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How to Register a Beneficiary for Cardless Cash Withdrawal in Next Gen CIB? Print

Step 1: Log in to iBusiness using your user and go to iPay > Beneficiary Management.

  • Select the Create Beneficiary. 


Step 2: User will be able to select Cardless Cash Withdrawal from within the drop-down list.


Step 3: User will be able to complete the Beneficiary Details.

 

Step 4: User will be redirected to the Summary Review screen where all beneficiary data filled can be validated.


Step 5: User will complete the biometric authentication step.


Checker Actions:

  1. Post Initiating the request, it will move to the Checker’s queue for action
  2. The Approver should log in to iBusiness and click on the Transactions Tab and go to Pending your Authorizations 
  3. The Pending items for the action will be available under transaction type Create Cardless Cash Withdrawal Beneficiary
  4. Approver can review the details of the request/documents uploaded, and act (Approve/Reject) on the request initiated.

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