APPROVER DASHBOARD

This dashboard is available for corporate users who is responsible for approving the transactions. Approver has the responsibility to ensure correctness of financial or non-financial transaction as per the bank and corporate mandate, to ensure speedy and accurate processing.

Approver Dashboard

Dashboard Overview

Icons

Following icons are present on the corporate approver's dashboard:

: Clicking this icon takes you to the dashboard.
: Clicking this icon takes you to the Mailbox screen.
: Click this icon to search the transactions.
: Displays the welcome note with last login details. Click this icon to view the logged in user’s profile or log out from the application.
: Click the toggle menu to access the transaction.
: Click this icon to close the toggle menu. This icon appears if the toggle menu is open.

FATCA & CRS link

Click the link to access the FATCA and CRS Self – Certification Forms for Entities so as to capture required information for the purposes of compliance with both FATCA and CRS.

Toggle Menu Transactions

Following items are present on the Toggle Menu:

Your Current View is: Your current role will be displayed here i.e. one of three ( Viewer/ Maker/ Approver). The drop-down to select the role is available only if the user is mapped with more than one role.
: This menu consists of sub menu items like Current and Savings account, Term Deposits and Loans and Finances to navigate to the respective account related transactions.
:Click here to access Payments related transactions or setting up of payments
: Click this icon to upload files and view the files already uploaded.
:Click this icon to generate the reports and view the generated reports.
: Click this menu to manage your Letter of Credits (LCs) and Bills.
: Click this menu to view booked forex deals and initiate new forex deal.
: Click this menu to view the Mails, Alerts and Notifications.
: Click to view the login details like start date an time, end date and time, Channel and IP address of the last sessions of the logged in user.
: Click to view the address and location of the ATMs and the branches of the Bank. For more information click here.
: Click this menu to view the daily limits. For more information click here.
: Click this menu to leave your feedback about the user interaction of the application.
: Click this menu to change the login password.
: Click this menu to set your primary account, manage third party applications, security settings etc.
: Click this menu to launch the online help.
: Click this menu to view the information about the application like version number, copyright etc.

Notifications

The notification section allows the corporate approver to view last four notifications sent by the bank. Click View All to view all the notifications sent by the bank. User can also click on the specific notification to see the details.

Pending for Action

This section displays the summary of all the financial and non-financial transactions that are pending for approval by the corporate approver user in a graphical form.

The transactions are grouped by module name and provide a quick view of transactions that are needed to be approved.

Quick Links

The following commonly used transactions can be initiated from this section:

Own Account Transfer
Funds Transfer
Adhoc payment
Issue Draft
File Upload
Uploaded Files Inquiry

Pending for Approval

This section displays the details of transactions that are initiated by the maker and are pending for approval. It is briefly classified into two broad categories a) Financial and b) Non-Financial.

User can click each tab to view the details of transactions that are pending for approvals. Click the reference number link to view, approve or reject the transaction. User can also select multiple records from the summary and approve or reject the transactions.

My Approved List

This section displays the details of transactions that are approved by the approver user. Click each tab to view the snapshot of transactions already approved.

Click the Reference Number link to view the detailed transaction.

Click Download to download the summary of transactions approved by the approver user.

My Limits

This section allows the user to view the transaction specific limits assigned to him for initiating and approving the transactions. It also provides information about the limits assigned by the bank and the limit utilized by the user.

Corporate Limits

The user can view the party cumulative transaction limits for each transaction, daily and monthly limits utilized and available limits for use from the viewer dashboard.

The user can select the transaction from the drop-down to view the corporate limit of that transaction.

Current and Savings/ Term Deposits/ Loans

The current and savings/ Term Deposit/ Loan account card displays the count of the account and total balance in these accounts along with the transaction currency. The section below the account card displays the summary of assigned CASAs/ Term Deposit / Loan (combined by account currencies) with below details. Click the particular account number of CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money./ Term Deposit / Loan account to go to the account details screen.

Current and Savings:
PartyA party is any individual or business entity having a banking relationship with the bank. Name: Displays the different party names linked to the ID and holding the accounts
Account Number: Clicking the account number takes you to the Account Details screen.
Account Type: Displays the account type - savings or current.
Net Balance: The balance amount in the account is displayed
Term Deposits:
Party Name: Displays the different party names linked to the ID and holding the deposits.
Deposit Number: Clicking the account number takes you to the Deposit Details screen.
Interest Rate: Shows the applicable rate of interest on various deposits.
Principal Balance: Shows the amount invested in deposit.
Maturity Date: Shows the date of maturity of deposit.
Maturity Balance: Shows the amount which would be available at the date of maturity.
Loans
Party Name: Displays the different party names linked to the ID and holding the loans.
Account Number: Clicking the account number takes you to the Loan Details screen.
Interest Rate: Applicable rate interest of loan.
Maturity Date: Date when the loan would be closed if all the due is clear.
Outstanding BalanceThe total amount that you owe on a credit card or other loan.: Amount which is left to be deposited against the loan.

