21.1.10.2 Reassigning a Deal to another User

Only the user who entered a deal can delete it. If a deal has to be deleted and the user who entered it is not around to do it, you can reassign the deal to another user so that the other user can delete it. Typically, this situation may arise during end-of-day operations when a deal that is not authorized has to be deleted and the user who entered the deal has left the office for the day. You can reassign a deal through the Reassign User screen. You can invoke this screen from the Application Browser.

Procedure:

To reassign a deal to another user, you need to:

• Step 1 -- You first need to indicate the product associated with the deal. You can select a product code from the picklist, which contains a list of the products that you have created.
• Step 2 -- After you have selected the product, indicate the contract reference number of the bill you wish to reassign to another user. You can select a reference number from the picklist, which contains a list of all the unauthorized active deals.
• Step 3 -- Select the User Id of the user to whom you are assigning the deal.

Note:

This user to whom you reassign a deal should have access rights to enter securities deals in Oracle Banking Treasury Management.

Your User Id will be defaulted from the login screen. Click ‘Exit’ button if you do not want to save the details that you entered. In either case you will be returned to the Application Browser.