SYSTEM RULES

System rules are defined to set different parameters for each enterprise role. Various parameters can be set for each enterprise role are party mapping required, Limits Check, Party Preferences Check, Account Transaction Mapping and Approvals Check. Enabling these parameters at enterprise role, enforces the system to check if respective maintenances are available for users associated with those enterprise roles.

E.g. if Approval check flag is enabled for ‘Corporate User’ type of enterprise role; then transactions initiated by corporate type of users will follow the approval maintenance for a party mapped to user. If approval check flag is disabled for ‘Retail User’ type of enterprise role, then transactions initiated by retail user will not follow the approval maintenance and will get auto-approved by the system.

This screen allows the system administrator to search and view existing system rules, and create new system rule.

Pre-Requisites

• Transaction access is provided to System Administrator.
• Approval rule set up for System Administrator to perform the actions.
• Enterprise roles are maintained in application.

Workflow

Features Supported In Application

This option allows the System Administrator to:

• Maintain system rules
• View system rules
• Edit system rules

How to reach here:

Administration Dashboard > System Rules

Field Description

Field Name	Description
Enterprise Role	Name of enterprise roles set in application. The options can be: Corporate User Administrator Retail User On selecting an application role, system rules maintained if any are shown in editable form.
Party Mapping Required	Party mapping check is required for a particular enterprise role or not.
Limits Check	Limits check is required or not. If limit check is required, assign a limit package.
Party Preferences Check	Party preferences check is required or not.
Account Access Check	Account access check is required or not.
Approvals Check	Approvals check is required or not.

To set the system rules:

1. From the Enterprise Role list, select the appropriate option.
2. In the Party Mapping Required field, select the appropriate option.
3. In the Limits Check field, select the appropriate option.
4. In the Party Preferences Check field, select the appropriate option.
5. In the Account Access Check field, select the appropriate option.
6. In the Approvals Check field, select the appropriate option.
7. Click Submit to save system rules.
   OR
   Click Cancel to cancel the transaction.
   The success message appears.
8. The System Rules - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to make the changes if any.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
9. The success message of System Rules maintenance appears along with the transaction reference number. Click OK to complete the transaction.

FAQs

Who can create-edit this maintenance?

System administrator can create and edit this maintenance.

How can I find out what checks are granted to a particular role? Can I change it?

You can select a role and view the checks mapped to the role, you can also edit the type of checks.

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