USER Account Access

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

• Account Access should be maintained for the party of the user for which access is to be maintained
• Account Access for the party should be maintained for linked party accounts if the user needs access to linked party accounts.
• Party preferences should be created for the party of the user for which access is to be maintained
• Channel Access should be enabled for party of the user for which account access is to be maintained

Workflow

Features Supported In Application

The following options are available as part of this maintenance:

• User Account Access - Mapping (Own accounts and linked party accounts)
• User Account Access – View (Own accounts and linked party accounts)
• User Account Access - Edit (Own accounts and linked party accounts)
• User Account Access - Delete (Own Accounts and linked party accounts)

How to reach here:

Administration Dashboard > Account Access > User Account Access
OR
Administration Dashboard > Quick Links > User Account Access

User Account Access - Mapping (Create)

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:

1. In the Party Id field, enter the party id of the user.
   OR
   In the Party Name field, enter the party name of the user.
2. Click Search.
   For a searched party, there will be a list of users displayed with information like user ID, contact details of the user and an indicator whether there is an account mapping done for the user.
   Click on user ID to navigate to Account Access summary section with two sections Own Account Mapping Summary and Linked Party Account Mapping Summary. Linked party account mapping will only be available if the selected party has Party to Party Linkage maintained.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
   The User Account Access screen with search results appears.

Field Description

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. The account type can be: Current & Savings Term Deposits Loans
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.

3. If there is no mapping done for the user for a party (own/ linked), there will be a message No Accounts mapped for the party with Map.
4. If the access for the party to which the user belongs to is not done, then there will be no Map button.
5. Click Map. The User Account Access - Create screen appears.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction.
6. All the accounts held by the selected party as a relationship with the bank as available in the core banking system will be fetched and displayed in the respective categories i.e. CASA, Term Deposits and Loans.
   In case of mapping of linked party accounts to the user, bank admin will select the parent party as part of party search section, select the user of the parent party and click Map against the linked party of which account access is to be provided.
7. Navigate to the specific category tab viz. CASA, Term Deposits, Loans etc., and select a global check box of Map all accounts to enable all the existing accounts under the selected category for channel banking (on screen, it will serve as a Select All function).
   OR
   If specific accounts are required to be given access to the user, then the bank admin needs to select the respective check boxes preceding the account number.
8. Select Apply Party Level Changes Automatically to automatically apply the party changes.
   The cookie message appears indicating the administrator that account mapping for other category tabs can be done by visiting the respective tabs.

9. Click Next. The User Account Access - Create (Transaction Mapping) screen appears.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction.

Field Description

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

10. To map the transactions to the account, click against the particular account number to view the transaction mapping.
11. Select the respective check boxes preceding the transaction to be mapped.
    OR
    Select Map All Transactions, if you want to map all the transactions to all accounts.
12. Select Apply Party Level Changes Automatically to automatically apply the party changes.
13. Click Save.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to the previous screen.
14. 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.
15. The screen with success message appears. Click OK to complete the transaction.

User Account Access- Search

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:

1. In the Party Id field, enter the party id of the user.
   OR
   In the Party Name field, enter the party name of the user.
2. Click Search.
   For a searched party, there will be a list of users displayed with information like user ID, contact details of the user and an indicator whether there is an account mapping done for the user.
3. Click on user Id to navigate to Account Access summary section for the user with two sections Own Account Mapping Summary and Linked Party Account Mapping Summary.
   Linked party account mapping will only be available if the selected party has Party to Party Linkage maintained.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
4. Click Account Type i.e. CASA / TD / Loans in the summary details for the party, which will navigate to the view page.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
   

Field Description

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. The account type can be: Current & Savings Term Deposits Loans
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.

5. Click Account Type i.e. CASA/TD/Loan, all the accounts held by the selected party as a relationship with the bank as available in the core banking system will be fetched and displayed in the respective categories i.e. CASA, Term Deposits and Loans.

6. In case of mapping of linked party accounts to the parent party, select on the account type in the linked party summary section.

6. The cookie message appears indicating the administrator that account mapping for other category tabs can be done by visiting the respective tabs.
7. Click Next. The User Account Access – View (Transaction Mapping) screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   

Field Description

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.

8. Click Next. The User Account Access - View screen for account selected and transactions enabled for the selected account appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

9. Click against the particular account number to view the mapped transactions.
   OR
   Click Edit to update transaction mapping.
   OR
   Click Cancel to cancel the transaction.
10. Click Edit to update the User Account Access account mapping for new accounts and existing accounts.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to the previous screen.

User Account Access - Edit

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.

