48.2.1 Relationship Matrix Maintenance - View

This topic describes the systematic instruction to Relationship Matrix Maintenance - View option.

Based on the account relationship and transaction access matrix, System Administrator will know the account relationships IDs for which the channel access has been granted.

To view relationship matrix:

  1. Navigate to one of the above paths.
    The Relationship Matrix Maintenance screen appears.
  2. Perform anyone of the following actions:
    • Displays the details maintained under user account relationship and transaction access matrix in Relationship Matrix Maintenance - View screen.
    • Click Edit to modify the maintenance.
    • Click Cancel to cancel the transaction.

    Note:

    Instead of the Edit option, the Save option available if user is accessing it for the first time.

    Figure 48-5 Relationship Matrix Maintenance - View



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 48-3 Relationship Matrix Maintenance - View - 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 under a specific module for which a channel access has been granted based on account relationship and transaction access matrix.
    Under each module transactions are mainly grouped as:
    • Inquiry
    • Transactions
    Relationship ID Lists all the relationship IDs maintained in OBAPIS for which the codes available in core banking application are mapped.