Manage Mandates

Introduction

The retail user can create mandates which can be used in the collection type of transactions. A mandate is a set of rules which are validated during the collection transaction. The details like minimum amount, maximum amount and number of collections per frequency are validated when collection is initiated by the retail user.

Mandates may be required for a collection transaction depending on Retail user or Network Level Properties. If the network level property “IS_MANDATE_REQUIRED” is true, mandate validity will be checked for the collection transaction.

If the network level property “IS_MANDATE_REQUIRED” is false, the retail user level property will be checked. If the retail user level property “IS_MANDATE_REQUIRED” is true, mandate validity will be checked for the collection transaction.

If the user chooses a network that requires a mandate for collections, the user will be prompted to enter the Mandate Reference during initiation of the collections. If the user does not choose the network, but the network determination logic chooses a network which requires a mandate, the user will be prompted to enter the Mandate Reference during initiation of the collections.

Navigation

• Click Manage Mandates link in the Transaction Support Services menu option in the Retail User screen.

• The Manage Mandates 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

Option

Select the activity type from the drop-down.

Valid values:

Register New Mandates

View Mandates