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Card Maintenance

The Card maintenance menu allows you to manage the issue and status updates for Cards for use by Channel (Internet / Mobile) banking users. Once the code cards of a card bundle are printed, the status of the cards is updated to Printed and Approved. Only such cards can be further issued to Channel banking users.

Edit Card Maintenance

A Card can be issued to a Channel banking users by updating the Card status from Printed to Issued. Similarly, an Issued card can be Blocked, when reported as lost / misplaced by the Channel banking user, or as needed.

To issue a card,

1. From the Admin menu, click Secure Stationery and then Card maintenance. The Card Maintenance Search page appears.

2. Retrieve the card records by an appropriate search. A sample of the screen is shown below.

3. Click on the required card record that you want to issue to the Channel banking user. You will see the details of the card as shown below.

4. Click Edit. The Edit-Profile window appears.

Card Maintenance -
Edit

5. Select the Card status from the drop down list. To issue the card, choose Issued.

6. Click Save to save the details that you entered. The Card status is updated to Issued and the record status to Pending.

The issue has to be approved by another user.

Note:

  • Edit button is enabled for the user who made the last update, till it is approved by another user.

  • Approve button is enabled only for the user other than the one who last updated

Once approved, edit button is enabled for all users.

To approve

1. Access the Card Maintenance page of the required card

2. Click on Approve. Aura will prompt you to confirm approval

Card Isse Approve - confirmation
message

3. Click on Yes. The Card status is issued and the record status is approved. The details of approval are displayed as shown below.

Card Maintenance - Approval
confirmedFunction: Edit, Search.

When any card status is approved, Edit button is enabled for further status updates, as required. The steps would be the same as described for Issue of card and approval.

The following are the various possible values for Card Status:

  • Printed: The card has just been printed and not yet issued
  • Reserved: The card has been marked for issue to a channel banking user, but the issue has not yet been approved
  • Issued: The card has been issued to a channel banking user and approved
  • Blocked: The card has been marked as blocked to prevent any further transactions

Card Status can be changed only as per the following conditions:

Current Card StatusPossible status updates
PrintedReserved, Issued or Blocked
ReservedIssued or Blocked
IssuedBlocked or Reserved
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