1.25 Maintain Account Class Restrictions for Users

This topic explains systematic instructions to specify account class restrictions.

The user can be restricted from using certain account classes that are maintained in Oracle FLEXCUBE Universal Banking in two ways.

• A user role that has an account class restriction can be mapped at the User Role level, for an allowed branch in the Roles screen at the User Profile level. Restricted account classes can be viewed in the Account Classes list of values at the User Role level and not at the User Profile level.
• Select account classes from the Account Classes list of values and then select an option from the following at the User Profile level:
  • Allowed
  • Disallowed

Note:

The fields which are marked in asterisk are mandatory.

Login to the User Maintenance screen.

1. On the User Maintenance screen, click Account Classes.
   The Account Classes screen displays.

   Figure 1-30 Account Classes

   
   

   
   Description of "Figure 1-30 Account Classes"

   
   
2. On the Account Classes screen, specify the fields.

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

   Table 1-43 Account Classes - Field Description

   Field	Description
   Account Class Restriction	Specify either to allow or disallow the user from using certain account classes. Subsequently, specify the account classes, which have to be allowed or restricted for the user depending on the option selected. Allowed - Select this option to allow selected account classes and disallow unselected account classes. Disallowed - Select this option to disallow selected account classes and allow unselected account classes. In both cases, the user can query customer accounts belonging to a restricted account class. However, the system will not allow the creation and modification of an account under a restricted account class.
   Account Class	Click Search and specify the account class from the adjoining list of values.

3. Click Exit to end the transaction.