SYSTEM CONFIGURATION - FLL
System configuration is an administrative maintenance to define the details required to set up the system.
Post successful installation of OBAPIs, the system administrator will have an option to define if the bank has multi entity setup enabled and whether data sharing is allowed between entities
Currently, the system supports only data sharing enabled and does not support data sharing as disabled
If multi entity is enabled, then the system administrator can create new entities along with definition of details. Once the entities are created, administrator can define system configuration details for each of the entities.
Following are the components that can be defined as part of system configuration.
As part of module details, the set of modules listed will be based on the host system selected.
Features supported in application
System Configuration allows the System Administrator
Administrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:
- Define System Configuration
- View System Configuration
- Edit System Configuration
How to reach here:
Administrator Dashboard > Common Services > System Configuration
System Configuration – Entity Definition
To set-up the system configuration:
- The Administrator logins in to the application using valid login credentials.
The System Configuration screen to configure multi entity set up appears.
System Configuration - Entity Setup
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to decide whether the setup has multi entity or not. |
|
Entity Id |
Current entity id defined as part of the setup |
|
Entity Name |
Current entity name defined as part of the setup. |
- In the Does your set up has Multi Entity? field, select Yes to configure if the bank has multi entity implementation applicable.
OR
Select if the bank does not have multi entity setup applicable. - Click . The System Configuration - Multi Entity Setup details screen appear.
System Configuration - Multi Entity Setup
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to select whether the setup has multi entity enabled or not. |
|
Does your setup has data sharing |
Option to select whether the setup has data sharing enabled between entities. |
|
Entity Id |
Unique Identification mapped to the default Entity. |
|
Entity Name |
Name of the default entity. |
|
Time Zone |
Time zone of the default entity. |
- In the Does your setup has data sharing field, select an appropriate option for data sharing between entities. Currently the system only supports an option of data sharing between entities as ‘Yes'.
- Click
to edit the details of the default entity if required.
OR
Select an appropriate Time zone from the list for the default entity. - Click Add Entity create a new entity. An additional row/section to enter the new entity details i.e. Entity ID, Entity Name and Time zone appears.
Field Description
|
Field Name |
Description |
|---|---|
|
Does your set up has Multi Entity? |
Option to select whether the setup has multi entity enabled or not. |
|
Does your setup has data sharing |
Option to select whether the setup has data sharing enabled between entities. |
|
Entity Id |
Enter the unique ID of the new entity being created |
|
Entity Name |
Enter the name of the new entity being created. |
|
Time Zone |
Select the Time zone from the list for the new entity being created. |
- In the Entity Id field, enter the entity id for the new entity being created.
- In the Entity Name field, enter the entity name for the new entity being created.
- From the Time Zone list, select the appropriate time zone for the new entity being created.
- Click
to save the entity details. - Click to edit the already added entity details.
OR
Click
to delete the entity details. - Click . The System Configuration Setup details screen appear.
OR
Click Add Entity to add more entities.
Field Description
|
Field Name |
Description |
|---|---|
|
Entities Name |
Name of the entities added to the setup. |
|
Select Host |
Select the host system for the channel banking platform. |
|
Web Server Host |
Enter the address of the web server host. |
|
Web Server Port |
Enter the web server port number. |
|
Application Server Host |
Enter the address of the application server host. |
|
Application Server Port |
Enter the application server port number |
- Select the Host System as FLL and start with configuration.
- In the Web Server Host field, enter the host name of the web server.
- In the Web Server Port field, enter the port number of the web server.
- In the Application Server Hostfield, enter the address of the application server host.
- In the Application Server Port field, enter the port number of the application server.
- Click . The System Configuration – Host Details screen appears.
OR
Click to cancel the setup process.
