SYSTEM CONFIGURATION - Third Party

Following are the components that can be defined as part of system configuration - Third PartyA party is any individual or business entity having a banking relationship with the bank.

• Basic Details
• Bank Details
• Branch Details
• Currency Payments
• SMTP
• Third Party Configuration
• Dynamic Module Details

Note: For details on definition of entity along with maintenance of details, please refer to the content covered in the System Configuration section.

Select the Host System as Third Party and start with configuration.

System Configuration - Basic Details

• 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 Host field, enter the address of the application server.
• In the Application Server Port field, enter the port number of the application server port.
• Click Next. The System Configuration – Bank Details screen appears.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Bank Details

• 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.
• Select the Allowed Account Types check box. You can select Conventional / Islamic / Recurring Deposit.
• From the Bank Currency list, select the appropriate currency.
• Click Next. The System Configuration – Branch Details screen appears.
  
  OR
  
  Click Previous to go to the previous screen.
  
  OR
  
  Click Cancel to cancel the setup process.

System Configuration – Branch Details

24. In the Bank Code field, enter the code of the bank.
25. In the Branch Code field, enter the code of the bank branch.
26. In the Home Branch field, enter the code of the home branch of the bank.
27. From the Local Currency list, select the local currency of the bank branch.
28. From the Calculation Currency list, select the calculation currency of the bank.
29. From the Region list, select the appropriate region.

• Click Next. The System Configuration – Currency Payments screen appears.
  
  OR
  
  Click Previous to go to the previous screen.
  
  OR
  
  Click Cancel to cancel the setup process.

System Configuration – CurrencyA generally accepted form of money, including coins and paper notes, which is issued by a government and circulated with in an economy. Payments

2. For the International Fund Transfer transaction, select required currencies.
3. For the International Draft transaction, select required currencies.

1. Click Next. The System Configuration – SMTP screen appears.
   OR
   Click Previous to go to the previous screen.
   OR
   Click Cancel to cancel the setup process.

System Configuration – SMTP

1. In the Server Name field, enter the address of the mail server.
2. In the Port field, enter the port number.
3. In the Sender Email Address, enter the email address of the sender.
4. In the Recipient Email Address, enter the email address of the recipient.
5. In the Username, enter user name.
6. In the Password field, enter the password.
7. Click the Send Test Email link to confirm the email address.

1. Click Next. The System Configuration –Third Party Configurations - Host Details screen appears.
   OR
   Click Previous to go to the previous screen.
   OR
   Click Cancel to cancel the setup process.

System Configuration –Third Party Configurations – Host Details

Through this, user can maintain external host details configuration and queue configuration that are essential for enabling messaging for communication with external host systems.

• System defaults the host name as THP and version number as 1.0
• Click Next. The System Configuration – Third Party Configurations - Queue Configurations screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Third Party Configurations - Queue Configurations

As part of this, the user defines the configuration of the sender/ receiver message queues and connection factories used for messaging service.

• In the Receiver Queue Connection Factory field, enter the appropriate value.
• In the Receiver Queue field, enter the appropriate value.
• In the Sender Queue Connection Factory field, enter the appropriate value.
• In the Sender Queue field, enter the appropriate value.
• Click Next. The System Configuration – Dynamic Module – Brand screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Brand

45. In the Content Publisher URL field, enter the URL of content publisher.
46. In the Content Server URL field, enter the URL of content server.
47. Click Next. The System Configuration – Dynamic Module – Wealth Management screen appears.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Wealth Management

Field Description

Field Name	Description
Date range Future Date for Standing Instructions	Enter the date range or future date for the standing instruction to be executed.
Maximum Number of Nominees Allowed	Specify the maximum number of nominees that can be added in an investment account.
Switch Funds of Same Fund House Allowed	Specify whether the user is allowed to switch out the funds between the same fund house.
Number of Investments Account Allowed	Enter the value for maximum number of investment accounts allowed to be opened by a user at a time.
Number of Operations Allowed in Multiple Order	Specify the maximum number of operations allowed in multiple order.
Number of Record in Report Generation	Enter the value for maximum number of records allowed to be included in report generation.

