Maintenance - Create
  • 30.4 FAQ
• 31 Security Keys
  • 31.1 Password Encryption and Decryption with Public and Private Key Pairs
  • 31.2 API Key
  • 31.3 JWT Encryption Key
• 32 User Group - Subject Mapping
  • 32.1 User Group - Subject Mapping - Search
  • 32.2 User Group - Subject Mapping - Create
  • 32.3 User Group - Subject Mapping - Modify
  • 32.4 FAQ
• 33 Alerts Templates
  • 33.1 View Alert Template
  • 33.2 Create Alert Template
  • 33.3 Update Alert Template
  • 33.4 Delete Alert Template
  • 33.5 FAQ
• 34 Mailers
  • 34.1 Mailers - Search and View
  • 34.2 Mailers - Create
  • 34.3 Mailers - Edit
  • 34.4 Mailers - Delete
  • 34.5 FAQ
• 35 Account Aggregation
  • 35.1 External Bank Maintenance
    • 35.1.1 Search and View External Bank's Details
    • 35.1.2 Add External Bank
    • 35.1.3 Update External Bank's Details
    • 35.1.4 Delete External Bank's Details
• 36 Spend Category
  • 36.1 Spend Category - Search
    • 36.1.1 Spend Category - View
  • 36.2 Spend Category - Create
  • 36.3 Spend Category - Edit
  • 36.4 FAQ
• 37 Goal Category Maintenance
  • 37.1 Goal Category - Search
    • 37.1.1 Goal Category - View
  • 37.2 Goal Category - Create
  • 37.3 Goal Category - Edit
  • 37.4 FAQ
• 38 Experience Builder
  • 38.1 Experience
    • 38.1.1 Experience Builder - Create
    • 38.1.2 Experience Builder - View
    • 38.1.3 Experience Builder - Edit
    • 38.1.4 Experience Builder - Delete
  • 38.2 Mapping
    • 38.2.1 Experience Mapping Search
    • 38.2.2 Create Mapping
    • 38.2.3 Delete Mapping
• 39 Dashboard Overview
  • 39.1 Dashboard Overview– Summary
  • 39.2 Dashboard Overview – View
  • 39.3 Dashboard Overview – Create
  • 39.4 Dashboard Overview – Design – Create Administrator Template
  • 39.5 Dashboard Overview – Edit
  • 39.6 Dashboard Overview – Clone
  • 39.7 Dashboard Overview – Delete
  • 39.8 Dashboard Mapping – Summary
    • 39.8.1 Create Mapping
    • 39.8.2 Delete Mapping
  • 39.9 FAQ
• 40 Relationship Maintenance
  • 40.1 Relationship Mapping
    • 40.1.1 Relationship Mapping Maintenance - View
    • 40.1.2 Relationship Mapping Maintenance - Edit
  • 40.2 Relationship Matrix
    • 40.2.1 Relationship Matrix Maintenance - View
    • 40.2.2 Relationship Matrix Maintenance - Edit
  • 40.3 FAQ
• 41 Transaction Blackout
  • 41.1 Transaction Blackout - Search
  • 41.2 Transaction Blackout - Create
  • 41.3 Transaction Blackout - Edit
  • 41.4 Transaction Blackout - Delete
  • 41.5 FAQ
• 42 Working Window
  • 42.1 Transaction Working Window - Search
  • 42.2 Transaction Working Window - Create
  • 42.3 Transaction Working Window - Edit
  • 42.4 Transaction Working Window - Delete
  • 42.5 FAQ
• 43 Audit Log
  • 43.1 Search Audit Details
  • 43.2 FAQ
• 44 File Upload
  • 44.1 File Identifier Maintenance
    • 44.1.1 File Identifier Maintenance – User Type Selection
    • 44.1.2 File Identifier Maintenance - Administrator User – Summary
    • 44.1.3 File Identifier Maintenance - Administrator User - Create
    • 44.1.4 File Identifier Maintenance - Administrator User – Edit
    • 44.1.5 File Identifier Maintenance - Corporate User – Search and View
    • 44.1.6 File Identifier Maintenance - Corporate User - Create
    • 44.1.7 File Identifier Maintenance - Corporate User – Edit
  • 44.2 FAQ
  • 44.3 User File Identifier Mapping
    • 44.3.1 User File Identifier Mapping – User Type Selection
    • 44.3.2 User File Identifier Mapping – Administrator - Search
    • 44.3.3 User File Identifier Mapping – Administrator - Create
    • 44.3.4 User File Identifier Mapping – Administrator - Edit
    • 44.3.5 User File Identifier Mapping - Corporate User - Search
    • 44.3.6 User File Identifier Mapping - Corporate User - Create
    • 44.3.7 User File Identifier Mapping - Corporate User - Edit
  • 44.4 FAQ
• 45 User Group Management
  • 45.1 User Groups – Select User Type
  • 45.2 User Groups – Admin User
    • 45.2.1 User Groups - Admin User – Create
    • 45.2.2 User Groups - Admin User – Search Summary
    • 45.2.3 User Groups - Admin User – Edit Group
  • 45.3 User Groups – Retail & Business User
    • 45.3.1 User Groups - Retail & Business User – Search Party
    • 45.3.2 User Groups - Retail & Business User – Create
    • 45.3.3 User Groups - Retail & Business User – Edit Group
