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Introduction |
The Relationship Manager can use this option to approve or reject the billers registered by the retail user for initiating bill payment transactions. Apart from retrieving a list of biller registration records pending for approval based on search criteria, the Relationship Manager can approve or reject multiple biller registration 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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Biller Name |
Provide the biller name for the search. If no id is provided then all the biller names would be considered for search. |
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Biller Type |
Choose the biller type from the list box for the search. Valid Values: Payment Presentment Both If ‘All’ is chosen then all the biller types would be considered for search. |
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ADVANCED SEARCH CRITERIA |
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Action |
Select the actions performed on the biller registration records from the list box. Valid Values: Registration Modification |
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Requested Date Range (From - To) |
Provide the date range when the biller registration record was sent for approval as search criteria. Use the calendar widget to select the date. |
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Click |
To |
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Search |
Get the list of biller registration 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 BILLER |
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Check Box |
Select the check boxes to select the biller registration records for approval. |
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User Id |
The retail user id who has sent the record for approval. |
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Subscription Id |
The subscription id is displayed. Click the link to view the details of the biller subscription. |
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Biller Name |
The biller name is displayed. |
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Biller Type |
The biller type (payment or presentment or both) is shown. |
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Action |
The last action performed by the retail user on the biller registration 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 biller registration records. A confirmation page is displayed with the list of selected biller registration for approval. The relationship manager needs to provide confirmation remarks in this page before confirming the approval. |
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Reject |
Reject multiple biller registration records. A confirmation page is displayed with the list of selected biller registrations 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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