48.2.2 Relationship Matrix Maintenance - Edit

This topic describes the systematic instruction to Relationship Matrix Maintenance - Edit option. Using this option, System Administrator can modify the account relationship and transaction access matrix.

To modify relationship matrix:

1. Navigate to one of the above paths.
   The Relationship Matrix Maintenance screen appears.
2. Displays the details maintained under user account relationship and transaction access matrix in Relationship Matrix Maintenance - View screen.
3. Click Edit to modify the maintenance.
   The Relationship Matrix Maintenance - Edit screen appears.

   Figure 48-6 Relationship Matrix Maintenance - Edit

   
   

   
   Description of "Figure 48-6 Relationship Matrix Maintenance - Edit"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 48-4 Relationship Matrix Maintenance - Edit - Field Description

   Field Name	Description
   Module Name	Name of the module under which all transactions are maintained for Relationship Matrix. Current and Savings Deposits Loans Credit Cards
   Transaction Name	Lists all the transactions of a specific account for which a channel access has been granted based on account relationship and transaction access matrix. The transaction categories are: Inquiry Transactions Select/ deselect the transactions to maintain relationship matrix.
   Relationship ID	Lists all the relationship IDs maintained in OBAPIS for which the codes available in core banking application are mapped.

4. Perform anyone of the following actions:
   • Select the check box available in the header of transaction category (Inquiry and Transactions), to select all transactions for selected category in one instance.
   • Select the check box available against the Relationship ID) for each transaction.

   Note:

   1. Select / deselect the check box against the Transaction category (Inquiry and Transactions) to select all transactions under it.
   2. To unmap the relation mapping, deselect the check box.
5. Repeat step 2 for all modules as per requirement.
6. Perform anyone of the following actions:
   • Click Save to save the relationship matrix maintenance.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.
7. Perform anyone of the following actions:
   • The Review screen appears. Verify the details, and click Confirm.
   • Click Cancel to cancel the transaction.
   • Click Back to navigate to the previous screen.

   The success message of Relationship Matrix Maintenance saved successfully appears along with the transaction reference number.

8. Click OK to complete the transaction.