    • 45.3.4 User Groups - Retail & Business User – Group Summary
  • 45.4 FAQ
• 46 User Alerts Subscription
  • 46.1 User Alerts Subscription - Search
  • 46.2 Subscribe/ Unsubscribe Alerts
  • 46.3 FAQ
• 47 Group Corporate Alerts Subscription
  • 47.1 Group Corporate Alerts Subscription - Search
  • 47.2 Subscribe/ Unsubscribe Alerts
  • 47.3 FAQ
• 48 Request Processing
  • 48.1 Request Processing - Summary
  • 48.2 Service Request Details (For Service Requests Available Out of the Box)
    • 48.2.1 Approve or Reject Service Requests (For Service Requests Available Out of the Box)
  • 48.3 Service Request Details (Requests Created using Service Request-Form Builder)
    • 48.3.1 Approve or Reject Service Requests (Created using Service Request Form Builder)
• 49 Network Purpose Code Mapping
• 50 Template Maintenance
  • 50.1 View Templates
  • 50.2 Edit Templates
• 51 Resource Bundle Maintenance
  • 51.1 Resource Bundle Maintenance - Search & View
  • 51.2 Resource Bundle Maintenance - Edit
• 52 Terms and Conditions Maintenance
  • 52.1 Terms and Conditions - Search and View
    • 52.1.1 Terms and Conditions - View
  • 52.2 Create Terms and Conditions
  • 52.3 Edit Terms and Conditions
  • 52.4 Copy Terms and Conditions
  • 52.5 Delete Terms and Conditions
• 53 Timer Maintenance
  • 53.1 View Timer
  • 53.2 Update Timer
  • 53.3 FAQ
• 54 Reports
• 55 Report Generation
  • 55.1 Adhoc Reports
  • 55.2 Schedule Reports
    • 55.2.1 View Scheduled Reports
    • 55.2.2 Edit Schedule Reports
    • 55.2.3 Delete Schedule Reports
  • 55.3 API Consumption Report
    • 55.3.1 API Consumption - Adhoc Report
    • 55.3.2 API Consumption - Schedule Reports
  • 55.4 EPI Payment Reconciliation Report
    • 55.4.1 EPI Payment Reconciliation - Adhoc Report
    • 55.4.2 EPI Payment Reconciliation – Schedule Report
  • 55.5 FATCA & CRS Declaration Report
    • 55.5.1 FATCA & CRS Declaration - Adhoc Report
    • 55.5.2 FATCA & CRS Declaration - Schedule Reports
  • 55.6 Approval Rule Report
    • 55.6.1 Approval Rule Report - Adhoc Reports
    • 55.6.2 Approval Rules - Schedule Reports
  • 55.7 File Identifier wise Party User Mapping Report
    • 55.7.1 File Identifier wise Party User Mapping - Adhoc Report
    • 55.7.2 File Identifier wise Party User Mapping - Schedule Report
  • 55.8 Party User wise File Identifiers Mapping Report
    • 55.8.1 Party User wise File Identifiers Mapping - Adhoc Report
    • 55.8.2 Party User wise File Identifiers Mapping - Schedule Reports
  • 55.9 Party wise File Identifiers Mapping Report
    • 55.9.1 Party wise File Identifiers Mapping - Adhoc Report
    • 55.9.2 Party wise File Identifiers Mapping - Schedule Reports
  • 55.10 Party wise Payee Maintenance Report
    • 55.10.1 Party wise Payee Maintenance - Adhoc Report
    • 55.10.2 Party wise Payee Maintenance - Schedule Reports
  • 55.11 User Segment Summary Report
    • 55.11.1 User Segment Summary - Adhoc Report
    • 55.11.2 User Segment Summary - Schedule Reports
  • 55.12 Approval Rule Report
    • 55.12.1 Approval Rule Report - Adhoc Report
  • 55.13 User List Report
    • 55.13.1 User List Report - Adhoc Report
  • 55.14 User Entitlement Report
    • 55.14.1 User Entitlement Report- Adhoc Report
• 56 My Reports
  • 56.1 My Reports - Adhoc
  • 56.2 My Reports - Scheduled
  • 56.3 FAQ
• 57 User Report Mapping
  • 57.1 User Report Mapping – Select User Type
  • 57.2 User Report Mapping - Administrator User
    • 57.2.1 User Report Mapping - Create
    • 57.2.2 User Report Mapping - Search
    • 57.2.3 User Report Mapping - Edit
  • 57.3 User Report Mapping – Retail and Business User
    • 57.3.1 User Report Mapping - Search
    • 57.3.2 User Report Mapping - Create
    • 57.3.3 User Report Mapping - Edit
• 58 User Helpdesk
  • 58.1 FAQ
• 59 Mailbox
  • 59.1 Mails
    • 59.1.1 Inbox
    • 59.1.2 Sent Mail
    • 59.1.3 Sent Mail - Details
    • 59.1.4 Deleted Mail
  • 59.2 Alerts
  • 59.3 Notifications
  • 59.4 FAQ
• 60 Security Settings
  • 60.1 Set Security Question
    • 60.1.1 View Security Questions
    • 60.1.2 User Security Question - Edit
  • 60.2 Change Password
  • 60.3 FAQ
• 61 Profile
  • 61.1 FAQ
• 62 Session Summary
• 63 Manage DND Alerts
• 64 ATM & Branch Locator
  • 64.1 FAQ
• Events Data
• Index