1. Account Configurations User Guide
  2. Bank Parameters
  3. View Bank Parameters

1.2 View Bank Parameters

This topic describes the systematic instructions to view the list of configured bank parameters.

  1. Click Account Configurations, and under Account Configurations, click Bank Parameters.
  2. Under Bank Parameters, click View.
    The View page displays the Bank Parameter records in the Tiles view.

    Figure 1-3 View Bank Parameters


    Description of Figure 1-3 follows
    Description of "Figure 1-3 View Bank Parameters"

    Tip:

    Click Tile view or List view to switch between the Tile view and the List view.

    Table 1-5 Bank Parameters Tile - Field Description

    Field Description
    Bank Code Displays the bank code.
    Description Displays the name for the bank.
    Authorization Displays the authorization status of the record.
    • Authorized
    • Rejected
    • Unauthorized
    Status Displays the status of the record.
    • Open
    • Closed

    The following table describes the action items in the More Options (More Options menu icon) menu and the action items on the page.

    Table 1-6 Action Items Description

    Action Item Description
    Unlock Unlock a record and make amendments.
    Close Close a record to prevent it from being unlocked and amended.
    View View the details of a record.
    Delete Delete a record.

    Note:

    Once deleted, the component can no longer be used to define an entity. But entities already defined using the component can continue to use it.
    Reopen Reopen a closed record.
    Authorize Authorize a record to make it active and available to define entities.

    Note:

    Creator of a record cannot authorize the component. Another user with authorize permissions can.
    Audit Select to view the Maker, Checker, Status, and Modification Number of a record.
    Errors and Overrides Select to view all existing errors or warnings on the page.

    Note:

    The actions you can perform depend on your role and the record status.
  3. View the details of a Bank Parameter.
    1. Click More Options menu icon and select View.
      The Bank Parameter Maintenance page displays the Branch Parameter details in different tiles.

      Figure 1-4 View Bank Parameters


      Description of Figure 1-4 follows
      Description of "Figure 1-4 View Bank Parameters"

      Note:

      To know more about the fields, see Configure Bank Parameters.
    2. Hover over an Account Mask in the Account Mask Details tile to see its composition.
      A pop-up dialog displays the composition of the Account Mask.

      For example, hovering over the account mask in Account Mask Details tile in the image above displays the composition of the Account Mask.

      Composition of the Account Mask

      The first six characters represent the Account Class, next four characters represent the Account Code, next single character is an alphabet, next three character represent the branch code, and the last two characters represent the Check Digit.

  4. Unlock and update Bank Parameter details.
    1. Click More Options menu icon and select Unlock.
      The Bank Parameter Maintenance page displays.
    2. Update the Bank Parameter details as necessary.

    Note:

    To know more about updating Bank Parameter details, see Configure Bank Parameters.
  5. Approve or Reject unauthorized Bank Parameters.
    1. From the Search Filter, search for the required record that is in an Unauthorized and Open state.
    2. Click More Options menu icon and select Authorize.
      The View page displays.

      Figure 1-5 Approve the Record


      Description of Figure 1-5 follows
      Description of "Figure 1-5 Approve the Record"

      Table 1-7 Authorize View

      Field Name Description
      Mod Number<N> Indicates the number of times the record was modified. Where N represents the number of modifications.

      Note:

      For a newly created record the modification number is 1.
      Done By Name of the user who performed the latest modification.
      Done On Date on which the record was modified.
      Record Status The status of the record.

      Note:

      To authorize a record, its status should be Open.
      Once Auth Specifies if the record was authorized at least once.

      Note:

      For a newly created record, the value is No.
      Compare (Button) Click to compare the modified record with the previous version of the record.
      View (Button) Click to display the record details.
    3. Click the check box besides Mod Number<N> to select the modified record.
    4. Click Approve or Reject.
      The Confirm dialog displays.
    5. Enter any remarks and click Confirm.
      A toast message confirms the successful approval or rejection of the record.

Parent topic: Bank Parameters