Add Peer to Peer Counterparty

Introduction

This screen allows the customer to add a counterparty for Peer to Peer Payments and collections.

Navigation

• Select Add Peer to Peer Counterparty in the Manage Peer to Peer Counterparty screen.

• The Add Peer to Peer Counterparty screen is displayed.

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

Service Provider

Displays the service provider name.

Link to Peer to Peer ID

From the drop-down list, select the Peer to Peer ID of the customer. New counterparty is linked to this Peer to Peer ID.

Note:

This field is applicable only in case when the counterparty is maintained at a central location.

This is a mandatory field and the customer must select their peer to peer ID.

If no peer to peer ID is selected, an error message like “Please select a peer to peer id to link the counterparty” is displayed.

Note:

• This field is applicable only in case when the counterparty is maintained at a central location.

• This is a mandatory field and the customer must select their peer to peer ID.

• If no peer to peer ID is selected, an error message like “Please select a peer to peer ID to link the counterparty” is displayed.

Counterparty Details

Name

Specify the name of the person, whose Peer to Peer ID is being added as counterparty.

Note:

• This is a mandatory field and the customer must provide a name for the counterparty.

• If the value is left blank an error message like “Please provide the name of the counterparty” is displayed.

Nick Name

Specify the nick name of the person, whose Peer to Peer ID is being added as counterparty.

Note:

• This is a mandatory field and the customer must provide a nick name for the counterparty.

• If the value is left blank an error message like “Please provide the nick name of the counterparty” is displayed.

Peer to Peer ID

Specify the Peer to Peer ID of the counterparty that the customer wishes to add.

Note:

The Validate button is used to check whether the Peer to Peer ID of the counterparty specified is valid or not with the service provider selected. An appropriate error message is displayed if the Peer to Peer ID is invalid.

This is a mandatory field.

If the value is left blank an error message “Please provide a Peer to Peer Id of the counterparty” is displayed.

If the Peer to Peer ID provided fails validation with the service provider selected, an error message as “The Peer to Peer Id mentioned does not belong to the service provider selected. Please mention a valid Peer to Peer Id which belongs to the service provider selected” is displayed.

On successful validation user gets a confirmation message with mark.

Entity Type

From the drop-down list, select the appropriate value to specify the counterparty type.

Valid Values:

Debtor

Creditor

Both

Note:

• This is a mandatory field and the customer must select the entity type.

• If no value is selected an error message like “Please select an entity type for the counterparty” is displayed.

Access Type

From the drop-down list, select the value for granting the access rights to the counterparty.

Valid Values:

Global

Local

Note:

• This access type will be applicable only in case of Corporate scenario.

• This is a mandatory field.

• If no value is selected an error message like “Please select an access type for the counterparty” is displayed.

Additional Details

Note:

The fields below are visible only if the user clicks the ‘+’ mark.

Address Line 1-3

Specify the address of the counterparty.

City

Specify the city of domicile of the counterparty.

Zip Code

Specify the zip code of the place of domicile of the counterparty.

State

Specify the state code of the domicile of the counterparty.

Country

From the drop-down list, select the country of domicile of the counterparty.

Telephone

Specify the telephone number of the counterparty.

Mobile

Specify the mobile number of the counterparty.

Fax

Specify the fax number of the counterparty.

E-mail ID

Specify the e-mail ID of the counterparty.