Security Settings

Security settings includes changing of password and setting of security questions for the user.

Pre-requisites

• User must have a valid Login credentials
• Transaction access is provided to Bank Administrator
• Approval rule set up for system administrator to perform the actions

Workflow

Features supported in application

The Security Settings maintenance allow the Bank 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:

• Changing of old password to new Password
• Set Security Questions
• View Security Questions
• Edit Security Questions

How to reach here:

Toggle Menu > Security Settings

Set Security Questions

Security Questions are the second layer of authentication mode set by the Bank to complete various transactions.

This feature allows the administrator user to set up the answers of the security questions, which will then be used as another layer of security (Over and above the Login credentials).

User will be asked to answer these security questions to complete the transactions for which bank would have set Security Question as the second factor authentication.

How to reach here:

Toggle Menu > Security Settings > Set Security Question

To set up security questions:

Note: Since security questions have not been set-up by the user, message will be displayed "Security Questions are not set up yet".

• Click Set up now to set-up security questions. The Security Question Maintenance screen appears.
  OR
  Click Cancel to cancel the operation and navigate back to 'Dashboard'.
  OR
  Click Back to go back to the previous screen.
  

2. From the Security Question list, select the appropriate security question to be added in set.

3. In the Answer field, enter the answers corresponding to the security question.
4. Click Save to save the changes made.
   
   OR
   
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   
   OR
   
   Click Back to go back to the previous screen.
5. The Security Question Maintenance – Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to make the changes if any.
   The Security Question Maintenance – Edit screen with values in editable form screen appears.
6. The success message appears along with the status of transaction.
   Click OK to complete the transaction and navigate back to ‘Dashboard’.

View Security Questions

On accessing ‘Manage Security Questions’ option, system displays the existing security questions already maintained if any.

To view the existing t security questions maintenance:

• Navigate to Security Question Maintenance screen, Set Security Question - View screen appears.

2. Click Edit to make the changes if any. The Security Question Maintenance – Edit screen with values in editable form appears.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to go back to previous screen.
   

Security Question Maintenance - Edit

Bank Administrator can modify existing maintenance for security questions. Administrator is allowed to add security questions but cannot delete the existing questions.

To edit the security questions set:

1. Click View to view the security questions already set. The Security Question Maintenance - View screen appears.
2. Click Edit. The Security Question Maintenance – Edit screen with values in editable form screen appears.

3. From the Security Question list, view the existing questions. Modify if required.
4. In the Answer field, enter the answers corresponding to the security question.
5. Click Save to save the changes made.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to go back to previous screen.
6. The Security Question Maintenance – Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to make the changes if any.
   The User Security Question– Edit screen with values in editable form screen appears.
7. The success message of security question setup appears along with the status of the transaction.
   Click OK to complete the transaction and navigate back to ‘Dashboard’.

Change Password

This feature allows the Administrator to change their password.

How to reach here:

Toggle Menu > Security Settings > Change Password

To reset the password:

• In the Current Password field, enter the password.
  
  OR
  
  Click icon to enter the password using the virtual keyboard.
  
  
• In the New Password field, enter the password.
  OR
  Click icon to enter the new password using the virtual keyboard.
  (See Password Condition section on the application screen to view the policy of setting a new password.)
  
• In the Re-enter Password field, re-enter the password.
  OR
  Click icon to re-enter the password using the virtual keyboard.
• Click Submit.
  
  OR
  
  Click Cancel to cancel the transaction.
• The success message of changing the password appears. Click Login on confirmation screen to log in to the application.

• Note: Password Conditions gets highlighted in green if the user’s password is meeting the Password Policy criteria and similarly in Red if the password is not as per the Password Policy maintained.

FAQs

Can I modify the security questions already set by me.?

Yes, Answer to security Questions can be modified.

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