1.6.5 Branches Button

This topic provides the systematic instructions to define the branches to operate.

1. On User Admin screen, click Branches button to define the branches in which the user should be allowed to operate.
   The Branches screen is displayed.

   Figure 1-8 User Admin_Branches Button

   
   

   
   Description of "Figure 1-8 User Admin_Branches Button"

   
   
2. You can specify the branches from which they can operate for Staff and End of Day users.
3. On Branches screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 1-9 Branches - Field Description

   Field	Field Description
   Branches	Optional Select one of the options from the following list: Allowed Disallowed Choose Disallowed option to prepare a list of branches from which the user is disallowed. Specify the branches that are disallowed for a user. Similarly, choose Allowed option to prepare a list of branches from which the user is allowed to operate.
   Branch List	The section displays the following fields.
   Branch	Alphanumeric; 30 Characters; Mandatory Specify the branch code.
   Branch Name	Display The system displays the name of the branch for the selected branch code.

   When you create a User Profile, it will be attached to the branch where it is created. This means that the user can execute the functions defined for the profile from this branch. For a user profile, you can indicate that the user can access other branches also. The kind of functions a user can perform in a branch other than the one where the user profile is created depends on the category of the user.

   Table 1-10 Allow User to Operate from Different Branches

   Users	Functions
   Allow User to Operate from Different Branches of AMC	For mutual fund account customers, you can define a list of branches of the AMC from which the user would be allowed to operate. To define this list, click the AMC button in the User Profile Definition screen.
   User Belonging to Staff Category	In each branch, you should create a user profile called the Guest. The functions defined for this branch will be applicable for a user of a different branch. Typically, this profile should have access to functions like inquiry into balances, etc. If this Guest profile is not created in a branch, a user not belonging to that branch will not be allowed to change branch to it. The branch where the user profile is created is called the Home branch and the other branches are called Host branches.
   User Belonging to AEOD Category	For such a user, the functions defined for the user profile where the profile created (the Home branch) will be applicable in every branch (Host branch).
   User Belonging to Customer Category	A user of this category can log on only to the branch where the profile is created.
   User Transaction and Auth Limits	You cannot capture any transaction, if the transaction amount is greater than the maximum transaction amount. Also, you cannot authorize any transaction if the transaction amount is greater than the maximum authorization amount. This validation is applicable only for UT transactions, Bulk transaction, adjustment transaction, light weight transaction and LEP – initial investment, top up, surrender and switch transaction types. The validation will not be applied if there is no exchange rate currency maintained for the limit currency of the user and the transaction currency.