1.13 Properties Maintenance

Properties maintenance describes the systematic instructions to view and update the key properties.

This screen is used to configure the key properties for Oracle Banking Party.

To initiate Host Configuration

1. On Home screen, click Party Services. Under Party Services, click Maintenance.
2. Under Maintenance, click Properties Maintenance. Under Properties Maintenance, click View & Update Property.
   The View & Update Property screen is displayed.

   Figure 1-25 View and Update Property

   
   

   
   Description of "Figure 1-25 View and Update Property"

   
   
3. On the View and Update Property screen, specify the details. For more information on fields, refer to the field description table.

   Table 1-17 View and Update Property - Field Description

   Field	Description
   Application Name	Select the application name from the drop-down list.
   Key	Specify the key.
   Application Name	Displays the selected application name.
   Key	Displays the key of the application.
   Values	Displays the value of the application.
   Action	Click the necessary icon to edit or save a row.

4. Click Save.

   The below table provides details of key properties, which can be configured using properties maintenance.

   Table 1-18 OBPY Properties Maintenance

   ID	Application	Key	Description	Sample Value
   OBPY_PROP_001	obpy-party-services	REOB_ADDITIONAL_FIELDS_UIKEY	Unique identification reference key of screens for user defined fields. UIKEY of more than one screen can be inserted as Pipe (|) separated.	fsgbu-ob-cmn-ds-additional-fields@OBPY_REOB_BASIC_ENRH|fsgbu-ob-cmn-ds-additional-fields@OBPY_REOB_ENRH
   OBPY_PROP_002	obpy-party-services	US_NON_RESIDENT_TIN_LIST	List of TIN Status for Non-Residents	CERN|RECE|REPD
   OBPY_PROP_003	obpy-party-handoff-services	modify_source_operation	Source operation for UBS Hand-Off	ModifyCustomer
   OBPY_PROP_004	obpy-party-handoff-services	modify_module_id	Module ID for UBS Hand-Off	ST
   OBPY_PROP_005	obpy-party-services	KYC_CREATE_MODULE_ID	KYC Module ID for UBS Hand-Off	ST
   OBPY_PROP_006	obpy-party-services	KYC_TYPE_PURPOSE	KYC Purpose Type for UBS Hand-Off	Commercial
   OBPY_PROP_007	obpy-party-services	US_RESIDENT_STATUS_LIST	List of status for Tax Resident and Citizen	R|C
   OBPY_PROP_008	obpy-party-handoff-services	KYC_CREATE_MODULE_ID	KYC Module ID for UBS Hand-Off	ST
   OBPY_PROP_009	obpy-party-handoff-services	KYC_TYPE_PURPOSE	KYC Purpose Type for UBS Hand-Off	Commercial
   OBPY_PROP_010	obpy-party-handoff-services	KYC_RISK_LEVEL	KYC Risk level for UBS Hand-Off	Level1
   OBPY_PROP_012	obpy-party-services	US_RESIDENT_TIN_LIST	List of TIN Status for Residents and Citizens	CERT|INCT|TNCT
   OBPY_PROP_013	obpy-party-kyc-services	BANK_MANDATORY_KYCS	Mandatory Required KYCs for a Party	IDVR|ADVR
   OBPY_PROP_014	obpy-party-kyc-services	BANK_KYC_VALID_IN_MONTHS	KYC Validity in Months	24
   OBPY_PROP_015	obpy-party-services	AUTH_SIGN_MANDATORY	Flag to Enable/Disable Authorized Signatory as Mandatory	FALSE
   OBPY_PROP_016	obpy-party-handoff-services	REOB_ADDITIONAL_FIELDS_UIKEY	Unique identification reference key of screens for user defined fields. UIKEY of more than one screen can be inserted as Pipe (|) separated.	fsgbu-ob-cmn-ds-additional-fields@OBPY_REOB_BASIC_ENRH|fsgbu-ob-cmn-ds-additional-fields@OBPY_REOB_ENRH
   OBPY_PROP_017	obpy-party-services	PARTY_MASTER		C
   OBPY_PROP_018	obpy-party-services	RE_KYC_SKIP_DATES	KYC Skip dates	1
   OBPY_PROP_019	obpy-party-services	LIMITED_KYC_SKIP_DATES	Limited KYC Skip Dates	1
   OBPY_PROP_020	obpy-party-services	LIMITED_KYC_VALIDITY_PERIOD	Limited KYC Validity Period	30
