Using this option the corporate administrator can set up account and transaction access for the corporate party.
The Corporate Administrator can only provide access to the party to which the corporate administrator is associated to.
Corporate Administrator cannot provide access to the party to which the administrator is not associated to.
Prerequisites
Workflow
Features Supported In Application
This option allows the corporate administrator to:
How to reach here:
Corporate Administrator Dashboard > Toggle menu > Account Access > Party Account Access
OR
Corporate Administrator Dashboard > Quick Links > Party Account Access
The Corporate Administrator has the list of account(s) and transactions for which access needs to be provided to the corporate party.
Party Id and Party Name of the corporate administrator are defaulted and not allowed for input.
To provide the party with account and transaction access:
Field Name |
Description |
---|---|
Party Id |
Party id of the corporate administrator. |
Party Name |
Party name of the corporate administrator. |
OWN ACCOUNT MAPPING SUMMARY |
|
Account Type |
All account types available under the party. The account type can be:
|
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 |
|
Account Type |
All account types available under the linked party. The account type can be:
|
Total Number of Accounts |
Total number of accounts available under the linked party. |
Number of Accounts Mapped |
Number of accounts mapped to the particular account type. |
The Corporate Administrator can view the list of account(s) and transactions for which access has been provided to the corporate party.
Party Id and Party Name of the corporate administrator are defaulted and not allowed for input. User list of the corporate party is displayed with details like user ID, user name and mapping details.
To view the party account and transaction access:
Field Name |
Description |
---|---|
Party Id |
Party id of the corporate administrator. |
Party Name |
Party name of the corporate administrator. |
OWN ACCOUNT MAPPING SUMMARY Click the Account Type link to view the respective mapping details. |
|
Account Type |
All account types available under the party. The account type can be:
|
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 the Account Type link to view the respective mapping details. |
|
Account Type |
All account types available under the linked party. The account type can be:
|
Total Number of Accounts |
Total number of accounts available under the linked party. |
Number of Accounts Mapped |
Number of accounts mapped to the particular account type. |
Field Name |
Description |
---|---|
Party Id |
Party id of the corporate administrator. |
Party Name |
Party name of the corporate administrator. |
CASA/ Term Deposits/ Loans |
|
New Accounts |
|
Map Accounts |
Mapping of the accounts. The options can be:
|
Existing Accounts |
|
Map All Accounts |
Mapping all the existing accounts under the selected category to enable for channel banking. |
Account Number |
List of account numbers present in a particular account type. |
Currency |
Account currency. |
Product Name |
Name of the product available under the party. |
Account Status |
Status of the account access for the party |
The Corporate Administrator has the list of account(s) and transactions for which access details needs to be edited for the corporate party.
Party Id and Party Name of the corporate administrator are defaulted and not allowed for input.
The Corporate Administrator will have the provision to delete access for the corporate party.
As part of this option, own account mapping and/ or linked party account mapping can be deleted for the party.
FAQs
Is it necessary to setup Party Account Access Management before setting up User Account Access?
What is the significance of Auto and Manual option in ‘Map Accounts’?