16.6.1 User Account Access – Create

Using this option, Bank Administrator can maintain Accounts and Transaction access for the corporate users associated with a specific Group Corporate ID.

This option lets the administrator to provide account access to specific users of a party.

To provide the user with account and transaction access:

1. Navigate to one of the above paths.

   The User Account Access screen appears.

2. In the User Search field search users for whom Transaction Account access need to be maintained.
   OR

   Select the user from list displayed below.

3. Select the user ID and click on “Map” to navigate to Account Access summary

   Figure 16-48 User Account Access – Search and Search Result

   
   

   
   Description of "Figure 16-48 User Account Access – Search and Search Result"

   
   

   Table 16-29 Field Description

   Field Name	Description
   Search (User)	User quick search panel so search user for setting up the account access.
   Search Result
   User ID	User ID the corporate user
   User Name	User name of the corporate user
   Copy Mapping from User	Select this to Inherit and copy account maintenance from already setup user to new user
   Status	Displays the account mapping status for the corporate user. Mapped: Corporate user for which accounts mapping is being done and authorized. Modified: Corporate user for which accounts mapping is being done but pending approval by authorizer. Deleted: Corporate user for which accounts mapping is deleted.

4. From the Mapping Summary of Party dropdown list, select the corporate party id associated with Corporate User.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

5. For a searched user, summary screen will be displayed with total accounts associated with corporate party of that user, status of the accounts mapped for the internet banking for user, modified accounts if any and Auto account mapping status.

   Figure 16-49 User Account Access – Summary

   
   

   
   Description of "Figure 16-49 User Account Access – Summary"

   
   

   Table 16-30 Field Description

   Field Name	Description
   User ID	User ID the corporate user
   User Name	User name of the corporate user
   Mapping Summary of Party	The corporate party for which Party accounts access is being viewed
   Modules	Banking module names.
   Total Accounts	Total number of accounts available under the party that can be map with corporate user.
   Mapped Accounts	Number of accounts mapped to the particular account type of corporate user.
   Modified Accounts	Number of accounts modified for the particular account type of corporate user.
   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
   Mapping Summary of Modified Transaction Group
   Modules	Banking module names.
   Modified Groups	Number of transaction groups modified for the particular module.
   Edit or Map	Click on the icon next to every module or click on Map button to edit User account access

6. If there is no mapping done for a user, the count for the Mapped Accounts will be ‘0’.
7. 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 i.e. Current and Savings Accounts for both Conventional and Islamic, Credit Card, Term Deposit, Loan accounts along with Liquidity Management enabled Real Accounts (including External Accounts if any) and VAM enabled Real and virtual accounts for a Corporate.
8. User Account Access will inherit the account access setup at the party level for all the parties associated to him (party association will be done at the time of user onboarding in user management screen). The screen will show the inherited Maintenance in User Account Access screen. In the Auto Mapped Accounts field, toggled ON to allow access to all future Accounts across banking module.
   OR

   In the Auto Mapped Accounts field, toggled OFF to  explicitly map new accounts and transactions manually.

9. Click Map or Edit (available across each banking module).
   The User Account Access - Create screen appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 16-50 User Account Access – Manage Transaction Group

   
   

   
   Description of "Figure 16-50 User Account Access – Manage Transaction Group"

   
   

   Figure 16-51 User Account Access – Map Accounts Tab

   
   

   
   Description of "Figure 16-51 User Account Access – Map Accounts Tab "

   
   

   Table 16-31 Field Description

   Field Name	Description
   User ID	User ID the corporate user for whom account access in being setup.
   User Name	User name of the corporate user.
   Manage Transaction Grouptab.
   Module	Select Banking Module types available under the selected party to setup account access.
   Select Transaction Groups	Select the Transaction group to map transactions and maintain access in Account Access screens. Note: Transaction groups mapped to the accounts at party level will be shown on this screen. In user account access, the accounts can be mapped to the same transaction group to which the accounts are mapped at the party level
   Transactions Groups	Search and add the transaction groups.
   Map Accounts Tab
   Mapping Summary of Party	The corporate party for which user accounts access is being viewed.
   Modules	Select Banking Module available under the selected party to setup account access.
   Apply Party level Changes	Toggle to enable to apply party level changes automatically.
   Action	Option to map/unmap the transactions and maintain access in Account Access screens of Transaction Groups. The options are: Map Transaction Group Unmap Note: Only one transaction group can be unmapped at a time. A transaction group can be unmapped from All Accounts or Selected Accounts.
   Transaction Groups	Select one or multiple Transaction group/s to map transactions and maintain access in Account Access screens. Note: Transaction groups mapped to the accounts at party level will be shown on this screen. In user account access, the accounts can be mapped to the same transaction group to which the accounts are mapped at the party level
   Account Selection	Select accounts to map the transaction groups. The options are: All Accounts Selected Accounts Note: System will show a tag as 'Modified' followed by the transaction group name after the account number
   All Accounts	Click to select all the accounts available under the selected module.
   Selected Accounts
   Selected Accounts	Select the desired accounts to map the transaction group. System displays the Account Number along with the Account Name, Account Currency, and Branch Code.
   Number of Accounts Selected	Number of accounts selected under the particular module selected transaction group of the module.
   Delete Party Mapping	Click on Delete Party Mapping to delete all the Transaction and account access maintenance done for corporate users in one step.

