This topic describes the systematic instruction to Party Migration feature. Using this feature a party can be moved from one Group Corporate to another Group Corporate.

System displays a screen to enter the party information (party ID or party name) and search party for which the movement of party is to be done. Party migration can be updated to an existing or new Group Corporate.

Before movement, a simulation needs to be generated to show the conflicts/impacted areas due to Party migration. The simulation will be generated module wise to view impact of party migration. The user can view the current generated simulations as well as the historical simulations generated for the movement of selected Party ID.

The administrator must manually take corrective actions on the conflicting impacted areas, post which only the party migration can be initiated.

Note:

After rectification of all conflicted impacts, the simulation needs to be re-generated to validate for any remaining conflicts.

The impact of Party movement

• If mapping (Party Migration) is done to an existing Group Corporate, then the common roles and touch points between the new Group Corporate and user being moved will be assigned to the respective user
• If mapping (Party Migration) is done to new Group Corporate, then a default role will be assigned to the user and touch points common to default role and respective user will be mapped to that user
• User will be able to access the reports mapped to the user at Party level even after moving the Party under new Group Corporate
• The user’s personal and contact information along with limits will be retained during movement to the new Group Corporate
• Moved Party will not be available under the old Group corporate and any mapping of the moved Party with the users of old Group Corporate will get deleted
• Any approval rule created exclusively for the accounts of moved Party will not be automatically moved along with the Party
• The users moving to new Group Corporate along with the Party will not be able to view the details of transactions/maintenances (happened in the other Party s of previous Group Corporate ) where they have acted as either ‘maker or approver’.
• The users moving to new Group Corporate along with the Party will be able to view the details of transactions/maintenances (happened in the Party before movement) where they have acted as either ‘maker or approver’. They will be able to view this data through their respective activity logs
• Also, the users who are part (either maker or approver) of any transaction/maintenance in the Party before movement, and are not moving with the Party , will not be able to view that data in their respective activity logs
• If the user being moved has a User Level Alert Subscription, then the Alert Subscription Configuration will be retained for the Party being moved but will be dropped for other Party s

Once the admin user simulates the party movement and all the conflicts are resolved, the user can migrate the party to new group corporate. On submission, the maintenance is sent for an approval if configured. Once the maintenance is authorized, the party will get mapped to the new Group corporate. Post party migration, the user can search the Party based upon Party ID or Party Name and view details of the movement. Details related to all the impacted areas will be displayed. This data will be available module wise which can be viewed as well as downloaded in PDF format. The migration information of the historic movements can also be viewed if in future the same party needs to be migrated again.

Navigation Path: Perform anyone of the following navigation to access Party Migration.

• From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Corporate Onboarding , Under Corporate Onboarding , click Party Migration.
• From System/ Bank Administrator Dashboard, under Corporate Onboarding widget, click Party Migration.

Figure 16-1 Party Migration – Party Search (Party ID/Party Name)

Description of "Figure 16-1 Party Migration – Party Search (Party ID/Party Name)"

Note:

The fields which are marked as Required are mandatory.

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

Table 16-1 Party Migration – Party Search (Party ID/Party Name) - Field Description

Field Name	Description
Search	Information specified in below fields are related to search.
Party ID	Search by party ID for which the party migration to be done.
Party Name	Search by party name of a party for which the party migration to be done.
Search Result	Information specified in below fields are related to search result.
Party ID	Party ID for which the party migration to be done.
Party Name	Party Name of a party for which the party migration to be done.
Status	Displays the status of the searched party. It could be: Simulation in Conflict Migration Success

To search party for party migration and generate the stimulation report:

1. Navigate to the above path.
   The Party Migration screen appears.
2. Perform anyone of the following actions:
   • In the Party ID field, enter the party ID whose party migration to be done.
   • In the Party Name field, enter the name of the party whose party migration to be done.
3. Perform anyone of the following actions:
   • Click Search.

     The system displays the matching party records. The records have parties listed with both Party ID and Party Name information.

     User can select the record by clicking on the Party ID from the list.

   • Click Clear to reset the details.
   • Click Cancel to cancel the transaction.
4. Click on the Party ID link to view the existing Group Corporate ID and Name to which the Party is currently mapped.

   Figure 16-2 Party Migration – Map to Existing/ New Group Corporate

   
   

   
   Description of "Figure 16-2 Party Migration – Map to Existing/ New Group Corporate "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-2 Party Migration – Map to Existing/ New Group Corporate - Field Description

   Field Name	Description
   Party ID	Displays the Party ID for which the party migration is to be done.
   Party Name	Displays the Name of the party for which the party migration to be done.
   Entity ID	Displays the Entity ID of the Corporate Party. Note: Party Migration allowed within same entity.
   Mapped Group Corporate	Displays the existing Group Corporate ID to which party is mapped.
   Change Party Mapping To
   Map to Group Corporate	Specify if new mapping for Party is to an existing Group Corporate or to a new Group corporate.
   Group Corporate	Group Corporate ID for which party migration is to be done.
   Search Group Corporate	This popup appears, if user wishes to move Party to existing Group Corporate.
   Group Corporate ID	Search by existing Group Corporate ID to which the Party is being moved.
   Group Corporate Name	Search by existing Group Corporate Name to which the Party is being moved.
   Search Result	Information specified in below fields are related to search result.
   Group Corporate ID	Existing Group Corporate ID to which the Party is being moved.
   Group Corporate Name	Existing Group Corporate Name to which the Party is being moved.

