TRANSACTION BLACKOUT

A blackout period is duration of time when access to something usually available is prohibited.

When a 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 a transaction blackout, for a period, transaction/s are not accessible to users of the bank’s retail and corporate or even to the administrator users for a preset time period.

The system administrator may use the time, when a transaction is blacked-out, to do necessary maintenances.

Pre-Requisites

• Transaction access is provided to System Administrator.
• Approval rule set up for system administrator to perform the actions

Workflow

Access Transaction (during blackout) – Blackout message needs to be displayed

Check the flow, message part is against access of transaction outside blackout period.

Features Supported In Application

The following options are available as part of this maintenance:

• Create a new Transaction Blackout Maintenance
• Search and View Transaction blackouts already maintained
• Delete or Edit transaction blackouts maintained

How to reach here:

System Administrator Dashboard > Controls & Monitoring > Transaction Blackout
OR
System/ Bank Administrator Dashboard > Toggle Menu > Controls & Monitoring > Transaction Blackout

Transaction Blackout - Search

This function allows the System Administrator to search for transactions under a particular user type and also to create a new Transaction blackout. The search is available on the basis of User type, Transaction Type, Transaction and date. The search result displays only those transactions under a user type for which the ‘Transaction Blackout’ is maintained.

To search for transactions under a particular user type:

1. Enter the search criteria.
2. Click Search, displays results based on search criteria.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.

3. View the table with search results. This table contains the start date and end date of the blackout maintenance. Transaction for which the blackout is applicable, the type of blackout (full or daily) and the status – whether the blackout is ongoing, or scheduled for some day in the future.
4. Click on the field Transaction to view more details.

5. Click Edit to edit the maintenance.
   OR
   Click Delete to delete the maintenance.
   OR
   Click Cancel to close the blackout creation process.
   OR
   Click Back to navigate to previous screen.

Transaction Blackout - Create

System Administrator can create new transaction blackout maintenance for the selected transaction. User needs to select the particular transaction and user type for whom blackout needs to be applied.

Further user can set up blackout type:

• Full – Black out for the entire period.
• Daily - Blackout between start and end time daily, for the days set.

To create new transaction blackout:

1. Click Create.
2. From the Transaction list select the appropriate option.
3. From the User Type select the appropriate option.
4. From the Blackout Type select the appropriate option:
5. If you select Full Day:
1. From the Start On list select the start date and time of the transaction blackout.
2. From the End On list select the end date and time of the transaction blackout.
6. If you select Daily:
1. From the Date Range list select the start and end date of the transaction blackout.
2. From the Time Range list select the start and end time of the transaction blackout.

Note: You can click +Add Time Range button, to add multiple time options for transaction blackout.

7. Click Save to create the transaction blackout. User will be directed to the Transaction Blackout-Create - review page post necessary validations.
   OR
   Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
   OR
   Click Back to navigate to previous screen.
8. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
9. The success message appears along with the transaction reference number. Click Ok to complete the transaction.

Transaction Blackout - Edit

System Administrator can modify existing blackout instructions. This screen displays the inputs captured for Daily/Full, End date and End time in the create transaction blackout screen in an editable form. Whereas user is not allowed to edit Transaction.

To modify blackout instructions:

1. Enter the search criteria like Transaction, Date, or User Type.

Note: Alternately, the user can perform a blank search.

2. Click Search, displays results based on search criteria.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.
3. Click on the transaction.
4. Click Edit to edit the maintenance.

Editing a scheduled Maintenance

5. From the User Type select the appropriate option.
6. From the Blackout Type select the appropriate option:
7. If you select Full Day:
1. From the Start On list select the start date and time of the transaction blackout.
2. From the End On list select the end date and time of the transaction blackout.
8. If you select Daily:
1. From the Date Range list select the start and end date of the transaction blackout.
2. From the Time Range list, select the start and end time of the transaction blackout.

Note: You can click +Add Time Range button, to add multiple time options for transaction blackout.

9. Click Save to button to save Transaction Blackout Maintenance. User is directed to Transaction Blackout-Edit - review page post necessary validations.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
10. The Review screen appears. Verify the details, and click Confirm.
    OR
    Click Cancel to cancel the transaction.
    OR
    Click Back to navigate to the previous screen.
11. The success message appears along with the transaction reference number. Click OK to complete the transaction.

Transaction Blackout - Delete

System Administrator can delete existing blackout instructions. User is allowed to delete future dated blackouts. Deleting ongoing blackout will stop the blackout and the transaction will be available to the users post approved by necessary levels of approvals.

To delete maintenance:

1. Enter the search criteria like Transaction, Date, or User Type.

Note: Alternately, the user can perform a blank search.

2. Click Search, displays results based on search criteria.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.
3. Click Edit to edit the maintenance.
   OR
   On the Detailed View screen, click Delete to delete the maintenance.
   OR
   Click Cancel to close the blackout creation process.
   OR
   Click Back to navigate to previous screen.
4. The Pop-up Message to confirm deletion appears.

Deleting an Ongoing / scheduled Maintenances

5. On the Detailed View screen, of the blackout, click Delete.
6. The Pop-up Message to confirm deletion appears.
7. Click Yes to delete.
   OR
   Click No to go back to the maintenance.
8. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
9. The success message appears along with the transaction reference number. Click OK to complete the transaction.

FAQs

Can I edit an Ongoing Transaction Blackout?

Only the End time and End Date of the ongoing blackout can be edited, that too only if it is greater than the current system date and time.

Can I edit scheduled Transaction Blackout?

Yes. System Administrator has more flexibility in editing a scheduled transaction blackout.

Can I delete an ongoing Transaction blackout?

Yes, ongoing transaction blackout can be deleted. Deleting ongoing blackout will stop the blackout and the transaction will be available to the users post approved by necessary levels of approvals.

Any notification will be sent to the users about the planned blackout?

Administrator can send a notification to the users using the mailers feature available.

What happens when user tries to access the transaction which is blacked out?

A message is shown on the screen informing about transaction blackout.

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