USER FILE IDENTIFIER MAPPING

This function can be used by the bank administrator to map the required file identifier to a specific user or a set of users so that the user can upload and view the required file types.

Prerequisites

• Party Preferences for Corporate
• User Creation
• Party and Account access
• Set-up Transaction and account access
• Set-up Approval Rules
• File Identifier Maintenance

Features Supported In Application

• Search User File Identifier Mapping
• Create User File Identifier Mapping
• Edit User File Identifier Mapping

How to reach here:

AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. Dashboard > File Upload > User File Identifier Mapping

User File Identifier Mapping

Field Description

Field Name	Description
Party ID	PartyA party is any individual or business entity having a banking relationship with the bank. ID of the user.
Party Name	Party name corresponding to the party ID.

User File Identifier Mapping - Search

Using this option bank administrator can search and view the file identifiers mapped to the user.

To search and view the file identifiers:

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

2. Click Search. The User File Identifier Mapping screen with search results appears.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.

Field Description

Field Name	Description
USERS LIST
Initials	The initials of the user id provided by the bank admin.
User Details	The details of the user like user name or user id.
Number	Contact number of the user.
Mapping	Displays whether the file identifier is mapped to the user. - denotes that the file identifier is mapped to the user - denotes that the file identifier is not mapped to the user.

• Click against the file identifier record for which you want to view the details. The User File Identifier Mapping - View screen appears.

• Click Edit to modify the user file identifier mapping.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.

User File Identifier Mapping - Create

Using this option bank administrator can map the file identifiers to a user.

To map a user to a file identifier:

1. In the Party Id field, enter the party id of the user.
2. Click Search. The User File Identifier Mapping screen with search results appears.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
3. Click of file identifier record, for which you want to map the user. The User File Identifier Mapping screen with message to create file identifier appears.

Field Description

Field Name	Description
Party ID	Party ID of the user to which file identifier is to be mapped.
Party Name	Party name corresponding to the party ID.
User Name	User name.
User Id	User id of the user.
MAPPING SUMMARY
File Identifier	Unique code assigned to the uploaded file.
Transaction Type	Type of transaction: The Transaction type can be: Internal funds Transfer, Domestic Funds Transfer, International Funds Transfer, Mixed Transfer Internal / Domestic / International / Mixed Payees
Approval Type	The approval type is at file level or record level. File Level - The approver accepts or rejects the entire file, and all records are either processed or rejected Record Level - The approver could approve some records, and rejects others. Payments are processed only for approved records
Sensitive Date Check	If selected, the users are barred from viewing the contents of the file.

• In the Mapping Summary section, select the file identifier which you want to map to the user.
• Click Save.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.
• The Review screen appears. Verify the details and click Confirm.
  OR
  Click Edit to make the changes if any. User is directed to User File Identifier- Mapping –Create – screen with values in editable form.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
• The success message of User -File Identifier- Mapping –Create appears along with the transaction reference number.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

User File Identifier Mapping - Edit

Using this option bank or corporate administrator can edit and update a user file identifier mapping.

To edit a file identifier:

• In the Party Id field, enter the party id of the user.
• Click Search. The User File Identifier Mapping screen with search results appears.
  OR
  Click Clear to clear the search parameters.
  OR
  Click Cancel to cancel the transaction.
• Click against the file identifier record for which you want to view the details. The User File Identifier Mapping - View screen appears.
• Click Edit. The User File Identifier Mapping - Edit screen appears
• View the details of File Identifier mapping already saved. Select or de-select the File Identifier record to map / un-map a File Identifier to a user.
• Click Save to save the modified details.
  OR
  Click Back to navigate to previous screen.
  OR
  Click Cancel to cancel the transaction.
• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Edit to make the changes if any.
  User is directed to User -File Identifier- Mapping – Edit screen with values in editable form.
  OR
  Click Cancel to cancel the transaction.
• The success message User File Identifier Mapping – Edit appears along with the transaction reference number.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Can all users of a particular corporate access all file types, mapped to the corporate?

No, only user/s mapped to a particular file identifier can access that files. For example, only the user/s of Human Resource Department of a corporate may have access to upload / view and enquire status of salary files.

Mapping File Identifier’s to users thus enables access of certain types of file/s to certain user/s

If a user is mapped to a File Identifier, and he has uploaded a file – but after this, he is no longer mapped to the File Identifier – can he view the status of the file?

No, the user will not be able to view the status of the file, if he is not mapped to it, at the point in time when he is checking for the status.

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