   OBPY_PROP_021	obpy-party-services	LIMITED_KYC_INITIATE_ALERT_PERIOD	Limited KYC Alert Period	15
   OBPY_PROP_022	obpy-party-kyc-services	DAYS_BEFORE_ALERT_IS_SENT	Number of Days before KYC Alert is generated	15
   OBPY_PROP_023	obpy-party-kyc-services	RE_KYC_SKIP_DATES	Re-KYC Skip Dates	1
   OBPY_PROP_024	obpy-party-services	USE_MINOR_VAL_MODEL	Flag to Enable/Disable Validation Model usage for Minor Age	FALSE
   OBPY_PROP_025	obpy-party-services	DEFAULT_SOURCE_PRODUCT_ID	Default source product ID, if not provided in Service Requests	OBPY
   OBPY_PROP_026	obpy-party-services	PII_MASKING_PARTY_TYPES	Party Types to be considered for PII Masking. More than one party type can be inserted as Pipe (|) separated.	I|S
   OBPY_PROP_027	obpy-party-services	MINOR_AGE_CRITERIA	Default Minor Age criteria, if validation model is ot used	18
   OBPY_PROP_028	obpy-party-services	MINOR_CUSTOMER_BATCH_SIZE	Minor Customer batch size	100
   OBPY_PROP_029	obpy-party-services	BANK_MANDATORY_KYCS	Bank Mandatory KYCs	IDVR|ADVR
   OBPY_PROP_030	obpy-party-handoff-services	externalUserId	External user id for UBS Hand-Off	SYSTEM
   OBPY_PROP_031	obpy-party-handoff-services	externalSource	External source for UBS Hand-Off	OBPY
   OBPY_PROP_032	obpy-party-services	externalSource	External source for UBS Hand-Off	OBPY
   OBPY_PROP_033	obpy-party-services	externalUserId	External user id for UBS Hand-Off	SYSTEM
   OBPY_PROP_034	obpy-party-services	modify_source_operation	Modify source operation for UBS Hand-Off	ModifyCustomer
   OBPY_PROP_035	obpy-party-services	KYC_RISK_LEVEL	KYC Risk level for UBS Hand-Off	Level1
   OBPY_PROP_036	obpy-party-services	modify_module_id	Modify module id for UBS Hand-Off	ST
   OBPY_PROP_037	obpy-party-services	US_RESIDENT_TAX_FORMS_LIST	List of Tax forms for Residents and Citizen	W9
   OBPY_PROP_038	obpy-party-services	US_NON_RESIDENT_STATUS_LIST	List of Tax Non-Resident Status	N
   OBPY_PROP_039	obpy-party-services	US_NON_RESIDENT_TAX_FORMS_LIST	List of Tax forms for Non-Residents	W8-BEN
   OBPY_PROP_044	obpy-party-services	GUARDIAN_MANDATORY	Flag to Enable/Disable Guardian as Mandatory	FALSE
   OBPY_PROP_040	obpy-party-services	ASYNC_ENABLE	Flag to Enable/Disable UBS Hand-Off Async process	FALSE
   OBPY_PROP_041	obpy-party-services	CMC_ASYNC_ENABLE	Flag to Enable/Disable CMC replication Hand Async process	FALSE
   OBPY_PROP_042	obpy-party-services	TH_ASYNC_ENABLE	Flag to Enable/Disable History (TH Table) Migration Async process	FALSE
   OBPY_PROP_043	obpy-party-services	USER_BRANCH_ACCESS_VALIDATE	Flag to Enable/Disable user branch access validation during party operations	FALSE

   Table 1-19 User Access Behaviour

   USER_BRANCH_ACCESS_VALIDATE	Opening Branch Field (LOV)	Party Onboarding Behaviour
   true	LoV sourced from CMC Branch Maintenance. Closed branches should be excluded. LoV restricted to branches where user has access rights in CMC SMS Maintenance.	Party may be onboarded to any accessible/available valid branch. Logged-in branch pre-populated as default. User may select another valid branch from LoV. Role Based Access is Checked based on Role Mapped to the User Note: This is the existing behaviour and will continue if the flag "true" except specific branch selection
   false	LoV sourced from CMC Branch Maintenance. Closed branches should be excluded. LoV displays all valid branches, regardless of user access rights.	Party may be onboarded to any valid branch irrespective of User Logged In Branch User Branch Access Role Based Access Logged-in branch pre-populated as default. User may select any valid branch from the full branch list.