60 Template Maintenance

This topic describes the information about Terms and Conditions Maintenance option.

Using this option the bank can customize the format of the downloads for the transactions supporting downloads. Bank Administrator can download the XSL template, make the necessary changes, and upload it back into the system.

Note:

Bank user will be able to make change to only one file at a time.

Caution: Template customization is technical in nature and should be performed by bank users with a strong understanding of XSL templates and the OBDX structure. It is recommended that only users with significant expertise in XSL templates make modifications, as improper changes may disrupt existing functionality.

The Updates History feature enables bank administrators to download previously uploaded templates from the history log.

Pre-requisites

• Transaction access is provided to Bank Administrator.

Features supported in application

• View Template
• Edit Template

Navigation Path: Perform the one of the following navigation to access Template Maintenance.

• From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Configuration. Under Configuration , click Template Maintenance.
• From the Search bar, type Configuration – Template Maintenanceand press Enter.

The Template Maintenance screen appears.

• View Templates
  This topic describes the systematic instruction for user to view the transaction templates maintained.
• Edit Templates
  This topic describes the systematic instruction for Bank Administrator to upload updated templates back into the system against a transaction.