|
Introduction |
The Relationship Manager can use this option to approve or reject the counter party . Apart from retrieving a list of counter party records pending for approval based on search criteria, the Relationship Manager can update the pre-note status of the counter party records and approve or reject multiple counter party records. The Relationship Manager can also download the list of records into a file in various formats like HTML, XML, TXT and so on. |
|
Navigation |
|
|
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 |
|
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. |
|
SEARCH CRITERIA |
|
|
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. |
|
Counter Party Id |
Provide the counter party ID for the search. If no ID is provided, then all the counter party IDs would be considered for search. |
|
Counter Party Name |
Provide the counter party name for the search. If no ID is provided, then all the counter party names would be considered for search |
|
ADVANCED SEARCH CRITERIA |
|
|
Requested Date Range (From - To) |
Provide the date range period when the approval request has been sent to the relationship manager. Use the calendar widget to select the date. |
|
Click |
To |
|
Search |
Get the list of counter party records pending for relationship manager approval. The details are gievn in the below table. |
|
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. |
|
Field |
Description |
|
APPROVE OR REJECT COUNTER PARTY |
|
|
Check Box |
Select the check boxes to select the counter party records for approval. |
|
User Id |
The retail user ID who has sent the record for approval. |
|
Counter Party Id |
The counter party id is displayed. Click the link to view the details of the counter party. |
|
Counter Party Name |
The name of the counter party is displayed. |
|
Prenote Required |
Indicates whether prenote is required for the counterparty or not. |
|
Action |
The last action performed by the retail user on the counter party record is displayed. |
|
Requested Date |
The date when the record was sent for relationship manager approval is displayed |
|
Click |
To |
|
<< |
Go to previous list page. |
|
>> |
Go to next list page. |
|
Page Go |
Provide the list page and click Go to get the corresponding list page. |
|
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. |
|
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. |
|
Download Details As - ‘OK’ |
The list of counter party records available for approval can be downloaded into a file in the following file formats:
|