Using this option the bank administrator can set up account and transaction access for user(s) of the corporate party. This maintenance can be done only after the Party Account Access is setup for the party of the user(s). 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.
Pre-Requisites
Workflow
Features Supported In Application
The following options are available as part of this maintenance:
How to reach here:
Administration Dashboard > Account Access > User Account Access
OR
Administration Dashboard > Quick Links > User Account Access
The Bank Administrator gets a request with the list of account(s) and transactions for which access needs to be provided to the user of a specific party.
To provide the user with account and transaction access:
Field Name |
Description |
---|---|
Party Id |
The party id searched by the bank administrator. |
Party Name |
The name of the party. |
User Id |
User ID of the selected user. |
User Name |
User name of the selected user |
OWN ACCOUNT MAPPING SUMMARY |
|
Account Type |
All account types available under the party.
|
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. |
LINKED PARTY ACCOUNT MAPPING SUMMARY Click on Account Type to view the respective mapping details. |
Field Name |
Description |
---|---|
Party Id |
The party id searched by the bank administrator. |
Party Name |
The name of the party. |
User Id |
User ID of the selected user. |
User Name |
User name of the selected 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 |
The Bank administrator can view the list of account(s) and transactions for which access has been provided to the user.
To view the account and transaction access:
Field Name |
Description |
---|---|
Party Id |
The party id searched by the bank administrator. |
Party Name |
The name of the party. |
User Id |
User ID of the user of selected party. |
User Name |
User name of the user of the selected party. |
OWN ACCOUNT MAPPING SUMMARY Click on Account Type to view the respective mapping details. |
|
Account Type |
All account types available under the party.
|
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. |
LINKED PARTY ACCOUNT MAPPING SUMMARY Click on Account Type to view the respective mapping details. |
In case of mapping of linked party accounts to the parent party, select on the account type in the linked party summary section.
Field Name |
Description |
---|---|
View |
|
Party Id |
The party id searched by the bank administrator. |
Party Name |
The name of the party. |
User Id |
User ID of the user of selected party. |
User Name |
User name of the user of the selected party. |
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. |
The Bank Administrator gets a request with the list of account(s) and transactions for which access details needs to be edited for a selected user of the party.
The Bank Administrator gets a request with the user information of a party for which access details needs to be deleted. As part of this option, own account mapping and/or linked party account mapping can be deleted for a user.
FAQs
Is it necessary to setup Party Account Access Management before setting up User Account Access?