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Reject Account Group

Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia and New Zealand.
Full details are available in Features by Geography.

If your organisation is set up with a Dual or Triple Administration Model, you will need to approve or reject the following actions performed on an account group: 

  • Creating an account group.
  • Modifying an account group.
  • Deleting an account group.

To reject an account group, follow the steps below:

STEP ACTION
1 Go to the Administration > Account Group Management screen.
2 Locate the account group and use one of the following methods to reject the action made to the role:
  • Method 1: Right-click on the account group and click Reject on the Context Menu.
  • Method 2: Select the account group and click Actions > Reject on the Control Bar.
  • Method 3: Click on the account group in the list to display the Account Group Management screen and then click Reject on the Control Bar.
To find an account group, click Filter and enter a search string into one or more of the text fields that appear under the column headings.
RESULT: A Reject Account Group changes window is displayed requesting a rejection comment.
3 Enter your rejection comment and click Reject to confirm your action.

RESULT:
ACTION APPROVED OUTCOME
Creation of account group The account group is not created and is removed from the system.
Modifications made to account group The updates to the account group will not be implemented and the account group status is set to Approved.
Deletion of account group The Delete action is rejected and the account group status is reverted to its previous setting.