System Configuration – Host Details
Field Description
|
Field Name |
Description |
|---|---|
|
Host Name |
The host system for the channel banking platform as selected in the previous step is displayed. |
|
Host Version |
Select the version number of the host system. |
|
Gateway IP |
Specify the Gateway IP of the selected host system. |
|
Port |
Specify the port number for the host system. |
|
Channel |
Specify the channel as IB |
|
Host Date |
Specify the date of the host set up. |
|
Business Unit |
Specify the business unit name. |
|
Market Entity |
Specify the market entity. |
|
Check Host Availability |
Click to check if the Host is available. |
- From the Host Version list, select the version of the host.
- In the Gateway IP field, enter the gateway IP address of the server.
- In the Port field, enter the port number.
- In the Channel field, enter the channel as ‘IB’ to access the application.
- Select an appropriate host date by clicking on the date picker.
- In the Business Unit field, enter the name of the business unit.
- In the Market Entity field, enter the name of the market entity.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears.
- Click . The System Configuration – Bank Details screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process
System Configuration – Bank Details
Field Description
|
Field Name |
Description |
|---|---|
|
Bank Code |
Enter unique code to identify the bank. |
|
Bank Group Code |
Enter the bank group code. |
|
Bank Name |
Enter the name of the bank. |
|
Bank Short Name |
Enter the short name of the bank. |
|
Address - Line 1 - 3 |
Enter the address details of the bank. |
|
Country |
Enter the country in which the bank is located/ headquartered. |
|
ZIP Code |
Enter the ZIP code of the bank. |
|
Bank Currency |
Specify the default currency applicable for the bank. |
- In the Bank Code field, enter the code of the bank.
- In the Bank Group Code field, enter the group code of the bank.
- In the Bank Name field, enter the name of the bank.
- In the Bank Short Name field, enter the short name of the bank.
- In the Address Line 1 - 3 field, enter the address details of the bank.
- From the Country list, select the country in which the bank is located.
- In the ZIP Code field, enter the zip code where bank is located.
- From the Bank Currency list, select the appropriate currency.
- Click . The System Configuration – Branch Details screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Branch Details
Field Description
|
Field Name |
Description |
|---|---|
|
Bank Code |
Enter the unique code to identify the bank. You should specify the same bank code as specified in the previous section. |
|
Branch Code |
Enter the bank branch code. |
|
Home Branch |
Specify the home branch for the bank. |
|
Local Currency |
Select the local currency applicable for the bank. |
|
Calculation Currency |
Select the calculation currency applicable for the bank. |
|
Region |
Select the region of bank payments. The options are:
|
- In the Bank Code field, enter the code of the bank.
- In the Branch Code field, enter the code of the bank branch.
- In the Home Branch field, enter the code of the home branch of the bank.
- From the Local Currency list, select the local currency of the bank branch.
- From the Calculation Currency list, select the calculation currency of the bank.
- From the Region list, select the appropriate region.
- Click . The System Configuration – SMTP screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
Field Description
|
Field Name |
Description |
|---|---|
|
Server Name |
Enter the address of the mail server. |
|
Port |
Enter the port number |
|
Sender Email Address |
Enter the email address of the sender. |
|
Recipient Email Address |
Enter the email address of the recipient. |
|
Authentication Required |
Select the check box, if authentication is required. |
|
Username |
Enter the user name. |
|
Password |
Enter the password. |
- In the Server Name field, enter the address of the mail server.
- In the Port field, enter the port number.
- In the Sender Email Address, enter the email address of the sender.
- In the Recipient Email Address, enter the email address of the recipient.
- In the Username, enter user name.
- In the Password field, enter the password.
- Click . The System Configuration – Dynamic Module - Brand screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - Brand
Field Description
|
Field Name |
Description |
|---|---|
|
Content Publisher URL |
Specify the URL of the content publisher. |
|
Content Server URL |
Specify the URL of the content server. |
- In the Content Publisher URL field, enter the URL of content publisher.
- In the Content Server URL field, enter the URL of content server .
