16.9.1 Approval Rules – Summary

Bank Administrator logs into the system and navigates to the Rules Management screen. User can opt to view the details of existing Approval Rules or can create new approval rule using this screen.

Figure 16-76 Rules Management – Summary

Description of "Figure 16-76 Rules Management – Summary"

Table 16-44 Field Description

Field Name	Description
Rule Code	Search with Approval rule code.
Rule Description	Search with Approval rule description.
Rule Applicable For	Search whether rule is applicable for Release or Approval.
Search Result
Rule Code	The Approval rule code.
Rule Description	The Approval rule description.
Maker	Initiator type (User ID or User Group Code) of the transaction. This field will be displayed only if existing approval rules are available.
Approval Required	Whether approval is required for each rule maintained.
Change Type	Displays the status of the record i.e. if it is created or modified.
Rule Applicable for	Displays the whether the approval rule is applicable for Release or Approval.

1. Navigate to one of the above paths.
   The Approval Rules screen appears.
2. In the Rule Code field, enter the approval Rule code to be searched.
3. In the Rule Description field, enter the description of the approval Rule to be searched.
4. In the Rule Applicable For field, specify whether the approval rule is applicable for Release or Approval.
5. Click Search.
   OR

   The Rule Management screen with search results appears based on the searched criteria.

6. Click the Rule code link, to view details of the selected Approval Rule.
   OR

   The Approval Rules - View screen appears.

   OR

   Click on Add Another to add the Approval Rules.

   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.