This topic provides the systematic instructions for bank administrators to receive access modification requests for a selected user.

To Search and Edit the User account and transaction access:

1. Navigate to the User Account Access screen.
2. Perform one of the following actions:
   • In the User Search field search users for whom Transaction Account access is being viewed.
   • Select the user from list displayed.
3. Select the user ID and click the Map to navigate to Account Access summary.
4. From the Mapping Summary of Party dropdown list, select the corporate party id.
5. Search the user.

   The screen will be displayed with total accounts associated with corporate party of that user, status of the accounts mapped for the internet banking for user, modified accounts if any and Auto account mapping status.

6. Perform one of the following actions:
   • Click the link under the total Mapped accounts or Modified accounts.

     The User Account Access – View (Transaction Mapping) screen appears. . The search result according to the search criteria appears.

   • Click Cancel to cancel the transaction.
   If there is no mapping done for a user, the count for the Mapped Accounts will be 0.

   All the accounts held by the selected user as a relationship with the bank as available in the core banking system or the respective mid-office system will be fetched and displayed in the respective categories.

7. Click Map or Edit (available across each banking module).
   The User Account Access - Edit screen appears.

   Figure 3-32 User Account Access – Search and Search Result

   
   

   
   Description of "Figure 3-32 User Account Access – Search and Search Result"

   
   

   Figure 3-33 User Account Access – Summary

   
   

   
   Description of "Figure 3-33 User Account Access – Summary"

   
   

   Figure 3-34 User Account Access – Manage Transaction Group

   
   

   
   Description of "Figure 3-34 User Account Access – Manage Transaction Group"

   
   

   Figure 3-35 User Account Access – Map Accounts Tab

   
   

   
   Description of "Figure 3-35 User Account Access – Map Accounts Tab "

   
   

   The User Account Access screen has four section. Header of the screen shows the User ID and User Name. First column lists down all the modules in tabular form, second column list down the transaction groups and third column list down banking module wise account number.

8. Navigate and select specific module tab (Including viz. Current and Savings Accounts for both Conventional and Islamic, Credit Card, Term Deposit, Loan accounts along with Liquidity Management enabled Real Accounts (including External Accounts if any) and VAM enabled Real and virtual accounts for a Corporate.) in the first column for which account and transaction access mapping maintenance need to be setup.
   In the second column, There will be one factory shipped Transaction group for each module, which will have all transactions and inquiries grouped together.

   Note:

   Factory shipped user group cannot be deleted or modified.
9. Perform one of the following actions:
   • Upon the transaction groups creation,

     The user can select specific module, along with the transaction groups and can select All Accounts to map the selected transaction group/s to all the existing accounts under the selected party.

   • If transaction groups need to be mapped to specific accounts, then the user needs to select the respective check boxes preceding the account number.
10. Upon mapping of the accounts,

    The system will show a tag as 'Modified' followed by the transaction group name after the account number.

11. Perform one of the following actions:
    • To map the new accounts, select appropriate option from Auto Map toggle button; select Auto if you wish to allow access to all future Accounts across banking module.
    • Select Manual if you wish to explicitly map new accounts and transactions.
12. User can unmap the transaction groups by selecting accounts and then clicking on Save to reset their mapping with Group Corporate
13. User can click on Delete Party Mapping to delete all the Transaction and account access maintenance done for corporate user in one step.
14. User can drill down his search by applying Filter to search an account basis on Transaction Group, currency, mapping status
15. Perform one of the following actions:
    • Click Save to save the maintenance.

      The Review screen appears.

    • 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.

    Note:

    Admin can submit the maintenance after any step. Maintenances saved so far will be sent for approval in one flow. Admin would not be able to make any changes or maintain another step for the same Group Corporate till the time the approval of the wizard is not done.
16. Perform one of the following actions from the Review screen:

    Perform one of the following actions:

    • Verify the details, and click Submit.

      The success message of user creation appears along with the transaction reference number.

      Note:

      Following flow explains the Drill down options to search by applying Filter to search an account for Virtual Accounts Management & Liquidity Management module.
    • Click Edit to modify the details entered.
    • Click Next to proceed to next step.
    • Click Retain Draft to save all the steps completed so far, and allow Admin resume the same application.
    • Click Cancel to cancel the transaction.

    Figure 3-36 Virtual Account Management (Real Account) Tab

    
    

    
    Description of "Figure 3-36 Virtual Account Management (Real Account) Tab "