- Click . The System Configuration – Dynamic Module – Other Module screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module – Other Module
Field Description
|
Field Name |
Description |
|---|---|
|
Supported Auth Type |
Enter the authorization type supported by the application. |
|
Port |
Enter the port for the host system. |
|
Deposit Cumulative Amount Limit |
Enter the cumulative limit to deposit the amount. |
|
Host WSDL Version |
Enter the host WSDL version number of the application. |
|
Host IP |
Enter the Host IP of the selected host system. |
|
Host Name |
Enter the host system for the channel banking platform. |
|
Host Date |
Enter the Host date of the selected host system. |
|
IPM Host port |
Enter the IPM |
|
Application Server Port |
Enter the application server port number. |
|
Currency Support In Approval Rules |
Enter if currency as a parameter is supported in approval rules. |
|
TD Pool Code |
Enter the pool code for TD |
|
Web Server Host |
Enter the address of web server host. |
|
IPM Host username |
Specify the IPM host username. |
|
Application Server Host |
Enter the address of the application server host. |
|
Host IP |
Enter the Host IP of the selected host system. |
|
Bank Code |
Enter the unique identification code for the bank. |
|
Supported Auth Type |
Enter the authorization type supported by the application. |
|
Application Server Port |
Enter the application server port number. |
|
Retail User Supported Auth Type |
Enter the authorization type supported by the application for retail users. |
|
Host IP |
Specify the Host IP of the selected host system. |
|
Supported Soft Token |
Enter the supported soft token type. |
|
Port |
Enter the port for the host system. |
|
Date Default |
Enter the default date for the system. |
|
FATCA Compliance check required (Y/ N) |
Specify whether the FATCA compliance check is required or not. |
|
IPM Host application name |
Enter the IPM host application name. |
|
Administrator Supported Auth Type |
Enter the authorization type supported by the application for administrator users. |
|
Corporate User Supported Auth Type |
Enter the authorization type supported by the application for corporate users. |
|
Allows Touch Point Level Limit Definition (Y/N) |
Specify whether the touch point level limit definition. |
|
Allow Multiple Goods (Y/N) |
Specify whether multiple goods are allowed or not. |
|
Anonymous Security Key Name |
Enter the security key name. |
|
Channel |
Enter the channel as ‘IB’ to access the application. |
|
Branch Code |
Enter the bank branch code. |
|
Application Server Host |
Enter the address of the application server host. |
|
Port |
Enter the port for the host system. |
|
Anonymous Security Policy |
Enter the security policy for anonymous user. |
|
Identification Types |
Enter the identification type whether it is from local or remote. |
|
IPM Host IP address |
Specify the IP address for the IPM host system. |
|
Flag to enable SSL |
Enter the flag to enable SSL. |
Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.
- Enter the relevant details in the Dynamic Module - Other Module tab.
- Click . The System Configuration – Dynamic Module – Originations screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - Originations
Field Description
|
Field Name |
Description |
|---|---|
|
Current second body header function |
Enter the host system code for current account initiation stage. |
|
Current location |
Enter the default location for current account. |
|
Current second body header action |
Enter the current account second body header function. |
|
Auto loan first body header action |
Enter the auto loan account first body header action. |
|
Origination Date of Birth Limit Check |
Enter the option for validating the date of birth limit i.e. Local / Remote. |
|
Preferred Mode of Offer Document Delivery |
Enter the preferred mode of delivery for the documents. |
|
Auto Loan Product Code |
Enter the host system product code for auto loans. |
|
Current first body header additional value |
Enter the current account first body header additional value. |
|
Savings Account Class |
Enter the host system account class for savings account. |
|
Auto Loan First Body Header Additional Value |
Enter the value for additional parameter for auto loan. |
|
Personal Loan Process Code |
Enter the host system process code for personal loan. |
|
Auto loan account class |
Enter the auto loan account class and available for edit. |
|
Default Employer |
Enter the value of default employer and available for edit. |
|
Savings Header Module |
Enter the identifier of the module for savings account. |
|
Auto loan header module |
Enter the auto loan account header module. |
|
Savings Header Function |
Enter the host system code for savings account initiation stage . |
|
Savings First Body Header Additional Value |
Enter the value for additional parameter for savings account. |
|
