Biller Category Maintenance- Integrated

The customers of the Bank initiate bill (utility) payments from their accounts using channel banking facility by selecting billers maintained by the Bank. Core banking applications/ProductA product is created based on the bank's business requirements and has certain typical parameters that describe its attributes or characteristics. Every product is defined under Product Class and Product Group. For example, a product 'Fixed rate home loan' is defined under product group 'Home Loan' and product class 'Loans'. Processor maintains various billers. Using biller category mapping maintenance, System Administrators can map a biller category to each biller maintained in the core banking application.

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. creates biller category and maps these billers to each type of biller category through channel banking, which are then made available to the customers for selection while initiating bill payment. E.g. administrator can create biller category as ‘Insurance’ and map ‘United Healthcare’ and ‘Healthspring’ and ‘WellCare Health Plans’ billers which are fetched from the core banking application system to biller category ‘Insurance’ which is created in channel banking application.

Note: This function is applicable for Bill payment feature integrated with UBS or FCR as host system.

Pre-Requisites

• Transaction access is provided to System Administrator.
• Billers are maintained in core banking application.

Workflow

Features Supported In Application

This option allows the System Administrator to:

• Manage Biller Category
• Map Billers
• View Biller Mapping
• Edit Biller Mapping

How to reach here:

System Administrator Dashboard > Payments > Biller Category Maintenance- Integrated
OR
System/ Bank Administrator Dashboard > Toggle Menu > Payments > Biller Category Maintenance- Integrated

Search Biller

Using this option, System Administrators search the billers mapped under the selected biller category. The search result displays a list of particular biller along with the biller code mapped to the selected biller category.

• Click Search, to search the billers mapped to selected biller category.
  OR
  Click Cancel, to cancel the transaction.
  OR
  Click Map Biller, to map new billers to existing biller category.
  OR
  Click Manage Category, to maintain new biller categories, edit and delete existing biller.

To search biller mapped under biller category:

• From the Biller Category list, select the appropriate option.
• Click Search.
  The search result appears based on the search parameters.
• Click Done to complete the transaction.
  OR
  To edit biller, click Edit.
  The billers mapped under selected biller category appear.
• To delete a biller, click . The Delete Warning message appears.
• Click Confirm to delete the biller.
• The success message of biller category deletion appears.
• Click Done to complete the transaction.
  OR
  Click Back go back to previous screen.

Map Biller

Using this option, the System Administrator can map one or more biller to the biller category.

To map a biller:

1. In the Biller Category Mapping screen, click Map Biller. The screen appears.

2. From the Biller Category list, select the appropriate option.
3. From the Biller Information list, select the appropriate biller code to be mapped with the selected biller category.

Note:

1) Click Add more to a add multiple biller for mapping.

2) Click to delete added biller.

4. Click Map.
5. The Review screen appears. Verify the details, and click Confirm.
   
   OR
   
   Click Cancel to cancel the transaction.
6. The success message of biller mapped to a biller category appears.
   
   
7. Click OK to complete the transaction.

Manage Category - View

System Administrator can view and create new biller category using this maintenance. The existing biller categories with respective number of mapped billers appear on Manage Categories screen.

To view biller category:

1. Click Manage Category link on Biller Category Mapping screen.
   
2. The existing biller categories with respective mapped billers appear on Manage Categories screen.

3. Click Add Category to add new category. A box will be shown to enter a new category.
4. Click Done to complete the transaction.
5. Click adjacent to already added biller category. The Delete Warning message appears.
   Click Confirm to delete the category.

Manage Category - Add Category

System Administrator can create new category using this screen.

To add new biller category:

1. Click Manage Category link on Biller Category Mapping screen to maintain new biller categories, edit and delete existing biller categories.
   
2. The existing biller categories with respective mapped billers appear on Manage Categories screen.
3. Click Add Category to add new category. A box will be shown to enter a new category.

1. If you click Add Category.
1. In the Biller Category field, enter a new category.
2. Click Save to confirm the category addition. The success message of category addition appears on the screen.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
3. The success message of biller category added appears.
4. Click Done to complete the transaction.
2. If you click adjacent to already added biller category. The Delete Warning message appears.
   This icon will be shown only if the billers are not mapped under a category.
1. Click Delete to delete the category.
   OR
   Click Cancel to cancel the transaction.
2. The success message of biller category deletion appears.

FAQs

Who can create-edit this maintenance?

System Administrator can create and edit this maintenance.

Can I link a biller to multiple biller categories?

No, one biller can be linked only to one biller category.

Can I delete a biller category which is having billers mapped to it?

No, biller category can be deleted only if no billers are mapped to a category.

Will a biller get auto removed from biller-category mapping when biller gets deleted from the core banking application?

No, biller deleted from the core banking application needs to be removed operationally from biller category mapping.

Can customers make online payments for biller which is available in core banking application but is not mapped to any biller category on channel banking platform?

Customers can make payments only to the billers which are available in core banking application and for which the biller category mapping is available on channel banking platform.

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