2.5.1 Payee User Mapping - Summary

This topic provides the systematic instructions for user to view list all private payees created by the corporate administrator.

A quick search is available on the screen by specifying the payee name. User can also view the details of the payee and to map users to the beneficiary.

Features Supported In the application

Functions available on Payee User Mapping are as follows:

  • Map user to a payee
  • Edit Mapping

The screen is divided into two sections:

  • Accounts – Bank Account Payees are listed in this section.
  • Demand Draft - Payees created for Demand Draft are listed in this section.

To view the payee:

  1. In Search By Payee Name field, enter the payee name to list all private payees.
  2. Click the search icon, all private payees created by the corporate administrator will be displayed.

    Figure 2-21 Payee User Mapping - Summary



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 2-10 Payee User Mapping - Summary - Field Description

    Field Name Description
    Search by Payee Name Search the payees created by the corporate administrator by entering the payee name.
    Payee Accounts Below fields appears for Account type of payees.
    Payee Photo Displays the payee's photo along with the name to identify payee while making a transfer. If the payee’s photo is not uploaded, the initials of the payee will be displayed in place of the photo.
    Payee Nickname The nickname of the payee, defined at the time of payee creation.
    Account Type The type of account associated with the payee.

    The options are:

    • Within Bank
    • Domestic
    • Cross Border
    Account Details The details of the account associated with the payee.
    Created By The name of the user who created the payee.
    Access Type The access type of the payee.

    The values can be:

    • Public
    • Private
    Payee - Demand Drafts

    Below fields appears if the payee is holding a demand draft.

    Search by Payee Name Search the payees created by the corporate administrator by entering the payee name.
    Payee Photo Displays the payee's photo along with the name to identify payee while initiating a demand draft request. If the payee’s photo is not uploaded, the initials of the payee will be displayed in place of the photo.
    Payee Nickname The nickname of the payee, defined at the time of payee creation.
    Draft Type The type of draft.

    The values can be:

    • Domestic
    • Cross Border
    Draft Favouring Draft favouring details.
    Created By The name of the user who created the payee.
    Access Type The access type of the payee.

    The values can be:

    • Public
    • Private
  3. Click on the Payee Nickname link to view the payee user mapping details.
    The Payee User Mapping Details screen.

    Note:

    Corporate administrator also has the provision to create a new payee by clicking the Create button.