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Admin users at the ASP, client bank, and bank group levels who have corporate customer access capabilities can access corporate customer data through the Customer Access function. The actions the admin users can perform while accessing customer data depend on the security rights (CCH) defined in their customer access security profile.
To access corporate customer information:
Press the Customer Access navigation button from any page displaying the admin navigation bar. If your admin user profile is not set up to access customer data, this button does not display.
The Corporate Customer Search page displays.
Search for the corporate customer whose data you want to access, then press Access the Selected Customer's Data.
The Home page displays for the corporate customer you selected. You can then work with the corporate customer data according to the customer access security profile selected for you in the Admin User page.
Note: Regardless of the customer access security profile selection, admin users cannot authorise transactions on behalf of a corporate customer.
When you are finished viewing and/or working with the corporate customer's data, press Logout.
You are logged out of the system.