Country
Country screen is used to maintain the list of countries in which the bank wants perform the Business The Bank users are allowed to create credit package for corporate customers in these maintained countries based on the user permissions.
View
When the user navigates to country screen under organisational structure, User views details of already added countries along with add country button and search option.
Clicking the reset button erases the given search criteria.
User can view the below details of already added credit rating agency in view screen:
- Country ID
- Country key
- Status
- Actions
The following are the Search criteria of country.
- Country Name
- Country Key
- Status
Add
User can click on add country button to add a country. User lands on adding page. User needs to fill the below fields and click on save. As clicked on save, added country is displayed in view page. If the user wants to cancel adding a country, user can click on cancel. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.
Screen name | Field names | Description | Mandatory/non mandatory | Field type |
---|---|---|---|---|
Country | Country Key | key is auto generated by system. This key is used to link this record to another record in other admin screens. | Mandatory | Auto populated |
Country Name | Name of the country | Mandatory | Auto populated | |
Geographic location | Location | Mandatory | Dropdown | |
Funded limit | Funded limit allowed for this country | Mandatory | Numerical | |
Non-Funded limit | Non-Funded limit allowed for this country | Mandatory | Numerical | |
Country limit | This is the sum of funded and non funded limit | Mandatory | Numerical | |
Base Currency | Currency | Mandatory | Dropdown | |
Default currency | When a currency is set as default, it becomes the default currency in all screens when there is a currency involved | Non mandatory | checkbox | |
Status | Status | Mandatory | Dropdown | |
Country Rank | Rank | Mandatory | Numerical | |
Rating | Rating | Non mandatory | Numerical |
Edit
User can click on edit icon under actions tab and edit the country details and save it. User can choose to cancel the changes made by clicking on cancel button. User can cancel the changes made by clicking on cancel button. User views a pop-up saying “Are you sure you want to cancel. All unsaved data gets discarded” with yes/no option.
Delete
User can click on delete icon under actions tab. User views a pop up for confirmation “Are you sure you want to delete it?” with yes/no option/ User can choose to clock on yes and delete it.
Screens to Configure (as Pre-requisite) | Screen name | Reflection in user panel | Reflection in admin panel |
---|---|---|---|
The above screens should be configured to configure country screen. |
Country |
Business information (Field name: country) |
This screen acts as prerequisite screen for the below admin screens. Organizational structure:
|
In this topic