10. In the Manage Transaction Group Tab;
    1. Select specific module tab (Including viz. Current and Savings Accounts for both Conventional and Islamic, Credit Card, Term Deposit, Loan accounts along with Liquidity Management enabled Real Accounts (including External Accounts if any) and VAM enabled Real and virtual accounts for a Corporate.) for which account and transaction access mapping maintenance need to be setup.
    2. Click on the icon to search & select the Transaction group/s under selected module.

       User can modify the transaction group other than the factory shipped to select or deselect the transaction access.

    3. Click on the Transaction Group link, the Transaction Group Details overlay screen appears.

       Click Edit to modify the transaction/ inquires.

       Click Save to save the changes.

11. In the Map Accounts Tab;
    1. From the Module list, select the factory shipped Transaction group under selected module which will have all transactions and inquiries grouped together.

       Note:

       Factory shipped user group cannot be deleted or modified.
    2. In the Apply Party Level Changes field, toggle to enable to apply party level changes automatically.
    3. In Action field, select the desired option to map/ unmap the Transaction Group.
    4. If the Map Transaction Group option is selected;
    5. In the Transaction Groups list, select the transaction Group/s to map / unmap from the drop-down list.
    6. In Account Selection field, select the option to map the transaction groups to all the accounts or specific accounts..
    7. Once the transaction group/s are created, user can map these transaction groups to one or multiple accounts . Click on Map Accounts tab and select Party, then select Transaction Groups, select the account numbers and then click on Save to map the transaction groups to the selected accounts.
    8. Click on the Transaction Group link, to view the list of transactions within the mapped transaction group in an overlay.
    9. Select ‘All Accounts’ option to map/ unmap transaction groups from all accounts.

       OR

       If specific accounts are required to be mapped, then select the respective check boxes preceding the account number.
           

    10. Once the user maps the accounts, system will show a tag as 'Modified' followed by the transaction group name after the account number.
    11. To map the new accounts, select appropriate option from Auto Map toggle button; Select Auto if you wish to allow access to all future Accounts across banking module.

        OR

        Select Manual if you wish to explicitly map new accounts and transactions.

12. Once the user maps the accounts, system will show a tag as 'Modified' followed by the transaction group name after the account number.
13. If theUnmap option is selected;
    1. User can unmap the accounts by selecting accounts and then clicking on Unmap button to reset their mapping with Group Corporate.
14. User can click on Delete Party Mapping to delete all the Transaction and account access maintenance done for corporate user in one step.
15. Click on the icon to further drill down by applying new sear criteria in Filter overlay screen on basis of Account Number, Transaction Group, Currency, Mapping Status.

    Figure 16-52 User Account Access – Filter Criteria

    
    

    
    Description of "Figure 16-52 User Account Access – Filter Criteria "

    
    
    1. Click Apply to apply the filter.

       OR

       Click Reset to reset the entered data.

16. Click Save to save the maintenance.

    OR

    Click Review screen appears. Verify the details, and click Submit.

    OR

    Click Back to navigate back to previous screen.

    OR

    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 transaction.

    OR

    Note:

    Admin can submit the maintenance after any step. Maintenances saved so far will be sent for approval in one flow. Admin would not be able to make any changes or maintain another step for the same Group Corporate till the time the approval of the wizard is not done.
17. The Review screen appears. Verify the details, and click Submit.
    OR

    Click Edit to modify the details entered.

    OR

    Click Next to proceed to next step.

    OR

    Click Retain Draft to save all the steps completed so far, and allow Admin resume the same application.

    OR

    Click Cancel to cancel the transaction.

18. The success message of user creation appears along with the transaction reference number