Auto loan first body header additional name |
Enter the auto loan account first body header additional name. |
|
Personal Loan First Body Header Additional Name |
Enter the value of the additional parameter for personal loan account. |
|
Savings location |
Enter the savings location. |
|
Personal Loan Location |
Enter the default location for personal loan account. |
|
Personal loan application category |
Enter the personal loan application category. |
|
Savings second body header function |
Enter the host system code for savings account initiation stage. |
|
Savings second body header additional value |
Enter the value of the additional parameter for savings account. |
|
Savings first body header additional name |
Enter the savings account first body header additional name. |
|
Personal loan header function |
Enter the personal loan account header function. |
|
Savings second body header additional name |
Enter the name of the additional parameter. |
|
Current second body header additional value |
Enter the value of the additional parameter for current account. |
|
Auto Loan Header Function |
Enter the host system stage code for auto loan. |
|
Savings app status |
Enter the savings application status. |
|
Auto loan process code |
Enter the host system process code. |
|
Current Header Function |
Enter the host system stage code for current account. |
|
Personal loan first body header function |
Enter the host system stage code for personal loans. |
|
Auto Loan location |
Enter the default location for auto loan account. |
|
Auto loan first body header function |
Enter the auto loan account first body header function. |
|
Savings first body header function |
Enter the host system stage code for savings account. |
|
Co- Applicant Registration URL |
Enter the URL for registration of the co-applicant. |
|
Current first body header function |
Enter the current account first body header function. |
|
Current Account Class |
Enter the host system account class for current account. |
|
Current process code |
Enter the host system process code for current account. |
|
Savings App State |
Enter the host system code for savings account application state. |
|
Current Header Module |
Enter the module identifier for current account. |
|
Current application category |
Enter the current account application category. |
|
Personal loan product code |
Enter the personal loan product code. |
|
Current second body header additional name |
Enter the name of the additional parameter for current account. |
|
Auto loan application category |
Enter the auto loan application category. |
|
Current First Body Header Additional Name |
Enter the name of the additional parameter for current account. |
|
CASA Bundle Id |
Enter the bundle Id for current and savings account. |
|
Personal loan account class |
Enter the personal loan account class. |
|
Personal Loan First Body Header Additional Value |
Specify the value for the additional parameter for personal loan account. |
|
Personal Loan Header Module |
Enter the module identifier for personal loan account . |
|
Savings process code |
Enter the savings account process code. |
Note: The fields appearing in the System Configuration – Dynamic Module – Origination tab depends on the settings done at the back end and is dynamic in nature.
- Enter the relevant details in the Dynamic Module - Origination tab.
- Click . The System Configuration – Dynamic Module – Common screen appears.
OR
Click to go to the previous screen.
OR
Click to cancel the setup process.
System Configuration – Dynamic Module - Common
Field Description
|
Field Name |
Description |
|---|---|
|
Batch Request URL |
Specify the URL for batch request processing. |
- Enter the Batch Request URL.
- Click .
OR
Click to go to the previous screen.
OR
Click to cancel the transaction. - The success message along with the reference number and status appears.
Click to complete the process.
System Configuration – FLL - View and Edit
Using this option the system administrator can view and edit the system configuration details that have already been created.
The System Configuration screen with multiple entities if defined appears in the editable form.
- Click
against the respective entity to edit the details i.e. Entity Name and Time Zone. - Click to save the entity details.
- Click . The System Configuration - Basic Details screen with mapped entities appear.
- Select the entity for which you wish to edit the system configuration details.
To edit the basic details:
- The System Administrator logins in to the application using valid login credentials.
The System Configuration screen with multi entities appears in the editable form.
Note: Edit of entity details is the same as covered in the above section for UBS as the host system.
- Click to edit the entity details.
- Click to save the entity details.
- Click . The System Configuration - Basic Details screen with mapped entities appear.
