1. Core User Manual
  2. Approvals
  3. Approval Rules
  4. Approval Rules - Retail & Business User
  5. Approval Rules – Retail & Business User – Rule Summary

15.2.3.3 Approval Rules – Retail & Business User – Rule Summary

Bank Administrator logs into the system and navigates to the Rules Management screen, and searches the party. On accessing the party ID, approval rules maintained (if any) for the party mapped to the user are displayed on the screen. User can opt to view the details of existing rules or can create new approval rule using this screen.

Navigation Path:

From Dashboard, click Toggle Menu, then click Approvals and then click Rule Management, Under Rule Management click Retail & Business User, then click Search Party and then click View Rule summary

Figure 15-27 Approval Rule – Search


Description of Figure 15-27 follows
Description of "Figure 15-27 Approval Rule – Search"

Table 15-20 Field Description

Field Name Description
Party ID Party ID for which an approval rule is to be viewed.
Party Name Party name of Party ID for which an approval rule is to be viewed.
Search Results
Party ID List of the Party IDs as per search input.
Party Name List of the Party names of the party IDs as per search input.
  1. Navigate to one of the above paths.
    The Approval Rule Management screen appears.
  2. Click the Party ID link to view details.
    The Approval Rule - Summary screen appears.

    Figure 15-28 Approval Rule – Summary


    Description of Figure 15-28 follows
    Description of "Figure 15-28 Approval Rule – Summary"

    Figure 15-29 Approval Rule – View Details


    Description of Figure 15-29 follows
    Description of "Figure 15-29 Approval Rule – View Details"

    Table 15-21 Field Description

    Field Name Description
    Party ID Party ID for which an approval rule is to be viewed.
    Party Name Party name of Party ID for which an approval rule is to be viewed.
    Search Results
    Rule Code The approval rule code.
    Maker

    Initiator type (User ID or User Group Code) of the transaction.

    This field will be displayed only if existing approval rules are available under a party.
    Approval Required Whether approval is required for each rule maintained.
    Workflow Code The approval workflow code.
  3. Click the Rule code link, to view details of the selected Approval Rule.
    The Approval Rules - View screen appears.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

    OR

    Click Create to create new Approval Rule for corporate users.

Parent topic: Approval Rules - Retail & Business User