49 Relationship Maintenance
Customer Relationship Maintenance enables the System Administrator to set up the transaction access logic for Bank’s retail customers from Digital Banking Platform based on their account - mode of operation or relationship.
E.g. If a customer relationship (Mode of operation) is ‘Either or Survivor’, provide an access of all transactions whereas, if a customer relationship (Mode of operation) is ‘Jointly’, provide an access of all Inquiries and restrict all financial transactions from Digital Banking Platform. Such account and transaction access rules can be set up by the System Administrator using ‘Relationship Maintenance Module’.
This account relationship maintenance is a two-step process.
- Relationship Mapping Maintenance - Using this maintenance System Administrator can map OBAPIS relationship codes with core banking relationship codes
- Relationship Matrix Definition - Using this maintenance System Administrator can define the transaction access based on the account relationships