Retail User

Introduction

This option allows you to view various activities the user can perform using the Retail User module. This section also covers the administrator functionalities to enable user access the bank application according to the user privileges.

Administrator functions

The bank administrator can perform the following functions:

List the existing retail users defined in the application based on the retail User ID specified.
Create, view, modify, or delete the details of a user. Deletion physically deletes records from the CUSR table.
Associate a user specific backend customer ID. This is done through the Customer Linkage option. This functionality helps the bank to exercise user level control for customer ID access.
Link any number of customer IDs to a retail user ID.
List the existing customer IDs associated with a retail user, delete, or link a new customer ID to the user.
Add, view, modify, or delete details of a certificate. Except for the certificate number and issuing authority, the other details can be modified.

Functions

The table below lists the functions the administrator can perform:

To	See Topic
View specific user functionalities in Retail e-banking.	User Menu Options
View user menu profiles with access to different menu options or functionalities.	User Menu Profie
View available user options links	User Menu Option Link
View user interests linked to websites maintained by the bank	User Interests
View functionalities of retail e-Banking administrators	Retail Users
View storage of additional address fields	Retail User Address Maintenance
View setting passwords for the user for bank transactions	Set Password for Retail User
View enabling a new or disabled user to access the application	Enable or Disable Retail User
View selective offers for certain users	Enable or Disable Retail User for Menu Options
View login details of the customer	Retail User Activities
Create of Customers and updates for data from CRM to e-Banking	Bulk User Creation
Specify the cut-off time delay allowance.	Network Allowance
Link the customer to channels.	Customer-channel Link
Link the payees to retail.	Personal Payee Link
View the existing list of accounts and the option to define transaction type based account access	Accounts Access for Users
Define and maintain in what order the menu option links can appear for a specific target group.	Navigation Options
Maintain the action control for a particular user.	Allowed User Actions
Maintain the properties regarding authentication mode for a user type and a channel.	Authentication Mode Properties
Maintain the self confirmation setup.	Self Confirmation Setup