10 Transaction Group Maintenance

Transaction group maintenance enables the System Administrator to create and maintain group of transactions. Administrator can maintain a transaction group for the purpose of defining consolidated transaction limits. Once limits are assigned at transaction group, these limits acts as collective limit for selected transactions in a group.

For e.g., If the cumulative limit daily (for payment transaction group) is set to GBP 2000, then in a day, customer will be allowed to perform transactions up to GBP 2000 only, spanning across all selected transactions in a group.

Pre-Requisites

• Transaction access is provided to system administrator.
• Approval rule set up for system administrator to perform the actions.
• Transactions are available for grouping.

Figure 10-1 Workflow

Description of "Figure 10-1 Workflow"

Features Supported In Application

The administrator can perform the following actions:

• Create Transaction Group
• Search/ View Transaction Group
• Edit Transaction Group
• Delete Transaction Group

Navigation Path:

From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Limits, UnderLimits , click Transaction Group Maintenance.

• Transaction Group Maintenance - View
  
• Transaction Group Maintenance - Create
  
• Transaction Group Maintenance - Edit
  
• Transaction Group Maintenance - Delete
  
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