Friday, February 3, 2017

RMA : Searching for Authorisations

Purpose

This procedure provides instructions for searching for authorisations in the RMA data store.
Search for authorisations by specifying search criteria in the Authorisation Search Criteria window. The search functionality selects authorisation records with details that match the search criteria that you specified. Therefore, the search criteria are a set or subset of authorisation parameters.
The Authorisation Search Criteria window opens automatically if you have not searched for authorisations before.
Note
To search for authorisations that have actions pending on them,

Users and permissions

You can search for authorisations when the Open/Print Auth Det function is assigned to you in the Relationship Mgmt application.
The following permissions restrict the business relationships that you can access:
  • Allowed/Prohibited Destination(s)
  • Allowed/Prohibited Service(s)

Wildcards in search criteria

Wildcards are characters that you can use to represent one or more characters, as follows:
Wildcard
Purpose
Example
Parameters
% (percent)
Replaces zero or more contiguous characters in a string.
a%a represents the following:
  • aba
  • abba
  • abbba
You can use this wildcard for the following parameters:
  • Own BIC
  • Correspondent BIC
  • Service
_ (underscore)
Replaces one character in a string.
aa_a represents the following:
  • aa1a
  • aaGa

Relative dates in search criteria

Date fields support relative dates. A relative date is today's date offset by a positive or negative integer.
For example, -2 represents two days before today, and +3 represents three days after today.
You can also specify a relative value for part of a date, as follows:
  • d, or D, for days
    For example, -1d, which represents a date that is one day before today's date.
  • m, or M, for months
    For example, -2M, which represents a date that is two months before today's date.
  • y, or Y, for years
    For example, +3y, which represents a date that is three years after today's date.
When you select another field in the window, the Relationship Management application converts a relative date to a real date.

Before you begin

Before searching for authorisations, ensure that the Authorisations view is active.
The search criteria fields refer to the authorisation details. For descriptions of the search criteria fields, s

To search for authorisations:

  1. From the Authorisation menu, select Search.
    The Authorisation Search Criteria window appears.
    The window displays same search criteria as the previous search. To clear the selections and text in the window, click Clear.
    Tip
    Pressing the Tab key through a date field inserts today's date.
  2. Do you want to use the same criteria as the previous search?
    If yes, then go to Step 14. 
    If no, then go to the next step, and select or specify values to use in the search for authorisations.
  3. Select Own BIC or select the value Any, to match all Own BICs.
  4. Enter a Correspondent BIC.
    If you leave this field empty, then the Relationship Management application does not search on this value.
  5. In the Service field, select the service to which the business relationship applies. You can select Any FIN, to search for authorisations for any FIN service.
    The list of services includes the live services (including the associated Test and Training !p), that require authorisations, and which are specified in the application service profile.
    If you leave this field empty, then the Relationship Management application does not search on this value.
  6. Select the type of authorisation to search for, as well as whether to search in the Current and, or New authorisations.
    You can search for either Authorisations to Send, Authorisations to Receive, or both.
  7. Select an external Status, a Preparation Status, and a Transmission Status.
    If you leave these fields empty, then the Relationship Management application does not search by status.
  8. In the Valid from enter a date in GMT from which the retrieved authorisations are valid. Enter a date between 01 January 2006 and 31 December 2037, inclusive.
    If you leave the field empty, then the Relationship Management application does not search by the Valid from date.
  9. In the Valid until enter a date in GMT until which the retrieved authorisations are valid. Enter a date between 01 January 2006 and 31 December 2037, inclusive.
    If you leave the field empty, then the Relationship Management application does not search by the Valid until date.
  10. In the Expires after enter a date in GMT from which the retrieved authorisations expire. Enter a date between 01 January 2006 and 31 December 2037, inclusive, or a relative date.
    If you leave the field empty, then the Relationship Management application does not search by the Expires after date.
  11. In the Expires before enter a date in GMT by which the retrieved authorisations will expire. Enter a date between 01 January 2006 and 31 December 2037, inclusive, or a relative date.
    If you leave the field empty, then the Relationship Management application does not search by the Expires before date.
  12. Enter the Issued date of the authorisation in GMT (that is, the date on which the authorisation became active). Alternatively, enter a date before which, or after which, the authorisation became active.
    If you leave the field empty, then the Relationship Management application does not search by Issued date.
  13. Enter the Date Stored of the authorisation in local time (that is, the date on which the authorisation was stored. Alternatively, enter a date before which, or after which, the authorisation was stored.
    If you leave the field empty, then the Relationship Management application does not search by Stored date.
  14. Click Search.
The Relationship Management application retrieves all the authorisations that match the search criteria and displays them in the Relationship Management window. When performing a search based on Status or Preparation Status, the value displayed for one part of the authorisation (either authorisation to receive or authorisation to send) is sometimes 'No'. This means that the Status or Preparation Status of that authorisation part does not match the value specified in the search criteria. If no authorisations are retrieved, then the Relationship Management application displays an empty list.

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