- Select the desired entity.
- Select the Host System as FLL to edit the FLL configuration.
- Click to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.
OR
Click to cancel the transaction.
Field Description
|
Field Name |
Description |
|---|---|
|
Web Server Host |
Displays the web server host details and available for edit. |
|
Web Server Port |
Displays the port of the web server and available for edit. |
|
Application Server Host |
Displays the application server host details and available for edit. |
|
Application Server Port |
Displays the port of the application server and available for edit. |
- In the Web Server Host field, edit the host name of the web server if required.
- In the Web Server Port field, edit the port number of the web server if required.
- In the Application Server Host field, edit the host name of the application server if required.
- In the Application Server Port field, edit the port number of the application server port if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Basic Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration - Host Details - View and Edit
Using this option System Administrator maintains the host configuration. These details once defined can be viewed and edited using this transaction.
To view and edit the host details:
- Click on System Configuration option on the dashboard and navigate to the host details tab. The default option is ‘View’.
- Click to edit the Host Details. The System Configuration - Host Details screen appears in editable form.
OR
Click to cancel the transaction.
Field Description
|
Field Name |
Description |
|---|---|
|
Host Name |
Displays the host name of the channel banking platform. This field is not editable. |
|
Host Version |
Displays the host version of the channel platform and available for edit. |
|
Gateway IP |
Displays the Gateway IP of the selected host system and available for edit. |
|
Port |
Displays the port number of the host system and available for edit. |
|
Channel |
Displays the channel as IB to access the application. |
|
Host Date |
Displays the date of the host set up and available for edit. |
|
Business Unit |
Displays the business unit name as defined and available for edit. |
|
Check Host Availability |
Click to check if the Host is available for the new details input as part of edit. |
- From the Host Version list, select the version of the host, if required.
- In the Gateway IP field, edit the gateway IP address of the host.
- In the Port field, edit the port number of the server.
- In the Channel field, edit the channel to access the application.
- From the Host Date list, select an appropriate date.
- In the Business Unit field, enter the name of the business unit.
- Click the Check Host Availability link to check the host availability. The message of successful testing appears.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Host Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Bank Details, Branch Details or Module tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click to complete the transaction.
System Configuration - Bank Details - View and Edit
Using this option System Administrator maintains the bank details. These details once defined can be viewed and edited using this transaction.
To view and edit the bank details:
- Click on System Configuration option on the dashboard and navigate to the bank details tab. The default option is ‘View’.
- Click to edit the Bank Details. The System Configuration - Bank Details screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Bank Code |
Displays the bank code as defined and available for edit. |
|
Bank Group Code |
Displays the bank group code as defined and available for edit. |
|
Bank Name |
Displays the name of the bank as defined and available for edit. |
|
Bank Short Name |
Displays the short name of the bank as defined and available for edit. |
|
Address - Line 1 - 3 |
Displays the address of the bank as defined and available for edit. |
|
Country |
Displays the country of the bank and available for edit. |
|
ZIP Code |
Displays the ZIP code of the bank. |
|
Bank Currency |
Displays the applicable bank currency and available for edit. |
- In the Bank Code field, edit the code of the bank.
- In the Bank Group Code field, edit the group code of the bank.
- In the Bank Name field, edit the name of the bank.
- In the Bank Short Name field, edit the short name of the bank.
- In the Address Line 1 - 3 field, edit the address of the bank if required.
- From the Country list, select the country of the bank if required.
- In the ZIP Code field, edit the city/ zip code of the bank if required.
- From the Bank Currency list, edit the currency of the bank if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Bank Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR - Click the Branch Details, Module or Host Details tabs to view and edit the respective details.
- The screen with success message of saving the system configuration along with the status appears. Click to complete the transaction.
System Configuration - Branch Details - View and Edit
Using this option System Administrator maintains the branch details. These details once defined can be viewed and edited using this transaction.
To view and edit the branch details:
- Click on System Configuration option on the dashboard and navigate to the branch details tab. The default option is ‘View’.
