User Profile Maintenance

This function enables the System/ Bank 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 manage the user profile details that needs to be shown and needs to be made available for modification for Retail users. Details maintained on user profile includes date of birth, PAN card number, Aadhar number, passport number, national ID, driving license, communication address, email ID, and contact number, fax number, etc.

In a multi entity scenario, Administrator can do this setup for each entity by selecting the entity.

Note:
For the business users to be able to modify the ‘My Profile’ fields, the modification of those fields should be allowed in FCUBS or in the backend Host System.
FCUBS has a separate maintenance for allowing modification of user’s details, please make sure that modification of the required user details in enabled (if the FCUBS is configured as a backend system).

Pre-requisites

• User must have a valid Login credentials
• Transaction access is provided to system administrator.
• Approval rule set up for Bank administrator to perform the actions.

Workflow

Features supported in application

The administrator can perform the following actions:

• Create User Profile
• View User Profile
• Edit User Profile

How to reach here:

System/ Bank Administrator Dashboard > Configuration > User Profile Maintenance

User Profile - Create

It allows System Administrator to setup the user profile details for user type retail, where the administrator can choose which details is to be displayed in his profile like date of birth, PAN card number, Aadhar number, passport number, driving license, communication address, email ID, and phone number, fax number, etc.

To create user profile details:

1. Displays the User Profile Maintenance screen, if the user profile is not maintained.
2. Click Create.
   

• Click Personal Information; select the appropriate personal information details from the drop-down that needs to be displayed on the user profile screen.
• Click Contact Information; select the appropriate contact information details from the drop-down that needs to be displayed on the user profile screen.
• Based on the selection of Personal Information and Contact Information, user details get listed down.
• Enable the toggle button against each detail to allow the business user to modify those details. If the toggle button is disabled against a field, user will not be able to modify that particular field in his/her profile screen.

• Click Save to save the user profile 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 Edit to modify the user profile details.
• The success message of user profile maintenance completed successfully appears along with the transaction reference number and status.
• Click OK to complete the transaction.
  

User Profile - View

This screen displays the setup done for user profile maintenance done for user type -Retail

To view user profile details:

1. Navigate to the User Profile Maintenance screen, the user profile maintained for the user appears.

User Profile - Edit

This function enables the bank/ system administrator to modify the existing setup done for user profile details.

To modify user profile details:

1. Navigate to the User Profile Maintenance screen, if the user profile is already maintained for user, appears on User Profile Maintenance- View screen.
2. Click Edit to modify the user profile details. The User Profile Maintenance - Edit screen appears with the details.
   OR
   Click Cancel to cancel the transaction.

3. Modify the required details, e.g. date of birth, PAN number, Aadhar number, passport number communication address and phone number, fax number etc.
4. Click Save to save the user profile details.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate back to previous screen.
5. The Review screen appears. Verify the details, and click Confirm.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Edit to modify the user profile details.
6. The success message of user profile maintenance completed successfully appears along with the transaction reference number and status.

FAQs

Can this maintenance be done for Corporate and Admin users as well?

No, this maintenance can only be done for Retail users.

Can the System/bank administrator select any value from the personal /contact information field and the same will start appearing on the business user’s profile screen?

Yes, the values selected by Bank administrator will be displayed to business user in his/her profile, provided those fields are supported by host system.

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