Request Maintenance

Introduction

This option enables a bank user to get a list of requests pending for approval, with respect to password reset and online registration. The search criteria will give an option to the bank user to filter the records and display accordingly. Bank user can click on the ‘Request ID’ hyperlink to view the details of the request.

Navigation

The following is the navigation for this option:

Click Request Maintenance in Relationship Manager Administration.
The Request Maintenance 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
Search Criteria
Request ID	Type the request ID.
Request Status	Select the status of the request from the drop-down list Valid Values: All Approved Closed Pending Rejected
Request Type	Select the request type from the drop-down list. Valid Values: All Online Forgot password. Offline Forgot password. Online Registration. Offline Registration
Date From - To	Select the From and To dates from the calendar lookup.
Request Maintenance List
Select	Click the option button to select the record.
Request ID	Displays the ID of the request Note: Click the request ID link to display a new screen where the bank user can enter the remarks and close the request. Bank User can either Approve a request or reject a request in the new screen. At the time of approval, bank user may either opt to close a request, or just approve the request. Closure of the request means, bank user approves the request and the subsequent processes are automatically carried out. Approval of the request means, bank user approves the request but the subsequent processes are carried out by the users. Eg. in online registration, subsequent process could be user setting his/her password.
User Principal	Displays the user ID of the user.
Request Type	Displays the type of the request.
Account ID	Displays the account ID.
Customer ID	Displays the customer ID (CIF ID).
Request Date	Displays the date on which request was initiated.
Status	Displays the status of the request.

Click	To
Search	Search the requests based on the search criteria.
Clear	Clear the data specified.
View Details	View the details of the selected request.
Go	View the list of records in that page. Note: If there are multiple number of pages for displaying the list of records, then the desired page number can be provided and click Go. The list of record in that page is displayed.
<<	View the list of records in the previous screen.
>>	View the list of records in the next screen.
Download Details As	The details shown on the dashboard can be downloaded in one of the following file formats: HTML XML TXT CSV XLS DAT PDF RTF Click OK after selecting the format.