- Click to edit the Branch Details. The System Configuration - Branch Details screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Bank Code |
Displays the unique code of the bank as defined. |
|
Branch Code |
Displays the bank branch code as defined and available for edit. |
|
Home Branch |
Displays the home branch code as defined and available for edit. |
|
Local Currency |
Displays the local currency as defined and available for edit. |
|
Calculation Currency |
Displays the calculation currency as defined and available for edit. |
|
Region |
Displays the region of bank payments as defined and available for edit. The options are:
|
- In the Bank Code field, edit the code of the bank.
- In the Branch Code field, edit the branch code of the bank.
- In the Home Branch field, edit the name of the home branch of the bank.
- From the Local Currency list, select the local currency of the bank branch.
- From the Calculation Currency list, select the calculation currency of the bank branch.
- From the Region list, select the appropriate region.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Branch Details - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration – SMTP - View and Edit
Using this option, the system administrator maintains the SMTP configurations. These details once defined can be viewed and edited using this transaction.
To view and edit the SMTP details:
- Click on System Configuration option on the dashboard and navigate to the SMTP tab. The default option is ‘View’.
- Click to edit the SMTP. The System Configuration – SMTP screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Server Name |
Displays the name of the server and available for edit. |
|
Port |
Displays the port number and available for edit. |
|
Sender Email Address |
Displays the email address of the sender and available for edit. |
|
Recipient Email Address |
Displays the email address of the recipient and available for edit. |
|
Username |
Displays the user name and available for edit. |
|
Password |
Edit the password if required. |
|
Authentication Required |
Select the check box, if authentication is required. |
- In the Server Name field, edit the name of the mail server if required.
- In the Port field, edit the port number if required.
- In the Sender Email Address, edit the email address of the sender if required.
- In the Recipient Email Address, edit the email address of the recipient if required.
- In the Username, edit the user name if required.
- In the Password field, edit the password if required.
- Click the Send Test Email link to send a test mail. The message of successful testing appears.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration – SMTP - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Basic Details, Host Details, Bank Details, Branch Details, Currency Details or Dynamic Module tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration – Dynamic Module
The dynamic modules corresponding to the selected host required to run the application are defined and configured by system administrator
The modules are included depending on the type of host selected.
System Configuration - Dynamic Module – BRAND - View and Edit
Using this option, the system administrator maintains the BRAND configurations. These details once defined can be viewed and edited if required
To view and edit the Dynamic Module – BRAND details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – BRAND tab. The default option is ‘View’.
Field Description
|
Field Name |
Description |
|---|---|
|
Content Publisher URL |
Specify the URL of the content publisher. |
|
Content Server URL |
Specify the URL of the content server. |
- In the Content Publisher URL field, edit the web address if required.
- In the Content Server URL field, edit the web address if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – BRAND - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration – Dynamic Module – Other Module - View and Edit
Using this option, system administrator can edit the other module details.
