This topic describes the systematic instruction to Group Corporate Profiling - View option. Using this option, System/ Bank administrators can search and view profiling details of the existing Group Corporate.

1. Navigate to one of the above paths.
   The Group Corporate Profiling screen appears.
2. In the Search By field, select the appropriate option to search the Group Corporate.
   1. If you select the Group Corporate option;
      1. Perform anyone of the following actions:
         • In the Group Corporate ID field, enter the Group Corporate ID whose Group Corporate Details you wish to view.
         • In the Group Corporate Name field, enter the name of the Group Corporate whose Group Corporate Details you want to view.
   2. If you select the Party option;
      1. In the Party ID field, enter the party ID mapped to Group Corporate you wish to view.

         The Search Party popup appears.

      2. From the Entity ID list, select the entity from which party to be searched.
      3. Perform anyone of the following actions:
         • In the Party ID field, enter the party ID to be searched.
         • In the Party Name field, enter the name of the party to be searched.
      4. Perform anyone of the following actions:
         • Click Search to search the party mapped to the Group Corporate.
         • Click Cancel to cancel the transaction.
         • Click Clear to rest the entered details.
3. Click Search.
   The Group Corporate summary screen with search results appears based on the searched criteria.

   In case of invalid Group Corporate details, error message is shown on the screen.

   • Click Clear to reset the details.
   • Click Cancel to cancel the transaction.
4. Click the link under the Onboarding Status or Modification Status column.
   The search result according to the search criteria appears

   Figure 15-13 Group Corporate Profiling – View

   
   

   
   Description of "Figure 15-13 Group Corporate Profiling – View"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 15-5 Group Corporate Profiling – View - Field Description

   Field Name	Description
   Group Corporate Name	Name of the group corporate.
   Global Role	Information specified in below fields are related to global role.
   Bank Roles	Display all the roles mapped at Group Corporate level.
   Entity Specific Roles	The roles associated with a particular entity. Note: If an application role is assigned to an entity to which the administrator is not mapped, then the administrator is not able to access the role for view/modify/delete. If a Group Corporate specific application role is created by extending an existing entity specific application role, the entity mapping applicable to the parent role from which the Group Corporate specific application role has been created, would be applicable to the Group Corporate specific application role. An administrator will not be able to modify the Entity of custom application roles once created.
   Custom Role	Display the custom role assigned for the Group Corporate (If any ) by cloning a role available at Group Corporate level. Note: Admin will be able to assign a mix of bank roles and custom roles to a Group Corporate.
   Workflow Preferences	Display the workflow preference set up to implement the workflow. Possible values will be Corporate Level Rule Level
   Approval Flow	Display the Approval workflow type, Possible values will be Sequential Parallel No Approval This field is enabled if Corporate Level option is selected in Workflow Preferences field.
   Approval Routing Type	Displays the approval routing type. Possible value will be Auto Manual Note: IIn case system resolves multiple rules with different min-max slabs, then as per rule resolution logic, it will resolve the rule which has the nearest max value in the defined slab. A Day 0 configuration is provided to define if weightage needs to be checked during rule evaluation (Auto-routing/Manual routing) If the Day 0 configuration is yes, then the rules will be evaluated irrespective of the currency. However, the final rule which is resolved will be as per the calculated weightage If the Day 0 configuration is yes, then the rules will be evaluated irrespective of the currency. However, the final rule which is resolved will be as per the calculated weightage If the Day 0 configuration is no, then he rules will be evaluated irrespective of the currency. All the rules falling within the amount range (post currency conversion) will be resolved. Whichever approver picks the transaction first, that rule will be the final resolved rule
   Release Facility	Displays the whether the release functionality is enabled or disabled at Group Corporate level.
   Corporate Administrator Facility	Display the flag if Corporate Admin facility is maintained for the Group Corporate.
   Accessible Roles for Corporate Administrator	Display the Roles that made available to Corporate admin for onboarding new users

View Custom Role - Application Role

Using this option, System Administrator can view the custom created application role details assigned for viewing Group corporate at enterprise level.

Table 15-6 View Custom Role - Application Role - Field Description

Field Name	Description
View Custom Role	Information specified in below fields are related to view custom role.
Application Role Name	Name of the application role.
Custom Application Role Name	Name for the Custom Application role
Module Name	The modules for which the transaction mapping is done. Transactions under the selected modules will get displayed for mapping
Map Transactions to Touch Points	The internal touch points for which the transaction mapping is done for application role. All the internal touch point maintained in the system gets displayed here. This field is displayed and enabled, only if you select the Internal option in the Touch Point Type field.
Transaction Name	Name of transaction mapped to the application role.
Action	Name of the action that can be performed for that transaction by the user to which this application role is assigned. Perform- This action allows the user to perform or initiate that transaction and should be provided to maker role. Approve- This action allows the user to approve that transaction and should be given to approval role View- This action allows the user to view the initiated and approved transactions by other users and should be given to viewer role Check- This action allows the user to check the initiated transactions by other users and should be given to checker role Release- This action allows the user to release the initiated transactions by other users and should be given to releaser role

5. Perform anyone of the following actions:
   • Click Back to navigate back to previous screen.
   • Click Next to proceed to the next logical step.
   • Click Submit to submit the steps performed so far for approval.
   • Click Retain Draft to save the details entered as draft.
   • Click Cancel to cancel the transaction.