Use the Client Preference service class to perform the following: • View client preference settings.
• Modify or repair client preference settings. • Authorize client preference settings.
Client preferences are CitiDirect-defined or customized settings for CitiDirect forms, such as transaction Prefix ID, auto-save frequency and base currency. Use the Client Preference service class to maintain and modify client preference settings to suit the needs of your organization. As Security Manager, you should first view your CitiDirect predefined (default) client preference settings to determine whether or not they should be changed to best meet your organization’s needs. You should only modify settings if required.
The table below lists some examples of Payments client preferences.
Available Criteria Preferences Options
Transaction Reference Full Auto Prefix Auto
Manual Prefix ID
Edit Transaction Charges Company Debit Account Base Currency Credit Account Priority Mode Ordering Party Delivery Mode
Auto Save Auto-Save Frequency Auto-Save Type
Field Level Verification Debit Party Name Value Date Beneficiary Name Account Number Payment Currency Beneficiary Account Payment Account Other ID
Viewing Client Preferences
When CitiDirect is installed, some client preferences are predefined (set as default). Review these CitiDirect-defined settings with your local Implementation Manager to determine which, if any, need modification for your business needs.
View client preference settings by following the steps below.
1. On the CitiDirect menu under User Administration, click on Client Preference as shown below.
2. The Client Preference form appears.
3. Click the View tab.
4. Select the service class you want to view. The current client preference settings for the selected service class appear in the Preference Values list box.
Notes:
In the Preference Values list, a value of None Specified indicates that there are no preferences (defaults) for the value listed.
If a value is listed as See Grid for Details, select it, and then click the View Grid button to see all details. This message appears if there are more preferences for a value than can be displayed on the screen.
Modifying or Repairing Client Preferences
Citibank has defined common application defaults that you need to modify only if other selections (values) better meet your organization’s business needs. If you modify client preferences, another Security Manager must authorize them.
The Status column on the Input tab indicates the current status of each client preference and assists you in determining what action, if any, is needed.
Status Description
Processed The client preference setting has been authorized and is available for use in the application.
Input The record has been auto-saved, but not submitted. Additional
information is required before it can be submitted for processing.
Modify or repair client preference settings by following the steps below:
1. On the CitiDirect menu under User Administration, click on Client Preference as shown below.
2. The Client Preference form appears.
3. On the Input tab, select the service class you want to modify or repair, and click the Go to Details button. The Client Preference Details form for the selected service class appears.
4. Proceed with one of the following steps.
• To define criteria, select a criterion from the Please select from the available preference criteria list box on the left. A Criterion dialogue box appears. The choices in the dialogue box vary based on the criterion selected.
Select the preference value you want and click the OK button. The new value appears in the Current preference criteria values list box on the right.
• To reset the values to previously saved criteria, click the Reset button.
• To reset criteria values to the CitiDirect-defined preferences, if any, select the criteria values and click the Reset to Default button.
5. Review the Preference Values list box for accuracy and click the Submit button. The original client preference settings status is Processed and it remains active until the modified settings are authorized.
Notes:
For client preferences with a Repair Required or Invalid status, click the Other Options button, and then click the View Error Messages command to see the reason for the necessary modifications. A client preference record with the status of Processed is active.
Two client preference records for the selected service class exist until another Security Manager authorizes the modified settings: the original with a Processed status and the modified record with an Authorization Required status. Once the modified client preference record is authorized, the original, previous preference is removed.
Authorizing Client Preferences
Once client preferences have been modified and submitted, they need to be authorized. Before authorization, the original processed preference is active and will remain active until authorization is complete. Once authorization is complete, changes to the client preference settings are active.
If you modified the client preference setting, you cannot authorize it. During the authorization process, client preferences can be authorized, rejected (deleted) or returned for repair. Authorize a client preference setting record by following the steps below:
2. The Client Preference form appears.
3. Click the Authorization Required tab. All client preference records with an Authorization Required status that you are entitled to authorize are listed.
4. Click a service class to select the client preference record you want to authorize. The client preference settings for the selected service class appear in the Preference Values list box.
5. Proceed with one of the following steps.
• Click the Authorize button. A dialogue box appears indicating that the preference has been processed. Click the OK button to close the dialogue box.
• Click the Send to Repair button. A dialogue box entitled Reason appears.
Enter a reason for the repair and click the OK button. The preference record is sent to the Input tab and its status is changed to Repair Required. The initiator of the record must make the necessary changes and resubmit it.
• Click the Reject button to delete the client preference record if it is invalid or violates your organization’s business rules. A dialogue box appears.
Enter a reason for the rejection and click the OK button. The client preference record is deleted from the application.