Beginning at the main screen, select Admin, then System from the drop down menu. This will launch the System menu.
Select Entity To Entity Mapping to set the preferences.
Offices --> Loan Products
Setting up of Office access to loan products:
1) Click on "Office --> Loan Products": Office access to loan products screen would be displayed.
2) Click on "Filter": This displays the defined Office access to loan products. Then "Add" would be displayed.
3) Click on "Add": On clicking the Add button, it will display a screen to Add New Entity Mapping as shown below.
Here, i) Need to select Office for which loan products should be accessed.
ii) Need to select the loan product for which selected office can be accessed.
iii) This is a optional field, Provided start date will be the effective access for the mapped products.
iv) This is a optional field, Provided end date will be the ending date of the provided restricted access.
Then click on Submit. Now clicking on the Filter>>search button, you would be able to see added entity mappings.
Offices --> Savings Products
Setting up of Office access to savings products:
1) Click on "Office --> Savings Products": Office access to savings products screen would be displayed.
2) Click on "Filter": This displays the defined Office access to savings products. Then "Add" would be displayed.
3) Click on "Add": On clicking the Add button, it will display a screen to Add New Entity Mapping as shown below.
Here, i) Need to select Office for which savings products should be accessed.
ii) Need to select the savings product for which selected office can be accessed.
iii) This is a optional field, Provided start date will be the effective access for the mapped products.
iv) This is a optional field, Provided end date will be the ending date of the provided restricted access.
Then click on Submit. Now clicking on the Filter>>search button, you would be able to see added entity mappings.
Offices --> Charges
Setting up of Office access to charges:
1) Click on "Office --> charges": Office access to charges screen would be displayed.
2) Click on "Filter": This displays the defined Office access to charges. Then "Add" would be displayed.
3) Click on "Add": On clicking the Add button, it will display a screen to Add New Entity Mapping as shown below.
Here, i) Need to select Office for which charges should be accessed.
ii) Need to select the charges for which selected office can be accessed.
iii) This is a optional field, Provided start date will be the effective access for the mapped charges.
iv) This is a optional field, Provided end date will be the ending date of the provided restricted access.
Then click on Submit. Now clicking on the Filter>>search button, you would be able to see added entity mappings.
Roles --> Loan products
Setting up of Role access to Loan products:
1) Click on "Roles --> Loan products": Role access to loan products screen would be displayed.
2) Click on "Filter": This displays the defined Role access to loan products. Then "Add" would be displayed.
3) Click on "Add": On clicking the Add button, it will display a screen to Add New Entity Mapping as shown below.
Here, i) Need to select Role for which loan products should be accessed.
ii) Need to select the loan products for which selected role can be accessed.
iii) This is a optional field, Provided start date will be the effective access for the mapped charges.
iv) This is a optional field, Provided end date will be the ending date of the provided restricted access.
Then click on Submit. Now clicking on the Filter>>search button, you would be able to see added entity mappings.
Roles --> Savings products
Setting up of Role access to Savings products:
1) Click on "Roles --> Savings products": Role access to savings products screen would be displayed.
2) Click on "Filter": This displays the defined Role access to savings products. Then "Add" would be displayed.
3) Click on "Add": On clicking the Add button, it will display a screen to Add New Entity Mapping as shown below.
Here, i) Need to select Role for which savings products should be accessed.
ii) Need to select the savings products for which selected role can be accessed.
iii) This is a optional field, Provided start date will be the effective access for the mapped charges.
iv) This is a optional field, Provided end date will be the ending date of the provided restricted access.
Then click on Submit. Now clicking on the Filter>>search button, you would be able to see added entity mappings.
Editing or Deleting - Created Entity
In the below should example screen, you can Edit or Delete as mentioned below:
1) Click on the required Entity to entity mapping.
2) Click on Filter button, Created entity mapping would be displayed.
3) To Edit - Click on "Edit" button, Edit screen would be displayed wherein you can make any necessary modification.
4) To Delete - Click on "X" button, It will ask for the delete confirmation by clicking on the yes button it gets deleted.
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