Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before you Begin
  • Pre-requisites
  • Audience
  • Documentation Accessibility
  • Critical Patches
  • Diversity and Inclusion
  • Related Resources
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Basic Actions
  • Symbols and Icons
  • Post-requisites
• 1 Corporate Administrator
• 2 Corporate Administrator Dashboard
• 3 Group Corporate Onboarding
  • 3.1 View Linked Parties under Group Corporate
  • 3.2 Comments
  • 3.3 Ready to Submit
  • 3.4 Step 1: Group Corporate Profiling
    • 3.4.1 Group Corporate Profiling - View
  • 3.5 Step 2: Party Account Access
    • 3.5.1 Party Account Access – Create
    • 3.5.2 Party Account Access - View
    • 3.5.3 Party Account Access- Edit
    • 3.5.4 Party Account Access- Delete
  • 3.6 Step 3: User Onboarding
    • 3.6.1 User Management - Search and View
    • 3.6.2 User Management - Edit
    • 3.6.3 User Management - Create
  • 3.7 Step 4: User Group Maintenance
    • 3.7.1 User Groups – Create
    • 3.7.2 User Groups – Summary & View
    • 3.7.3 User Groups – Edit
  • 3.8 Step 5: User Account Access
    • 3.8.1 User Account Access – Create
    • 3.8.2 User Account Access – View
    • 3.8.3 User Account Access – Edit
    • 3.8.4 User Account Access – Delete
  • 3.9 Step 6: User Report Mapping
    • 3.9.1 User Report Mapping – Search & View
    • 3.9.2 User Report Mapping - Edit
    • 3.9.3 User Report Mapping - Create
  • 3.10 Step 7: Workflow Management
    • 3.10.1 Workflow Management – Summary
    • 3.10.2 Workflow Management – View
    • 3.10.3 Workflow Management – Create
    • 3.10.4 Workflow Management - Edit
  • 3.11 Step 8: Approval Rules
    • 3.11.1 Approval Rules – Summary
    • 3.11.2 Approval Rules - View
    • 3.11.3 Approval Rules - Edit
    • 3.11.4 Approval Rule – Create
  • 3.12 Send to Modify
  • 3.13 FAQ
• 4 User Management
  • 4.1 User Management – Search/ View User
  • 4.2 FAQ
• 5 Limits Definition
  • 5.1 Limits Definition - View
  • 5.2 Limits Definition - Create
  • 5.3 Limits Definition - Delete Limit
• 6 Limits Package Management
  • 6.1 Limit Package Management - View
  • 6.2 Limit Package Management - Create
  • 6.3 Limit Package Management - Edit
  • 6.4 Limit Package Management - Clone
  • 6.5 Limit Package Management - Delete
  • 6.6 FAQ
• 7 File Upload Maintenance
• 8 File Identifier Maintenance
  • 8.1 File Identifier Maintenance - Summary
  • 8.2 File Identifier Maintenance - Create
  • 8.3 File Identifier Maintenance - Edit
  • 8.4 FAQ
• 9 User File Identifier Mapping
  • 9.1 User File Identifier Mapping - Create
  • 9.2 User File Identifier Mapping - Details
  • 9.3 User File Identifier Mapping - Create
  • 9.4 User File Identifier Mapping – Edit
  • 9.5 FAQ
• 10 Reports
• 11 Report Generation
  • 11.1 Adhoc Reports
  • 11.2 Schedule Reports
    • 11.2.1 View Scheduled Reports
    • 11.2.2 Edit Scheduled Reports
    • 11.2.3 Delete Scheduled Reports
  • 11.3 List of Reports
  • 11.4 File Identifier wise Party User Mapping Report
    • 11.4.1 File Identifier wise Party User Mapping - Adhoc Report
    • 11.4.2 File Identifier wise Party User Mapping - Schedule Report
  • 11.5 Party wise File Identifiers Mapping Report
    • 11.5.1 Party wise File Identifiers Mapping - Adhoc Report
    • 11.5.2 Party wise File Identifiers Mapping - Schedule Reports
  • 11.6 Party User wise File Identifiers Mapping Report
    • 11.6.1 Party User wise File Identifiers Mapping - Adhoc Report
    • 11.6.2 Party User wise File Identifiers Mapping - Schedule Report
  • 11.7 Party wise Payee Maintenance Report
    • 11.7.1 Party wise Payee Maintenance Report - Adhoc Report
    • 11.7.2 Party wise Payee Maintenance - Schedule Report
  • 11.8 Party wise User Groups Report
    • 11.8.1 Party wise User Groups - Adhoc Report
    • 11.8.2 Party wise User Groups - Schedule Report
  • 11.9 User Entitlement Report
  • 11.10 User List Report
  • 11.11 Approval Rule Report
• 12 My Reports
  • 12.1 My Reports - Adhoc
  • 12.2 My Reports - Scheduled
  • 12.3 FAQ
• 13 Mailbox
  • 13.1 Mails
  • 13.2 Alerts
  • 13.3 Notifications
  • 13.4 FAQ
• 14 Profile
  • 14.1 FAQ
• 15 Session Summary
• 16 Manage DND Alerts
• 17 ATM & Branch Locator
  • 17.1 FAQ
• 18 Security Settings
  • 18.1 Set Security Questions
    • 18.1.1 View Security Questions
    • 18.1.2 User Security Question - Edit
  • 18.2 Change Password
  • 18.3 FAQ
• 19 Forgot Password
• 20 Forgot Username
• Index