43.1.3 Update External Bank's Details

System Administrators can view and update the details of the external banks already maintained in the application. System Administrators can modify Bank details, Authorization details and External API information.

To edit External bank details:

  1. Navigate to one of the above paths.
    The External Bank Maintenance screen appears.
  2. In the Bank Name field, enter the bank name to search for a specific external bank.
  3. Click Search.
    List of external banks matching search criteria appears in search summary section.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Clear to reset the details.

  4. Click Bank Name link on External Bank Maintenance screen.
    The bank details maintained appears on External Bank Maintenance - View screen.
  5. Click Edit to edit the external bank details.
    The External Bank Maintenance - Edit screen appears with values in editable form.

    Figure 43-5 External Bank Maintenance - Edit



    Table 43-4 Field Description

    Field Name Description
    Bank Details
    Bank Name Displays the name of the external bank.

    This field is editable.

    Bank Address Displays an address of the external bank.

    This field is editable.

    Bank URL Displays the URL of the external bank.

    This field is editable.

    Bank Logo Displays the logo of the bank.

    This field is editable.

    Bank Identifier Displays the external bank identifier.

    This field is editable.

    OAuth Authorization Details
    Enable OAuth Details Displays the authorization details status for the external bank i.e. whether it is enable /disable.

    This field is editable.

    Authorization URL Displays the Authorization URL.

    This field is editable.

    Token URL Displays the Token URL.

    This field is editable.

    Revoke URL Displays the Revoke url.

    This field is editable.

    Client ID Displays the Client ID.

    This field is editable.

    Client Secret Keys Displays the Client keys.

    This field is editable.

    External API Details
    External API's Displays the category of external API's to access data between OBAPIS and the External Bank.

    The options are:

    • Account List
    • Account Details
    • Account Summary
    • Account Activity

    This field is editable.

    API URL Displays the API URL.

    This field is editable.

  6. Update the required details.
  7. Click Save to update the changes.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  8. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

  9. The success message of updates appears.
    Click OK to complete the transaction.