2 Dashboard Maintenance

A central dashboard is provided for non-STP operations in the Back office. This dashboard displays the count of unauthorized record per module based on events. Option is provided to view the record details and authorize by providing the module wise grids which helps to separate the pending actions on the basis of operational roles of the business users. The scope of the dashboard is to enable view of all non-authorized entries into Product processor layer of OBTR from external systems.

The scope of the dashboard is to enable view of all non-authorized entries into Product processor layer of OBTR from external systems

Based on the roles defined to the user the actions are provided to the user on login to the system. To View the pending transactions across departments the user should be a Super User.

Department mapping of a user is used to differentiate the trades and same is used as a column in dashboard with Own and Others differentiation. For normal user there are counts fetched under OWN department. In case of the user logged-in is a Super User, then OTHER department counts also is fetched based on availability of Un-Auth records

• The system uses the Marker ID of the unauthorized contract to check the department from the respective user definition mapping. Below are the conditions allowed:
• If the login user is from the same department as the maker then the count will add to Own department in dashboard.
• If the department is different and the user is not a super user then such unauthorized records/contracts will not add to the respective grid count in the authorization dashboard.(There is no Others row display for non-super user).
• If the department is different and the user is a super user that such unauthorized records/contracts will add to the Other row for respective grid count.

Count in respective grid and list of unauthorized deals for respective event is same in summary screen when invoked from dashboard.

After authorization, count in respective grid should decrease on refresh.

This topic contains the following sub-topics:

• Dashboard Super User
  This topic provides the systematic instructions to capture the mapping details of the super user in the dashboard and provide information at-a-glance.
• Treasury Authorization Dashboard
  This topic describes the systematic instructions to capture the dashboard details.