Click Download to download the account summary of Current and Savings/ Term Deposit/ Loan accounts.

Activity Log

Displays the details of all the transactions made to their accounts like account financial, account non-financial, bulk file, bulk record, Payee and Biller and payments transactions.

It is divided into two fields broadly: Financial / Non-Financial.

The logged in user can view the transaction summary with respective statuses and details.

Search : Click this icon to search the transactions that are performed on a particular date. It has two fields From Date and To Date, you can select the start and end date to search the transaction.

Financial : This displays the financial transactions - further categorized as following:
Accounts : The details of activity log are:
- Date: Date of the transaction
- Description: Description of the transaction
- Account Number: Account number of the transaction
- Amount: Amount of the transaction
- Reference Number: Reference Number of the transaction.
- Status: Status of the transaction
Payments
- Date: Date of the transaction
- Description: Description of the transaction
- From Account: Source account number of the transaction
- Amount : Amount of the transaction
- Payee Account Details: Payee’s account number of the transaction
- Reference Number: Reference number of the transaction
- Status: Status of the transaction
Bulk File
- Date: Date of the transaction
- Description: Description of the transaction
- Transaction Type: Transaction type of the file upload
- File Name: Name of the file uploaded
- File Amount : Amount to be debited from debit account
- Reference Number: Reference Number of the transaction
- Status: Status of the transaction
Bulk Record
- Date: Date of the transaction
- Transaction Type: Transaction type of the bulk record
- Debit Account: Account number of the account to be debited
- Amount: Amount to be debited from debit account
- Payee Account Details: Payee’s account number
- Reference Number: Reference Number of the transaction
- Status: Status of the transaction
Non- Financial: This displays the non- financial transactions initiated by the maker and further categorized as below:
Accounts
- Date: Date of the transaction
- Description: Description of the transaction
- Account Number: Account number of the transaction
- Amount : Amount of the transaction
- Reference Number: Reference number of the transaction
- Status: Status of the transaction
Payee and Biller
- Date: Date of the transaction
- Payee/ Biller Name: Payee/ Biller name
- Payee Type: Type of the payee
- Category : Payee Category
- Reference Number: Reference number of the transaction
- Status: Status of the transaction
Bulk File
- Date: Date of the transaction
- File Identifier: Unique code assigned to the uploaded file
- Transaction Type: Transaction type of the file upload
- File Name: Name of the file uploaded
- Reference Number: Reference Number of the transaction
- Status: Status of the transaction
Bulk Record
- Date: Date of the transaction
- File Identifier: Unique code assigned to the record
- Transaction Type: Transaction type of the bulk record
- Description: Description of the transaction
- Reference Number: Reference Number of record
- Status: Status of the transaction

Trade Finance
- Date: Date of the transaction
- Description: Description of the transaction
- Beneficiary Name: name of the Beneficiary against whom LC is to be created
- Amount: Amount for the Letter of Credit / Bill
- Reference Number: Reference number of the transaction
- Status: Status of the transaction
Forex Deal
- Date: Date of the transaction
- Reference Number: Reference number of the transaction.
- Deal Type: Type of Deal user wants to initiate that is Spot or Forward
- CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. Combination: List of permissible currency combination for deal booking
- Amount: Amount for the booked forex deal
- Status: Status of the transaction

- Others
  - Date: Date of the transaction
  - Initiated By: User who has initiated the transaction
  - Transaction Type: Type of the transaction initiated
  - Description: Description of the transaction
  - Reference Number: Reference number of the transaction
  - Status: Status of the transaction

Click Download to download the activity log.

Pending for Approvals

The Pending for approvals list contains transactions that have been initiated by the maker and are pending for approvals. When the approver user logins to the application, he can view the transactions that are pending for his decision to either approve or reject.

You are here How to reach here:

Approver Dashboard > Pending for Approvals section

To approve the transaction:

Select the transaction pending for approval, by clicking on the checkbox against it and click on Approve or Reject.

The Transaction Approval / Rejection screen prompting to enter the approval / rejection remarks appear.
OR
Click Cancel to navigate to the Dashboard.

Approval Remarks

Alternately, the approver can view detailed transaction summary, before approving / rejecting a transaction.
Click the Reference Number link of the transaction that has to be approved, in the Pending for Approval section. The transaction screen with Review and Transaction Journey section appears.

Review and Transaction Journey

Click Approve to approve the initiated transaction. The Transaction Approval screen prompting to enter the approval remarks appear.
OR
Click Reject to reject the transaction.
OR
Click Back to navigate to the Dashboard.
Enter the remarks and click Approve.
OR
Enter the remarks and click Reject.
OR
Click Cancel to cancel the transaction.
The screen with success message along with the reference number appears.

FAQs

If one user is configured so that he is having both the roles i.e. a Maker and an Approver, how can he switch the Dashboard View?

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