3.12 Send to Modify

This topic provides the systematic instructions for approvers to reject Group Corporate Onboarding maintenance and request modifications.

Approver dashboard is available for Corporate administrator users whose main responsibility is of approving the transactions initiated by Corporate administrator in maker role. Approver has the responsibility to ensure correctness of the maintenances as per the bank and corporate mandate, to ensure speedy and accurate processing.

When the transaction is sent back for modification, then all the users who have access to perform modifications on GCIF onboarding will be able to view the maintenance in their activity log. Any of the users can pick up the transaction and make the necessary modification.

Note:

During Send to Modify, the comments capture by approver are optional. the bank needs to handle operationally to ensure that specific comments are captured during send for modification.
  1. Login to OBDX internet banking application as an approver.
  2. Navigate to Group Corporate Onboarding screen.
  3. Click Send to Modify to send the Group Corporate Onboarding maintenance back to maker for modification.
    A popup appears.
  4. Click Send to Modify option.
  5. Enter the comments while sending for modification to specify the reason for sending the maintenance for modification.
  6. Perform one of the following actions:
    • Click Save to save the comments and send the maintenance to maker for modification.
    • Click Clear to reset the data entered.
  7. Click Send and Back to send back to maker.
  8. Login to OBDX internet banking application as an maker.
  9. View the Group Corporate Onboarding maintenance in Activity Log, and make the necessary modifications and send back to approver.
  10. On re-login as approver, then the modified data will be highlighted for the approver to understand the changes.

    Note:

    1. The modification will be shown post comparison with the last “approved” value only.
    2. Click on the View Updates to view the new changes in case the field has multiple values.

Figure 3-66 View Updates


Description of Figure 3-66 follows
Description of "Figure 3-66 View Updates"

Figure 3-67 Modified data with highlight


Description of Figure 3-67 follows
Description of "Figure 3-67 Modified data with highlight"

  1. Click on highlighted data to view the modifications.
  2. Verify the changes and approve the transaction.

Parent topic: Group Corporate Onboarding