14.1 User Resource Access - Mapping (Create)

This option allows the administrator to provide 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 Resource Access - Mapping 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.
   For a searched party, there will be a list of users displayed with information like user ID, full name of the user and initials of the user.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Clear to clear the search parameters.

   Figure 14-2 User Resource Access – Search

   
   

   
   Description of "Figure 14-2 User Resource Access – Search"

   
   

   Figure 14-3 User Resource Access - Search Result

   
   

   
   Description of "Figure 14-3 User Resource Access - Search Result"

   
   

   Table 14-1 Field Description

   Field Name	Description
   Party ID	The party ID searched by the Bank Administrator.
   Party Name	The name of the party.
   Search Result
   Initials	Initials of the selected user.
   User Name	User name of the selected user.
   Full Name	Full name of the selected user.

4. Click the User Name link against the user record for which you want to create the mapping.
   The User Resource Access – Mapping Summary screen appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

5. If there is no mapping done for the user for a party, there will be a message No Remitter List mapped with Map button.
6. If the access for the party to which the user belongs to is not done, then there will be no Map button

   Figure 14-4 User Resource Access – Summary Page

   
   

   
   Description of "Figure 14-4 User Resource Access – Summary Page"

   
   

   Table 14-2 Field Description

   Field Name	Description
   Party ID	The party ID searched by the Bank Administrator.
   Party Name	The name of the party.
   User ID	User ID of the selected user.
   User Name	User name of the selected user
   Module Name	The name of the module. Only Virtual Account Management (Remitter List) is available.
   Remitter List Mapping Summary

7. Click Map.
   The User Resource Access - Create screen appears.

   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.

   Figure 14-5 User Resource Access - Create

   
   

   
   Description of "Figure 14-5 User Resource Access - Create"

   
   

   Table 14-3 Field Description

   Field Name	Description
   Party ID	The party ID searched by the Bank Administrator.
   Party Name	The name of the party.
   User ID	User ID of the selected user.
   User Name	User name of the selected user
   Module Name	The name of the module.
   Remitter List Mapping
   Apply Party Level Changes Automatically	User will get access to remitters that are allowed/ disallowed at the party level.
   Map All Remitter List	Mapping all the remitters of the VAM module to the existing resource.
   Remitter List ID	List of remitter IDs present in a particular resource type.
   Remitter List Name	Name of the remitter list available under the party.
   Status	Status of the remitter access for the party

8. All the remitters held by the selected party as a relationship with the bank as available in the core banking system will be fetched and displayed.
9. Select a global check box of Map All Remitter List to enable all the existing remitters for channel banking (on screen, it will serve as a Select All function).
   OR

   If specific remitter is required to be given access to the user, then the bank administrator needs to select the respective check boxes preceding the remitter ID.

10. Select Apply Party Level Changes Automatically to automatically apply the party changes.
11. Click Next.
    The User Resource Access - Create (Transaction Mapping) screen appears.

    OR

    Click Back to navigate to the previous screen.

    OR

    Click Cancel to cancel the transaction.

    Figure 14-6 User Resource Access - Transaction Mapping - Create

    
    

    
    Description of "Figure 14-6 User Resource Access - Transaction Mapping - Create"

    
    

    Table 14-4 Field Description

    Field Name	Description
    Party ID	The party ID searched by the Bank Administrator.
    Party Name	The name of the party.
    User ID	User ID of the selected user.
    User Name	User name of the selected user
    Module Name	The name of the module.
    Transaction Mapping
    Map All Transactions to All Remitter List	Mapping all the transactions to all the remitter list.
    Remitter List ID	List of remitter IDs present in a particular resource type.
    Remitter List Name	Name of the remitter list available under the party.
    Status	Status of the remitter access for the party

12. To map the transactions to the account.
    click icon against the particular remitter ID to view the transaction mapping.

    Figure 14-7 User Resource Access - Transaction Mapping (Map Transaction) - Create

    
    

    
    Description of "Figure 14-7 User Resource Access - Transaction Mapping (Map Transaction) - Create"

    
    
13. Select the respective check boxes preceding the transaction to be mapped.
    OR

    Select Map All Transactions, if you want to map all the transactions to all accounts.

14. Select Apply Party Level Changes Automatically to automatically apply the party changes.
15. Click Save.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

16. The User Resource Access - 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.

17. The screen with success message appears along with the reference number and status of the transaction.
    Click OK to complete the transaction.