- Core User Manual
- Group Corporate Onboarding
- Step 2: Party Account Access
- Party Account Access - View
16.3.2 Party Account Access - View
To Search and view the party account and transaction access:
- Navigate to one of the above paths.The Party Account Access screen appears.
- From the Mapping Summary of Party dropdown list, select the corporate party id.
- For a searched party, summary screen will be displayed with total accounts associated with corporate party, status of the accounts mapped for the internet banking, modified accounts if any and Auto account mapping status .
- Click the link under the total Mapped accounts or
Modified accounts, The Party Account
Access – View (Transaction Mapping) screen appears. The search
result according to the search criteria appearsOR
Click Cancel to cancel the transaction.
Figure 16-21 Party Account Access - Summary Results
Table 16-12 Field Description
Field Name Description Modules Banking Module names Total Accounts Total number of accounts available under the party. Mapped Accounts Number of accounts mapped to the particular account type. Modified Accounts Number of accounts modified for the particular account type. Auto Mapped Accounts Mapping status of the accounts. The options can be:- Auto: gives default access to all newly added accounts and transactions of the party as soon as the account is opened in future.
- Manual: gives specific access to future accounts. The new accounts and transactions need to be mapped explicitly if access needs to be provided
Edit or Map Click on the icon next to every module or click on Map button to edit party account access - If there is no mapping done for a party, the count for the Mapped Accounts will be ‘0’
- All the accounts held by the selected party as a relationship with the bank as
available in the core banking system or the respective mid-office system will be
fetched and displayed in the respective categories
Table 16-13 Field Description
Field Name Description Modules Display name of the product for which account access is being viewed. Mapped Accounts Display Account number associated with corporate party, and the mapped transaction groups
- Display account number along with the name, currency and status of the account as Active or Inactive. The mapped transaction group names can also be viewed against each account
Transaction Groups Details Display the Transaction group details which are mapped to each account of the selected party. The details of the transaction group includes information related to transactions and inquiries. - The Party Account Access details screen has two sections. First column lists down all the Account numbers mapped with the corporate party, including Status of the account (Active or Inactive) and transaction group name.
- In the second column, user can view the transaction
group details with all the transactions and inquiries
access.OR
Click Cancel to cancel the transaction.
- Click Edit / Map to update the Party Account
Access account mapping for new accounts and existing
accounts.OR
Click Cancel to cancel the transaction.
- Click Next to proceed to the next logical step.OR
Click Submit to submit the steps performed so far for approval.
OR
Click Retain Draft to save the details entered as draft.
OR
Click Cancel to cancel the operation.
Parent topic: Step 2: Party Account Access