16.4.5.2 Transaction Daily and Monthly Limits - Edit

This topic describes the systematic instruction to Transaction Daily and Monthly Limits - Edit option.

The retail user can edit the transaction limits offered by the bank for each transaction using this option. The user can also opt to reset to limits set by the Bank after having changed the limits.

To edit the daily and monthly limits at any level:

1. Navigate to the above path.
   The Limits screen appears.
2. From the Channel list, select a channel to view its limits.
3. From the Transactions list, select a transaction to view its limits.
4. Select the level at which limits are to be edited.
5. Click Edit.
   The Edit Limits screen appears.

   In the Limits screen, click Edit against the transaction for which you want to change the limits.

   Figure 16-27 Daily Limits - Edit

   
   

   
   Description of "Figure 16-27 Daily Limits - Edit"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-16 Daily Limits - Edit - Field Description

   Field Name	Description
   Daily Count	Information specified in below fields are related to daily count.
   Allocated by Bank	Transaction initiation limits allocated to you by the bank for the particular Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Enter Count	Enter an amount to specify the new daily transaction count to be applicable to you for the particular Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Monthly Count	Information specified in below fields are related to monthly count.
   Allocated by Bank	The cumulative transaction initiation limits allocated to you by the bank for the particular Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Enter Count	Enter an amount to specify the new cumulative transaction count to be applicable to you for the Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Daily Limit	Information specified in below fields are related to daily limit.
   Allocated by Bank	The daily transaction amount allocated to you by the bank for the particular Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Enter Amount	Enter an amount to specify the new daily transaction amount to be applicable to you for the Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Monthly Limit	Information specified in below fields are related to monthly limit.
   Allocated by Bank	The monthly transaction amount, allocated to you by the bank for the particular Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.
   Enter Amount	Enter an amount to specify the new monthly transaction amount to be applicable to you for a Transaction/ Transaction Group/ Channel Group / Transaction & Channel Group.

6. Under the Daily Count section, enter a value in the Enter Count field to modify the daily count limit, if required.
7. Under the Monthly Count section, enter a value in the Enter Count field to modify the monthly count limit, if required.
8. Under the Daily Limit section, enter a value in the Enter Amount field to modify the daily amount limit, if required.
9. Under the Monthly Limit section, enter a value in the Enter Amount field to modify the monthly amount limit, if required.
10. Click Save to save the changes.
    A message confirming successful limit update appears.

    • Click Reset to Bank Limits, if you want to change the limits back to the limits offered by the Bank.
    • The limits assigned by the bank for the transaction will be auto populated.
    • Click Cancel to cancel the operation and to navigate back to the Dashboard.