5. In Change Party Mapping To section, perform below steps.
   1. In the Map to Group Corporate field, select the desired option for new mapping for Party whether it is from an existing Group Corporate or to a new Group corporate.
   2. If Existing option is selected in the Map to Group Corporate field,
      1. Click icon against the Group Corporate field, the Search Group Corporate popup window appears.
         1. Perform anyone of the following actions:
            • Click and enter the Group Corporate ID in the Group Corporate ID field to which the Party is being moved.
            • In the Group Corporate Name field, enter the existing name of the Group Corporate to which the Party is being moved.
         2. Perform anyone of the following actions:
            • Click Search. The existing Group Corporate appears based on search criteria.
            • Click Reset to reset the details.
   3. If New option is selected in the Map to Group Corporate field,
      1. In the Group Corporate field, enter the new Group Corporate to which the Party is being moved.
      2. Click Check Availability to check the uniqueness of the user ID. If the Group Corporate is already used, then enter a unique valid Group Corporate name.
6. Click Simulate Migration to generate reports module wise showing module wise impact of party migration . User can also view the report generation status.
   The Warning popup appears to restrict the channel access to the party while the simulation is being generated so that no further changes to the party will be allowed.

   Figure 16-3 Simulate Migration Warning popup

   
   

   
   Description of "Figure 16-3 Simulate Migration Warning popup"

   
   
   1. Perform anyone of the following actions:
      • Click Proceed to continue the process.

        In Simulation section list of total reports generated after stimulation gets displayed.

      • Click Cancel to cancel the transaction.
   2. Click icon to expand and view the details of reports module wise.
   3. Perform anyone of the following actions:
      • Click on the Download link against the respective module to download the stimulation migration report.
      • Click Discard Migration to revert the party migration changes. It removes all the simulation reports generated from the system for the party being moved.

        Figure 16-4 Discard Migration popup

        
        

        
        Description of "Figure 16-4 Discard Migration popup"

        
        
      • Click Cancel to cancel the transaction.
      • Click Back to navigate back to the previous screen.

   Figure 16-5 Simulate Migration

   
   

   
   Description of "Figure 16-5 Simulate Migration "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-3 Simulate Migration - Field Description

   Field Name	Description
   Party ID	Displays the Party ID for which the party migration to be done.
   Party Name	Displays the Party Name of a party for which the party migration to be done.
   Entity ID	Displays the Entity ID of the Corporate Party. Note: Party migration is allowed within same entity.
   Mapped Group Corporate	Displays the existing Group Corporate ID to which party is mapped.
   Status	Displays the stimulation status.
   Simulation	Following fields appears after the stimulation report is generated module wise for the party is being migrated.
   Party ID	Displays the Party ID for which the party migration to be done.
   Party Name	Displays the Party Name of a party for which the party migration to be done.
   Source Group Corporate	Displays the existing Group Corporate ID to which party is mapped.
   Target Group Corporate	Specify new Group Corporate to which the Party is being migrated.
   Creation Date	The date and time of stimulation report generated.
   Summary	Displays the summary of total stimulation report generated along with its status and count. The options are: Success Failed Conflict Pending
   Module Name	Name of the module whose stimulation reports are generated before party migration.
   Module Status	The simulation generation status can also be viewed. The options are: Success: Party impact present with no conflict Failure: Simulation fails due to technical error Conflict: Simulation comprises of atleast one conflict Pending: Awaiting for response
   Download	Click on the Download link to download the respective simulation in PDF format. Note: Click on the Download All link to download all the modules reports.

   Figure 16-6 Historical Simulation

   
   

   
   Description of "Figure 16-6 Historical Simulation "

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-4 Historical Simulation -Field Description

   Field Name	Description
   Historical Stimulation	This section displays the all the previous list of stimulation reports. Following fields appears after the stimulation report is regenerated module wise for the party is being migrated. Note: This section is displayed only if the stimulation report is generated for the same party multiple times to resolved the Failure /Conflict type of report.
   Party ID	Displays the Party ID for which the party migration to be done.
   Party Name	Displays the Party Name of a party for which the party migration to be done.
   Source Group Corporate	Displays the existing Group Corporate ID to which party was mapped.
   Target Group Corporate	Displays the new Group Corporate to which the Party is migrated.
   Creation Date	The date and time of stimulation report generated.
   Summary	Displays the summary of total stimulation report generated along with its status and count. The options are: Success Failed Conflict Pending

   Perform anyone of the following actions:

   • Click Historical Migration to view all the previous list of stimulation reports module wise.
   • Click Migrate Party to initiate the request to party migration between group corporates.
   • The Confirmation popup window appears.

   1. Perform anyone of the following actions:
      • Click No to cancel the process.
      • Click Yes to proceed the party migration. The success message of request initiation for party migration.
      1. Click on the Party Migration link to view the status of the migration.

         System redirect to the Party Migration screen.

         1. Perform anyone of the following actions:
            • In the Party ID field, enter the party ID whose party migration is done.
            • In the Party Name field, enter the name of the party whose party migration is done.
         2. Click Search.

            The system displays the party details along with migration history details.

            Figure 16-7 Post Party Migration Details

            
            

            
            Description of "Figure 16-7 Post Party Migration Details"

            
            

            Table 16-5 Post Party Migration Details - Field Description

            Field Name	Description
            Migration Details This section is displayed post party migration.
            Source Group Corporate	Displays the source Group Corporate ID to which party was mapped.
            Target Group Corporate	Displays the new Group Corporate to which the Party is migrated.
            Creation Date	Displays the date and time of party migration is executed.
            Status	Displays the status of the migration.
            Summary	Click on the Simulation and Migration Details link to view the summary of total stimulation report generated along with its status and count while migrating.

   Sample Migration Reports:

   Figure 16-8 Pre Migration Report

   
   

   
   Description of "Figure 16-8 Pre Migration Report"

   
   

   Figure 16-9 Post Migration Report

   
   

   
   Description of "Figure 16-9 Post Migration Report"