1.15.1 Product Transaction Limits maintenance

To capture details of product transaction limits maintenance screen

Specify the User ID and Password, and login to Homepage.

1. On the Homepage, Type OLDPLMNT and click next arrow.
   The Product Transaction Limits Maintenance screen is displayed.

   Note:

   The fields which are marked in asterisk red are mandatory fields.

   Figure 1-16 Product Transaction Limits Maintenance

   
   

   
   Description of "Figure 1-16 Product Transaction Limits Maintenance"

   
   
2. In Product Transaction Limits Maintenance screen, you need to maintain specific combination of fields so that the transactions belonging to this combination can be authorized based on the authorization hierarchy. The specific combination of fields are Module, Product, Limit Currency, Customer type and Source Code.

   Table 1-9 Product Transaction Limit Maintenance

   Field	Description
   Module	Specify the module for multi-level authorization. The list displays all the modules maintained in the system which require multilevel authorizations.
   Product Code	Select the product code from the option list. The list displays all the product codes maintained in the system which require multilevel authorizations.
   Limit Currency	Select the limit currency from the option list. The list displays all the limit currency maintained in the system which require multilevel authorizations.
   Customer Type	You can select the customer type either as ALL, Corporate, Individual, or Bank Customer.
   Module Description	The module description appears based on the module selected.
   Product Description	The product description appears based on the product selected.
   Source Code	Specify the source code as FLEXCUBE in case of external system then source code is EXTSYS.
   Role Based Authorization	If this check box is selected, then Level 1, Level 2, Level 3, or Level 4 should be selected.
   Follow Sequence	This option is applicable only if role based authorization is selected. When this option is selected, the system allows you to authorize the transaction only in sequence with the roles are specified.

3. In Product Transaction Limit Details section, you can specify transaction limit and authorization levels based on that authorization hierarchy.

   Table 1-10 Product Transaction Limit Details

   Field	Description
   Transaction Limit	If the transaction is booked in excess of the maintained transaction limit then an appropriate message indicating the levels of authorization appears.
   Level of Authorization	Indicates the number of users to be involved in the contract authorization.
   Cumulative	Select this check box to indicate whether shared authorization to be allowed for a contract’s transaction amount.
   Minimum Authorization Limit	This field is applicable only when the Cumulative check box is selected. The amount cannot be greater than the transaction limit. This amount is used to validate authorizer limit while authorizing the contract.

4. In Authorization Role Mapping section, you can define the user roles involved in authorizing the transaction. Role details should be provided for primary rule. Optionally, an alternate rule can also be set up for the combination.

   Table 1-11 Authorization Role Mapping

   Field	Description
   Authorization Role Mapping	Select the role as Primary or Alternate. In case of three level of authorization, you authorize only 2 level. The other authorization has to be done in the main contract screen.
   Authorization Role	This is applicable only role based authorization is selected, you can select either Primary or Alternate.
   Level1 to Level4	System allows you to fetch the role maintained in the Role Maintenance (SMDROLDF) screen.