14.1 Create Transaction Limit Rule

This topic describes the systematic instructions to maintain the transaction limit restrictions.

Restriction(s) can be maintained for a single transaction code or for a group of transaction codes.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Virtual Account Management. Under Virtual Account Management, click Configuration.
2. Under Configuration, click Transaction Limit Rule. Under Transaction Limit Rule, click Create Transaction Limit Rule.
   The Create Transaction Limit Rule screen displays.

   Figure 14-1 Create Transaction Limit Rule

   
   

   
   Description of "Figure 14-1 Create Transaction Limit Rule"

   
   
3. Specify the fields on Create Transaction Limit Rule screen.

   Note:

   The fields marked as Required are mandatory.

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

   Table 14-1 Create Transaction Limit Rule – Field Description

   Field	Description
   Limit Rule ID	Specify the unique identifier to identify the group of transaction types and the respective restrictions.
   Description	Specify the description of the limit rule.
   Restriction ID	Specify the unique identifier to identify the type of restriction. Limit Rule ID and Restriction ID combination is unique in the system.
   Description	Specify the description of the restriction ID.
   Period	Select the period for which the restriction is applicable. The available options are Daily - Each Calendar Day Weekly - Sunday - Saturday Fortnightly - 1st of month to 15th of month, 16th of month to End of the month Monthly - Each Calendar month Quarterly - January - March, April - June, July - September, or October - December Semi-Annually - January - June, or July - December Annually - January - December
   Transaction Code	Click Search icon to view and select the transaction code(s) for which the restriction is applicable. The number of transactions allowed is applicable cumulatively for all the transaction codes maintained in this section. This is a multi-entry field where the transaction code(s) for which the restriction is applicable can be captured. At least one transaction code must be maintained for a restriction ID. Note: The selected transaction code can not be a part of the multiple restriction IDs under the same Limit Rule ID. If a Limit Rule ID is modified, the changes will be effective from the modification date onwards.
   Description	Displays the description of the selected transaction code.

4. On the Restrictions section, click + icon to add the new restrictions.
5. On the Transaction Code table, click + icon to add the transaction code for the restriction ID.
6. Click Save to save the details.
   The user can view the configured transaction limit rules in the View Transaction Limit Rule.
7. Click Cancel to close the details without saving.