USER GROUP - SUBJECT MAPPING

This maintenance facilitates mapping of subjects, to user groups in the bank, to streamline communication between the bank’s users and its end customers.

Once User Groups are mapped to certain transactions or modules, users, in that group can reply to communication pertaining to the specific subject. The communication channel used is the bank’s secure mailbox. For instance, employees in the Credit Card department of the bank will be able to reply to / address queries raised by customers who are overdue on their payments or who want to seek clarification on their monthly statement.

Pre-Requisites

• Transaction access is provided to system administrator.
• Approval rule set up for system administrator to perform the actions.
• Administrator user groups are maintained.

Workflow

Features Supported In Application

• Search User Group - Subject Mapping
• Create User Group - Subject Mapping
• Modify User Group - Subject Mapping

How to reach here:

Administration Dashboard > User Group - Subject Mapping

User Group - Subject Mapping - Search

This option allows system administrator to view the existing User Group - Subject Mapping.

To view User Group - Subject Mapping:

1. In the Mapping Code field, enter the user group - subject mapping code whose details you want to view.
   OR
   In the Mapping Description field, enter the user group - subject mapping description whose details you want to view.
   OR
   From the Group Code list, select the group code to enquire about user group subject mapping, already maintained.
2. Click Search , display results based on search criteria.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Mapping Code	The user group - subject mapping code.
Mapping Description	The user group - subject mapping description.
Group Code	The group code to enquire about user group subject mapping, already maintained.

3. Click the Mapping Code for which you want to view the mapping details. The User Group - Subject Mapping - View screen displays the mapping of subject to the user group.

Field Description

Field Name	Description
Mapping Code	The user group - subject mapping code.
Mapping Description	The user group - subject mapping description.
Mapping Details
Group Code	The group code assigned to user group subject mapping.
Subjects	The list of all subjects maintained. Note: 1) All Subjects: if this is checked, then all subjects will be mapped with selected group code within the CASA, TD, Loans, Credit Cards modules. 2) Individual Subject: if this is checked, then individual subject is mapped with selected group code within the CASA, TD, Loans, Credit Cards modules.

4. Click Edit to edit the subject mapping details.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.

User Group - Subject Mapping - Create

Using this option, you can as a system administrator can create the user group - subject mapping.

To create User Group - Subject Mapping:

1. Click Create .
   The User Group - Subject Mapping - Create screen appears.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.

Field Description

Field Name	Description
Mapping Code	The user group - subject mapping code.
Mapping Description	The user group - subject mapping description.
Mapping Details
Group Code	The group code to create user group subject mapping.
Subjects	The list of all subjects maintained. Note: 1) All Subjects: if this is checked, then all subjects will be mapped with selected group code within the CASA, TD, Loans, Credit Cards modules. 2) Individual Subject: if this is checked, then individual subject is mapped with selected group code within the CASA, TD, Loans, Credit Cards modules.

2. In the Mapping Code field, enter the user group - subject mapping code.
3. In the Mapping Description field, enter the user group - subject mapping description.
4. From the Group Code list, select the appropriate option.
5. Select the respective check boxes preceding the subject to be mapped.
   OR
   Select All Subjects check box, if you want to map all subjects.
6. Update the required details.
7. Click Save to save the modified details.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
8. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   OR
   Click Cancel to cancel the transaction.
9. The success message of creation of user group - subject mapping along with the transaction reference number appears.
   Click OK to complete the transaction.

Note:
1) If the mapping setup requires an approval workflow, the maintenance will be initiated. Once approved by the required number of approvers, the mapping will be effected.
2) If the setup does not require an approval workflow or is self / auto approved, then the mapping will be effected immediately.

User Group - Subject Mapping - Modify

Using this option, you can as a system administrator can edit the user group - subject mapping.

To edit the User Group - Subject Mapping:

1. Repeat step 1 to 2 of User Group - Subject Mapping- Search.
2. Click Edit to edit the user group - subject mapping.
   The User Group - Subject Mapping - Edit screen displays the mapping of subject to the user group.

Field Description

Field Name	Description
Mapping Code	The user group - subject mapping code.
Mapping Description	The user group - subject mapping description.
Mapping Details
Group Code	The group code assigned to user group subject mapping.
Subjects	The list of all subjects maintained. Note: 1) All Subjects: if this is checked, then all subjects will be mapped with selected group code within the CASA, TD, Loans, Credit Cards modules. 2) Individual Subject: if this is checked, then individual subject is mapped with selected group code within the CASA, TD, Loans, Credit Cards modules.

3. Select the respective check boxes preceding the subject to be mapped.
   OR
   Select All Subjects check box, if you want to map all subjects.
4. Update the required details.
5. Click Save to save the modified details.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.
6. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Edit to modify the details.
   OR
   Click Cancel to cancel the transaction.
7. The success message of update along with the transaction reference number appears.
   Click OK to complete the transaction.

Note:
1) If the mapping setup requires an approval workflow, the maintenance will be initiated. Once approved by the required number of approvers, the mapping will be effected.
2) If the setup does not require an approval workflow or is self / auto approved, then the mapping will be effected immediately.

FAQs

i If a user has been mapped to all subjects in the CASA module, what does it mean?

If the user is mapped to all subjects in CASA, he will be able to receive and reply to the end users on those CASA subjects, and cannot reply to the mails of the customers initiated under subjects other than CASA.

How does this maintenance help the bank and its customers?

This set-up is a way to allow or restrict access, to the users of the bank. This enables a secure communication channel between the bank and its end customers.

I am an employee of the bank, and I belong to the user group that is mapped to all Term Deposits subjects. Can I initiate an email and send it to the customer?

No, you cannot initiate a correspondence with a customer, you can only reply to his queries on Term Deposits, through the mailbox.

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