8.2.5.2 View Structure Sweep

This topic describes the systematic instructions to view all the manual sweeps initiated both the unauthorized and authorized (Rejected and Approved) by the users.

The user can select on the widgets to access and view the operation carried out on the Initiate Structure Sweep screen. This screen is a summary of all the successful actions on the Initiate Structure Sweep screen.
  1. On Home screen, click Liquidity Management. Under Liquidity Management, click Batch.
  2. Under Batch, click Structure Sweep. Under Structure Sweep, click View Structure Sweep.
    The View Structure Sweep screen displays.

    Figure 8-24 View Structure Sweep



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

    Table 8-38 View Structure Sweep – Field Description

    Field Description
    Structure ID Displays the structure ID.
    Description Displays the description.
    Customer ID Displays the customer ID.
    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 Three dots and then select any of the following options:
    • Unlock – To modify the record 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 Structure Sweep View screen displays.

      Figure 8-25 Structure Sweep View



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

      Table 8-39 Structure Sweep View – Field Description

      Field Description
      Customer ID Displays the Customer ID to initiate the structure sweep.
      Customer Name Displays the customer name based on the Customer ID.
      Structure ID Displays the structure ID to initiate the structure sweep.
      Structure Description Displays the customer name based on the Structure ID.
      Include External Account Displays whether to include the external accounts.
    • Reopen – To reopen the closed record.