RM Setup

Introduction

Relationship Managers (RM) are the staff of the bank serving the bank customers. They are the customer contact point regarding internet banking. The e-Banking application uses  Relationship Managers defined in Retail e-Banking  for customer communication (mail), request processing and for approval of special transactions. This functionality is controlled through the menu options of RMGR, RMGRM & RMGRV.

This section outlines the activities for RM Maintenance.

Steps to maintain RM

The Retail e-Banking administrators does the following to maintain the Relationship Manager:

• List the existing RMs defined in the application.

• Create, view, and modify details of  RM.

• Disable an existing RM. This sets the deletion flag to “Y”.

• Set password for an RM. Password program randomly generates a password for the RM.

• Enable a newly created RM or a disabled RM. An RM is enabled only after the password is printed.  

Notes

This section outlines the important points in maintaining the RM:

• The password print program prints the address details of the RM(in principal language id of the application).

• The language codes available to the RM are taken from the entries made in the LANG table.

• Country Codes (Common code of Code type = ‘CNT’), State codes and Menu profiles should be created before RM is created.

• As per internationalization standards, two date and time formats are supported by Retail e-Banking: Short date format & Long date format. These formats are created in COCD table as seed data: Code type = ‘DFT’ & Common codes as 2 (Short date) & 3 (Long Date).The actual display format is decided based on user locale.

• The amount formats supported by Retail e-Banking are determined as per user locale . The locale user is decided by the user’s language code and language country code.

• Finacle retail e-Banking application uses the e-mail ID (not alternate e-mail ID) specified above for forwarding the Retail e-Banking mails to RM. RM can receive, read & reply Retail e-Banking from outlook mail client.

• The RM details are maintained in CUSR table with user type value as “4”.

• The password set by the administrator is checked against history of passwords set for an administrator id. Number of passwords in history is determined by the Retail e-Banking parameter MAX_PWD_IN_HISTORY. Any password in history should not be reused.

• Whenever a new password is set for an administrator, he is forced to change the password on first log-on.

When e-Banking application is portlet enabled then the user ID and Signon password needs to created at the portal server.

Note:

To create the users, refer to Creation of e-Banking users in portal environment in the e-Banking installation guide.

Navigation

The following is the navigation for this option:

• Click RM Setup in the Relationship Manager Administration.

• The Relationship Managers screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

Relationship Manager Id

The ID of the relationship manager.