USER FILE IDENTIFIER MAPPING
This option enables the corporate administrator to map the desired file identifiers to the corporate users. This mapping enables corporate users to upload and view specific bulk files.
Prerequisites
- Party Preferences is maintained for Corporate
- Party and Account access has been set for corporate and its users
- Set-up Transaction and account access
- Approval Rules are setup for the corporate File Identifier Maintenance is done
Workflow
Features Supported In Application
This option allows the corporate administrator to:
- View User File Identifier Mapping
- Create User File Identifier Mapping
- Edit User File Identifier Mapping
How to reach here:
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. Dashboard > Quick Links > File Upload > User File Identifier Mapping
OR
Toggle Menu > File Upload > User File Identifier Mapping
User File Identifier Mapping - User Interface Details
Using this option the corporate administrator can view the file identifiers mapped to its users.
Field Name |
Description |
---|---|
Party ID |
PartyA party is any individual or business entity having a banking relationship with the bank. ID of the corporate. |
Party Name |
Party name corresponding to the party ID. |
Users List |
|
Initials |
The initials of the user id. |
User Details |
The details of the user like user name or user id. |
Contact Details |
Contact number of the user. |
Mapping |
Displays whether the file identifier is mapped to the user.
|
- Click the file identifier record for which you want to view the details. The User File Identifier Mapping - View screen appears.
User File Identifier Mapping - View
Field Name |
Description |
---|---|
Party ID |
Party ID of the corporate user to which file identifier is mapped. |
Party Name |
Party name corresponding to the party ID. |
User Name |
User name of the corporate user. |
User Id |
User ID of the user. |
Mapping Summary |
|
File Identifier |
Unique code assigned to the uploaded file. |
Transaction Type |
Type of transaction: The Transaction type can be:
|
Approval Type |
The approval type is at file level or record level.
|
Sensitive Data Check |
If selected, the users are barred from viewing the contents of the file. |
- Click Edit to modify the user file identifier mapping.
OR
Click to navigate to the previous screen.
OR
Click to cancel the transaction.
User File Identifier Mapping - Create
Using this option corporate administrator can map the file identifiers to a user.
To map a user to a file identifier:
- Go to the User File Identifier Mapping - View screen.
- Click of file identifier record, for which you want to map the user. The User File Identifier Mapping - Create screen appears.
Field Name |
Description |
---|---|
Party ID |
Party ID of the corporate. |
Party Name |
Party name corresponding to the party ID. |
User Name |
User name of the corporate user. |
User Id |
User ID of the user. |
Mapping Summary |
|
File Identifier |
Unique code assigned to the uploaded file. |
Transaction Type |
Type of transaction: The Transaction type can be:
|
Approval Type |
The approval type is at file level or record level.
|
Sensitive Data Check |
If selected, the users are barred from viewing the contents of the file. |
- In the Mapping Summary section, select the file identifier which you want to map to the user.
- Click
OR
Click to cancel the transaction.
OR
Click Back to navigate to the previous screen.
. - The User File Identifier Mapping – Create - Review screen appears. Verify the details and click
OR
Click to cancel the operation and navigate back to ‘Dashboard’.
OR
Click Back to navigate to the previous screen.
. - The success message of submitting the File Identifier Mapping appears along with the transaction reference number and status.
Click to complete the transaction and navigate back to ‘Dashboard’.
User File Identifier Mapping - Edit
Using this option bank or corporate administrator can edit and update a user file identifier mapping.
To edit a file identifier:
- Go to the User File Identifier Mapping - View screen.
- Click of file identifier record, for which you want to edit the mapping. The User File Identifier Mapping - Edit screen appears.
Field Name |
Description |
---|---|
Party ID |
Party ID of the corporate. |
Party Name |
Party name corresponding to the party ID. |
User Name |
User name of the corporate user. |
User ID |
User ID of the user. |
Mapping Summary |
|
File Identifier |
Unique code assigned to the uploaded file. |
Transaction Type |
Type of transaction: The Transaction type can be:
|
Approval Type |
The approval type is at file level or record level.
|
Sensitive Data Check |
If selected, the users are barred from viewing the contents of the file. |
- View the details of File Identifier mapping already saved.
- Select the check box to map / un-map a File Identifier to a user and to enable or disable the Sensitive Data Check, select the check box.
- Click
OR
Click to cancel the transaction.
OR
Click to navigate to previous screen.
to save the modified details. - The User File Identifier Mapping – Edit Review screen appears. Verify the details, and click
OR
Click to cancel the transaction.
OR
Click to navigate to previous screen.
. - The success message of submitting the File Identifier Mapping appears along with the transaction reference number and status.
Click to complete the transaction and navigate back to ‘Dashboard’.
FAQs
Can all users of a particular corporate access all file types, mapped to the corporate?