Note: User permissions should be in place to Set Up an Authorization Matrix. If not, contact your Bank Administrator.
Step 1: Click on Administration > Jurisdiction Maintenance > Authorization
- You will see your exiting Authorization setup, if any
Step 2: To create a new authorization set up, click on Add a new authorization rule
Step 3: Fill in the details for Authorization
Step 4: Select from the following checkbox after filling all the details in Authorization section
| Verify | Check 'Verify' if you need verifier prior to submission |
| Send | Check 'Send' if you need additional sender after checker approves the authorization |
| Sequential | Check if you want your matrix to follow sequential flow |
Step 5: Add Authorization Level(s)
- For example, if your company requires three levels of authorization for Letter of Credit, add the required levels.
Step 6: Submit for Approval
- The corporate checker will be notified for approval of the new authorization matrix.
- After the checker's approval, the authorization matrix will be applied to the user's transactions.