• In the Date range Future Date for Standing Instructions field, enter the value for date range/ future date.
• In the Maximum Number of Nominees Allowed field, enter the value for number of nominee.
• In the Switch Funds of Same Fund House Allowed field, enter the flag.
• In the Number of Investments Account Allowed field, enter the value.
• In the Number of Operations Allowed in Multiple Order field, enter the value.
• In the Number of Record in Report Generation field, enter the value.
• Click Next. The System Configuration – Dynamic Module – Other Module screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Dynamic Module – Other Module

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.

39. Enter the relevant details in the Dynamic Module - Other Module tab.
40. Click Next. The System Configuration – Dynamic Module – Origination screen appears.
    OR
    Click Previous to go to the previous screen.
    OR
    Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Origination

It is not supported with Third Party as the host system.

• Click Next. The System Configuration – Dynamic Module – Service Request URL screen appears.
  OR
  Click Previous to go to the previous screen.
  OR
  Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Service Request

1. In the Service Request Turnaround Time field, enter the values for turnaround time.
2. In the Request Expiration duration (in days) field, enter the values for expiration duration.
3. In the Service Request Persistent Type field, enter the persistent type for service request.

• Click Next. The System Configuration – Dynamic Module – Common screen appears.
  
  OR
  
  Click Previous to go to the previous screen.
  
  OR
  
  Click Cancel to cancel the setup process.

System Configuration – Dynamic Module - Common

1. In the Batch Redirection Host Port field, enter the host port number.
2. Click Save to save the entered details.
   
   OR
   
   Click Previous to go to the previous screen.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
3. The success message along with the reference number and status appears.
   Click OK to complete the process.

System Configuration – Third Party – View and Edit

Using this option the system administrator can view and edit the system configuration details that have already been created.

1. The System Administrator logs in to the application using valid login credentials.
   The System Configuration screen with multiple entities if defined appears in the editable form.
2. Select the desired entity for which you wish to edit the details.

Note: Edit of entity details is the same as covered in the section for FCUBS as the host system.

2. Select the Host Systemas Third Party to edit the Third Party configuration.
3. Click Edit to edit the Basic Details. The System Configuration - Basic Details screen appears in editable form.
   

System Configuration - Basic Details - Edit

2. In the Web Server Host field, edit the host nameof the web server if required.
3. In the Web Server Port field, edit the port number of the web server if required.
4. In the Application Server Host field, edit the host name of the application server if required.
5. In the Application Server Port field, edit the port number of the application server port if required.
6. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
7. The System Configuration - Basic Details - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Bank Details, Branch Details, Currency Payments, SMTP, Third Party Configurations or Dynamic Modules tabs to view and edit the respective details.
8. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Bank Details View and Edit

Using this option System AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. 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 Edit to edit the Bank Details. The System Configuration - Bank Details screen appears in editable form.

2. In the Bank Code field, edit the code of the bank.
3. In the Bank Group Code field, edit the group code of the bank.
4. In the Bank Name field, edit the name of the bank.
5. In the Bank Short Name field, edit the short name of the bank.
6. In the Address Line 1 - 3 field, edit the address of the bank if required.
7. From the Country list, edit the country of the bank if required.
8. From the Bank Currency list, edit the currency of the bank if required.
9. In the ZIP Code field, edit the zip code of the bank if required.
10. Select/ de-select the Allowed Account Types check box, to edit the selection, if required.
11. Click Save to save the changes.
    
    OR
    
    Click Cancel to cancel the transaction.
    
    
12. The System Configuration - Bank Details - Review screen appears. Verify the details, and click Confirm.
    
    OR
    
    Click Cancel to cancel the transaction.
    
