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. In case of corporate user the mapping will be done for the PartyA party is any individual or business entity having a banking relationship with the bank. ID and for bank administrators mapping will be done for the User ID.

Prerequisites

Transaction access is provided to Bank Administrator
Party Preferences for Corporate
Party and Account access (for corporate file upload)
Set-up up Transaction and account access (for corporate file upload)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

Workflow

You are here How to reach here:

System/ Bank Administration Dashboard > Toggle Menu > File Upload > User File Identifier Mapping
OR
Bank Administration Dashboard > Quick Links > User File Identifier Mapping

User File Identifier Mapping – User Type Selection

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. logs into the system and navigates to the User File Identifier Mapping screen. On accessing the ‘User File Identifier Mapping’ menu, bank administrator has to select the user type.

Click Administrator to access the file identifier for bank administrator users. The User File Identifier Mapping screen appears.
Click Corporate User to access the file identifier of corporate users. The User File Identifier Mapping screen appears.

User File Identifier Mapping - Administrator - Search

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

To search and view the file identifiers:

In the User File Identifier Mapping screen, enter any one search criteria.

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

Field Description

Field Name	Description
User Type	The type of user as selected in the User File Identifier Mapping – User Type Selection screen. The options are: Administrator Corporate User
User Name	To search the user with the user name. Partial search is allowed.
More Search Options Below fields appears if you click the More Search Options link.
First Name	To search based on first name or given name of the user.
Last Name	To search based on last name/ surname of the user.
Email	To search based on email id of the user.
Mobile Number	To search based on mobile number of the user.
Search Result
Initials	The initials of the user.
User Details	The details of the user like user name or user id.
Contact Details	Email and contact number of the user.
Mapping	Displays whether the file identifier is mapped to the user. - denotes that the file identifier is mapped to the user - denotes that the file identifier is not mapped to the user.

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

Field Description

Field Name	Description
User Name	User name of the logged-in user.
User Id	User id of the user.
Mapping Summary
Header Check Box	The check box to select the records for mapping.
File Identifier	Unique code assigned to the uploaded file.
Transaction Type	Type of transaction: The Transaction type could be: Admin Biller
Approval Type	The approval type is at file level or record level. File Level - The approver accepts or rejects the entire file, and all records are either processed or rejected Record Level - The approver could approve some records, and reject others. Payments are processed only for approved records
Sensitive Data Check	If selected, the users are barred from viewing the contents of the file.

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

User File Identifier Mapping - Administrator - Create

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

To map a user to a file identifier:

In the User File Identifier Mapping screen, enter any one search criteria.
Click Search. The User File Identifier Mapping screen with search results appears.
OR
Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
OR
Click Clear to clear the search parameters.
Click against the file identifier record, for which you want to map the user. The User File Identifier Mapping screen appears.

Field Description

Field Name	Description
User Name	User name.
User Id	User id of the user.
Mapping Summary
Header Check Box	The check box to select the records for mapping.
File Identifier	Unique code assigned to the uploaded file.
Transaction Type	Type of transaction: The Transaction type could be: Admin Biller
Approval Type	The approval type is at file level or record level. File Level - The approver accepts or rejects the entire file, and all records are either processed or rejected Record Level - The approver could approve some records, and rejects others. Payments are processed only for approved records
Sensitive Data Check	If selected, the users are barred from viewing the contents of the file.

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 Cancel to cancel the operation and navigate back to ‘Dashboard’.
OR
Click Back to navigate to the previous screen.
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 - Administrator - 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 Cancel to cancel the operation and navigate back to ‘Dashboard’.
OR
Click Back to navigate to previous screen.
The User File Identifier Mapping - Review screen appears. Verify the details, and click Confirm.
OR
Click Cancel the operation and navigate back to ‘Dashboard’.
OR
Click Back to navigate to previous screen.
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 - Corporate - Search

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

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

Click Clear to clear the search parameters.

Field Description

Field Name	Description
Party ID	Party ID of the user.
Party Name	Party name corresponding to the party ID.
Users List
Initials	The initials of the user.
User Details	The details of the user like user name or user id.
Contact Details	Email and contact number of the user.
Mapping	Displays whether the file identifier is mapped to the user. - denotes that the file identifier is mapped to the user - denotes that the file identifier is not mapped to the user.

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

Field Description

Field Name	Description
Party ID	Party ID of the user.
Party Name	Party name corresponding to the party ID.
User Name	User name of the logged-in user.
User Id	User id of the user.
Mapping Summary
File Identifier	Unique code assigned to the uploaded file.
Transaction Type	Type of transaction: The Transaction type could be: Internal funds Transfer Domestic Funds Transfer International Funds Transfer Mixed Transfer Internal Payee Domestic Payee International Payee Mixed Payee Admin Biller Domestic Demand Draft Payee International Demand Draft Payee
Approval Type	The approval type is at file level or record level. File Level - The approver accepts or rejects the entire file, and all records are either processed or rejected Record Level - The approver could approve some records, and reject others. Payments are processed only for approved records
Sensitive Data Check	If selected, the users are barred from viewing the contents of the file.

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 - Corporate User - Create

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

To map a user to a file identifier:

In the Party Id field, enter the party id.
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, for which you want to map the user. The User File Identifier Mapping screen appears.

Field Description

Field Name	Description
Party ID	Party ID of the user.
Party Name	Party name corresponding to the party ID.
User Name	User name.
User Id	User id of the user.
Mapping Summary
File Identifier	Unique code assigned to the uploaded file.
Transaction Type	Type of transaction: The Transaction type could be: Internal Funds Transfer Domestic Funds Transfer International Funds Transfer Mixed Transfer Internal Payee Domestic Payee International Payee Mixed Payee Admin Biller Domestic Demand Draft Payee International Demand Draft Payee
Approval Type	The approval type is at file level or record level. File Level - The approver accepts or rejects the entire file, and all records are either processed or rejected Record Level - The approver could approve some records, and rejects others. Payments are processed only for approved records
Sensitive Data Check	If selected, the users are barred from viewing the contents of the file.

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 Cancel to cancel the operation and navigate back to ‘Dashboard’.
OR
Click Back to navigate to the previous screen.
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 - Corporate User - 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 Cancel the operation and navigate back to ‘Dashboard’.
OR

Click Back to navigate to the previous screen.
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?

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?

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