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## 28.1 User Segment Maintenance - Search

This topic describes the systematic instruction to User Segment Maintenance - Search option.

Using this option, System Administrator user can search the user segments maintained for retail users. The search result displays matching results based on search criteria entered.

System Administrator can view details of a specific segment by selecting the segment ID to get required details for a segment.

To search user segments:

1. Navigate to one of the above paths.
   The User Segment Maintenance screen appears.
2. Perform anyone of the following actions:
   - In the Segment Code field, enter the segment code whose details you want to view.
   - In the Segment Name field, enter the name of the segment whose details you want to view.
   - From the User Type list, select the user type for which you wish to view user segment details. Currently only segments for user type ‘Retail’ can be defined.
3. Perform anyone of the following actions:
   - Click Search. The search results appear on the User Segment Maintenance screen based on the search parameters.
   - Click Clear to reset the details.
   - Click Cancel to cancel the transaction.

   Figure 28-2 User Segment Maintenance- Search Result

   Description of "Figure 28-2 User Segment Maintenance- Search Result"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 28-1 User Segment Maintenance- Search Result - Field Description

   Field Name | Description
   --- | ---
   Search Parameters | Information specified in below fields are related to Search Parameters.
   Segment Code | Enter the segment code of the segment that needs to be searched.
   Segment Name | Enter the name of the segment that needs to be searched
   User Type | Select the user type for which segment details needs to be searched
   Search Result | Information specified in below fields are related to Search Result.
   Segment Code | System displays the code of the segment(s) based on the search criteria input.
   Segment Name | System displays the name of segment(s) based on the search criteria input.
   User Type | System will display the user type i.e. Retail / Corporate against each of the search result.
   Status | System displays the status of the segment whether it is active/inactive.

4. Click the Segment Code link of the record for which you want to view the user segment details.
   The User Segment Maintenance - View screen appears.

   Figure 28-3 User Segment Maintenance- View

   Description of "Figure 28-3 User Segment Maintenance- View"

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 28-2 User Segment Maintenance- View - Field Description

   Field Name | Description
   --- | ---
   Segment Code | System displays the Segment Code of the segment that was selected to view details.
   Segment Name | System displays the name of the segment that was selected to view details.
   User Type | System displays the user type of the segment that was selected to view the details.
   Allowed Application Roles | System displays the application roles that are mapped to the selected segment.
   Status | System displays the current status of the selected segment i.e. whether the segment is active / inactive. Note: If the user segment is no longer active and needs to be disabled then the same can be done in Edit mode.
   Limits - Touch Points /Group/ Global Limits package can be optionally attached at user segment level. All the touch points and touch point groups maintained in the system are listed under each entity in case of multi entity setup. Limits Package can be mapped for each touch point and for a touch point group.
   Touch Points/ Group/ Global | Name of touch points/ groups/ global under a specific entity (with all internal and external touch points).
   Internal Touch Points Group for All | Displays the touch points which are the part of a group.
   Touch Points | Displays the touch points (banking channels) which allows a user to perform transactions using the touch points. The touch points could be: Mobile Application Mobile (Responsive) Internet Mobile Banking Missed Call Banking SMS Banking Wearables Snapshot Siri / Chatbot

5. Perform anyone of the following actions:
   - Click Edit to modify the segment details.
   - Click Cancel to cancel the transaction.
   - Click Back to navigate to the previous screen.

Parent topic: User Segment Maintenance