16.7.1 User Report Mapping – Search & View

Using this option Bank Administrator can search and view the reports mapped to the user.

To search and view the reports mapping:

1. Navigate to one of the above paths.
   The Group Corporate Profiling screen appears.
2. In the Map Report to field, select the appropriate option whose mapped reports to be viewed.
   1. If you select Group Corporate option;
      System displays the report mapping summary at group corporate level.
   2. If you select User option;
      1. Enter the search criteria, click Search.

         The User Report Mapping screen with search results appears.

         OR

         Click Clear to clear the search parameters.

         OR

         Click Cancel to cancel the transaction.

   Figure 16-64 User Report Mapping - Mapping Summary (User Level)

   
   

   
   Description of "Figure 16-64 User Report Mapping - Mapping Summary (User Level)"

   
   

   Table 16-35 Field Description

   Field Name	Description
   Map Report to	Select the appropriate option whose mapped reports to be viewed. The options are: Group Corporate User
   Below fields appears if you select User option in the Map Report to field.
   User ID	To search the user with the user ID. Partial search is allowed.
   First Name	To search the user with the user first name. Partial search is allowed.
   Last Name	To search the user with the user last name. Partial search is allowed.
   Email	To search the user with the email address of the user. Partial search is allowed.
   Mobile Number	To search the user with the mobile number of the user. Partial search is allowed.
   Party ID	To search the user with the party ID. Partial search is allowed.
   Search Result
   Initials	The initials of the user.
   User Name	User name of the corporate user.
   Full Name	The full name of the corporate user.
   Mapping	Displays whether the file identifier is mapped to the user. - denotes that the report is mapped to the user - denotes that the report is not mapped to the user.

   Figure 16-65 User Report Mapping – Mapping Summary (Group Corporate Level)

   
   

   
   Description of "Figure 16-65 User Report Mapping – Mapping Summary (Group Corporate Level)"

   
   

   Table 16-36 Field Description

   Field Name	Description
   Map Report to	Select the appropriate option whose mapped reports to be viewed. The options are: Group Corporate User
   Mapping Summary
   Report ID	Unique id assigned to the mapped report.
   Description	Description of the report.
   Formats	Formats in which a report can be generated.

3. Click against the record for which you want to view the details.
   The User Report Mapping - View screen appears.

   Figure 16-66 User Report Mapping - View

   
   

   
   Description of "Figure 16-66 User Report Mapping - View"

   
   

   Table 16-37 Field Description

   Field Name	Description
   User Name	Name of the corporate user.
   User ID	User ID of the corporate user.
   Mapping Summary
   Report ID	Unique id assigned to the mapped report.
   Description	Description of the report.
   Formats	Formats in which a report can be generated.

4. Click Edit to update the user report mapping.
   OR

   Click Cancel to cancel the transaction.

   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.