USER FILE IDENTIFIER MAPPING

This function can be used by the bank administrator to map the required file identifier to a specific user or a set of users so that the user can upload and view the required file types.

Prerequisites

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

Features Supported In Application

• Search User File Identifier Mapping
• Create User File Identifier Mapping
• Edit User File Identifier Mapping

How to reach here:

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 > Toggle Menu > File Upload > User File Identifier Mapping

User File Identifier Mapping

User File Identifier Mapping - Search

Using this option bank administrator can search and view the file identifiers mapped to the user.

To search and view the file identifiers:

• In the Party Id field, enter the party id of the user.
  OR
  In the Party Name field, enter the name of the party.

2. Click Search. The User File Identifier Mapping screen with search results appears.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel the operation and navigate back to ‘Dashboard’.

• Click against the file identifier record for which you want to view the details. The User File Identifier Mapping - View screen appears.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

• Click Edit to modify the user file identifier mapping.
  OR
  Click Back to navigate to the previous screen.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

User File Identifier Mapping - Create

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

To map a user to a file identifier:

1. In the Party Id field, enter the party id of the user.
   OR
   In the Party Name field, enter the name of the party.
2. Click Search. The User File Identifier Mapping screen with search results appears.
   OR
   Click Clear to clear the search parameters.
   OR
   Click Cancel the operation and navigate back to ‘Dashboard’.
3. Click against the file identifier record, for which you want to map the user. The User File Identifier Mapping screen appears.

• In the Mapping Summary section, select the file identifier which you want to map to the user.
• Check / Uncheck the Sensitive Data check field, to enable / disable access to the contents of the file.
• Click Save.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
• The User File Identifier Mapping - Review screen appears. Verify the details and click Confirm.
  OR
  Click Edit to make the changes if any. 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 appears along with the transaction reference number and status of the transaction.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

User File Identifier Mapping - Edit

Using this option administrator can edit and update mapping of a file identifier, to a user.

To edit a User File Identifier Mapping:

• In the Party Id field, enter the party id of the user.
  OR
  In the Party Name field, enter the name of the party.
• Click Search. The User File Identifier Mapping screen with search results appears.
  OR
  Click Clear to clear the search parameters.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
• Click against the file identifier record. The User File Identifier Mapping - View screen appears.
• Click Edit. The User File Identifier Mapping - Edit screen appears.
• View the details of File Identifier mapping already saved. Select or de-select the File Identifier record to map / un-map a File Identifier to a user.
• Check / Uncheck the Sensitive Data check, to enable / disable the complete access to file content.
• Click Save to save the modified details.
  OR
  Click Back to navigate to previous screen.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
• The User File Identifier Mapping - Review screen appears. Verify the details, and click Confirm.
  OR
  Click Edit to make the changes if any.
  User is directed to User File Identifier Mapping – Edit screen with values in editable form.
  OR
  Click Cancel the operation and navigate back to ‘Dashboard’.
• The success message appears along with the transaction reference number and status of the transaction.
  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?

User/s has to be mapped to file identifiers to be able to access files. For example, only the user/s of Human Resource Department of a corporate may have access to upload / view and enquire status of salary files.
Mapping File Identifier’s to specific users thus enables access of certain types of file/s to certain user/s.

If a user is mapped to a File Identifier, and he has uploaded a file – but after 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.

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