Introduction |
This option can be used when the administrator wants to link an existing relationship to the selected user. After this process user will be able to do a context switch between the relationships added to their user ID. This can be enabled for verification. |
Navigation |
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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 |
Individual Details |
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Individual ID |
The ID of the bank for which default limit records are being created. |
Search criteria |
|
Individual ID |
Type the individual ID of relationship to be linked. |
Corporate ID |
Type the corporate ID if a corporate’s relationships are to be fetched. |
Click |
To |
Search |
Retrieve a list of relationships that match the specified criteria. |
Back |
Go back to the previous screen. |
Field |
Description |
SELECT A RELATIONSHIP TO LINK |
|
Select |
Select the relationship for linking to the user. |
Individual ID |
Displays the individual ID. |
Corporate ID |
Displays the corporate ID if it’s a corporate relationship or the retail id itself is displayed. |
User ID |
Displays the user ID. |
First Name |
Displays the first name of the user. |
Last Name |
Displays the last name of the user. |
Click |
To |
< |
Go to the previous list page. |
> |
Go to the next list page. |
Go [Page] |
Provide the page number and click Go to get the respective list page on the screen. |
Select |
Link the relationship to the user. |