8.4.4 Delete Reconciliation/Allocation Rule

This topic provides systematic instructions to delete a reconciliation / allocation rule.

This option lets the user delete the recon/allocation if the delete role is assigned by the bank administrator to stop unauthorized actions. The user can only delete recon/allocation rules that are based on corporate recon criteria. The delete link appears in recon details only for corporate based recon/allocation rules.

To delete a reconciliation/allocation rule:

1. In the View Reconciliation/Allocation Rule screen, click the filter options or use search field to search the reconciliation rule.
   The View Reconciliation/Allocation Rule screen with search results appears.

   Figure 8-57 View Reconciliation/Allocation Rule

   
   

   
   Description of "Figure 8-57 View Reconciliation/Allocation Rule"

   
   
2. Click the Rule Id link of the rule to be deleted.
   The View Reconciliation Rule (details) screen appears.
3. Click the Delete link of the rule to to delete the reconciliation/allocation rule.
   An alert message displays, if the user tries to delete recon/allocation rule that is the only rule of rule decisioning.

   Figure 8-58 Delete Reconciliation/Allocation Rule

   
   

   
   Description of "Figure 8-58 Delete Reconciliation/Allocation Rule"

   
   
4. Click Delete to proceed with the deletion process.
   For a corporate-defined rule the Delete Reconciliation/Allocation Rule – Review screen appears.

   Figure 8-59 Delete Reconciliation/Allocation Rule – Review

   
   

   
   Description of "Figure 8-59 Delete Reconciliation/Allocation Rule – Review"

   
   
5. Click Back to go to the previous screen.
6. Click Confirm.
   The Delete Reconciliation/Allocation Rule screen with the successful rule deletion message appears.

   Figure 8-60 Delete Reconciliation/Allocation Rule – Confirmation

   
   

   
   Description of "Figure 8-60 Delete Reconciliation/Allocation Rule – Confirmation"