12.3 User Account Access - Edit

The Bank Administrator gets a request with the list of account(s) and transactions for which access details needs to be edited for a selected user of the party.

To edit account and transaction access for the user:

1. Navigate to one of the above paths.
   The User Account Access screen appears.
2. In the Party ID enter the party id of the user.
   In the Party Name field, enter the party name of the user.
3. Click Search.
   The system displays the result based on search criteria.

   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 .

4. Select the user ID and click on “Map” to navigate to Account Access summary.
5. From the Mapping Summary of Party dropdown list, select the corporate party ID.
6. 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 .
7. Click the link under the total Mapped accounts or Modified accounts.
   The User Account Access – View (Transaction Mapping) screen appears. . The search result according to the search criteria appears.

   OR

   Click Cancel to cancel the transaction.

8. If there is no mapping done for a user, the count for the Mapped Accounts will be ‘0’.
9. All the accounts held by the selected user 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.
10. Click Map or Edit (available across each banking module).
    The User Account Access - Edit screen appears.

    OR

    Click Cancel to cancel the transaction.

    Figure 12-11 User Account Access – Search & Search Result

    
    

    
    Description of "Figure 12-11 User Account Access – Search & Search Result"

    
    

    Figure 12-12 User Account Access – Summary

    
    

    
    Description of "Figure 12-12 User Account Access – Summary "

    
    

    Figure 12-13 User Account Access – Manage Transaction Group

    
    

    
    Description of "Figure 12-13 User Account Access – Manage Transaction Group "

    
    

    Figure 12-14 User Account Access – Map Accounts Group

    
    

    
    Description of "Figure 12-14 User Account Access – Map Accounts Group "

    
    
11. The User Account Access screen has four section.
    Header of the screen shows the Party ID and Party Name. First column lists down all the modules in tabular form, second column list down the transaction groups and third column list down banking module wise account number.
12. Navigate and select specific module tab (Including viz. Current and Savings Accounts for both Conventional and Islamic, Credit Card, Term Deposit, Loan accounts). In the first column for which account and transaction access mapping maintenance need to be setup.
13. In the second column, There will be one factory shipped Transaction group for each module, which will have all transactions and inquiries grouped together.

    Note:

    Factory shipped user group cannot be deleted or modified.
14. Once the transaction groups are created, user can select specific module , along with the transaction groups and can select ‘All Accounts’ to map the selected transaction group/s to all the existing accounts under the selected party.
    OR

    If transaction groups need to be mapped to specific accounts, then the user needs to select the respective check boxes preceding the account number.

15. Once the user maps the accounts, system will show a tag as 'Modified' followed by the transaction group name after the account number.
16. 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.

17. User can unmap the transaction groups by selecting accounts, and then clicking on Save button to reset their mapping with Group Corporate.
18. User can click on Delete Party Mapping to delete all the Transaction and account access maintenance done for corporate user in one step.
19. User can drill down his search by applying Filter to search an account basis on Transaction Group, currency, mapping status.

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

    OR

    Click Edit to edit the transaction.

    OR

    Click Cancel to cancel the transaction.

21. The success message of appears along with the transaction reference number.