To view and edit the Dynamic Module – Other Module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Other Module tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Other Module. The System Configuration - Dynamic Module – Other Module screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Supported Auth Type |
Displays the authorization type supported by the application and available for edit. |
|
Port |
Displays the port for the host system and available for edit. |
|
Host WSDL Version |
Displays the host WSDL version number of the application and available for edit. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
Host Name |
Displays the host system for the channel banking platform and available for edit. |
|
Host Date |
Displays the Host date of the selected host system and available for edit. |
|
IPM Host port |
Displays the IPM host port and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Currency Support In Approval Rules |
Displays if currency as a parameter is supported in approval rules and available for edit. |
|
TD Pool Code |
Displays the pool code for TD account type and available for edit. |
|
Web Server Host |
Displays the address of web server host and available for edit. |
|
IPM Host username |
Displays the IPM host username and available for edit. |
|
IDCS Host IP |
Displays the Host IP of the IDCS host systemand available for edit. |
|
Application Server Host |
Displays the address of the application server host and available for edit. |
|
Host IP |
Displays the Host IP of the selected host system and available for edit. |
|
Bank Code |
Displays the unique identification code for the bank and available for edit. |
|
Supported Auth Type |
Displays the authorization type supported by the application and available for edit. |
|
Application Server Port |
Displays the application server port number and available for edit. |
|
Retail User Supported Auth Type |
Displays the authorization type supported by the application for retail users and available for edit. |
|
Host IP |
Displays the Host IP of the selected host system. |
|
Supported Soft Token |
Displays the supported soft token type and available for edit. |
|
Port |
Displays the port for the host system and available for edit. |
|
Date Default |
Displays the default date for the system and available for edit. |
|
FATCA Compliance check required (Y/ N) |
Displays whether the FATCA compliance check is required or not and available for edit. |
|
IPM Host application name |
Displays the IPM host application name and available for edit. |
|
Administrator Supported Auth Type |
Displays the authorization type supported by the application for administrator users and available for edit. |
|
Allows Touch Point Level Limit Definition (Y/N) |
Displays whether the touch point level limit definition is allowed or not and available for edit. |
|
Corporate User Supported Auth Type |
Displays the authorization type supported by the application for corporate users and available for edit. |
|
Allow Multiple Goods (Y/N) |
Displays whether multiple goods are allowed or not. |
|
Anonymous Security Key Name |
Displays the security key name and available for edit. |
|
Channel |
Displays the channel as ‘IB’ to access the application and available for edit. |
|
Branch Code |
Displays the bank branch code and available for edit. |
|
Application Server Host |
Displays the address of the application server host and available for edit. |
|
Port |
Displays the port for the host system and available for edit. |
|
Anonymous Security Policy |
Displays the security policy for anonymous user and available for edit. |
|
Identification Types |
Displays the identification type whether it is from local or remote and available for edit. |
|
IPM Host IP address |
Displays the IP address for the IPM host system and available for edit. |
|
Flag to enable SSL |
Displays the flag to enable SSL and available for edit. |
Note: The fields appearing in the System Configuration – Dynamic Module – Other Module tab depends on the settings done at the back end and is dynamic in nature.
- Edit the required Other Module details.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration - Dynamic Module - Origination - View and Edit
Using this option, the system administrator maintains the origination modules. These configurations once defined can be viewed and edited.
To view and edit the origination module details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Origination tab. The default option is ‘View’.
- Click to edit the Dynamic Module – Origination. The System Configuration - Dynamic Module – Origination screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Current second body header function |
Displays host system code for current account initiation stage and available for edit. |
|
Current location |
Displays the default location for current account and available for edit. |
|
Current second body header action |
Displays the current account second body header function and available for edit. |
|
Auto loan first body header action |
Displays the auto loan account first body header action and available for edit. |
|
Origination Date of Birth Limit Check |
Displays the option for validating the date of birth limit i.e. Local / Remote and available for edit. |
|
Preferred Mode of Offer Document Delivery |
Displays the preferred mode of delivery for the documents and available for edit. |
|
Auto Loan Product Code |
Displays the host system product code for auto loans and available for edit. |
|
Current first body header additional value |
Displays the current account first body header additional value and available for edit. |
|
Savings Account Class |
Displays the host system account class for savings account and available for edit. |
|
Auto Loan First Body Header Additional Value |
Displays the value for additional parameter for auto loan and available for edit. |
|
Personal Loan Process Code |
Displays the host system process code for personal loan and available for edit. |
|
Auto loan account class |
Displays the auto loan account class and available for edit. |
