View Incoming Collection Requests

Introduction

This screen allows the user to register with Peer to Peer service provider for getting a Profile.

This screen allows the customer to view various collection requests sent to any Peer to Peer ID of the customer by any other person. The customer can either accept or decline a collection request made to them and initiated by other person.

In case, the bank has tie-up with only one Service provider, the default listing shows all the collection requests made to the Peer to Peer IDs registered with that service provider. In case the bank has tie-up with multiple Service providers, the default listing will be blank and will be populated depending on the service provider chosen and other search criteria.

If the customer accepts a collection request and no further approvals are required, then the corresponding acceptance details will be sent to the host directly for further processing. If any further approvals are required, then the collection request is sent for further approvals, as per the workflow.

Customer cannot edit any details which are part of the collection request received. They can only preview the details and can either accept or decline the request, if the customer has sufficient privileges, before being sent to the host for further processing.

Navigation

• Click View Incoming Collection Requests under Transactions Management.

• The View Incoming Collection Requests  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

Search Criteria

Host Reference ID

Specify the reference ID provided by host system (Service Provider).

Self Peer to Peer ID

From the drop-down list, select the P2P ID of the customer.

Transaction Reference Name

Type the reference name for the transaction, which can be used for retrieval of the transaction details in the future.

Note:

This is a text field and there will not be any validations on this field.

Advanced Search Criteria

Note:

The following two fields are displayed if the user clicks on ‘+’ sign.

Initiator’s Name

Specify the name of the initiator of the collection transaction.

Request Date From-To

Select the request date range.

Peer to Peer Profile List

Note:

Sorting of record will be on the basis of the Date of Registration field.

Select

Select the option button to select the required record.

Host Reference ID

Displays the host reference ID.

Note:

Click the hyperlink, to view the details of the selected record.

Self Peer to Peer ID

Displays the P2P ID of the customer.

Initiator’s Name

Displays the name of the person who has initiated the transaction.

Initiator’s Peer to Peer ID

Displays the Peer to Peer ID of the person who has initiated the transaction.

Transaction Currency

Displays the transaction currency.

Amount

Displays the transaction amount.

Request Date

Displays the date on which the collection transaction was requested.

Due Date

Displays the due date of the collection transaction request.

Attachment

Displays if any attachments are part of the collection request.

Status

Displays the status of the P2P profile.