Party Account Access

Using this option the bank administrator can set up account and transaction access rules at the corporate party level. The bank administrator user can search for a party based on the party ID or party name. On click of create button all the accounts held by the customer as a relationship with the bank as available in the core banking system will be fetched and displayed in the respective categories viz. Demand Deposits, Term Deposits, Loans etc. in a tabular form.

Upon navigating to the specific category tab viz. Demand Deposits, Term Deposits, Loans etc., the administrator can select a global check box of ‘Map all accounts’ to enable all the existing accounts under the selected category for channel banking. If specific accounts are required to be given access then the user needs to select the respective check boxes preceding the account number.

How to reach here:

Dashboard > Account Access > PartyA party is any individual or business entity having a banking relationship with the bank. Account Access

Field Description

Field Name	Description
Party Id	Party Id of the corporate user.
Party Name	Party name of the corporate user.

To search and view the party account transactions mapping:

• In the Party Id field, enter the party id of the user.

2. Click Search.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
   The Party Account Access screen with search results appears.

Party Account Access - Search Results

Field Description

Field Name	Description
Party Id	The party id searched by the bank administrator.
Party Name	The name of the party.
Mapping Summary
Account Type	All account types available under the party. The account type can be: Current & Savings Term Deposits Loans
Total Number of Accounts	Total number of accounts available under the party.
Number of Accounts Mapped	Number of accounts mapped to the particular account type.

3. Click the Account Type for which you want to view the mapping of the accounts. The Party Account Access - View screen for mapping the account appears.
4. Click Next.
5. Click against the particular account number to view the mapped accounts.
   OR
   Click Cancel to cancel the transaction.

Party Account Access - View

Field Description

Field Name	Description
CASA/ Term Deposits/ Loans
New Accounts
Map Accounts	Mapping of the accounts. The options can be: Auto: select for default access to the newly added accounts and transactions of the party as soon as the account is opened. Manual: select for specific access to all future accounts. This is the strictest account access policy which requires bank administrator to explicitly map new accounts and transactions if access needs to be provided
Existing Accounts
Map All Accounts	Mapping all the existing accounts under the selected category to enable for channel banking.
Account Number	List of account numbers present in a particular account type.
Currency	Account currency.
Product Name	Name of the product available under the party.
Account Status	Status of the account access for the party

6. Click Edit to update the Party Account Access transaction.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

Party Account Access - Create

Using this option you can create a new party account access. You can create a new party account access only if account number is not mapped with party.

To create a new party account access:

• Repeat steps 1 and 2 of Party Account Access - Search section.

2. Click Create. The Party Account Access - Create screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   

• To map the transactions to the account, select the Account Number.
  OR
  Select Map All Accounts, if you want to map all the account numbers.

4. Click Term Deposits tab and repeat step 3.
5. Click Loans tab and repeat step 3.
6. Click Next. The Party Account Access - Create screen with mapped transactions appears.
   OR
   Click against the particular account number to view the mapping.
7. Click Save.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   
8. The Party Account Access - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to edit the transaction.
   OR
   Click Cancel to cancel the transaction.
9. The screen with success message appears. Click OK to complete the transaction.

Party Account Access - Edit

Using this option you can edit the existing account transaction mapping.

• Repeat steps 1 and 2 of Party Account Access - Search section.
• Click the Account Type for which you want to edit the mapping of the accounts.
• Click Edit. The Party Account Access - Edit screen appears.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.

4. Select the Account Number to be mapped.
   OR
   Select Map All Accounts, if you want to map all the account numbers.
5. Click Next. The Party Account Access - Edit screen with mapped account appears.
   OR
   Click against the particular account number to view the mapping.
6. Click Save.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction.
7. The Party Account Access - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to edit the transaction.
   OR
   Click Cancel to cancel the transaction.
8. The screen with success message appears. Click OK to complete the transaction.

FAQs

Is it necessary to setup Party Account Access Management before setting up User Account Access?

Yes. The party account access management setup must be done before the user level mapping of accounts and transactions.

What is the significance of Apply Party Level Changes Option?

This option is available at user account access setup level and takes care of the changes occurring at party level due to addition of new accounts. If this option is selected, these accounts and transactions will be by default allowed if party level setup is ‘Auto’. Similarly, if not selected, accounts and transactions will be denied and the administrator will be required to grant access specifically.

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