DocumentationDocumentation
  • Main

    • Introduction
    • My Account

      • Change Password
      • Logout
    • Common Topics

      • Accounting
      • Audit trail and Version control
      • Accounts Vs Contracts
      • Branch Operations
      • Concept of Entity
      • Holidays
      • EOC
      • Concept of Events
      • Concept of Input and Authorization
      • Navigation
      • Impact of Unapproved Records
      • Concept of Product
  • Admin

    • Branches

      • EOC Details
      • Maintain
    • Channel banking

      • Mobile app version
      • Role template
      • Target announcement
      • User maintenance
    • Correspondent Bank Management

      • Maintain
    • Entities

      • Announcement
      • Maintain
      • Task forces
    • Notification

      • Settings

        • Maintain
    • Pricing

      • Charges

        • Charge bundle setting
        • Charge schemes
      • Interest

        • Interest bases
        • Interest rate history
        • Interest scheme
      • Settings

        • Charge bundle group
        • Relationship pricing
    • Reports

      • Audit log
      • Cob exception report
      • User log on - log off
    • Secure stationery

      • Card bundle
      • Card maintenance
      • Secure device
      • Series
      • Welcome kit order
    • Settings

      • Security
    • Status

      • Card account status
      • Client account status
      • Loan status
      • Loan application status
      • Factoring status
    • System codes

      • Address details

        • Address Type
        • E-mail types
        • Phone types
        • Regions
        • Zip codes
        • Zones
      • Categories

        • AML category
        • Block category
        • Category types
        • Conversation category
        • Classified data category
        • Employment categories
        • Loan level risk category
        • Offering
        • Risk category
        • Services delivery channel
        • Tax category
      • Currency

        • Currency
        • Currency rate type
        • Rates authorization
      • Custom fields

        • Custom fields
        • Field mappings
      • Documents

        • Diary types
        • Document type
        • Document templates
      • Generic definitions

        • Clearing zone
        • Community
        • Countries
        • Credit rating agency
        • Identification type
        • Branch levels
        • Departments
        • Education
        • Employment type
        • Identification type
        • Insurance plan
        • Invoice formats
        • Languages
        • Locker type
        • Offer condition
        • Organisation type
        • Person role
        • Purpose of loan
        • Reminder formats
        • Sic codes
        • Statement format
        • Till/vault/ATM
      • Interface definition

        • External Product mapping
        • ISO 8583 mapping
        • Maintain
      • Network calendar

        • Maintain
      • Payments

        • Payment methods
        • Payments terms
        • Source of funds
      • Process

        • Auto allocation rules
        • Branch submenus
        • Business rule parameters
        • Link process
        • Process authorization
        • Process help
        • Process mapping
        • Process reasons
        • Stage rule association
    • Tax schemes

      • Maintain
    • Translations

      • Aura-data
      • Aura-label
    • Users

      • Authentication settings
      • Active sessions
      • Designations
      • Maintain
      • Roles
      • Role groups
      • Unapproved records
    • Additional Topics

      • Interest Accrual
  • Retail

    • Accounts

      • Client account

        • Closure
        • Maintain
      • Multi-currency contract

        • Maintain
      • Nostro account

        • Closure
        • Maintain
      • Operations

        • Adhoc Charges
        • Cheque number search
        • Prepaid instrument issue enquiry
      • Term deposit

        • Maintain
        • Premature withdrawal
        • Reversal
    • Loans

      • Change of terms

        • Interest Parameters
        • Payment Terms
        • Settings
        • Invoice Cancellation
      • Charge waiver
      • Disbursement
      • Maintain
      • Product Novation
      • Repayment

        • Full Prepayment
        • Partial Prepayment
        • Payment of Due Amounts
        • Payment of Invoice Amounts
        • Simulation of Payment
      • Restructuring
      • Reversal
      • Loan application

        • Maintain
    • Loan Broker

      • Maintain
    • Payments

      • Gross payment settlement

        • RTGS/SWIFT/TARGET2
      • Net payment settlement

        • Authorization
        • Enquiry
        • Credit transfer
        • Dispatch accounting enquiry
        • Debit order
        • Internal client transfer
      • Standing instructions

        • Maintain
    • Peer-to-peer

      • Loan request

        • Maintain
        • Loan request repayment
      • Placement instruction

        • Maintain
      • Placement plan

        • Maintain
      • Settings

        • Loan request settings
        • Marketplace preferences
        • Placement settings
        • Product
    • Safe deposit locker

      • Agreement
      • Maintain
      • Operation
    • Settings

      • Collection settings
      • Multi-currency settings
      • Payment settings
      • Payment template
      • Product Maintenance
      • Product-Client Account
      • Product-Term Deposit
      • Product-Nostro Account
      • Product-Mortgage and Loan
      • Standing instruction settings
      • Transaction defaults
    • Transaction review

      • Account statement
    • Transaction wizard

      • Cash deposit
      • Cash withdrawal
    • Additional Topics

      • Module Specific EOC Batches
      • Payment Processing
  • Commercial

    • Factoring

      • Contract

        • Maintain
        • Disbursement
        • Repayment
        • Change of terms
      • Operations

        • Adhoc charges
      • Settings

        • Product
  • Treasury

    • Forex

      • Contracts

        • Cancellation
        • Maintain
        • Manual Settlement
      • Settings

        • Product
    • Additional Topics

      • Module Specific EOC Batches
  • Card

    • Cards

      • Maintain card
      • Maintain card account
      • Maintain dispute account
    • Loans

