This topic describes the systematic instruction to Approval Rules – Retail & Business User – Rule Summary option.

Bank Administrator logs into the system and navigates to the Rules Management screen, and searches the party. On accessing the party ID, approval rules maintained (if any) for the party mapped to the user are displayed on the screen. User can opt to view the details of existing rules or can create new approval rule using this screen.

Navigation Path: Perform the following navigation to access the View Rule summary:

From Dashboard, click Toggle Menu, then click Approvals and then click Rule Management, Under Rule Management click Retail & Business User, then click Search Party and then click View Rule summary

Figure 14-27 Approval Rule – Search

Description of "Figure 14-27 Approval Rule – Search"

Note:

The fields which are marked as Required are mandatory.

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

Table 14-20 Field Description

Field Name	Description
Party ID	Party ID for which an approval rule is to be viewed.
Party Name	Party name of Party ID for which an approval rule is to be viewed.
Search Result	Information specified in below fields are related to Search Result.
Party ID	List of the Party IDs as per search input.
Party Name	List of the Party names of the party IDs as per search input.

1. Navigate to one of the above paths.
   The Approval Rule Management screen appears.
2. Click the Party ID link to view details.
   The Approval Rule - Summary screen appears.

   Figure 14-28 Approval Rule – Summary

   
   

   
   Description of "Figure 14-28 Approval Rule – Summary"

   
   

   Figure 14-29 Approval Rule – View Details

   
   

   
   Description of "Figure 14-29 Approval Rule – View Details"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 14-21 Field Description

   Field Name	Description
   Party ID	Party ID for which an approval rule is to be viewed.
   Party Name	Party name of Party ID for which an approval rule is to be viewed.
   Search Result	Information specified in below fields are related to Search Result.
   Rule Code	The approval rule code.
   Maker	Initiator type (User ID or User Group Code) of the transaction. This field will be displayed only if existing approval rules are available under a party.
   Approval Required	Whether approval is required for each rule maintained.
   Workflow Code	The approval workflow code.

3. Perform anyone of the following actions:
   • Click the Rule code link, to view details of the selected Approval Rule.

     The Approval Rules - View screen appears.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
   • Click Create to create new Approval Rule for corporate users.