This topic describes the information about advice maintenance.

1. Navigate from Retail Banking to Configurations, then select Advices and Alerts from the Configurations menu list.
2. Click View Advices Maintenance.

   The View Advices Maintenance screens appears.

   Figure 1-102 View Advices Maintenances

   
   

   
   Description of "Figure 1-102 View Advices Maintenances"

   
   

   For more information on fields, refer tothe field description table below.

   Table 1-102 View Advices Maintenance - Field Description

   Field Name	Description
   Name	Displays the name of advice maintenance
   <Footer of Title>	This section displays the status of the record as, Whether the record is Authorized or Unauthorized Whether the record is Open or Closed Number of times the record is edited

3. Click icon on the top right-hand side of the advices tile and click Unlock.

   The Advices screen appears.

   Figure 1-103 Advices

   
   

   
   Description of "Figure 1-103 Advices"

   
   

   Table 1-103 Advices – Field Description

   Field	Description
   Event	Displays the event name.
   Rule Linkage	Displays the name of the rule which is linked. Click to view the rule which is linkage along with output.
   Template Linakge	Displays the template which is link to the event.
   Allowed Reciepent	Displays the role of the applicants which are allowed for the event.
   Acceptance Required	The event requires acceptance. If the option is yes, acceptance is necessary in the process. If the options is Yes, acceptance is necessary in the process. If the options is No, acceptance is optional in the process.
   Signature Acceptance	Displays the signature acceptance in the event.
   Allowed Mode Of Delivery	Allows the mode of delivery for giving the advice.
   Default Delivery	Displays the mode of delivery set as default.
   Email Template	Displays the template which is set for email.
   Actions	Select the appropriate action to perform on the added record. The available actions are: Click to edit the already added record. Click to delete the already added record.

4. Click Add Advice button to add the new advice event.
   The popup window appears for adding details.

   Table 1-104 Add Advice - Field Description

   Field	Description
   Event	Define the trigger for an outbound document by selecting the event name from the list. The list appears based on the seed maintenance.
   Linkage	Select the type of linkage. The available options are: Rule Template
   Rule Name	Select the rules from the list linked to event. To view the rule along with output, click This rule list is maintained in the Rule Maintenance screen.
   Template Name	Select the template from the list which is linked to the event. You can select multiple options from the list.
   Allowed Reciepent	Select the role of the applicants which are allowed for the event. The advices are dispatched to the allowed recipent.
   Acceptance Required	Select to indicate whether the acceptance is required for the event. The available options are: Yes : If the option is Yes, then the recipients are required to accept and sign the process. This value indicates the necessity of their acceptance. The user needs to upload the signed copy or wait for the signing process to be completed by the recipient for the documents listed in the Document Acceptance data segment, indicating this value. No:If the recipients do not opt for the No choice, acceptance of the documents is required once they are dispatched.
   Signature Acceptance	Displays the signature acceptance in the event. The conditions based on which the value appears in this field are mentioned below: If the user selects the Yes option in the Acceptance Required field and adds multiple recipients to the Allowed Recipients field, then the Joint value will appear by default. If a single recipient is added to the Allowed Recipients field and the Yes option is selected in the Acceptance Required field, then the Single value is displayed by default. If the user does not select the Acceptance Required field's No option, then the system defaults to and displays the No Applicable value instead.
   Allowed Mode Of Delivery	Select the mode of delivery which is allowed for delivering the advices. You can select multiple options from the list. The mode fo delivery list is defined in the Media Maintenance screen.
   Default Delivery	Select the default mode of delivery. All the options selected in the Allowed Mode of Delivery appears for selection in this list. During Document Generation events, the Mode of Delivery in the Document Generation data segment of the Application Documents stage is set by the option chosen in this field as the default.
   Email Template	choose the template for the advice that will be delivered in the email format to the recipients.

5. Click Save to saved the added details. The record is added and appears in the tabular format on the landing page.
6. Click Save to lock the added record.