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Introduction
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Every user, consumer or retail, is assigned to a Relationship Manager [RM]. The RM is the employee of the bank responsible for interaction with the customer.
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Functions
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The table below lists the functions the retail user can perform in Transaction Management and Transaction Support Services:
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To
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See Topic
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TRANSACTION SUPPORT SERVICES
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Approve a record, whenever a retail user creates a counter party , the record must be approved by one of the RMs of the RO group of the retail user.
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Approve or Reject Counter Party
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The mandates created by the retail user would be sent for RM approval. The RM can approve or reject the mandates listed in his approval box.
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Approve or Reject Mandates
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The RM can view the list of Mandates of retail users. The details of the mandate can be viewed by the RM. The mandates can also be deleted by the RM.
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View or Delete Mandates
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The retail users can register for billers of the bank for making payments. The registration of billers records are sent to RM for approval. The RM can approve or reject the biller registration.
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Approve or Reject Biller Registration
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Navigation
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To
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See Topic
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TRANSACTION MANAGEMENT
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Approve or reject transfers, payments and payments batches. The record for approval appears in the approval box of the RMs.
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Approve or Reject financial transactions
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Navigation
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