USER GROUP - SUBJECT MAPPING

This maintenance facilitates mapping of subjects, to user groups in the bank, to streamline communication between the bank’s users and its end customers.

Once User Groups are mapped to certain transactions or modules, users, in that group can reply to communication pertaining to the specific subject. The communication channel used is the bank’s secure mailbox. For instance, employees in the Credit CardA credit card is a payment card issued to users (cardholders) as a method of payment. department of the bank will be able to reply to / address queries raised by customers who are overdue on their payments or who want to seek clarification on their monthly statement.

Pre-Requisites

• Transaction access is provided to System Administrator.
• Approval rule set up for System Administrator to perform the actions.
• Administrator user groups are maintained.
• Maintain applicable subjects, for each Module

Workflow

Features Supported In Application

• Search User Group - Subject Mapping
• Create User Group - Subject Mapping
• Modify User Group - Subject Mapping

How to reach here:

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. Dashboard > Communications > User Group Subject Mapping
OR
System/ Bank Administrator Dashboard > Toggle Menu > Communications > User Group Subject Mapping

User Group - Subject Mapping - Search

User Group – subject mapping search option allows System Administrator to view the existing User Group - Subject Mapping.

To view User Group - Subject Mapping:

1. In the Mapping Code field, enter the user group - subject mapping code for which you want to view the details.
   OR
   In the Description field, enter the user group - subject mapping description for which you want to view the details.
   OR
   From the Group Code list, select the group code already maintained to view the details of the same. .
2. Click Search , display results based on search criteria.
   OR
   Click Clear to reset the details.
   OR
   Click Cancel to cancel the transaction.

3. Click the Mapping Code for which you want to view the mapping details. The User Group - Subject Mapping - View screen displays the mapping of subject to the user group.

4. Click Edit to edit the subject mapping details.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.

User Group - Subject Mapping - Create

Using User Group – Subject mapping - Create option, System Administrator can create the user group - subject mapping.

To create User Group - Subject Mapping:

1. Click Create .
   The User Group - Subject Mapping - Create screen appears.
   OR
   Click Back to navigate to previous screen.
   OR
   Click Cancel to cancel the transaction.

2. In the Mapping Code field, enter the user group - subject mapping code.
3. In the Description field, enter the user group - subject mapping description.
4. From the Group Code list, select the appropriate option.
5. Select the respective check boxes preceding the subject to be mapped.
   OR
   Select All Subjects check box, if you want to map all subjects.
6. Update the required details.
7. Click Save to save the modified details.
   OR
   Click Cancel to cancel the transaction.
   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 Edit to modify the details.
9. The success message of creation of user group - subject mapping along with the transaction reference number appears.
   Click OK to complete the transaction.

Note:
1) If the mapping setup requires an approval workflow, the maintenance will be initiated. Once approved by the required number of approvers, the mapping will be effected.
2) If the setup does not require an approval workflow or is self / auto approved, then the mapping will be effected immediately.

User Group - Subject Mapping - Modify

Using User Group – Subject Mapping - Modify option; System Administrator can edit the user group - subject mapping.

To edit the User Group - Subject Mapping:

1. In the Mapping Code field, enter the user group - subject mapping code for which you want to view the details.
   OR
   In the Description field, enter the user group - subject mapping description for which you want to view the details.
   OR
   From the Group Code list, select the group code already maintained to view the details of the same.
2. Click Search to display results based on search criteria.
3. Click the Mapping Code for which you want to view the mapping details. The User Group - Subject Mapping - View screen displays the mapping of subject to the user group.

4. Select the respective check boxes preceding the subject to be mapped.
   OR
   Select All Subjects check box, if you want to map all subjects.
5. Update the required details.
6. Click Save to save the modified details.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to previous screen.
7. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Edit to modify the details.
8. The success message of update along with the transaction reference number appears.
   Click OK to complete the transaction.

Note:
1) If the mapping setup requires an approval workflow, the maintenance will be initiated. Once approved by the required number of approvers, the mapping will be effected.
2) If the setup does not require an approval workflow or is self / auto approved, then the mapping will be effected immediately.

FAQs

i If a user has been mapped to all subjects in the CASA module, what does it mean?

If the bank user is mapped to all subjects in CASA, he will be able to receive and reply to the business users on those CASA subjects.

How does this maintenance help the bank and its customers?

This set-up is a way to allow or restrict access, to the users of the bank. This enables a secure communication channel between the bank and its end customers.

I am an employee of the bank, and I belong to the user group that is mapped to all Term Deposits subjects. Can I initiate an email and send it to the customer?

No, you cannot initiate a correspondence with a customer, you can only reply to his queries on Term Deposits, through the mailbox.

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