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Introduction |
The Relationship Manager can use this option to approve or reject the mandates created by the retail user for initiating collection transactions. Apart from retrieving a list of mandate records pending for approval based on search criteria, the Relationship Manager can approve or reject multiple mandate records. The Relationship Manager can also download the list of records into a file in various formats like HTML, XML, TXT and so on. |
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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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Option |
Choose the activity type from the list .The available options are:
This is used to select a different activity from the list, if the user wants to change the activity from the existing biller registration activity. Click OK to go to the corresponding biller registration activity. |
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SEARCH CRITERIA |
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User Id |
Using the LookUp button the user IDs can be retrieved. The relationship manager can select the user ID and provide as a search criteria. If no user ID is provided, then all the user IDs would be considered as a search criteria. |
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Mandate Id |
Provide the mandate ID for the search. If no ID is provided, then all the mandate IDs would be considered for search. |
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Mandate Reference |
Provide the mandate reference for the search. If no id is provided then all the mandate references would be considered for search. |
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ADVANCED SEARCH CRITERIA |
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Mandate Date Range (From - To) |
Provide the date range of the mandates as search criteria. Use the calendar widget to select the date. |
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Mandate Amount Range (From - To) |
Provide the amount range of the mandates. |
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Action |
Select the actions performed on the mandate records from the list box. Valid values: Modified Deleted |
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Click |
To |
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Search |
Get the list of mandate records pending for relationship manager approval |
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Clear |
Refresh the screen without the specified query criteria (where results have not been displayed) or to reload the screen with the latest results for the criteria specified. |
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Field |
Description |
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APPROVE OR REJECT MANDATES |
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Check Box |
Select the check boxes to select the mandate records for approval. |
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User Id |
The retail user id who has sent the record for approval. |
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Mandate Id |
The mandate id is displayed. Click the link to view the details of the mandate. |
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Mandate Reference |
The mandate reference is displayed. |
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Counter Party Name |
The name of the counter party corresponding to the mandate is displayed. |
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Collected From Account |
The debit account used for collection is displayed |
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Action |
The last action performed by the retail user on the mandate record is displayed |
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Requested Date |
The date when the record was sent for relationship manager approval is displayed |
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Click |
To |
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<< |
Go to previous list page. |
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>> |
Go to next list page. |
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Go To Page - ‘Go’ |
Provide the list page and click Go to get the corresponding list page. |
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Approve |
Approve multiple counter party records. A confirmation page is displayed with the list of selected counter parties for approval. The relationship manager needs to provide confirmation remarks in this page before confirming the approval. |
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Reject |
Reject multiple counter party records. A confirmation page is displayed with the list of selected counter parties for rejection. The relationship manager needs to provide confirmation remarks in this page before confirming the rejection. |
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Download Details As - ‘OK’ |
The list of mandate records available for approval can be downloaded into a file in the following file formats:
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