14.2.3.3 Approval Rules – Retail & Business User – Rule Summary
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
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. |
Parent topic: Approval Rules - Retail & Business User