      • Change of terms
      • Disbursement
      • Maintain
      • Repayment
      • Reversal
    • Operations

      • Balance Movement
      • Change of Cycle
      • Manual actions
    • Settings

      • Card account product
      • Card loan product
      • Card product
      • Card provider
      • Merchant category
      • Charge group
      • Cycle group
      • Interest group
      • Message type
    • Transaction review

      • Transaction enquiry
    • Additional Topics

      • Balance classification
      • Overdue Days
      • Interest Liquidation
      • Replenishment
      • Module Specific EOC Batches
      • Reversals
  • CRM

    • Clients

      • Agreement
      • Maintain
      • Marketplace investment preferences
    • Collateral/Limits

      • Collaterals
      • Limits
      • Settings

        • Limit setting
    • Conversations

      • Conversation
    • Due diligence

      • Organization
      • Person
    • Loyalty program

      • Maintain
      • Reward points redemption
      • Settings

        • Product
        • Reward group
    • Organisation

      • Maintain
    • Person

      • Maintain
    • Reports

      • Balance certificate
      • Average account balance
    • Sales

      • Agent
      • Agent User
      • Campaigns
      • Outlet
      • Performance targets
      • Terminal
    • Additional Topics

      • Limit Utilization
      • Module Specific EOC Batches
  • General ledger

    • Collective impairment

      • Maintain
    • General ledger

      • Accounts
      • Chart of accounts
    • Reports

      • Branch Inter-branch reconciliation
      • GL report
      • GL transaction report
      • Inter branch - Due to Due from
      • Journal report
    • Settings

      • Accounting period
      • Currency
      • Journal template
      • Transaction code
      • Related transaction setting
    • Transaction entry

      • Cross currency journal
      • Day journal
      • Station journal
    • Transaction review

      • Statement
      • Transaction enquiry
    • Additional Topics

      • Module Specific EOC Batches
  • Digital assets

    • Escrow covenant
    • Primary issue
  • Paymentgrid

    • Settings

      • Charge rule
      • General ledger
      • Language converter
      • Message configuration
      • Network cutoff time
      • Nostro BIC mapping
      • Nostro route
      • Nostro configuration
      • Product
      • STP configuration
      • Transaction code
    • Operations

      • Bulk dispatch for inward cheques
      • Debit order
      • Direct Debit
      • Free format message
      • Gross settlement
      • Net settlement
      • STP exception
    • Nostro reconciliation

      • Account mapping and preferences
      • External manual entry
      • External statement view
      • Manual reconciliation
      • Reconciliation details
      • Reports

        • Adjustment entry report
        • Reconciled entry report
        • Reversed entry report
        • Unreconciled entry report

Link Process

Link Process allows you to link a Process workflow with another Process workflow and allows you to link the variables between the Process flows.

To add a new Link Process

  1. From Admin menu, click Process and then Link Process. Link Process Search page will appear.

  1. Click Add. Link Process -- General (1/2) page appears.

  1. Select Process from the drop-down list of Process workflows maintained under Process Designer. For example: Person Creation.

  2. Select Task from the drop-down list defaulted from Process Designer. It is the task maintained under the Process flow selected in the above field.

For example: Process workflow = Person creation,

Task = New Person Details 1 of 4

  1. Click Next. Link Process -- Confirmation (2/2) page appears.

  1. Click Finish. Link Process Maintenance page appears with the added details.

Functions: Add, Edit, Delete, Search

To edit Link Process

  1. Click Edit. Edit Link Process page appears.

Note: Only Task Field is editable.

  1. Click Save. Link Process Maintenance page appears with the edited details.

Functions: Add, Edit, Delete, Search

To add a new Process Linkage

  1. Click New. New Process Linkage page appears.

  1. Select Linked Process from the drop-down list of options maintained under Process Designer. Linked Process is used to link it to the Process workflow chosen above.

  2. Enter Message for the Process Linkage. If Auto create option is not selected, then the field will be enabled.

For example: Process = Person Creation

  • Linked Process = Account Creation

  • Message: Create an Account.

  • Auto create: No

On creation of the Person, AURA will display the Message "Create an Account" for the user.

  1. If Auto create option is checked, then AURA will take the user directly to the Linked Process screen.

  2. Click Save. Link Process Maintenance page appears with the added details.

  1. Click Edit. Edit Process Linkage page appears.

Note: Except Linked process field, rest all other fields are editable.

  1. Click Save. Process Linkage tab appears with the edited details.

Functions: New, Edit, Delete

  1. Click New Variable. New Linkage Process Variable page appears.

  1. Select Process variable from the drop-down list of variables maintained for the Process Flow. The variable selected here is mapped with the Linked process.

  2. Select Link process variable from the drop-down list of variables maintained for the Linked Process Flow. The variable selected here is linked with the Process variable.

  3. Click Save. Process Linkage tab appears with the added variable details.

Functions: New, Edit, Delete

To edit New Variable

  1. Click Edit. Edit Linkage Process Variable page appears.

Note: All fields are editable.

  1. Click Save. Process Linkage page appears with the edited details.

Functions: New, Edit, Delete

Prev
Business rule parameters
Next
Process authorization