|
Default Employer |
Displays the value of default employer and available for edit. |
|
Savings Header Module |
Displays the identifier of the module for savings account and available for edit. |
|
Auto loan header module |
Displays the auto loan account header module and available for edit. |
|
Savings Header Function |
Displays the host system code for savings account initiation stage and available for edit. |
|
Savings First Body Header Additional Value |
Displays the value for additional parameter for savings account and available for edit. |
|
Auto loan first body header additional name |
Displays the auto loan account first body header additional name and available for edit. |
|
Personal Loan First Body Header Additional Name |
Specify the value of the additional parameter for personal loan account. |
|
Savings location |
Displays the savings location and available for edit. |
|
Personal Loan Location |
Displays the default location for personal loan account and available for edit. |
|
Personal loan application category |
Displays the personal loan application category and available for edit. |
|
Savings second body header function |
Displays the host system code for savings account initiation stage and available for edit. |
|
Savings second body header additional value |
Displays the value of the additional parameter for savings account and available for edit. |
|
Savings first body header additional name |
Displays the savings account first body header additional name and available for edit. |
|
Personal loan header function |
Displays the personal loan account header function and available for edit. |
|
Savings second body header additional name |
Displays the name of the additional parameter and available for edit. |
|
Current second body header additional value |
Displays the value of the additional parameter for current account and available for edit. |
|
Auto Loan Header Function |
Displays the host system stage code for auto loan and available for edit. |
|
Savings app status |
Displays the savings application status and available for edit. |
|
Auto loan process code |
Displays the host system process code and available for edit. |
|
Current Header Function |
Displays the host system stage code for current account and available for edit. |
|
Personal loan first body header function |
Displays the host system stage code for personal loans and available for edit. |
|
Auto Loan location |
Displays the default location for auto loan account and available for edit. |
|
Auto loan first body header function |
Displays the auto loan account first body header function and available for edit. |
|
Savings first body header function |
Displays the host system stage code for savings account and available for edit. |
|
Co- Applicant Registration URL |
Displays the URL for registration of the co-applicant and available for edit. |
|
Current first body header function |
Displays the current account first body header function and available for edit. |
|
Current Account Class |
Displays the host system account class for current account and available for edit. |
|
Current process code |
Displays the host system process code for current account and available for edit. |
|
Savings App State |
Displays the host system code for savings account application state and available for edit. |
|
Current Header Module |
Displays the module identifier for current account and available for edit. |
|
Current application category |
Displays the current account application category and available for edit. |
|
Personal loan product code |
Displays the personal loan product code and available for edit. |
|
Current second body header additional name |
Displays the name of the additional parameter for current account and available for edit. |
|
Auto loan application category |
Displays the auto loan application category and available for edit. |
|
Current First Body Header Additional Name |
Displays the name of the additional parameter for current account and available for edit. |
|
CASA Bundle Id |
Displays the bundle Id for current and savings account and available for edit. |
|
Personal loan account class |
Displays the personal loan account class and available for edit. |
|
Personal Loan First Body Header Additional Value |
Specify the value for the additional parameter for personal loan account. |
|
Personal Loan Header Module |
Displays the module identifier for personal loan account and available for edit. |
|
Savings process code |
Displays the savings account process code and available for edit. |
Note: The fields appearing in the System Configuration – Dynamic Module – Originations tab depends on the settings done at the back end and is dynamic in nature.
- Edit the required Origination module details.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Origination - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.
System Configuration - Module - Common - View and Edit
Using this option, the system administrator maintains the common modules. These configurations once defined can be viewed and edited.
To view and edit the system configuration - dynamic module - common details:
- Click on System Configuration option on the dashboard and navigate to the dynamic module – Common tab. The default option is ‘View’.
- Click to edit the Dynamic Module – – Common module details. The System Configuration - Dynamic Module – Common screen appears in editable form.
Field Description
|
Field Name |
Description |
|---|---|
|
Batch Request URL |
Displays the URL for the batch request and is available for edit. |
- In the Batch Request URL field, edit the web address if required.
- Click to save the changes.
OR
Click to cancel the transaction. - The System Configuration - Dynamic Module – Common - Review screen appears. Verify the details, and click .
OR
Click to cancel the transaction.
OR
Click the Branch Details, Module or Host Details tabs to view and edit the respective details if required. - The screen with success message along with the reference number and status appears. Click OK to complete the transaction.