1. In the Party Id field, enter the party id of the user.
   OR
   In the Party Name field, enter the party name of the user.
2. Click Search.
   For a searched party, there will be a list of users displayed with information like user ID, contact details of the user and an indicator whether there is an account mapping done for the user.
3. Click on user Id to navigate to Account Access summary section for the user with two sections Own Account Mapping Summary and Linked Party Account Mapping Summary.
   Linked party account mapping will only be available if the selected party has Party to Party Linkage maintained.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
4. Click Account Type i.e. CASA / TD / Loans in the summary details for the party, which will navigate to the view page.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
5. In case of mapping of linked party accounts to the parent party, select on the account type in the linked party summary section.
6. Navigate to the specific category tab viz. CASA, Term Deposits, Loans etc., the administrator can view both the accounts for which access has been provided and the ones for which access is not provided.
7. Click Edit. The User Account Access - Edit screen appears.
   This enables the selection and de-selection option against the accounts. There is also an option to edit check box Apply Party Level Changes Automatically to apply/ remove the party changes.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction.
8. Click Account Type for which you want to edit the mapping of the accounts.
   The cookie message displayed indicating the administrator that account mapping for other category tabs can be viewed by visiting the respective tabs.
   

9. Select the respective check boxes preceding the Account Number to be mapped.
   OR
   Select Map All Accounts, if you want to map all the account numbers.
   Select/Unselect check box Apply Party Level Changes Automatically to apply/remove the party changes.
10. Click Next. The User Account Access - Edit screen with mapped account appears.
    OR
    Click Back to navigate to the previous screen.
    OR
    Click Cancel to cancel the transaction.
11. To map the transactions to the account, click against the particular account number to view the transaction mapping.
12. Select the respective check boxes preceding the transaction to be mapped.
    OR
    Select Map All Transactions, if you want to map all the transactions to all accounts.

13. Click Save.
    OR
    Click Back to navigate to the previous screen.
    OR
    Click Cancel to cancel the transaction.
14. The User Account Access - Review screen appears. Verify the details, and click Confirm.
    OR
    Click Edit to edit the transaction.
    OR
    Click Cancel to cancel the transaction.
15. The User Account Access - Confirmation screen with success message appears.
16. Click OK to complete the transaction.

User Account Access - Delete

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.

1. In the Party Id field, enter the party id of the user.
   OR
   In the Party Name field, enter the party name of the user.
2. Click Search.
   For a searched party, there will be a list of users displayed with information like user ID, contact details of the user and an indicator whether there is an account mapping done for the user.
3. Click on user Id to navigate to Account Access summary section for the user with two sections Own Account Mapping Summary and Linked Party Account Mapping Summary.
   Linked party account mapping will only be available if the selected party has Party to Party Linkage maintained.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel to cancel the transaction.
4. Click Account Type i.e. CASA / TD / Loans in the summary details for the party, which will navigate to the view page.
   OR
   Click Back to navigate to the previous screen.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
5. In case of mapping of linked party accounts to the parent party, select on the account type in the linked party summary section.
6. Navigate to the specific category tab viz. CASA, Term Deposits, Loans etc., the administrator can view both the accounts for which access has been provided and the ones for which access is not provided.
7. Click Delete.
   The application will prompt the administrator with a deletion message with an option of Yes / No.
8. Click Yes to proceed with the deletion request. It will navigate to confirmation page with a success message and the status.
   OR
   Click No if you do not wish to proceed with deletion.

9. Click OK to complete the transaction.

FAQs

Is it necessary to setup Party Account Access Management before setting up User Account Access?

Yes. The party account access management setup must be done before the user level mapping of accounts and transactions.

User Account Access has not been maintained for the user for Own or Linked party, still there is no ‘Map’ button available?

It is possible that the account access maintenance has not been done for the party to which the user belongs to. In such a case, bank admin will need to maintain account access for the party and only then proceed with User Account Access.

Will Party Account Access – Deletion for a party (Own/Linked) lead to automatic deletion of User Account Access?

Yes. Deletion of account access for a party will lead to automatic deletion of access for the users of that party.

If I remove access of account(s) and transaction(s) for a party, will it lead to automatic access removal for the users of that party?

Yes. Access removal at party level for an account and/or transaction will automatically remove access at user level of the selected party.

Am unable to see some of the account(s) and/or transaction(s) for mapping as part of User Account Access that were available in Party Account Access for the party of the user?

There is a possibility that these accounts and/or transactions have not been provided access at party level of the selected user. The accounts and transactions that are unmapped at party level will not be visible at user level of the selected party.

Have mapped/edited/deleted user account access for a party but it is not reflecting in the system even after a successful maintenance save message?

There is a possibility that the maintenance is saved but the status is ‘Pending Approval’. For the maintenance, if there is an approval required then the changes will reflect only once the approver(s) approve the submitted request. If the setup does not require an approval workflow or is self / auto approved, then the same will reflect immediately.

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