Corporate User Details

Field	Description
Bank Id	The unique ID of the bank.
Corporate Id	The unique ID assigned to the corporate customer.
Corporate Type	From the drop-down list, select the corporate type. Note: This is a mandatory and editable field.
Corporate User	The ID of the corporate user.
Personal CIF	The CIF to be attached to the Corporate user can be selected through the Find button. All the CIFs attached to the Corporate will be listed.
First Name	The first name of the corporate customer. Note: This is a mandatory and editable field.
First Name (Alternate Language)	The first name of the corporate customer in a language other than the language set as the default.
Middle Name	The middle name of the corporate customer.
Middle Name (Alternate Language)	The middle name of the corporate customer in a language other than the language set as the default.
Last Name	The last name of the corporate customer.
Last Name (Alternate Language)	The last name of the corporate customer in a language other than the language set as the default.
Salutation	The salutation to be used for the corporate customer. For example, Mr., Dr., Prof.,and so on.
Brand Id	The brand ID linked to the Corporate will be displayed. This is a non editable field.
Location	The ID of the location where the corporate customer is placed.
Anniversary Date	The anniversary date of the customer.
Location Access Indicator	Indicates if the customer has local or global access rights.
Division Access Indicator	Indicates if the customer has access to the division.
Email Id	The email ID of the corporate customer.
Amount Format	The customer's preferred amount format.
Date Format	The customer's preferred date format. The format specified will be used to print reports or display balances to the customer.
Available Languages	Select the language to be used for communication with the customer.
Menu Profile	Indicate the menu profile of the corporate user.
Administration Id	Select the ID of the Relationship Manager group associated with the corporate. This is the ID used for correspondence by the corporate user.
User's Interests	Indicate the interests of the user.
Primary Division Id	Select the primary division ID.
Disabled for Transaction	Indicate whether the corporate user is enabled for transactions or not.
Multi Currency Transaction Allowed	Indicate if multi-currency transactions are allowed to the customer account.
Workflow Rule Visibility	Enable the Workflow rule visibility, the check box needs to be checked. The bank users can set default workflow rules per transaction type for a Corporate. These rules will be automatically enabled, at the time of initiating a transaction, for a corporate user who does not have access to see valid rules, for whom the “Workflow authority” flag has not been enabled. For the corporate user, for whom the Workflow authority flag has been enabled, he will be able to select specific workflow rules. These will be specific workflows for different transactions, amount ranges and currency. The default workflow rules will not be available.
Can authorize without rules	Indicate to initiate the transaction without any workflow rule. Note: If this check box is not selected (non-authorised user) these users will not be allowed to initiate the transaction, unless there is a valid workflow rule/role available. The function is to allow only some users to initiate the transaction if there is no workflow rule setup for a transaction, so as to limit the exposure to only trusted users (authorized users). Thus, if there is no workflow rule setup for a transaction type, only authorized users will be able to initiate such transactions. Non-authorised users will not be able to initiate the transaction without a valid workflow rule.
Address	The address of the corporate customer.
Address (Alternate Language)	The address of the corporate customer in language other than the default language.
Address for correspondence	From the drop-down list,select the required address for communication with the bank. Valid values: Communication address Official Address Present Address
City	The city in the customer's address.
City (Alternate Language)	The city where the corporate is located in a language other than the default language.
State	The state where the customer is located. Click Lookup to view a list of State codes. Note: This is an optional field.
Country	The country to which the corporate belongs.
Zip	The pin or postal code of the area where the corporate is located.
Phone No.	The phone number of the corporate customer.
Mobile Phone No.	The mobile phone number of the corporate customer.
Fax No.	The fax number of the corporate customer.
Gender	Indicate the gender of the customer by selecting the required option button.
Customer Status	The status of the customer.
Income Range	The salary range of the employee.
Residential Status	Indicates the residential status of the customer.
Date Of Birth	The customer's date of birth.
Number of Household Members	The number of persons in the customer's household.
Occupation	The occupation of the customer.
Marital Status	The marital status of the customer.
Educational Level	The educational qualifications of the employee.
Passport Number	The passport number of the customer.
Passport Issue date	The date on which the passport was issued.
Passport Details	The passport details of the customer.
Passport Expiry Date	The date on which the passport expires.
Permanent Account Number/ National ID	The permanent account number or National ID number assigned to the customer for payment of income tax.
Default Approver ID	The ID of the person who approves all the corporate user's records by default.
Entry/Approval Limit Scheme	The entry limits applicable to the Corporate can be selected from the drop-down.
Transaction Limit Scheme	The transaction limit that is the applicable to the Corporate can be selected from the drop-down. The periodic limit maintained in the selected transaction limit will be applicable to the Corporate for those transactions and the channel through which the transactions are done.
Page Scheme	Indicate the preferred page scheme.
Authentication Mode	The type of authentication used for activities like login and non financial transactions. Valid Values: Password - The signin password entered by the user will be validated for authentication. Secure Token Digital Certificate - Authentication means only validating the digital certificate used by the user. The details in the corresponding screen are not sent for validation as against the authorization of the screen. SMS based Mobi Token - The pass code entered by the user is validated. Device based Mobi Token - The pass code entered by the user is validated.
Secondary Authentication Mode	The secondary authentication mode can be selected from the drop-down. Valid values: Password Secure Token Digital Certificate SMS based Mobi Token Device based Mobi Token
Authorization Mode	The type of authorization required, when the corporate user submits a financial transaction. Valid Values: Transaction Password - With the mode as ‘password’ and when it is authorized, the user’s transaction password is validated. Secure Token Digital Certificate SMS based Mobi Token - The pass code entered by the user is validated when the transactions are initiated. Device based Mobi Token - The pass code entered by the user is validated when the transactions are initiated. Note: With digital certificates used and while initiating a transaction, the digital certificate is validated and digital signature is created with the transaction details encrypted and sent along with the actual transaction details. At the application server end, the actual transaction message sent is validated with the encrypted value in the digital signature. Refer to e-Banking Digital signature Manual to know more about the technical details on digital signature.
Accessible Financial Transaction Types	The financial transaction types to be accessible to the user can be selected from the list box.
Delete Remarks	The reason for deletion if the record is to be deleted.
History
Created By Created On	The ID of the user who created the record and the date and time at which it was created.
Last Modified By Last Modified Time	The ID of the user who last modified the record and the date and time at which it was modified.

Click	To
Lookup	View the list of State codes and select one code from the list.
Update	Update the changes in the database.
Reset	Reset the contents of the page.
Delete	Delete the selected record.
Back	Return to the previous screen without saving the changes.