User Report Mapping

The user report mapping maintenance allows the Corporate Administrators to map the report or set of reports to a specific corporate user. The corporate users can generate and view the reports of which they have an access to.

Corporate AdministratorAdministrator is a set of individuals that administer the applicant/Affiliate entity. For example, Accountants, Authorized Signatories for organizations, Power of Attorney for individuals. can view the reports mapped to him, he can also un-map the reports from specific corporate user so that access of the specific report/ s can be removed to that corporate user.

The Corporate Administrator can also map the accounts of primary and linked parties for which the reports can be generated by a corporate user, so that corporate user can generate the report only for the accounts mapped to him.

Features Supported In Application

This option allows the corporate administrator to:

• View User Report Mapping
• Create User Report Mapping
• Edit User Report Mapping

How to reach here:

Corporate Administration Dashboard > Toggle menu > Reports > User Report Mapping

User Report Mapping - View

Using this option Corporate Administrator can view the reports mapped to the user.

To view the reports mapping:

1. Navigate to the User Report Mapping screen.
   

• Click against the user record for which you want to view the details. The User Report Mapping - View screen appears.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.

• Click Edit to modify the user report mapping.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.

User Report Mapping - Create

Using this option Corporate Administrator can map the reports to a specific corporate user.

To map the reports to a user:

1. Click of user record, for which you want to map the report/ s. The User Report Mapping screen to create the report mapping appears.

• In the Mapping Summary section, select the report id of the report which you want to map to the user.
• Click Save to save the mapping.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
• The User Report Mapping - Review screen appears. Verify the details and click Confirm.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
• The success message appears along with the transaction reference number and status of the transaction.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

User Report Mapping - Edit

Using this option Corporate Administrator can edit the mapping or un-map the reports from specific corporate user.

To edit a User Report Mapping:

• Click against the file identifier record for which you want to view the details. The User Report Mapping - View screen appears.
• Click Edit. The User Report Mapping - Edit screen appears.

• View the details of report mapping already saved. Select or de-select the report id record to map / un-map a report to a user.
• Click Save to save the modified details.
  OR
  Click Cancel to cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
• The User Report Mapping - Review screen appears. Verify the details, and click Confirm.
  OR
  Click Cancel the operation and navigate back to ‘Dashboard’.
  OR
  Click Back to navigate to the previous screen.
• The success message appears along with the transaction reference number and status of the transaction.
  Click OK to complete the transaction and navigate back to ‘Dashboard’.

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