USER FILE IDENTIFIER MAPPING

This option enables the corporate administrator to map the desired file identifiers to the corporate users. This mapping enables corporate users to upload and view specific bulk files.

Prerequisites

• Party Preferences for Corporate
• User Creation
• Party and Account access
• Set-up Transaction and account access
• Set-up Approval Rules
• File Identifier Maintenance

Workflow

Features Supported In Application

This option allows the corporate administrator to:

• View User File Identifier Mapping
• Create User File Identifier Mapping
• Edit User File Identifier Mapping

How to reach here:

Corporate AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. Dashboard > Quick Links > File Upload > User File Identifier Mapping
OR
Toggle Menu > File Upload > User File Identifier Mapping

User File Identifier Mapping - User Interface Details

Using this option the corporate administrator can view the file identifiers mapped to its users.

• Click the file identifier record for which you want to view the details. The User File Identifier Mapping - View screen appears.

User File Identifier Mapping - View

• Click Edit to modify the user file identifier mapping.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the transaction.

User File Identifier Mapping - Create

Using this option corporate administrator can map the file identifiers to a user.

To map a user to a file identifier:

1. Go to the User File Identifier Mapping - View screen.
2. Click of file identifier record, for which you want to map the user. The User File Identifier Mapping - Create screen appears.

• In the Mapping Summary section, select the file identifier which you want to map to the user.
• Click Save.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.
• The User File Identifier Mapping – Create - Review screen appears. Verify the details and click Confirm.
  OR
  Click Edit to modify the file identifier mapping.
  User is directed to User File Identifier- Mapping – Create screen with values in editable form.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
• The success message of submitting the File Identifier Mapping appears along with the transaction reference number and status.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

User File Identifier Mapping - Edit

Using this option bank or corporate administrator can edit and update a user file identifier mapping.

To edit a file identifier:

• Go to the User File Identifier Mapping - View screen.
• Click of file identifier record, for which you want to edit the mapping. The User File Identifier Mapping - Edit screen appears.

• View the details of File Identifier mapping already saved.
• Select the check box to map / un-map a File Identifier to a user and to enable or disable the Sensitive Data Check, select the check box.
• Click Save to save the modified details.
  OR
  Click Back to navigate to previous screen.
  OR
  Click Cancel to cancel the transaction.
• The User File Identifier Mapping – Edit Review screen appears. Verify the details, and click Confirm.
  OR
  Click Edit to modify the details.
  User is directed to User File Identifier Mapping –Create screen with values in editable form.
  OR
  Click Cancel to cancel the transaction.
• The success message of submitting the File Identifier Mapping appears along with the transaction reference number and status.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

FAQs

Can all users of a particular corporate access all file types, mapped to the corporate?

No, only users who are mapped to particular File Identifier's can access those files. For example, only the Human Resource Department of a corporate may have access to upload / view and enquire status of salary files.
Mapping File Identifier’s to users thus enables access of certain types of file, to certain users

If a user is mapped to a File Identifier, and he has uploaded a file – but post this, he is no longer mapped to the File Identifier – can he view the status of the file?

No the user will not be able to view the status of the file, if he is not mapped to it, at the point in time when he is checking for the status.

If File Identifier mapping applicable to for Approvers also or is it just for the user who uploads the file?

File Identifier mapping is applicable for all users, who need to access a file, for any reason –viz., viewing, uploading or checking. Thus it is applicable for makers, checkers and viewers.

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