52.1 File Identifier Maintenance

This topic describes the information about File Identifier Maintenance option. User can process file uploads using this option.

Bank Administrator can create file identifiers (FI) to upload files for corporate as well as bank administrator users. This enables the corporate users and bank administrators to process file uploads. A File Identifier is always mapped to a specific file template. It permits configuration of party preferences like approval type (file level / record level) for a particular type of file.

Prerequisites

• Transaction access is provided to Bank Administrator
• User Creation
• Set up Party Account access (for corporate file upload)
• Set up Transaction Account access (for corporate file upload)
• Set up Approval Rules (for corporate file upload)

Features Supported In Application

• Search File Identifier
• Create File Identifier
• Edit File Identifier

Figure 52-1 Workflow

Navigation Path: Perform anyone of the following navigation to access File Identifier Maintenance.

• From System Administrator Dashboard, under Quick Links, click File Upload and then click File Identifier Maintenance.
• From System Administrator Dashboard, click Toggle Menu, then click Menu and then click File Upload. Under File Upload , click File Identifier Maintenance.

• File Identifier Maintenance – User Type Selection
  This topic describes the systematic instruction to File Identifier Maintenance – User Type Selection option.
• File Identifier Maintenance - Administrator User – Summary
  This topic describes the systematic instruction to File Identifier Maintenance - Administrator User – Summary option.
• File Identifier Maintenance - Administrator User - Create
  This topic describes the systematic instruction to File Identifier Maintenance - Administrator User - Create option. Using this option the administrator user can create a new file identifier.
• File Identifier Maintenance - Administrator User – Edit
  This topic describes the systematic instruction to File Identifier Maintenance - Administrator User – Edit option. Using this option the administrator can edit and update a file identifier.
• File Identifier Maintenance - Corporate User – Search and View
  This topic describes the systematic instruction to File Identifier Maintenance - Corporate User – Search and View screen.
• File Identifier Maintenance - Corporate User - Create
  This topic describes the systematic instruction to File Identifier Maintenance - Corporate User - Create option. Using this option the administrator user can create a new file identifier.
• File Identifier Maintenance - Corporate User – Edit
  This topic describes the systematic instruction to File Identifier Maintenance - Corporate User – Edit option. Using this option the administrator can edit and update a file identifier.