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## 3.11 Authorize the Records / Transactions

This topic describes the instruction to authorize the records/transactions.

- Authorize the Records
  This topic provides the systematic instructions to authorize the record.
- Authorize the Transactions
  This topic provides the systematic instructions to authorize the transaction.

Parent topic: How to’s

### 3.11.1 Authorize the Records

This topic provides the systematic instructions to authorize the record.

1. Navigate to Summary - Maintenance screen.
2. Click icon on the unauthorized record which needs to be actioned.
3. Click Authorize.
   The Authorization screen displays.

   Figure 3-8 Authorization

   Description of "Figure 3-8 Authorization"
4. Click View to view the record.

   Note:

   If the Enforce View before Authorize toggle is enabled in External Bank Parameter Maintenance screen, the user must view the record before approving or rejecting.
5. Click Cancel to cancel the authorization of the record.
6. Select the required modification number that must be approved/rejected.

   Note:

   - If the lower modification has to be rejected, all the higher modifications (if any) must also be rejected.
   - If the higher modification has to be approved, all the lower modifications (if any) must also be approved.

To approve the record:

7. Click Approve to approve the record.
   The Approval Confirmation popup screen displays.

   Figure 3-9 Approval Confirmation

   Description of "Figure 3-9 Approval Confirmation"
8. Specify the approval remarks in the Remarks field.
9. Click Confirm to approve the record.
   The selected record is approved and the approval remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
10. Click Cancel to discard the approval.

To reject the record:

11. Click Reject to reject the record.
    The Rejection Confirmation popup screen displays.

    Figure 3-10 Rejection Confirmation

    Description of "Figure 3-10 Rejection Confirmation"
12. Specify the rejection remarks in the Remarks field.

    Note:

    The Remarks is mandatory while rejecting the record.
13. Click Confirm to reject the record.
    The selected record is rejected and the rejection remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
14. Click Cancel to discard the rejection.

Parent topic: Authorize the Records / Transactions

### 3.11.2 Authorize the Transactions

This topic provides the systematic instructions to authorize the transaction.

1. Navigate to Summary - Transaction screen.
2. Click icon on the unauthorized transaction which needs to be actioned.
3. Click Authorize.
   The Authorization screen displays.

   Figure 3-11 Authorization

   Description of "Figure 3-11 Authorization"

To approve the transaction:

4. Click Approve to approve the transaction.
   The Approval Confirmation popup screen displays.

   Figure 3-12 Approval Confirmation

   Description of "Figure 3-12 Approval Confirmation"
5. Specify the approval remarks in the Remarks field.
6. Click Confirm to approve the transaction.
   The selected transaction is approved and the approval remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
7. Click Cancel to discard the approval.

To reject the transaction:

8. Click Reject to reject the transaction.
   The Rejection Confirmation popup screen displays.

   Figure 3-13 Rejection Confirmation

   Description of "Figure 3-13 Rejection Confirmation"
9. Specify the rejection remarks in the Remarks field.

   Note:

   The Remarks is mandatory while rejecting the transaction.
10. Click Confirm to reject the transaction.
    The selected transaction is rejected and the rejection remarks can be viewed in Audit screen. Refer Audit the Records topic for the detailed explanation.
11. Click Cancel to discard the rejection.

Parent topic: Authorize the Records / Transactions