    OR
1. Click the Basic Details, Branch Details, Currency Payments, SMTP, Third Party Configurations or Dynamic Modules tabs to view and edit the respective details.
12. The screen with success message along with the reference number and status appears. Click OK 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 Edit to edit the Branch Details. The System Configuration - Branch Details screen appears in editable form.

2. In the Bank Code field, edit the code of the bank.
3. In the Branch Code field, edit the branch code of the bank.
4. In the Home Branch field, edit the name of the home branch of the bank.
5. From the Local Currency list, select the local currency of the bank branch.
6. From the Calculation Currency list, select the calculation currency of the bank branch.
7. From the Region list, select the appropriate region.
8. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
9. The System Configuration - Branch Details - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Currency Payments, SMTP, Third Party Configurations or Dynamic Modules tabs to view and edit the respective details.
10. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Currency Payments - View and Edit

Using this option, the system administrator maintains the currency for international payment transactions. These details once defined can be viewed and edited using this transaction.

To view and edit the Currency Payments details

• Click on System Configuration option on the dashboard and navigate to the currency payments tab. The default option is ‘View’.

• Click Edit to edit the Currency Payments details. The System Configuration - Currency Payments screen appears in editable form.

2. For the International Fund Transfer transaction, select the appropriate currency.
3. For the International Draft transaction, select the appropriate currency.

2. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
3. The System Configuration - Currency Payments - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Branch Details, SMTP, Third Party Configurations or Dynamic Modules tabs to view and edit the respective details.
4. 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 if required.

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 Edit to edit the SMTP. The System Configuration – SMTP screen appears in editable form.

1. In the Server Name field, edit the name of the mail server if required.
2. In the Port field, edit the port number if required.
3. In the Sender Email Address, edit the email address of the sender if required.
4. In the Recipient Email Address, edit the email address of the recipient if required.
5. In the Username, edit the user name if required.
6. In the Password field, edit the password if required.
7. Click the Send Test Email link to send a test mail.
8. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
9. The System Configuration – SMTP - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Branch Details, Currency Payments, Third Party Configurations or Dynamic Modules tabs to view and edit the respective details.
10. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Third Party Configurations - 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 edit the third party configurations - host details:

• Click on System Configurationoption on the dashboard and navigate to the Third Party Configurations - Host Details tab. The default option is ‘View’

• Click Edit to edit the Host Details. The System Configuration -Third Party Configurations - Host Details screen appears in editable form.
  OR
  Click Cancel to cancel the transaction.

2. In the Host Name list, enter the host name.
3. From the Host Version list, select the version of the host, if required.
4. Click host availability to verify the host name and version.

• Click Save to save the changes.
  
  OR
  
  Click Cancel to cancel the transaction.
  
  
• The System Configuration - Third Party Configurations - Host Details - Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click the Basic Details, Bank Details, Branch Details, Currency Payments, SMTP or Dynamic Modules tabs to view and edit the respective details.
• The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration - Third Party Configurations - Queue Configuration – View and Edit

Using this option, system administrator can edit the third party configurations - Queue Configurations details.

To view and edit the third party configurations - Queue Configurations details:

• Click on System Configuration option on the dashboard and navigate to the Third Party Configurations - Queue Configurations tab. The default option is ‘View’.

• Click Edit to edit the Third Party Configurations - Queue Configurations . The System Configuration –Third Party Configurations - Queue Configurations screen appears in editable form.

2. In the Receiver Queue Connection Factory field, edit the value if required.
3. In the Receiver Queue field, edit the value if required.
4. In the Sender Queue Connection Factory field, edit the value if required.
5. In the Sender Queue field, edit the value if required.
6. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
7. The System Configuration - Third Party Configurations - Queue Configurations - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Branch Details, Currency Payments, SMTP or Dynamic Modules tabs to view and edit the respective details.
8. 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’.

• Click Edit to edit the Dynamic Module – Brand. The System Configuration - Dynamic Module – Brand screen appears in editable form.

