48.2 Relationship Matrix

This topic describes the information about Relationship Matrix feature.

Relationship Matrix maintenance allows the System Administrator to define the transaction access based on the account relationships. Administrator can enable or disable each transaction for each relationship code.

OBAPIS first checks if the transaction is mapped to the role attached to the user and then if it is enabled in relationship matrix. If both the conditions are satisfied, an access of a transaction and of an account is provided to the user.

Prerequisites:

• Transaction access is provided to System Administrator.
• Approval rule set up for System Administrator to perform the actions.
• Account relationship codes are maintained in OBAPIS and in Core Banking Application.
• Relationship mapping (mapping of OBAPIS relationship codes with codes maintained in Core Banking application) is maintained.

Figure 48-4 Workflow

Description of "Figure 48-4 Workflow"

Features supported in application

The administrator can perform the following actions:

• View Relationship Matrix
• Edit Relationship Matrix

Navigation Path: Perform anyone of the following navigation to access Relationship Matrix.

• From System/ Bank Administrator Dashboard, under Controls & Monitoring widget, click Relationship Matrix.
• From System Administrator Dashboard, click Toggle Menu , then click Menu and then click Controls & Monitoring. Under Controls & Monitoring , click Relationship Matrix.

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