This topic describes the systematic instructions to view the list of configured customer and user linkage.

1. On Home screen, click Liquidity Management. Under Liquidity Management, click Maintenance.
2. Under Maintenance, click User Linkage. Under User Linkage, click View User Linkage.
   The View User Linkage screen displays.

   Figure 5-42 View User Linkage

   
   

   
   Description of "Figure 5-42 View User Linkage"

   
   

   For more information on fields, refer to the field description table.

   Table 5-44 View User Linkage – Field Description

   Field	Description
   User ID	Displays the user ID.
   User Name	Displays the user name.
   Authorization Status	Displays the authorization status of the record. The available options are: Authorized Rejected Unauthorized
   Record Status	Displays the status of the record. The available options are: Open Closed
   Modification Number	Displays the number of modification performed on the record.

3. Click and then select any of the following options:
   • Unlock – To modify the record details. Refer to the Create Interest Account Group screen for the field level details.
     • Click Audit to view the maker details, checker details of the record.
     • Click Show History hyperlink to view the historical data of the record.
   • Delete/Close – To remove the record.
     • Optional: In the confirmation pop-up window, click View to view the record details.
     • Click Proceed to delete the record.
   • Authorize – To authorize or reject the record. Authorizing/Rejecting requires necessary access rights.
     • Optional: Click View to view the record details.
     • If there are more than one modifications, Click Compare to view the comparison through the field values of old record and the current record.
     • Select the record and click Approve to approve the record.
     • Select the record and click Reject to reject the record. Specify the relevant comments in the pop-up window that appears, and click Confirm.
   • View – To view the record details.

     The User Linkage screen displays.

     Figure 5-43 User Linkage

     
     

     
     Description of "Figure 5-43 User Linkage"

     
     
     For more information on fields, refer to the field description table.

     Table 5-45 User Linkage – Field Description

     Field	Description
     User ID	Displays the User ID for which the linkage needs to be done.
     Username	Displays the user name based on the user ID selected.
     Link All Customers	Displays whether the user needs to be linked to all the customers available in the system or not.
     Customers	Displays the option if the user needs to be linked to a specific customer or specific group of customers but not all the customers in the system.
     Customer ID	Displays the customer ID.
     Customer Name	Displays the customer name.
     Action	This field is disabled.

   • Reopen – To reopen the closed record.