1.5 OBDX Channel access to Associated Parties (Non Customer)

The on-boarded associated parties are allowed to transact on the same portal for raising invoices, effecting and accepting payments, availing finances and performing other transactions.

The associated parties that are customers of the Bank, are provided with channel access as per BAU and can have access to business transactions.

Parties that are NOT customers of the Bank are also provided channel access. A feature is built-in for the Bank Admin to provide the required access.

The workflow or steps to be followed to provide access to a Non Customer Party ID is the same as that of a Customer of the Bank. All the features of the OBDX framework namely, User Management, Limits and Approvals, corporate admin and Audit Log are applicable to this Party ID too. For more details, refer User Manual Oracle Banking Digital Experience Core. Pre-shipped roles such as Non Customer Maker, Non Customer Checker and Non Customer Viewer are available along with relevant dashboards. For more details, refer User Manual Oracle Banking Digital Experience Corporate Customer Services.

Mandatory Role Transaction Mapping (RTM) should be done by the admin for the pre-shipped roles.

Access to the following is recommended;

• Supply Chain Finance, Manage Invoices, Associated Party Management, Purchase Order Management, and Cash Management – All Transactions.
• Customer Servicing – Aggregator, Limits, User Limits.
• Essentials – Mails
• Widgets – Inside Corporate, Dashboard quick links, Finance Maturing, Invoice Time line, Overdue Finances, Overdue Invoices, Top Programs, Limits Widget.

If access to any other transactions is given to the non-customer user, then those transactions are reflected in the hamburger menu but since the customer does not have an account in the Bank the other screens will not have any data displayed.

The Bank Admin can define which transactions are to be accessible to a non-customer through RTM. Similarly, bank admin can either enable or disable the corporate admin feature for non-customers. Access of Create Program and On-board Associated Party are NOT given in the RTM if these functionality are not supported by the host.