9 Transaction Group Maintenance

This topic describes the information about the Transaction Group Maintenance option.

Transaction group maintenance enables the System Administrator to create and maintain group of transactions. Administrator can maintain a transaction group for the purpose of defining consolidated transaction limits. Once limits are assigned at transaction group, these limits acts as collective limit for selected transactions in a group.

For e.g., If the cumulative limit daily (for payment transaction group) is set to GBP 2000, then in a day, customer will be allowed to perform transactions up to GBP 2000 only, spanning across all selected transactions in a group.

Pre-Requisites
  • Transaction access is provided to system administrator.
  • Approval rule set up for system administrator to perform the actions.
  • Transactions are available for grouping.

Figure 9-1 Workflow


Description of Figure 9-1 follows
Description of "Figure 9-1 Workflow"

Features Supported In Application

The administrator can perform the following actions:

Navigation Path: Perform the following navigation to access the Transaction Group Maintenance:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Limits, UnderLimits, click Transaction Group Maintenance.