Manage Brand

Banks can have varied requirements with regards to the theme and for look and feel of the application.

Manage Brand is an administrative maintenance that allows the System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to define the theme using brand logo, colors, fonts and font sizes.

System Administrator can configure the style/ theme by selecting brand logo, header colors, background colors, label colors, button colors, font color, header size, font type, font sizes for header texts, menu, buttons etc.

The administrator can define multiple themes with the above mentioned attributes and once defined, the administrator can activate one of the theme from the available list.

At any point in time, the administrator can deactivate a theme and activate another one.

Prerequisites

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

View Brand
Create Brand
Edit Brand
Delete Brand
Brand Mapping

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Dashboard > User Experience > Manage Brand

Manage Brand – Summary

Field Description

Field Name	Description
Brand Name	Displays the theme name as defined.
Brand Description	Displays the theme description as defined.
Date Created	Displays the date of theme creation.
Actions	The available action buttons against the theme are displayed. The action button can be: View: Click to view the created theme.

In the Action column, click View to view the already created theme.

Manage Brand - View

Using this option System Administrator can view the created theme or brand.

To view the brand:

In the Action column , click View against the brand which you want to view . The Manage Brand - View screen appears.

Field Description

Field Name	Description
Brand Name	Displays the theme name.
Brand Description	Displays the theme description.
Customized Brands
Assets	This section displays the uploaded brand logo. Click Download to view the brand logo.
Colors	Displays the list of items with the color swatch that is being set in the application. The list includes: Header Background Color Header Color Body Background Color Form Background Color Font Color Font Secondary Color Link Text Color Label Color Input Text Color Input Background Color Input Border Color Primary Button Background Color Secondary Button Background Color Tertiary Button Background Color Primary Button Text Color Secondary Button Text Color Tertiary Button Text Color Menu Background Color Menu Primary Color Menu Secondary Color
Font Details	Displays the font details of the application i.e. font URL and font name.
Font Size Details	Displays the font size details of the various fonts used in the application in 'rem' (length unit). 1px = 1rem
Form
Font Color	The font color of the brand.
Anchor Text Color	The anchor text color (clickable text in the application) of the brand.
Label Color	The label color used in the brand.
Input Properties
Input Properties - Primary Button	The color of the primary buttons of the brand.
Input Properties - Secondary Button	The color of the secondary buttons of the brand.
Input Properties - Tertiary Button	The color of the tertiary buttons of the brand.
H1 - H6 Size	The font size of the various level of headings of the brand.
Header Font Size	The font size of the header of the brand.
Menu Font Size	The font size of the menus of the brand.
Button Font Size	The font size of the button text of the brand.

Click Edit to edit the theme. The Manage Brand - Edit screen appears.
OR
Click Back to navigate to the previous screen.
OR
Click Delete to delete the brand.

Manage Brand - Create

Using this option, System Administrator can create a new theme for retail, corporate and administrator users.

To create a brand:

In the Manage Brand screen, click Create. The Create Brand screen appears.

Field Description

Field Name	Description
Brand Name	Specify the brand name.
Brand Description	Enter the theme description.
Customized Brands
Assets	Upload the desired file for assets like icons, logo etc
Colors	The list of brand color items , the user can enter the colour hex value or can select color from the spectrum list. If color is selected from the spectrum, corresponding hex value to be displayed in this field. The color list includes: Header Background Color Header Color Body Background Color Form Background Color Font Color Font Secondary Color Link Text Color Label Color Input Text Color Input Background Color Input Border Color Primary Button Background Color Secondary Button Background Color Tertiary Button Background Color Primary Button Text Color Secondary Button Text Color Tertiary Button Text Color Menu Background Color Menu Primary Color Menu Secondary Color
Font Details	Specify the font details of the application viz, font url and font name that is to be used in the brand.
Font Size Details	Font size details of the various fonts used in the application in 'rem' (length unit) for various level of headings in the brand.
Form
Font Color	Displays the font color as selected in the Font Color category list.
Anchor Text Color	Displays the anchor text color as selected in the Font Color category list.
Label Color	Displays the label color used as selected in the Font Color category list.
Input Properties
Input Properties - Primary Button	Displays the color of the primary buttons of the brand as selected in the Font Color category list.
Input Properties - Secondary Button	Displays the color of the secondary buttons of the brand as selected in the Font Color category list.
Input Properties - Tertiary Button	Displays the color of the tertiary buttons of the brand as selected in the Font Color category list.
H1 - H6 Size	Displays the font size of the various level of headings of the brand as selected from the Font Size Details category list.
Header Font Size	Displays the font size of the header of the brand as selected in the Font Size Details category list.
Menu Font Size	Displays the font size of the menus of the brand as selected in the Font Size Details category list.
Button Font Size	Displays the font size of the button text of the brand as selected in the Font Size Details category list.

In the Brand Name field, enter the name of the theme.
In the Brand Description field, enter the description for the theme.
In the Brand Type field, select the appropriate brand type.
In the Customized Brands section, click Assets.
The Asset section appears. Click Choose File to browse and upload the logo for brand.
In the Colors category, for various brand items, enter the color hex value or select color from the spectrum list.
The corresponding hex value to be displayed in the field.
In the Font Details category, enter the font url and font name.
In the Font Size Details category, enter the values for Heading 1, 2, 3.....6.
Click Save to save the details.
OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
The 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.
A warning message of cancelling the operation appears. Click Yes to confirm.
The success message appears along with the status of transaction.
Click OKto complete the transaction.

Manage Brand - Edit

If the defined theme does not suits the requirement, then bank administrator can edit the defined theme using the Update Brand option.

