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Setting Up Your Roles and Accounts Next Gen CIB Print

Log in as corporate administrator and follow the below step-by-step procedure:


Step 1:  

  • Navigate to Corporate Management > Financial Configurations.
  • Click on Create Financial Configuration.


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Step 2:  Financial Configuration details

  • Input Financial Configuration name.
  • You can enable the required Transaction types in Financial Configuration using various options.
  • Click on Enable All to enable all transaction types in the Financial Configuration
  • You can select particular transaction type from the list and enable the transaction one by one.

  • Repeat this process for all required Transaction types.
  • You can click on ‘Allow Access’ checkbox in each transaction type to select all options.
  • Once done, click on Proceed

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Step 3: Transaction Type and Accounts

  • Under each category e.g., CASA, Islamic CASA etc. User can enable the transaction type and accounts as per their requirements.
  • Repeat the same process for other transaction types and accounts.
  • Once done click on Proceed 

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Step 4: Summary Review.

  • All the details from above steps are available for review
  • Once done, click on Submit.



Step 5: Authentication via paired device to proceed

  • You will receive a notification on your mobile device to authenticate the transaction.
  • Once authenticated, you will be navigated to the confirmation screen with a reference number generated.


Step 6:  In the case of the maker/checker, the request is required to be approved by Checker/Approver before it reaches the bank for completion.

  • Post Initiating the request, it will move to the Approvers queue for action.
  • The Approver should log in to iBusiness and click on the Transactions Tab and go to Pending your Authorizations 
  • The Pending items for the action will be available under transaction type Create Financial Configuration.
  • Approver can review the details and act (Approve/Reject) on the request initiated.


Once the Financial Configuration is completed, go to the following article below to start creating users

How to Create a User

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