Retail Relationship Details

Introduction

The details of the new relationship should be provided by the user. The details are similar to user creation screen but password set up related activities are not required while creating a relationship.

Navigation

• Click User Maintenance in the Corporate Administration screen.

• Click Relationship Maintenance in the User Maintenance List screen.

• Click Create New in the Relationship Maintenance List screen.

• Click Continue in the Create New screen.

• The Retail Relationship Details 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

Corporate ID

Displays the corporate ID selected earlier.

Corporate User

Type the corporate user ID for the new relationship.

CIF ID

NA

Location

Select the primary CIF ID for the relationship from the drop-down.

Primary Division ID

Select the primary division from the drop-down.

Location Access Indicator

Indicates if the relationship has global [all] access to all the CIF IDs added to the corporate. If local, explicit linkage should be made to specific CIF IDs.

Division Access Indicator

Indicates if the relationship has global [all] access to all the divisions added to the corporate. If local, explicit linkage must be made to specific divisions.

Administration ID

Select the relationship manager ID. This group id will be used by the retail user for correspondence.

Brand Id

Displays the brand ID based on administrator set up.

Menu Profile

Select the menu profile for the retail user. The options display only retail user related menu profiles.

Multi-Currency Transaction Allowed

Indicates if the multi-currency transactions are allowed to the customer account.

Workflow Rule Authority

To enable the workflow rule authority, this flag should be checked.

• For the corporate user, for whom the Workflow authority flag has been enabled, he will be able to select specific workflow rules.  These will be specific workflows for different transactions, amount ranges and currency.  The default workflow rules will not be available.

• The bank users can set default workflow rules per transaction type for a Corporate. These rules will be automatically enabled, at the time of initiating a transaction, for a corporate user who does not have access to see valid rules, for whom the “Workflow authority” flag has not been enabled.

Can Authorize Without Rules

Indicates to initiate the transaction without any workflow rule.

Note:

If this check box is not selected (non-authorised user) these users will not be allowed to initiate the transaction, unless there is a valid workflow rule/role available.

The function is to allow only some users to initiate the transaction if there is no workflow rule setup for a transaction, so as to limit the exposure to only trusted users (authorized users).

Thus, if there is no workflow rule setup for a transaction type, only authorized users will be able to initiate such transactions. Non-authorised users will not be able to initiate the transaction without a valid workflow rule.

Transaction Limit Scheme

The transaction limit that is the applicable to the user can be selected from the drop-down.  The periodic limit maintained in the selected transaction limit will be applicable to the user for those transactions and the channel through which the transactions are done.

Entry/ Approval Limit Scheme

The entry and approval limit scheme applicable to the user should be selected from the drop-down.

Accessible Financial Transaction Types

The financial transaction types to be accessible to the user can be selected from the list box.

Register For Alerts

Register For Alerts

Select the value to register for alerts.

Scheme ID

The scheme ID for the alert to charge collection.

Don’t Disturb Time

The do not disturb period for alert delivery.