To edit the brand:

In the Action column, click View against the brand which you want to edit . The Manage Brand - View screen appears.
OR
Click Apply to apply the current theme.
Click Edit to edit the brand. The Update Brand screen appears.
OR
Click Back to navigate to the previous screen.
OR
Click Delete to delete the brand.

Field Description

Field Name	Description
Brand Name	Displays the brand name as specified and available for edit.
Brand Description	Displays the brand description as specified and available for edit.
Brand Type	The role for which the theme is to be created. The role can be: Corporate Retail Administrator
Customized Brands
Assets	Upload the desired file file for assets like icons, logo if it needs to be modified.
Colors	The list of brand color items , the user can enter the colour hex value or can select color from the spectrum list. If color is selected from the spectrum, corresponding hex value to be displayed in this field. The color list includes: Header Background Color Header Color Body Background Color Form Background Color Font Color Font Secondary Color Link Text Color Label Color Input Text Color Input Background Color Input Border Color Primary Button Background Color Secondary Button Background Color Tertiary Button Background Color Primary Button Text Color Secondary Button Text Color Tertiary Button Text Color Menu Background Color Menu Primary Color Menu Secondary Color
Font Details	Specify the font details of the application i.e. font URL and font name that is to be used in the brand.
Font Size Details	Font size details of the various fonts used in the application in 'rem' (length unit) for various level of headings in the brand.
Form
Font Color	Displays the font color as selected in the Font Color category list.
Anchor Text Color	Displays the anchor text color as selected in the Font Color category list.
Label Color	Displays the label color used as selected in the Font Color category list.
Input Properties
Input Properties - Primary Button	Displays the color of the primary buttons of the brand as selected in the Font Color category list.
Input Properties - Secondary Button	Displays the color of the secondary buttons of the brand as selected in the Font Color category list.
Input Properties - Tertiary Button	Displays the color of the tertiary buttons of the brand as selected in the Font Color category list.
H1 - H6 Size	Displays the font size of the various level of headings of the brand as selected from the Font Size Details category list.
Header Font Size	Displays the font size of the header of the brand as selected in the Font Size Details category list.
Menu Font Size	Displays the font size of the menus of the brand as selected in the Font Size Details category list.
Button Font Size	Displays the font size of the button text of the brand as selected in the Font Size Details category list.

In the Customized Brands section, Assets section, click choose File to browse and upload the new logo if required.
In the Colors category, for various brand items, enter the color hex value or select color from the spectrum list if required.
The corresponding hex value to be displayed in the field.
In the Font Details category, enter the new font url and font name if required.
In the Font Size Details category, enter the values for Heading 1, 2, 3.....6, if required.
Click Update to save the changes.
OR
Click Back to navigate to previous screen.
OR
Click Cancel to cancel the transaction and navigate to the 'Dashboard'.
The 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.
The success message appears along with the status of transaction.
Click OK to complete the transaction.

Manage Brand - Delete

The System Administrator can delete the created brand maintained in the application.

To delete the brand:

In the Action column, click View against the brand which you want to delete. The Manage Brand - View screen appears.

Select and click the required brand which you want to delete. The Manage Brand - View screen appears.
Click Delete . The success message appears along with the status of the transaction.
Click Ok to complete the transaction.

Brand Mapping

Using this option System Administrator can map the existing brands to the user, party, role or entity.

Brand Mapping Summary

To view the brand mapping summary:

In the Manage Brand screen, click the Brand Mapping tab. The Manage Brand - Brand Mapping screen appears.

Field Description

Field Name	Description
Mapping Type	Select the mapping type to map it with brand. The options are: User Party Role Entity

Field Name

Description

Mapping Type

Select the mapping type to map it with brand.

The options are:

User
Party
Role
Entity

From the Mapping Type list, select the appropriate option for which you want to view the mapping. The Manage Brand – Brand Mapping Summary screen appears.

Field Description

Field Name	Description
Brand Mapping Summary
Brand Id	The identification number of the mapped theme.
Mapped Value	The value, which is mapped to the brand. The mapped value depends on the selected mapping type. For example, If the mapping type is 'user' the mapping value will be 'user ID', If the mapping type is 'party' the mapping value will be 'party ID', If the mapping type is 'role' the mapping value will be user role, such as 'Corporate' 'Retail' and 'Administrator', If the mapping type is 'entity' the mapping value will be 'entities'.
Mapping Type	The selected mapping type to map it with brand.
Date Created	The date on which brand mapping is created.
Actions	Link to delete the mapping.

From the Mapping Type list, select the appropriate option for which you want to view the mapping. The Manage Brand – Brand Mapping Summary screen appears.

Create Mapping

Using this option System Administrator can create a mapping of brand.

To create the brand mapping:

In the Brand Mapping tab, click Create Mapping. The Manage Brand- Create screen appears.

Field Description

Field Name	Description
Mapping Type	Select the mapping type to map it with brand. The options are: User Party Role Entity
Mapped Value	The mapping value to map with brand.
Brand Id	The brand name.

Field Name

Description

Mapping Type

Select the mapping type to map it with brand.

The options are:

User
Party
Role
Entity

Mapped Value

The mapping value to map with brand.

Brand Id

The brand name.

From the Mapping Type list, select the appropriate option to be mapped.
In the Mapping Value field, enter the value to be mapped.
From the Brand Name list, select the appropriate brand.
Click Save.
The success message along with the status of transaction appears.

Delete Mapping

Using this option System Administrator can delete a mapping of brand.

To delete the brand mapping:

In the Brand Mapping tab, select the appropriate option from the Mapping Type list. The Manage Brand – Brand Mapping Summary screen appears.
Click Delete . The application will prompt the administrator with a deletion message with an option of Yes / No.

Click Yes to delete brand/ theme mapping. It will navigate to confirmation page with a success message and the status.
OR
Click No if you do not wish to delete the brand/ theme.
Click OK to complete the transaction.

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