Link Existing Relationship

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

  • Click User Maintenance in the Corporate Administration screen.

  • Click Relationship Maintenance in the User Maintenance List screen.

  • Click ink Existing Relationship in the Relationship Maintenance List screen.

  • The Link Existing Relationship 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

Individual Details

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.