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## 1.2 Administrative Maker Transactions

This topic describes the information about Administrative Maker Transactions.

Following transactions are available for the System Administrator in the dashboard and in the menu:

Bank Administrator Maker’s role involves the maintenances which are mainly required for day to day business in banks. Maintenances like onboarding the users on Digital Platform and providing them the account and transactions access, etc.

Note:

Transactions appearing in toggle menu for Bank Administrator – Maker is same as System Administrator transactions depending upon the access provided to the associated role in Role Transaction Mapping maintenance.
Quick Links

- On-boarding

  (a) User Management

  Bank Administrator can search and view users, create users and modify users. User can reset passwords of the users. Bank Administrator can also change the user status (lock/unlock) and grant/deny the channel access to a user, through this option.

  (b) Party Preferences

  Party Preferences maintenance enables Bank administrator to define certain parameter values as per the corporate entities requirements. Following preferences can be set for a corporate party:
  - Cumulative Daily/Monthly limits per transaction.
  - Transaction limits for users.
  - Approval flow – Parallel or Sequential or none.
  - To enable Channel access or not.
  - To enable Forex Deal creation or not.
  - To enable a Corporate Administrator or not.
  - Group Corporate Mapping.

  (c) Group Corporate Onboarding

  Group Corporate Onboarding maintenance enable the administrator to onboard the Group Corporate on OBAPIS in a single flow. Following steps can be followed during Group Corporate onboarding and send the same as a single approval:
  - Group Corporate Profiling
  - Party Account Access
  - User Onboarding
  - User Groups
  - User Account Access
  - Report Mapping
  - Workflow Management
  - Approval Rules

  Mapping of Parties belonging to different entities under a Group Corporate ID is allowed

- Approvals

  (a) Workflow Management

  Approval workflows are created to support requirements where multiple levels of approval are required in a specific sequence for a transaction/maintenance. Each workflow can be configured to have up to 5 levels of approval with a specific user or a user group configured at each level.

  Bank Administrator Maker can search and view approval workflows maintained and create new workflows. As a part of creating workflows, user can add various levels of approvals and map users or user groups to each level. User can also modify workflows maintained.

  (b) Rules Management

  The Bank administrator – Maker, can set up rules, for approvals. Applying a rule makes the requirement for an approval more customized. For instance, through this screen, the bank administrator can create a rule, so that all administrator maintenances initiated by a certain user-group, always require approval.

- Resource Access

  (a) Party Resource Access

  As part of Resource Access Management, administrator can define access on resources other than account like Remitter List from Virtual Account Management for a Corporate Party.

  (b) User Resource Access

  As part of Resource Access Management, administrator can define access on resources other than account like Remitter List from Virtual Account Management for a specific corporate user.

- File Upload

  (a) File Identifier Maintenance

  Bank administrator – Maker, can create file identifiers (FI) for a corporate entity. A File Identifier is always mapped to a specific single file template. It permits configuration of corporate preferences like approval type (file level/ record level) for a particular type of file. This is a pre-requisite for the File Uploads functionality, for a corporate.

  (b) User File Identifier Mapping

  Through this option Bank Administrator – Maker, can map a file identifier to a user to grant access rights to the user, for this specific file type. This maintenance enables a user to upload a specific file, approve the uploaded file and view its status. Bank administrator maker can map / un-map file identifiers to a User. Further, user can enable or disable the sensitive data check. This is a pre-requisite maintenance, for the File Uploads functionality, for a corporate.

- Origination Administrator Others

  (a) Request Processing

  Service requests allows the Bank Administrator- maker to search and view all the service requests that have been initiated by the Bank customers and are available with various statuses like Open, Completed and Rejected. Bank Administrator can search the service requests with specific search criteria and can update the status of open service requests.

  (b) Feedback

  Using this option, the Administrator can maintain the feedback templates by defining the feedback question, selecting the rating scale, adding new questions along with new options, selecting the transactions for which feedback capture needs to be enabled.

  The administrator can also decide whether an additional question is to be asked for a scale weight and select the applicable options for the question.

  (c) User Help Desk

  This option enables the Administrator to create business user's session and perform the transaction requested by business user if he has forgotten his internet banking password or is unable to perform a transaction using his internet banking.

  To authenticate the user, system will send an OTP to the customer and the same OTP needs to be communicated to the administrator user so that he can enter it on the screen to create user’s session.

  Note:

  - If the setup requires an approval workflow, it will be initiated. Once approved by the required number of approvers, the maintenance will be effective.
  - If the setup does not require an approval workflow or is self / auto approved, the maintenance will come into effect on saving and confirming.

1. Click Back to navigate to the Dashboard.

Parent topic: Dashboard