Party preferenceS

Using this option, bank administrators can maintain party preferences.

This option allows the bank administrator to:

Search Party Preferences
Create Party Preferences
Modify Party Preferences
Delete Party Preferences

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

Search Party Preferences

This option allows bank administrator to view party preferences.

Field Description

Field Name	Description
View
Party Id	Party ID of the corporate user.
Party Name	Party name of the corporate user.
Details
Cumulative Daily Limit	Name of the limit package defined. It allows bank administrator to map cumulative level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
User Limit	Name of the limit package. It allows to map user level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
Approval Flow	The approval type for the party. The options are: Sequential Parallel No Approval
Channel Access	Map cumulative level limits to the party. The options are: Enable : Allows bank administrator to enable the party for application channel access Disable: Allows bank administrator to disable the party for application channel access

To view party preferences of party:

In the Party Id field, enter the party Id of the corporate user whose party preferences you want to view.
OR
In the Party Name field, enter the name of the party whose party preferences you want to view.
Click Search.
The party preference maintained for the party id appears based on the entered search parameters.
OR
Click Clear to reset the details.
OR
Click Cancel to cancel the transaction.
Click Edit to edit the party preferences.
OR
Click Cancel to cancel the transaction.
OR
Click Backto navigate to previous screen.

Create Party Preferences

Using this option, you can as a bank administrator can configure party preferences.

To create the party preferences:

In the Party Id field, enter the party Id of the corporate user whose party preferences you want to view.
OR
In the Party Name field, enter the name of the party whose party preferences you want to view.
Click Search.
The party preference maintained for the party id appears based on the entered search parameters.
OR
Click Clear to reset the details.
OR
Click Cancel to cancel the transaction.

Note: You can defined party preferences if the Preferences Maintained field value is NO for the selected party ID.

Click Create New.
The Create screen appears.

Field Description

Field Name	Description
Create
Party Id	Party ID of the corporate user.
Party Name	Party name of the corporate user.
Details
Cumulative Daily Limit	Name of the limit package defined. It allows bank administrator to map cumulative level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
User Limit	Name of the limit package. It allows to map user level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
Approval Flow	The approval type for the party. The options are: Sequential Parallel No Approval
Channel Access	Map cumulative level limits to the party. The options are: Enable : Allows bank administrator to enable the party for application channel access Disable: Allows bank administrator to disable the party for application channel access

From the Cumulative Daily Limits list, select the appropriate option.
From the User Limit list, select the appropriate option.
From the Approval Flow list, select the appropriate option.
From the Channel Access list, select the appropriate option.
Click Save to save the details of the party preferences.
OR
Click Cancel to cancel the transaction.
OR
Click Backto navigate to previous screen.
The Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel to cancel the transaction.
The success message of party preference creation appears.
Click OKto complete the transaction.

Modify Party Preferences

Using this option, you can as a bank administrator can edit the party preferences.

To edit the customer preferences:

Repeat step 1 to 2 of Search Party Preference.
Click Edit to edit the party preferences.
The Details screen appears along with the party ID.

Field Description

Field Name	Description
View
Party Id	Party ID of the corporate user.
Party Name	Party name of the corporate user.
Details
Cumulative Daily Limit	Name of the limit package defined. It allows bank administrator to map cumulative level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
User Limit	Name of the limit package. It allows to map user level limits to the party. The options are: Default Limit Group for Role Party Level Limit Group User Level Limit Group
Approval Flow	The approval type for the party. The options are: Sequential Parallel No Approval
Channel Access	Map cumulative level limits to the party. The options are: Enable : Allows bank administrator to enable the party for application channel access Disable: Allows bank administrator to disable the party for application channel access

From the Cumulative Daily Limits list, select the appropriate option.
From the User Limit list, select the appropriate option.
From the Approval Flow list, select the appropriate option.
From the Channel Access list, select the appropriate option.
Click Save to save the modified details of the party preference.
OR
Click Backto navigate to previous screen.
OR
Click Cancel to cancel the transaction.
The Review screen appears. Verify the details, and click Confirm.
OR
Click Editto modify the details.
OR
Click Cancel to cancel the transaction.
The success message of updation appears.
Click OKto complete the transaction.

Delete Party Preferences

Using this option, you can as a bank administrator can delete the party preferences from application. It will not allow you access the party henceforth.

To delete party preferences:

Repeat step 1 to 2 of Search Party Preference.
Click Delete to delete the party preferences.

Click Confirm.
OR
Click Cancel to cancel the transaction.
The success message appears.
Click OK to complete the transaction.

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