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## 9.3 Party Account Access - Edit

This topic describes the systematic instruction to Party Account Access - Edit option.

The Bank Administrator gets a request with the list of account(s) and transactions for which access details needs to be edited for the party.

To edit account and transaction access for the party:

1. Navigate to Party Account Access screen.
2. From the Mapping Summary of Party drop-down list, select the party ID.
3. For a searched party, summary screen will be displayed with total accounts associated with corporate party, status of the accounts mapped for the internet banking, modified accounts if any and Auto account mapping status.
4. Perform anyone of the following actions:
   - Click the link under the total Mapped accounts or Modified accounts.

     The Party Account Access – View (Transaction Mapping) screen appears. The search result according to the search criteria appears.

   - Click Cancel to cancel the transaction.
5. If there is no mapping done for a party, the count for the Mapped Accounts will be 0.
6. All the accounts held by the selected party as a relationship with the bank as available in the core banking system or the respective mid-office system will be fetched and displayed in the respective categories.
7. Perform anyone of the following actions:
   - Click Map or Edit (available across each banking module). The Party Account Access - Edit screen appears.
   - Click Cancel to cancel the transaction.

   Figure 9-6 Party Account Access - Edit

   Description of "Figure 9-6 Party Account Access - Edit "

   Figure 9-7 Party Account Access - Edit Details

   Description of "Figure 9-7 Party Account Access - Edit Details"
8. The Party Account Access screen has two tabs.
   Header of the screen shows the Party ID and Party Name. The manage Transaction Group tab lists down all the modules, transaction groups created.
9. Navigate and select specific module tab (Including viz. Current and Savings Accounts for both Conventional and Islamic, Credit Card, Term Deposit, Loan accounts, in the first column for which account and transaction access mapping maintenance need to be setup.
10. Perform anyone of the following actions:
    - The user can create a new transaction group by clicking the 'ADD' button. On clicking Add, a new overlay will open where all the transactions and inquiries will be listed. User can provide a name the group and select the required transactions and inquiries and click the Save button.
    - Click Reset to clear added details in overlay screen.
11. A new group can also be created by Cloning/copying an existing transaction group. Once the user selects an existing transaction group, system will populate the screen with the transactions selected in the copied group in editable mode. User can select or deselect some of the transactions as per requirements and create a new group by providing a different transaction group name.
12. There will be one factory shipped Transaction group for each module, which will have all transactions and inquiries grouped together.

    Note:

    Factory shipped user groups cannot be deleted or modified.
13. Perform anyone of the following actions:
    - Once the transaction groups are created, user can select specific module, along with the transaction groups and can select All Accounts to map the selected transaction group/s to all the existing accounts under the selected party.
    - If transaction groups need to be mapped to specific accounts, then the user needs to select the respective check boxes preceding the account number.
14. Once the user maps the accounts, system will show a tag as Modified followed by the transaction group name after the account number.
15. Perform anyone of the following actions:
    To map the new accounts, select appropriate option from Auto Map toggle button;
    - Select Auto if you wish to allow access to all future Accounts across banking module.
    - Select Manual if you wish to explicitly map new accounts and transactions.
16. User can unmap the transaction groups by selecting accounts and then clicking on Save button to reset their mapping with Group Corporate.
17. User can click on Delete Party Mapping to delete all the transaction and party account access maintenance done for corporate party in one step.
18. User can drill down his search by applying Filter to search an account basis on Transaction Group, currency, mapping status.
19. Perform anyone of the following actions:
    - Click Save to save the maintenance, and redirect to the review page.
    - Click Back to navigate to the previous screen.

    The screen with success message appears.

20. Click OK to complete the transaction.

Parent topic: Party Account Access