45. In the Content Publisher URL field, edit the web address if required.
46. In the Content Server URL field, edit the web address if required.
47. Click Save to save the changes.
    
    OR
    
    Click Cancel to cancel the transaction.
    
    
48. The System Configuration - Dynamic Module – Brand - Review screen appears. Verify the details, and click Confirm.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click the Basic Details, Bank Details, Branch Details, Currency Payments, SMTP or Third Party Configuration tabs to view and edit the respective details.
49. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration – Dynamic Module – Wealth Management - View and Edit

Using this option, system administrator can view and edit the wealth management module details.

To view and edit the Dynamic Module – Wealth Management details:

• Click on System Configuration option on the dashboard and navigate to the dynamic module – Wealth Management tab. The default option is ‘View’.

• Click Edit to edit the Dynamic Module – Wealth Management. The System Configuration - Dynamic Module – Wealth Management screen appears in editable form.

• In the Number of Investments Account Allowed field, edit the value, if required.
• In the Number of Operations Allowed in Multiple Order field, edit the value, if required.
• In the Maximum Number of Nominees Allowed) field, edit the value for number of nominee, if required.
• In the Number of Record in Report Generation field, edit the value, if required.
• In the Date range Future Date for Standing Instructions field, edit the value for date range/ future date, if required.
• In the Switch Funds of Same Fund House Allowed field, edit the flag, if required.
• Click Save to save the changes.
  OR
  Click Cancel to cancel the transaction.
  
• The System Configuration - Dynamic Module – Wealth Management - Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click the Basic Details, Bank Details, Branch Details, Currency Details, SMTP 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 – Other Module- View and Edit

Using this option, system administrator can view and 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 Edit to edit the Dynamic Module – Other Module details. The System Configuration - Dynamic Module – Other Module screen appears in editable form.

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.

Note: The mandatory parameters required are same as that defined in Dynamic Module – Other described in the create section above for Third Party host system.

• Edit the required – Other Module details.
• Click Save to save the changes.
  
  OR
  
  Click Cancel to cancel the transaction.
  
  
• The System Configuration - Dynamic Module – Other Module - Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click the Basic Details, Bank Details, Branch Details, Currency Payments, SMTP or Third Party Configuration tabs to view and edit the respective details.
• 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

This module is not supported with Third Party host system.

System Configuration - Dynamic Module - Service Request - View and Edit

Using this option, the system administrator maintains the service request details. These configurations once defined can be viewed and edited.

To view and edit the system configuration - dynamic module - Service Request details:

• Click on System Configuration option on the dashboard and navigate to the dynamic module – Service Request tab. The default option is ‘View’.

• Click Edit to edit the Dynamic Module – Service Request details. The System Configuration - Dynamic Module – Service Request screen appears in editable form.

2. In the Request Submission Expiration Duration (in days) field, edit the values for expiration duration, if required.
3. In the Service Request Turnaround Time field, edit the values, if required.
4. In the Service Request Persistent Type field, edit the persistent type for service request, if required.
5. Click Save to save the changes.
   
   OR
   
   Click Cancel to cancel the transaction.
   
   
6. The System Configuration - Dynamic Module – Service Request - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Branch Details, Currency Details, SMTP, Third Party or Dynamic Module tabs to view and edit the respective details if required.
7. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

System Configuration -– Dynamic Module - Common - View and Edit

Using this option, the system administrator maintains the Common module details. 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 Edit to edit the Dynamic Module – Common module details. The System Configuration - Dynamic Module – Common screen appears in editable form.

2. In the Batch Redirection Host Port field, edit the web address if required.
3. Click Save to save the entered details.
   OR
   Click Cancel to cancel the transaction.
   
4. The System Configuration - Dynamic Module – Common - Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click the Basic Details, Bank Details, Branch Details, Currency Payments, SMTP or Third Party Configuration tabs to view and edit the respective details.
5. The screen with success message along with the reference number and status appears. Click OK to complete the transaction.

Home