SYSTEM CONFIGURATION

System configuration is an administrative maintenance to define the details required to set up the system.

Post successful installation of OBDX, 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 AdministratorClosedAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. to:

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System Administrator Dashboard > Common Services >System Configuration

System Configuration – Entity Definition

To set-up the system configuration:

System Configuration - Entity Setup

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.

System Configuration - Multi Entity Setup

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.
  1. 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'.
  2. Click Edit to edit the details of the default entity if required.

    OR

    Select an appropriate Time zone from the list for the default entity.

  3. Click Add Entity to 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 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.
  1. In the Entity Id field, enter the entity id for the new entity being created.
  2. In the Entity Name field, enter the entity name for the new entity being created.
  3. From the Time Zone list, select an appropriate time zone for the new entity being created.
  4. Click Saveto save the entity details.

  5. Click Edit to edit the already added entity details of the newly created entity.

    OR

    Click Delete to delete the entity details.

  6. Click Continue. The System Configuration Setup details screen appear.

    OR

    Click Add Entity to add more entities.

The System Configuration includes the following topics:

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