1. Configurations User Guide
  2. Configurations
  3. Credit Decision Configuration
  4. Strategy Configuration
  5. View Strategy Configuration

View Strategy Configuration

This topic describes the systematic instructions to view the list of strategy configuration.

The user can create the strategy configuration using the Create Strategy Configuration screen. The status of the created strategy configuration is displayed as Unauthorized and Open. Once the checker authorizes the strategy configuration, the status is updated to Authorized and Open.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Retail Banking. Under Retail Banking, click Configuration.
  2. Under Configuration, click Credit Decision.
  3. Under Credit Decision, click Strategy Configuration.
  4. Under Strategy Configuration , click View Strategy Configuration.
    The View Strategy Configuration screen displays.

    Figure 1-95 View Strategy Configuration


    Description of Figure 1-95 follows
    Description of "Figure 1-95 View Strategy Configuration "

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

    Table 1-95 View Strategy Configuration - Field Description

    Field Description
    Strategy Code Displays the strategy code.
    Strategy Description Displays the description of the strategy.
    Product Processor Displays the product processor of the strategy.
    Authorization Status Displays the authorization status of the record.
    The options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record.
    The options are:
    • Open
    • Closed
    Modification Number Displays the number of modification performed on the record.
  5. Click Search icon.
  6. Specify the search criteria to fetch the required strategy configuration.
    The View Strategy Configuration - Search screen displays.

    Figure 1-96 View Strategy Configuration - Search


    Description of Figure 1-96 follows
    Description of "Figure 1-96 View Strategy Configuration - Search"

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

    Table 1-96 View Strategy Configuration - Search – Field Description

    Field Description
    Strategy Code Specify the strategy code.
    Strategy Description Specify the description of the strategy.
    Authorization Status Select the authorization status from the drop-down list.
    The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Select the record status from the drop-down list.
    The available options are:
    • Open
    • Closed
  7. Click Search.
  8. Click three-dot icon, to unlock delete, authorize or view the created strategy configuration.
  9. To authorize the strategy configuration, see the Authorization process.
  10. Click Unlock icon to modify the fields.
    The Strategy Configuration Maintenance - Unlock screen displays.

    Figure 1-97 Strategy Configuration Maintenance - Unlock


    Description of Figure 1-97 follows
    Description of "Figure 1-97 Strategy Configuration Maintenance - Unlock"

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

    Table 1-97 Strategy Configuration Maintenance - Unlock - Field Description

    Field Description
    Strategy Code Displays the created strategy code.
    Strategy Code Description Displays the created strategy code description.
    Product Processor Displays the product processor for the created strategy configuration.
    Product Processor Description Displays the product processor description for the created strategy configuration.
    Account Category Displays the account category for the created strategy configuration.
    Module Displays the module for the created strategy configuration.
    Effective Date Displays the effective date for the created strategy configuration.
    Expiry Date Select the expiry date for the created strategy configuration.
    Type Displays the fact type for the created strategy configuration.
    Value Displays the fact value for the created strategy configuration.
    Steps Specify the steps defined for the created strategy configuration.
  11. Click Save to update the modified fields.

Parent topic: Strategy Configuration