Create Authorization Modes

Introduction

This screen allows you to create different modes of authorization for a particular type of transaction and for a particular amount bracket for the selected Corporate.

For the particular retail user the authorization mode to be used for a particular transaction can be defined under the Authorisation Mode Precedence option. When the option User-level is chosen, the authorization mode defined under the User Id will be taken. In the same way when Transaction-level is chosen, the mode of authorization defined for that particular corporate for a particular transaction will be considered while executing the transaction.

During the modify or delete operation of ‘Authorization Mode’ records available at the corporate-entity level, there is no validation done against unapproved transactions. The changes done would take effect upon next user-action on such transactions.

For example : for authorising a FT entry of Rs.50000/- at the Corporate level, has been defined as Secure ID and at the User-level has been defined as Transaction password, then:

1. If User level is chosen, that transaction will have to be authorised through the secure Id option.

2. If Transaction -level is chosen, that transaction will have to be authorised throught the transaction password option.

In case the mode of authorization is chosen as Corporate-level, but nothing has been defined for the corporate then by default the user-level mode of authorization will be considered.

Depending on the ‘Authorization Mode Precedence’ setup at the corporate-entity level, the following behaviour will result:

• If ‘Authorization Mode Precedence’ is set to ‘User-level’, then during transaction action, the value of ‘Authorization Mode’ setup at user-level will take precedence.

• If ‘Authorization Mode Precedence’ is set to ‘Corporate-level’, then during transaction action, the value of ‘Authorization Mode’ setup at corporate-entity level will take precedence, thereby depending upon the ‘Transaction Type’ and the ‘Transaction Amount’ of the transaction under consideration.

• If ‘Authorization Mode Precedence’ is set to ‘Corporate-level’, while no records exist for ‘Authorization Mode’ at corporate-entity level (or all of them may have been deleted), then it will be assumed that “no specific authorization mode is setup & therefore user-level authorization mode will be utilised by default” for all amount ranges for all transaction types.

• • As a corollary to the previous point, if no records exist for a particular transaction type and/or currency combination, then it will be assumed that “no specific authorization mode is setup and therefore user-level authorization mode will be utilised by default” for all amount ranges for that transaction type.

  • As another corollary to the previous point, if no records exist for a particular amount range for a particular transaction type, then it will be assumed that “no specific authorization mode is setup and therefore user-level authorization mode will be utilised by default” for that particular amount range for that transaction type. However, during a particular implementation, the customisation team should be able to specify that no authorization mode may be required for such a scenario.

• During the modify/delete operation of ‘Authorization Mode’ records available at the corporate-entity level, there need not be any validation done against unapproved transactions. The changes done would take effect upon next user-action on such transactions.

Navigation

The following is the navigation for this option:

• Click Authorization Mode in the User Maintenance List screen.

• The Create Authorization Modes screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Financial Transaction

From the drop-down list, select whether the selected transaction is a financial transaction or not.

Valid values:

Yes

No

Transaction Type

From the drop-down list, select the type of transaction for which the authorization mode is to be defined.

Currency

The corporate currency. By default the home currency of the corporate is displayed.

Note:

If No option is selected from the Financial Transaction drop-down, then this field will not be displayed.

Amount From

Amount To

The amount slab for that particular transaction that can be set for whom the authorization mode is to be defined.

Note:

If No option is selected from the Financial Transaction drop-down, then this field will not be displayed.

Note:

Based on the parameters defined above, the below table will be displayed. The mode of authorization for each of the transaction has to be selected here.

Sl. No.

The serial number of the record. You can select a record using the option button provided.

Financial Txn.

Indicates whether the transaction selected is a financial transaction or not.

Transaction Type

The type of transaction.

Currency

The base currency for that particular corporate.

From Amount

The minimum amount slab as defined.

To Amount

The maximum amount slab as defined.

Transaction Password

Select the mode of authorization required for the selected transaction.

Note:

The user will have to specify Transaction Password in order to progress the transaction.

Secure Token

Specify Secure Token Response in order to progress the transaction.

Note:

The user will be able to provide a Secure Token response only if assigned a secure token.

Digital Signature

Specify a digital certificate in order to progress the transaction by digitally signing this activity.

Note:

The user will be able to provide a digital certificate only if assigned a secure token.

SMS-based Mobi Token

Specify SMS-based Mobi Token in order to progress the transaction.

Note:

The user will be able to provide the token value only if assigned a valid mobi token.

Device-based Mobi Token

Specify Device-based Mobi Token in order to progress the transaction.

Note:

The user will be able to provide the token value only if assigned a valid mobi token.