USER Account Access

Using this option the bank administrator can set up account and transaction access rules for user of the corporate. This maintenance can be done only after the PartyA party is any individual or business entity having a banking relationship with the bank. Account Access Management is setup.

The user level mapping of accounts and transactions must be done in order to provide access to the accounts for performing transactions to the specific user. If this step is not followed, the corresponding user will not be able to view any accounts on the dashboard screen or at the individual transactions.

How to reach here:

Dashboard > Account Access > User 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 mapped user account transaction:

• 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 User Account Access screen with search results appears.
   

User 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.
Search Results
User ID	The user id provided by the bank admin.
Contact Details	The email id of the user.

3. Click of the record for which you want to view the user account transaction mapping. The User Account Access -View screen appears.
   OR
   Click if you want to create a new user account transaction mapping.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   

User Account Access - View

Field Description

Field Name	Description
Account Mapping
CASA/ Term Deposits/ Loans
Apply Party Level Changes Automatically	User will get access to accounts that are allowed/ disallowed at the party level.
Map All Accounts	Mapping all the transactions to all the existing accounts.
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.

• Click Edit to update the User Account Access mapping.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.

User Account Access - Create

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

To create a new user account transaction mapping:

• Repeat steps 1 and 2 of User Account Access - Search section.
• Click of the record for which you want to create the new account transaction mapping. The User Account Access - Create screen appears.

Field Description

Field Name	Description
Create
Party Id	The party id searched by the bank administrator.
Party Name	The name of the party.
User Id	The user id provided by the bank admin.
User Name	The user name. It displays the first name and last name of the user.
Account Mapping
CASA/ Term Deposits/ Loans
Apply Party Level Changes Automatically	User will get access to accounts that are allowed/ disallowed at the party level.
Map All Transactions to All Accounts	Mapping all the transactions to all the existing accounts.
Account Number	List of account numbers present in a particular account type.
Currency	Account currency.
Product Name	Name of the product.
Account Status	Status of the account access for the party

3. To create the user account mapping, select Account Number.
   OR
   Select Map All Transactions to All Accounts, if you want to map all the transactions to all the existing account numbers.
   OR
   Select Apply Party Level Changes Automatically to automatically apply the party changes.
4. Click Term Deposits tab and repeat step 3.
5. Click Loans tab and repeat step 3.
6. Click Next. The User Account Access - Create screen with mapped transactions appears.
   OR
   Click against the particular account number to view the mapping.
   
7. Click Save.
8. The User Account Access - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to edit the mapping.
   OR
   Click Cancel to cancel the transaction.
9. The screen with success message appears. Click OK to complete the transaction.

User Account Access - Edit

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

• Repeat steps 1 and 2 of User Account Access - Search section.
• Click the Account Type for which you want to edit the mapping of the accounts.
• Click against the record for which you want to edit the user account transaction mapping. The User Account Access - View screen appears.
• Click Edit. The User Account Access - Edit screen appears.

FAQs

Why Account Access management is required for Corporate Banking?

Multiple users based on different responsibilities will be required to transact on behalf of the corporate on specific accounts for different transactions. Account Access management provides two transactions, which bank administrators can use to enable specific corporate accounts and transactions to specific users for online access. You can select a role and view the checks mapped to the role, you can also edit the type of checks:

• Account Transaction Mapping: Granting access of accounts for specific transactions at Party level
  
• User Account Transaction Mapping: Granting access of accounts for specific transactions at User level

Why is 'New Accounts Mapping' option used?

This feature allows the administrator to configure access policies for accounts and associated transactions which may get added subsequently in the future. It has two options :

• Auto: Gives access to the newly added accounts and transactions of the party as soon as the account is opened
• Manual: Denies the newly added accounts and transactions by default. The administrator will be required to grant access specifically

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