6 Limits Package Management
This topic describes the process within limit package management by which defined limits, created via Limit Definition, are mapped to individual transactions or transaction groups established through Transaction Group Maintenance.
Limit package is a group of transaction limits. Each package is associated with a specific channel/touch point or with a group of touch points.
The limits packages once created can be mapped to
- User Type – using System Rules maintenance
- Group Corporate Onboarding (Cumulative User Limits and Cumulative Customer limits)
- User – using Group Corporate Onboarding - User Management
Pre-rRequisites
Required Limits (i.e. Transaction/ Cumulative) should be defined for association to transactions in limits package
Features supported in application
The administrator can perform the following actions:
- From Corporate Administrator Dashboard, click
Toggle Menu, then click Menu, and
then click
Onboarding.
Under Limits, click Limit Package .
The Limit Package Management screen appears.
- Limit Package Management - View
This topic provides the systematic instructions for corporate administrators to search for specific limit packages created for a particular channel or touch point, utilizing various search parameters. - Limit Package Management - Create
This topic provides the systematic instructions for corporate administrators to create limit packages for specific channels or touch points, based on the information provided in the designated fields. - Limit Package Management - Edit
This topic provides the systematic instructions for corporate administrators to update or edit limit packages. - Limit Package Management - Clone
This topic provides the systematic instructions for corporate administrators to clone or copy existing limit packages to expedite the creation of new limit packages. - Limit Package Management - Delete
This topic provides the systematic instructions for corporate administrators to delete limit packages. - FAQ
