UPLOADED FILES INQUIRY
Through this option the user can view the bulk files uploaded by the corporate user (only those files that the user has access to) and their status.
- The search can be filtered on various parameters like status and file reference ID.
- The user can track the status of the file and if there is an error in the file, he / she can download the error file to arrive at the exact reason for error.
- For files in the ‘Processed’ status, the user can download Response file, to vet status of processing (in the host) for each record, of the file.
- The user can track file history and also check Individual record details.
Note: The landing screen displays all the files that are uploaded today.
How to reach here:
Corporate Dashboard > Toggle Menu > File Upload > Uploaded File Inquiry
OR
Corporate Dashboard > Quick Links > Uploaded File Inquiry
Uploaded File Inquiry - Search
To search and view uploaded files
- Click to expand the search criteria and search a particular uploaded file.
The search section appears. - Enter any two search criteria in the search section.
- Click
OR
Click to reset the search criteria.
OR
Click to close the search panel.
. The search results appear on the Uploaded File Inquiry screen based on the search parameters.
Field Name |
Description |
---|---|
Search |
|
File Identifier |
Unique code/ name assign for the party preferences for handling of files. |
Transaction Type |
Transaction type associated with the file. |
File Name |
File name of the uploaded file. |
File Reference ID |
The file reference number which was generated while uploading the file. |
File Status |
Status of the file uploads. |
From Date |
From Date, to search for an uploaded file, in the specified date range. |
To Date |
To Date, to search for an uploaded file, in the specified date range. |
Search Results |
|
Upload Details |
File upload date and time. |
Type |
Transaction type of file uploaded. |
File Identifier |
File identifier selected while uploading the file. |
File Name |
Name of the uploaded file. |
File Reference ID |
The file reference number generated after the file was uploaded. |
File Status |
Status of the uploaded file. The file life cycle / file status could be:
|
Action |
Icon to delete the record. |
- Click the File Reference ID link to view the details. The Uploaded File Inquiry - File Details screen appears.
OR
Click against a specific file upload record to delete the record. A delete icon will be shown against a record, only when if a record is of a future date and is fully approved.
Uploaded File Inquiry - File Details
Field Name |
Description |
---|---|
File Name |
File name of the uploaded file. |
Transaction Type |
Transaction type associated with the file. |
File Reference ID |
The file reference number, which was generated while uploading the file. |
Number of Records |
The total number of records in the file. |
File Status |
Status of the file uploads. |
File Workflow |
Flow displaying various stages and status of file upload. |
Record List |
|
Value Date |
The date on which the file was uploaded. |
Debit Account No |
Debit account number of the transaction. |
Amount |
Transaction amount. |
Credit Account Details |
Credit account details. |
Type |
Transaction type of the file uploaded. |
Record Status |
Status of the records of the uploaded file. |
Action |
Icon to download the e-receipt. |
- In the File Name field, click to download the originally uploaded file.
OR
Click the Debit Account No link to view the debit details and credit details.
- In the Action column, click against a specific record to download the e-receipt of the transaction in pdf format.
OR
Click to download the file record details in pdf or csv format.
Note: If there is an error during file verification, then an option will be available to download the generated error file.
FAQs
What are some of the validations that a file goes through at various stages, in its life cycle?
If some records in a file are liquidated, others are deleted, what will the status of the file be?
Can a user delete the entire file or deletion of only individual records within a file is allowed?
What is the impact of limits on processing of File Upload transactions?
Does this functionality solely cater to bulk payment transactions?
After a file is successfully uploaded, is the user provided notifications on its status?