3.5 Step 2: Party Account Access
This topic details the ability of corporate administrators to view Party Account Access maintenance created by either the bank administrator or another corporate administrator.
User can also maintain (Add/Modify) Party Account access for all the parties available under a group corporate.
Pre-requisites
- Party preferences should be created for the party for which access is to be maintained
- Channel Access should be enabled for party for which account access is to be maintained
- Transaction access is provided to Corporate Administrator.
- Approval rule set up for Corporate Administrator to perform the actions.
Features Supported In Application
The following options are available as part of this maintenance:
- Perform the following navigation to access the Party Account
Access section.
From Corporate Administrator Dashboard, click Toggle Menu, then click Menu.
Under Menu , Group Corporate Onboarding, then click Party Account Access tab.
The Group Corporate Onboarding - Party Account Access tab appears.
- Party Account Access – Create
This topic provides the systematic instructions for corporate administrators to manage account and transaction access for corporate parties under a specific Group Corporate ID. - Party Account Access - View
This topic provides the systematic instructions for viewing granted access to a party's accounts and transaction. - Party Account Access- Edit
This topic provides the systematic instructions for corporate administrators to edit account and transaction access for a party. - Party Account Access- Delete
This topic provides the systematic instructions to delete party account mappings.
Parent topic: Group Corporate Onboarding