34.1 User Segment Maintenance - Search

Using this option, System Administrator user can search the user segments maintained for retail users. The search result displays matching results based on search criteria entered.

System Administrator can view details of a specific segment by selecting the segment ID to get required details for a segment.

To search user segments:

1. Navigate to one of the above paths.
   The User Segment Maintenance screen appears.
2. In the Segment Code field, enter the segment code whose details you want to view.
   OR

   In the Segment Name field, enter the name of the segment whose details you want to view.

   OR

   From the User Type list, select the user type for which you wish to view user segment details. Currently only segments for user type ‘Retail’ can be defined.

3. Click Search.
   The search results appear on the User Segment Maintenance screen based on the search parameters.

   OR

   Click Clear to reset the details.

   OR

   Click Cancel to cancel the transaction.

   Figure 34-2 User Segment Maintenance- Search Result

   
   

   
   Description of "Figure 34-2 User Segment Maintenance- Search Result"

   
   

   Table 34-1 Field Description

   Field Name	Description
   Search Parameters
   Segment Code	Enter the segment code of the segment that needs to be searched.
   Segment Name	Enter the name of the segment that needs to be searched
   User Type	Select the user type for which segment details needs to be searched
   Search Result
   Segment Code	System displays the code of the segment(s) based on the search criteria input.
   Segment Name	System displays the name of segment(s) based on the search criteria input.
   User Type	System will display the user type i.e. Retail / Corporate against each of the search result.
   Status	System displays the status of the segment whether it is active/inactive.

4. Click the Segment Code link of the record for which you want to view the user segment details.
   The User Segment Maintenance - View screen appears.

   Figure 34-3 User Segment Maintenance- View

   
   

   
   Description of "Figure 34-3 User Segment Maintenance- View"

   
   

   Table 34-2 Field Description

   Field Name	Description
   Segment Code	System displays the Segment Code of the segment that was selected to view details.
   Segment Name	System displays the name of the segment that was selected to view details.
   User Type	System displays the user type of the segment that was selected to view the details.
   Allowed Application Roles	System displays the application roles that are mapped to the selected segment.
   Status	System displays the current status of the selected segment i.e. whether the segment is active / inactive. Note: If the user segment is no longer active and needs to be disabled then the same can be done in Edit mode.
   Limits - Touch Points /Group/ Global Limits package can be optionally attached at user segment level. All the touch points and touch point groups maintained in the system are listed under each entity in case of multi entity setup. Limits Package can be mapped for each touch point and for a touch point group.
   Touch Points/ Group/ Global	Name of touch points/ groups/ global under a specific entity (with all internal and external touch points).
   Internal Touch Points Group for All	Displays the touch points which are the part of a group.
   Touch Points	Displays the touch points (banking channels) which allows a user to perform transactions using the touch points. The touch points could be: Mobile Application Mobile (Responsive) Internet Mobile Banking Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot

5. Click Edit to modify the segment details.
   OR

   Click Cancel to cancel the transaction.

   OR

   Click Back to navigate to the previous screen.