View Peer to Peer Counterparty Details

Introduction

This screen allows the customers to view the Peer to Peer counterparties added by them.

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.

Note:

  • If there is only one service provider, then the profiles listed with that service provider will be listed.

  • This is a mandatory field and if the value is not selected an error message “Please select a Service provider to carry out the search” is displayed to the customer.

Entity Type

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

Valid Values:

Debtor

Creditor

Both

Name

Specify the name of the counterparty.

Nick Name

Specify the nick name of the counterparty.

Advanced Search Criteria

Note:

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

Self Peer to Peer ID

Specify the Peer to Peer ID of the customer (retail bank user).

Note:

System lists all the registered P2P IDs with the selected service provider.

Counterparty ID

Specify the counterparty ID of whose records are being searched.

Counterparty Peer to Peer ID

Specify the P2P ID of the counterparty ID of whose records are being searched.

Peer to Peer Counterparty List

Select

Select the option button to select the required record.

Counterparty ID

Displays the counterparty ID being searched.

Note:

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

Name

Displays the name of the counter party.

Nick Name

Displays the nick name of the counter party.

Service Provider

Displays the service provider name with whom the P2P counterparty is added.

Counterparty Peer to Peer ID

Displays the counterparty P2P ID.

 

Click

To

Search

Search the profiles after giving the required search criteria.

Clear

Clear the values specified.

Modify

Modify the selected counterparty details.

Copy

Copy the selected counterparty details.

Delete

Delete the selected counterparty details.

<

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 screen.

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