37 Assignee Maintenance

This topic provides the systematic instructions to maintain the Assignee in the application.

Using this option, you can create (if maintenance is not already there), view and edit the assignee.

Pre-requisites

User must have a valid corporate party Id and login credentials in place.

  1. From the Dashboard, click Menu, then click Trade Finance, and then click Maintenance. Under Maintenance, click Assignee Maintenance.
    The Assignee Maintenance screen appears.

    Assignee Maintenance - Summarized View

    This is a default view; the user is landed on this screen on accessing Assignee Maintenance menu option.

    The summary of all the assignee maintained are listed with basic information of assignee. User can choose to check the complete details of a specific assignee by clicking on a card.

    Figure 37-1 Assignee Maintenance


    Description of Figure 37-1 follows
    Description of "Figure 37-1 Assignee Maintenance"

    For more information refer to the field description table below:

    Table 37-1 Assignee Maintenance - Field Description

    Field Name Description
    Party Name Displays the name of the applicant is displayed.
    Party ID Displays the party Id is displayed in a masked format.
    Search Specify the name of the assignee to search and view its details.

    Partial search is allowed.
    List of Assignees Displays the list of assignees as card.
    Assignee Template Card The assignee template card displays the name of the assignee template along with the other details like account number, name of the assignee and account type.
    Assignee Template Card Details Following details are displayed on each Assignee Template card.
    Assignee Name Displays the name using which template is stored and can be used to create assignee.
    Access Type Displays the access type assigned to the Assignee, that is Private or Public.
    Account Number Displays the assignee account number.
    Assignee Nick Name Displays the Assignee nick name.
    Account Type Displays the corresponding account type and as supported by Host.
  2. Perform one of the following actions:
    • Click Create Assignee to create a new Assignee template.
    • Click Summarized View or Tabular to view the Assignee template as Summarized or Tabular view
    • Click Delete to delete the Assignee template card.

    This topic contains following sub-topics: