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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. |
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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: |
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Field |
Description |
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Individual Details |
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Individual ID |
The ID of the bank for which default limit records are being created. |
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Search criteria |
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Individual ID |
Type the individual ID of relationship to be linked. |
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Corporate ID |
Type the corporate ID if a corporate’s relationships are to be fetched. |
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Click |
To |
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Search |
Retrieve a list of relationships that match the specified criteria. |
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Back |
Go back to the previous screen. |
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Field |
Description |
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SELECT A RELATIONSHIP TO LINK |
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Select |
Select the relationship for linking to the user. |
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Individual ID |
Displays the individual ID. |
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Corporate ID |
Displays the corporate ID if it’s a corporate relationship or the retail id itself is displayed. |
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User ID |
Displays the user ID. |
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First Name |
Displays the first name of the user. |
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Last Name |
Displays the last name of the user. |
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Click |
To |
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< |
Go to the previous list page. |
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> |
Go to the next list page. |
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Go [Page] |
Provide the page number and click Go to get the respective list page on the screen. |
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Select |
Link the relationship to the user. |