Party Resource Access

Using this maintenance, the 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 provide access to Virtual Account Management Resource ‘Remitter List’.

The PartyA party is any individual or business entity having a banking relationship with the bank. Resource Access screen lists the remitter IDs for the selected Corporate. The Corporate administrator can select a global check box of ‘Map All Remitter List ’ to enable all the existing remitter list under the party for channel banking. If specific remitters are required to be given access then the user needs to select the respective check boxes preceding the remitter ID.

Pre-Requisites

• Party preferences should be created for the party for which access is to be maintained
• Channel Access should be enabled for party for which resource access is to be maintained
• Transaction access is provided to Corporate Administrator.
• Approval rule set up for Corporate Administrator to perform the actions.

Workflow

Features Supported In Application

The following options are available as part of this maintenance:

• Party Resource Access - Mapping
• Party Resource Access – View
• Party Resource Access - Edit
• Party Resource Access - Delete

How to reach here:

Corporate Administration Dashboard > Resource Access > Party Resource Access

Party Resource Access - Mapping (Create)

The Corporate Administrator gets a request with the Virtual Account Management Remitter list for which access needs to be provided to the party.

To provide the party with remitter’s access:

• If there is no mapping done for a party, there will be a message No Remitter List mapped with Map button.

2. Click Map. The Party Resource Access - Create screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.
   

3. All the Remitter List IDs of the selected party as a relationship with the bank as available in the VAM mid-office system will be fetched and displayed.
   
4. Select a global check box of Map All Remitter List to enable all the existing remitters for channel banking (on screen, it will serve as a Select All function).
   OR
   If specific remitter list IDs are required to be given access then the user needs to select the respective check boxes preceding the remitter ID.
5. To map the new remitter list, select appropriate option from New Remitter List Mapping field;
   Select Auto if you wish to allow access to all future Remitter List.
   OR
   Select Manual if you wish to explicitly map new remitter list and transactions.
6. Click Next. The Party Resource Access - Create (Transaction Mapping) screen appears.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

• To map the transactions to the remitter ID, click against the particular remitter list ID to view the transaction mapping.
• Select the respective check boxes preceding the transaction to be mapped.
  OR
  Select Map All Transactions to All Remitter List, if you want to map all the transactions to all remitter lists.
• Click Save to save the changes.
  
  OR
  
  Click Cancel to cancel the transaction.
  
  OR
  
  Click Back to navigate to the previous screen.
• The Party Resource Access - 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.
• The screen with success message appears along with the reference number and status of the transaction. Click OK to complete the transaction.
  

Party Resource Access- View

The Corporate Administrator can view the remitter lists and transactions under each remitter list ID for which access has been provided to the party.

To view the remitter and transaction access:

1. Navigate to the Party Resource Access screen. The Party Resource Access - Summary screen with Remitter List Mapping Summary appears that provides details of the Total no. of Remitter List IDs and the number of Remitter List IDs mapped.

Party Resource Access - Summary

2. Click the Remitter List link, which will navigate to the view page.
   OR
   Click Cancel to cancel the transaction and navigate back to ‘Dashboard’.
   OR
   Click Back to navigate to the previous screen.

Party Resource Access – View

3. Click Next. The Party Resource Access- View screen to view the selected remitter lists and transactions enabled for the selected remitter lists appears.
   OR
   Click Edit to modify the remitter list mapping.
   OR
   Click Delete to delete the Party Resource Access setup.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

4. Click against the particular Remitter List to view the mapped transactions.
   OR
   Click Edit to update transaction mapping.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

Party Resource Access - Edit

The Corporate Administrator gets a request with the list of remitter lists and transactions under each Remitter List for which access details needs to be edited for the party.

1. Navigate to the Party Resource Access - Summary screen.
2. If there is no mapping done for a party , the message No Resource mapped for the party with Map option appears.
3. Click the Remitter Type link to view/ edit the details. The Party Resource Access- View screen appears.
4. Click Edit. The Party Resource Access - Edit screen appears.
   This enables the selection and de-selection option against the Remitter List IDs and allows changing the map remitters from Auto to Manual and vice-versa.
   OR
   Click Next to go to the next tab (Transaction Mapping).
   OR
   Click Delete to delete the Party Resource Access setup.
   OR
   Click Cancel to cancel the transaction.
   OR
   Click Back to navigate to the previous screen.

• To map the new resources (remitter lists), select appropriate option from New Remitter List Mapping field;
  Select Auto if you wish to allow access to all future remitter list.
  OR
  Select Manual if you wish to allow specific access to all future remitter list.
• Select the respective check boxes preceding the Remitter List ID to be mapped.
  OR
  Select Map All Remitter List, if you want to map all the remitters.
• Click Next. The Party Resource Access - Edit screen with mapped transaction - to the remitter appears.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.

• To map the transactions to the Remitter lists, click against the particular remitter list ID to view the transaction mapping.
• Select the respective check boxes preceding the transaction to be mapped.
  OR
  Select Map All Transactions, if you want to map all the transactions to all remitter list IDs.

• Click Save to save the changes.
  OR
  Click Cancel to cancel the transaction.
  OR
  Click Back to navigate to the previous screen.
• The Party Resource Access - 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.
• The screen with success message appears along with the reference number and status of the transaction. Click OK to complete the transaction.

Party Resource Access - Delete

As part of this option, remitter list mapping and /transaction mapping can be deleted.

• Navigate to the Party Resource Access - Summary screen.
• If there is no mapping done for a party (own/ linked), the message No Remitters mapped for the party with Map option appears.
• Click the Remitter List link to view/ delete the details. The Party Resource Access - View screen appears.
• Click Delete. The application prompt the administrator with a message 'Are you sure you want to delete Remitter List Mapping setup for Party ID – Party name' with an option of Yes / No.
  
• Click Yes to proceed with the deletion request.
  It will navigate to confirmation page with a success message and the status.
  OR
  Click No if you do not wish to proceed with deletion.
• The success message and the status appears.
  Click OK to complete the transaction.

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