16.6.2 User Account Access – View

The Bank Administrator can view the list of account(s) and transactions for which access has been provided to the user.

To view the 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 is being viewed.
   OR

   Select the user from list displayed below.

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

   Figure 16-53 User Account Access – Search and Search Result

   
   

   
   Description of "Figure 16-53 User Account Access – Search and Search Result"

   
   

   Table 16-32 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 16-54 User Account Access – Summary Results

   
   
   Description of "Figure 16-54 User Account Access – Summary Results"
   

   Table 16-33 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
   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

   Figure 16-55 User Account Access – View

   
   

   
   Description of "Figure 16-55 User Account Access – View "

   
   

   Table 16-34 Field Discription

   Field Name	Description
   Modules	Display name of the product for which account access is being viewed.
   Mapped Transaction Group	Display the transaction groups selected to setup the user account access.
   Transaction Groups Details	Display the Transaction group details with which user account access is maintained along with transaction and inquiries mapped to it.

8. The User Account Access details screen has two section. First section displays the lists down all the transaction groups mapped.
9. In the second column, user can view the transaction group details with all the transactions and inquiries access.
10. Click Edit / Map to update the User Account Access account mapping for new accounts and existing accounts.
    OR

    Click Back to navigate to the 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.