54.3.1 User Groups - Retail & Business User – Search Party

This topic describes the systematic instruction to User Groups - Retail & Business User – Search Party option.

Bank Administrator logs into the system and navigates to the User Group Management screen.

  1. Navigate to the above path.
    The User Group Management screen appears.
  2. The User Type Selection screen appears.
    Select the appropriate option.

    Click Retail & Business User to access user group management of Retail & Business users.

System displays a screen to enter the party information (party ID or party name) and search party for which the user groups are to be maintained/ viewed.

User can enter the party ID (if known) or the party name with a minimum of 5 characters. System matches the input provided by the user with the party name records and displays the matching party records.

In case of a party search by party ID, it is an exact match and system displays the user groups maintained if any.

Figure 54-7 Retail & Business User – Search Party


Description of Figure 54-7 follows
Description of "Figure 54-7 Retail & Business User – Search Party"

System displays a screen to enter the party information (party ID or party name) and search party for which the user groups are to be maintained/ viewed.

In case of a party search by name, system displays the matching party records. The records have parties listed with both Party ID and Party Name information. User can select the record by clicking on the Party ID from the list.

Figure 54-8 Retail & Business User – Search by Party Name


Description of Figure 54-8 follows
Description of "Figure 54-8 Retail & Business User – Search by Party Name"

Note:

The fields which are marked as Required are mandatory.

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

Table 54-5 Corporate User – Group Summary - Field Description

Field Name Description
Search Information specified in below fields are related to Search.
Party ID List of the Party IDs as per search input.
Party Name List of the Party names of the party IDs as per search input.

  1. Perform anyone of the following actions:
    • After providing party ID or name of party, click Search. Click on Party ID hyperlink to view details of the selected user group.
    • Click Clear to clear the input search parameters.
    • Click Cancel to cancel the operation.

Parent topic: User Groups – Retail & Business User