2.3.12 Authorize the Records

This topic provides systematic instructions to authorize the record.

Specify User ID and Password, and login to Home screen.
  1. Navigate to Summary - Maintenance screen.
  2. Click View More icon on the unauthorized record which needs to be actioned.
  3. Click Authorize.
    The Authorization screen displays..

    Figure 2-12 Authorize
    Description of authorize-record-1.png follows
    Description of the illustration authorize-record-1.png

  4. Click View to view the record.

    Note:

    If the Enforce View before Authorize toggle is enabled in External Bank Parameter Maintenance screen, the user must view the record before approving or rejecting.

  5. Click Cancel to cancel the authorization of the record.
  6. Select the required modification number that must be approved/rejected.

    Note:

    • If the lower modification has to be rejected, all the higher modifications (if any) must also be rejected.
    • If the higher modification has to be approved, all the lower modifications (if any) must also be approved.

To approve the record:

  1. Click Approve to approve the record.
    The Approval Confirmation popup screen displays.

    Figure 2-13 Approval Confirmation


    Description of Figure 2-13 follows
    Description of "Figure 2-13 Approval Confirmation"

  2. Specify the approval remarks in the Remarks field.
  3. Click Confirm to approve the record.
    The selected record is approved and the approval remarks can be viewed in Audit screen. Refer Audit the Record topic for the detailed explanation.
  4. Click Cancel to discard the approval.

To reject the record:

  1. Click Reject to reject the record.
    The Rejection Confirmation popup screen displays.

    Figure 2-14 Rejection Confirmation


    Description of Figure 2-14 follows
    Description of "Figure 2-14 Rejection Confirmation"

  2. Specify the rejection remarks in the Remarks field.

    Note:

    The Remarks is mandatory while rejecting the record.
  3. Click Confirm to reject the record.
    The selected record is rejected and the rejection remarks can be viewed in Audit screen. Refer unresolvable-reference.html#GUID-18FF408C-FDC7-4411-941F-115CFD38A1CC topic for the detailed explanation.
  4. Click Cancel to discard the rejection.

Parent topic: How to’s