Party wise Approval Rule Report

PartyA party is any individual or business entity having a banking relationship with the bank. wise approval rule report provides summary of approval rules set for a party. Approval rule maintenance is used to configure the conditions that define an approval flow. AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. has to provide a party ID for which the Party wise Approval Rule Report is to be generated.

Further, user has to select a format is which the report needs to be generated.

How to reach here:

Administration Dashboard > Report > Report Generation

To generate the party user wise approval rule report:

• From the Select Report list, select the appropriate report to be generated.
  The receptive report generation screen appears.

Field Description

Field Name	Description
Report	The type of report to be generated.
Report Format	The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
Frequency	The frequency at which the reports are generated. The options are: Adhoc: generate an adhoc report Scheduled: generate a frequency based report
Party ID	The Id of party for whom the report is to be generated.

• From the Report Format list, select the appropriate report output format.
• From the Frequency list, select the appropriate option to generate a frequency based report.
• In the Party Id field, enter the party id.
• Click Generate Report.
  OR
  Click Clear to reset the search parameters.
  OR
  Click Cancel to cancel the transaction.
• The success message of request along with the reference number appears. Click Ok to complete the transaction.
  OR
  Click My Reports to download the report.
  
• Click Generate Report to view and generate the report.
  OR
  Click Clear to reset the search parameters.
  OR
  Click Cancel to cancel the transaction.
• The success message of request along with the reference number appears. Click Ok to complete the transaction.
  OR
  Click My Reports to download the report. User is directed to My Reports screen. The list of reports appears.
• Click on desired Report ID to view and download the generated report. You can download the report in PDF, XLS, and CLV formats.
  

Note: You can also download the requested report from Administration Dashboard > Report > My Reports .

For reference, a specimen of the report generated is given below:

Field Description

Field Name	Description
Report Parameters
Party ID	The Id of party for whom the report is to be generated.
Party Name	The name of the party for whom the report is to be generated.
Rule Type	Transaction rule type. The transaction rule type could be: Financial Non Financial Maintenance
Rule Code	Name of the group.
Rule Description	Description of the group.
Initiator Type	User name of the workflow.
Transactions	Type of transactions.
Accounts	Type of accounts.
Approval Required	Whether approval is required.
Workflow	Report creation date and time.

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