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Introduction |
The Relationship Manager can use this option to approve or reject the financial transactions initiated by retail user. Those transactions where the amount exceeds the threshold amount or where a negotiated rate was provided must be approved by the Relationship Manager for the same to be processed. Apart from retrieving a list of records pending for approval based on search criteria, the Relationship Manager can approve or reject multiple records. The Relationship Manager can also download the list of records into a file in various formats like HTML, XML, TXT and so on. Note: The Relationship Manager will be able to approve only those transactions where the transaction date is later than or equal to the current date. |
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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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SEARCH CRITERIA |
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Approval Reason |
Select the approval reason from the list. Valid Values: Threshold Amount Negotiate Rate All |
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Transaction Type |
Mandatory From the drop-down list, select the transaction type to be retrieved. Valid values: All Fund Transfer Payment Collection Loan Redraw Bill Presentment Shopping Mall Payment Note: The default value is All. |
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Transaction date range |
Provide the transaction date range. |
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Transaction Amount Range |
Select the currency from the drop down and provide the amount range as search criteria. |
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ADVANCED SEARCH CRITERIA |
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User Id |
Provide the retail user id who has initiated the transaction. Use LookUp button to fetch the list of user IDs and select one from the list. If no ID is provided, then all the user IDs would be considered for the search. |
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Requested Date Range (From – To) |
Provide the date range when the transaction record was sent for approval as search criteria. Use the calendar widget to select the date. |
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Frequency |
Select frequency from list. Valid Values: Single Recurring All |
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Reference ID Range |
Provide the reference ID range based on which the transaction records should be retrieved. |
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Click |
To |
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Search |
Get the list of transaction 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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PENDING FOR APPROVAL |
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Check Box |
Select the check boxes to select the transaction records for approval. |
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Reference ID |
The Reference ID of the transaction record is displayed. Click the link to view the details of transaction. |
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User Id |
The retail user id who has sent the record for approval. |
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Transaction Type |
The transaction type of the transaction is displayed. |
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Frequency |
The frequency of the transaction is displayed. |
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Approval Reason |
The approval reason for the transaction is displayed. |
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Requested Date |
The date on which the transaction was requested is displayed. |
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Transaction Date |
The transaction date of the transaction is displayed. |
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Transaction Currency |
The transaction currency of the transaction is displayed. |
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Transaction Amount |
The amount of the transaction 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 transaction records. A confirmation page is displayed with the list of selected transactions for approval. The relationship manager needs to provide confirmation remarks in this page before confirming the approval. |
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Reject |
Reject multiple transaction records. A confirmation page is displayed with the list of selected transactions for rejection. The relationship manager needs to provide confirmation remarks in this page before confirming the rejection. |
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Send for Repair |
To send multiple transaction records for modification. A confirmation page is displayed with the list of selected transactions. The relationship manager needs to provide confirmation remarks in this page before sending them for modification. |
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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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