Touch Point Group Maintenance

Touch points are different channels e.g. Internet, Mobile, SMS, Third PartyA party is any individual or business entity having a banking relationship with the bank. applications etc. through which the OBDX services can be accessed. This maintenance enables the 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. user to group two or multiple touch points together for the purpose of defining common limits for a transaction accessed from any touch point grouped together.

Further this maintenance facilitates user to view and modify the touch point groups.

Prerequisites

• Transaction access is provided to system administrator.
• Approval rule set up for system administrator to perform the actions.
• Multiple touch points are maintained.

Workflow

Features supported in application

The administrator can perform the following actions:

• Create Touch Point Groups
• Search/ View Touch Point Groups
• Edit Touch Point Groups

How to reach here:

System Administrator Dashboard > Access Policies > Touch Point Groups
OR
System/ Bank Administrator Dashboard >Toggle Menu > Authorization and Access Controls > Touch Point Groups

Touch Point Group Maintenance - View

Using this option, System Administrator can search and view details for particular touch point groups based on different search parameters like group code and/or group description.

To search and view touch point group:

• In the Touch Point Group Maintenance screen, enter the search parameters and click Search.
  The Touch Point Group Maintenance screen with search results appears based on the search criteria.
  OR
  Click Cancel to cancel the search process.
  OR
  Click Clear to reset the search parameters.
  

• Click the Group Code link to view the touch point group details. The Touch Point Group Maintenance - View screen appears.

• Click Edit to add or remove the touch points from the touch point group.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.

Touch Point Group Maintenance - Edit

Using this option, System Administrator can add or remove the touch points from the touch point group. Clubbing of touch points as a part of multiple groups is not allowed. Touch points already grouped as a part of other groups will not be available for selection.

To modify touch point group:

• In the Touch Point Group Maintenance screen, enter the search parameters and click Search.
  The Touch Point Group Maintenance screen with search results appears based on the search criteria.
  OR
  Click Cancel to cancel the search process.
  OR
  Click Clear to reset the search parameters.
  
• Click the Group Code link to view the touch point group details. The Touch Point Group Maintenance - View screen appears.
• Click Edit the Touch Point Group Maintenance - Edit screen appears.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.

• Modify the required details, e.g. Group Description, Internal / External Touch Points.
• Click Save to save the touch point group details.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.
• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.
• The success message of Touch Point Group Maintenance saved successfully appears along with the transaction reference number.
  Click OK to complete the transaction.

Touch Point Group Maintenance - Create

Using this option, System Administrator can create a new touch point group and add touch points to a group.

Note: System Administrator cannot club one touch point as part of multiple groups. While creating group, touch points which are already part of a group will not be available for selection.

To create touch point group:

1. In the Touch Point Group Maintenance screen, click Create. The Touch Point Group Maintenance - Create screen appears.

• In the Group Code field, enter the unique group code for an touch point group.
• In the Group Description field, enter the touch point group description.
• In the Touch Points field, select the checkbox against the Internal / External Touch Points.

Note: To select all available Internal / External Touch Points in one instance, select the checkbox adjacent to Internal / External Touch Points.

• Click Save to save the Touch point group details.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.
• The Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate back to previous screen.
• The success message of Touch Point Group Maintenance saved successfully appears along with the transaction reference number.
  

FAQs

From where can I get the list of touch points which I can club together?

Internal and external touch points maintained by the System Administrator using ‘Touch Point Maintenance’ will be listed for group creation.

Can I club internal and external touch points together in one group?

No, clubbing of internal and external touch points together in one group is not allowed.

Can I club one touch point as a part of multiple groups?

No, one touch point can be a part of only one group.

Where can I use these touch point groups?

You can create a transaction limit package using ‘Limit Package Management’ for an touch point group.

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