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In order to fully service corporate customers, authorised admin users at the ASP, client bank, and bank group level can access corporate customer information. The customer access functionality enables an admin user to assist corporate customers by viewing transactions currently being processed and viewing or maintaining reference data.
For example, a corporate customer might be having trouble capturing all of the required data for a transaction in order to verify the transaction. The corporate customer can communicate a need for assistance to his client bank contact, who then accesses the customer's data through the customer access function. The client bank contact can view the transaction in question and provide detailed assistance to the corporate customer user about how to complete the processing for the transaction form.
Before an admin user can perform customer access functions, the admin user's profile must be configured to include the customer access capability. On the Admin User page, the option allowing the admin user to act on behalf of a corporate customer must be selected. In addition, a customer access security profile must be selected for the admin user. The security profile selected defines what actions the admin user can perform while using the customer access function.
Note: Regardless of the customer access security profile selection, admin users cannot authorise transactions on behalf of a corporate customer.
Each admin user's level in the organisation hierarchy determines which corporate customers the admin user can access, as follows:
ASP-level admin users configured for customer access can access all corporate customers.
Client bank-level admin users configured for customer access can access only corporate customers associated with the admin user's client bank.
Bank group-level admin users configured for customer access can access only corporate customers associated with the admin user's bank group.
Note: If a corporate customer organisation has child organisations, then the admin user accessing the customer's data can access the data for the organisation to which the admin user belongs, as well as all children of the organisation.