View Approval Queue

Introduction

This screen allows the customers to inquire the requests which are pending for approval. This approval queue is common for all requests related to Peer to Peer counterparties. The request statuses such as pending for my approval, pending for corporate user approval, pending for bank user approval, and so on as applicable are be displayed in this list. Customer can perform associated actions like Approve, Reject, Search on these requests.

Navigation

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

Search Criteria

Service Provider

From the drop-down list, select the service provider name.

Entity Type

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

Name

Specify the name of the counterparty as mentioned in the request.

Nick Name

Specify the nick name of the counterparty as mentioned in the request.

Reference ID

Specify the reference ID generated at the time of addition of counterparty.

Advanced Search Criteria

Note:

The following fields are displayed, only if the user clicks the ‘+’ sign.

Self Peer to Peer ID

Select the Peer to Peer ID of the customer as mentioned in the request.

Status

From the drop-down list, select the possible current status of the request.

Note:

All the possible status are listed in the drop-down list.

Peer to Peer Profile List

Select

Select the option button to select the required record.

Reference ID

Displays the reference ID of the record waiting for approval.

Note:

Click the hyperlink to view the Reference ID details screen.

Self Peer to Peer ID

Displays the Peer to Peer Id of the customer.

Counterparty ID

Displays the counterparty ID waiting for approval.

Note:

Click the hyperlink to view the counterparty details in display format.

Request Type

Displays the request type of the record waiting for approval.

Requested By

Displays the name of the person who has requested the approval.

Requested Date

Displays the date on which the request was raised.

Name

Displays the name of the counter party.

Nick Name

Displays the nick name of the counter party.

Status

Displays the status of the record waiting for approval.

 

Click

To

Search

Search the profiles after giving the required search criteria.

Clear

Clear the values specified.

Approve

Approve the selected record.

Note:

  • Users will not be allowed to approve the records whose status is shown as “pending for bank approval”.

  • Permission for approval will be governed by users access privileges

Reject

Reject the selected record.

Note:

  • Users will have to fill the remarks field while rejecting a record.

  • Permission for approval will be governed by users access privileges.

<

Go to the previous list screen.

>

Go to the next list screen.

Go to Page

Provide the list page number and click Go to fetch the corresponding list page.

Download Details As

Down load the list of all transactions into a file in the following file formats:

  • HTML

  • XML

  • CSV

  • XLS

  • PDF

  • RTF

  • TXT