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## 6 Limit Package Management

This topic describes the information about Limit Package Management feature.

Limit package is a group of transaction limits. As part of the limit package management, defined limits (created through Limit Definition) can be mapped to each transaction or to a transaction group (Created using Transaction Group Maintenance). Each package is associated with a specific channel/Touch point or with a group of Touch points.

A user can be assigned one Retail and multiple Business parties within each entity. Separate limits are applicable for the transaction done by each party.

For Retail Party transactions, the limit package maintained at the user level will be considered and utilized.

For Business Party transactions, the limit package maintained at the party level (as a part of party preference) will be considered and utilized.

The limits packages once created can be mapped to

- Enterprise Roles (Retail/Corporate/Administrator) – using System Rules
- User Segment – using System Rules maintenance
- Party – using Party Preferences (Cumulative User Limits and Cumulative Customer limits)
- User – using User Management

Pre-Requisites

- Transaction access is provided to System Administrator.
- Approval rule set up for System Administrator to perform the actions.
- Transaction aspects - limit parameter is enabled for required transactions.
- Transactions groups are maintained as required.
- Touch Point and touch point groups are maintained as required.
- Limit definitions are maintained.

Figure 6-1 Workflow

Description of "Figure 6-1 Workflow"

Features Supported In Application

Following functions can be performed by the bank administrator as part of the limit package maintenance

- Search/ View Limit Package
- Create Limit Package
- Edit Limit Package
- Clone Limit Package
- Delete Limit Package

Navigation Path: Perform anyone of the following navigation to access Limit Package Management.

- From System Administrator Dashboard, under Limits widget, click Limit Package Management.
- From System/ Bank Administrator Dashboard, click Toggle Menu, then click Menu and then click Limits, Under Limits , click Limit Package Management.

- Limit Package Management - View
  This topic describes the systematic instruction to Limit Package Management - View option.
- Limit Package Management - Create
  This topic describes the systematic instruction to Limit Package Management - Create, A new limit package can be create with this option.
- Limit Package Management - Clone
  This topic describes the systematic instruction to Limit Package Management - Clone. With this option user can clone the limit package.
- Limit Package Management - Delete
  This topic describes the systematic instruction to Limit Package Management - Delete. Using this option, System Administrator can delete a limit package created for a specific channel/ touch point.
- FAQ