Party wise Approval Rule Report

PartyA party is any individual or business entity having a banking relationship with the bank. wise approval rule report provides summary of approval rules set for a party. Approval rule maintenance is used to configure the conditions that define an approval flow. AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. has to provide a party ID for which the Party wise Approval Rule Report is to be generated.

Further, user has to select a format in which the report needs to be generated.

The administrator can generate reports under the following two categories.

Adhoc Report
Schedule Report

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Administration Dashboard > Toggle menu > Reports > Report Generation

Party wise Approval Rule - Adhoc Report

Party wise Approval Rule Adhoc reports are generated on demand or on request. Reports can be requested from the 'Reports' screen. Adhoc reports can be viewed using 'My Reports' screen.

To generate the Party wise Approval Rule adhoc report:>

Click the Adhoc tab.
From the Report Name list, select the appropriate report to be generated.
The receptive report generation screen appears.

Field Description

Field Name	Description
Report Name	The type of report to be generated.
Report Format	The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
Party ID	The Id of party for whom the report is to be generated.

Field Name

Description

Report Name

The type of report to be generated.

Report Format

The format in which report is to be generated.

The options with Oracle Business Intelligence (BI) Publisher are:

The options with Internal Reporting Application are:

Party ID

The Id of party for whom the report is to be generated.

From the Report Format list, select the appropriate report output format.
In the Party Id field, enter the party id.
Click Generate Report to view and generate the report.
OR
Click Clear to reset the search parameters.
OR
Click Cancel to cancel the transaction.
The success message of request along with the status and Report Request Id and Reference Number appears. Click Done to complete the transaction.
OR
Click on the Report Request Id link to download the report. User is directed to My Reports screen. The list of reports appears.
Click on desired Report ID to view and download the generated report. You can download the report in PDF, XLS, and CLV formats.

Note: You can also download the requested report from Administration Dashboard > Report > My Reports .

For reference, a specimen of the report generated is given below:

Generated report - Adhoc

Field Description

Field Name	Description
Report Parameters
Party ID	The Id of party for whom the report is to be generated.
Party Name	The name of the party for whom the report is to be generated.
Sr No	Serial number of the records.
Rule Type	Transaction rule type. The transaction rule type could be: Financial Non Financial Maintenance
Rule Code	Name of the group.
Rule Description	Description of the group.
Initiator Type	User name of the workflow.
Transactions	Type of transactions.
Accounts	Type of accounts.
Approval Required	Whether approval is required.
Workflow	Report creation date and time.

Party wise Approval Rule - Schedule Reports

The reports that are generated in specific time frame such as daily, weekly, monthly, quarterly, and annually are categorized under scheduled reports.

To generate the Party wise Approval Rule schedule report:

Click the Schedule tab.
From the Report Name list, select the appropriate report to be generated.
The receptive report generation screen appears.

Field Description

Field Name	Description
Report Name	The report type selected to generate the report.
View Scheduled Reports	Link to view all the reports that are scheduled.
Report Format	The format in which report is to be generated. The options with Oracle Business Intelligence (BI) Publisher are: PDF XLS The options with Internal Reporting Application are: PDF CSV
Select Frequency	The frequency at which the reports are generated. The options are: Once Daily Weekly Monthly
Start Generating	Start date of the date range from which you want to generate the report.
Stop Generating	End date of the date range up-to which you want to generate the report.
Party ID	The Id of party for whom the report is to be generated.

From the Report Format list, select the appropriate report output format.
From the Select Frequencylist, select the appropriate option.
From the Start Generating and Stop Generating list, select the appropriate duration.
In the Party ID field, enter the party id.
Click Schedule Report to view and generate the report.
OR
Click the View Scheduled Reports link to view all the scheduled reports. The Scheduled Reports screen appears.
OR
Click Clear to reset the search parameters.
OR
Click Cancel to cancel the transaction.
The success message of request along with the status and Report Request Id and Reference Number appears. Click Done to complete the transaction.
OR
Click on the Report Request Id link to download the report. User is directed to My Reports screen. Click the Scheduled Reports tab, the list of scheduled reports appears.
Click on desired Report ID to view and download the generated report. You can download the report in PDF, XLS, and CLV formats.

Note: You can also download the requested report from Administration Dashboard > Report > My Reports > Scheduled Reports .

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