6 Setting up the authorisation matrix
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- Eunice Bond
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1 6 Setting up the authisation matrix (Not applicable to companies that have enrolled in MPF services only. Only applicable to companies that require two signaties companies needing to perfm trade transactions in Business Internet Banking.) To enable dual authisation on financial transactions to perfm trade transactions, the primary user has to set up the authisation matrix in Business Internet Banking. Befe you set up amend the authisation matrix, you need to determine which authisation profile is suitable f your Business Internet Banking ptfolio. Please refer to the following case studies to find out which categy your ptfolio belongs to. F a me detailed guide, please refer to Appendix A. Assigning a signature group to an user After setting up the authisation matrix, the primary user can create/modify users accding to the signature group and matrix set-up: Each user can belong to either signature group A, B None of the above. F companies that require dual authisation trade services, if the user does not belong to either group A B, he/she should be put in None of the above group, this implies the user has a zero transaction limit f authisation and he/she can only prepare transactions and/ perfm enquiries. F both primary and secondary users authising trade transactions, a per transaction limit must be set and a signature group must be assigned. Note: A primary user MUST assign himself/herself to a signature group to enable him/her to authise transactions. Maintenance of the authisation matrix If dual management control has been selected, the set-up and maintenance of the authisation matrix will require approval by both primary users. The matrix can only be set up/maintained when there are no outstanding items pending authisation. The primary user can choose to stop dual authisation by changing the dual authisation option to simple authisation. After which, all transaction limits specified earlier in the authisation matrix will be cleared, except those f the trade account(s). 11
2 Case study 1 - Simple authisation Assuming an SME Company Limited has only cash management accounts registered in its Business Internet Banking ptfolio, and only one signaty is required from either one of the business owners to authise each transaction and the transaction limit of data entry clerk and officer are zero. Setting up the authisation matrix assigning a signature group f secondary users is not required in this case. Position No. Data entry clerk 1 Officer 1 Business owner 2 Case study 2 - Simple authisation f trade services transactions Assuming an SME Company Limited has a trade account and a cash management account registered in its Business Internet Banking ptfolio and only one signaty is required from either the officer the business owners to authise trade and other cash transactions, while the officer will have different transaction limits from the business owners. Position No. Signature group setting Shipping clerk 1 None of the above (eg. no transaction limit) Officer 1 Signature group A Business owner 2 Signature group B The authisation matrix should appear as follows. Please refer to section 6.1 f me details. >> Security tips: You must set up the Authisation Matrix to control the transaction limit if you want to perfm trade transactions online. Note: Cash transactions will be authised accding to the daily limit on the account in the user profile. 12
3 6Case study 3 - Dual authisation with one signature group Assuming an SME Company Limited has trade accounts and cash management accounts registered in its Business Internet Banking ptfolio. Depending on the transaction amount thresholds, two signaties are required from any of the following groups to authise trade and other cash transactions f large transaction amounts: 1) the finance manager and one of the business owners 2) the business owners The finance manager will have the same transaction limits as the business owners. Position No. Signature group setting Shipping clerk 3 None of the above (eg no transaction limit) Finance manager 1 Signature group A Business owner 3 Signature group A The authisation matrix should appear as follows. Please refer to section 6.2 f me details. 13 Note: If two signaties are always required to authise trade and other cash transactions in your company, you should assign zero transaction limits f all accounts under the signature group A (ie Single A column on the screen).
4 Case study 4 - Dual authisation with two signature groups Assuming an SME Company Limited has trade accounts and cash management accounts registered in its Business Internet Banking ptfolio. Depending on the transaction amount thresholds, two signaties are required from any of the following groups to authise trade and other cash transactions f large transaction amounts: 1) the shipping manager/finance manager and one of the business owners 2) the shipping manager and the finance manager 3) the business owners The shipping manager/finance manager will have different transaction limits from the business owners. Position No. Signature group setting Shipping clerk 3 None of the above (eg no transaction limit) Shipping manager 1 Signature group A Finance manager 1 Signature group A Business owner 3 Signature group B The authisation matrix should appear as follows. Please refer to section 6.3 f me details. 14
5 66.1 Simple authisation f trade services transactions 1 Access Business Internet Banking. 2 On any of the pages click Services. 3 Two options f assistance in setting up the authisation matrix: a You may select Authisation Matrix and follow the steps below. b You may follow the Step by Step Guide to complete the set-up. 4 Select Simple Authisation. 5 Click GO. 15
6 6 Enter the transaction limits: a If you want to apply the same limits to all accounts, click Apply. b You may set up different limits f different accounts. 7 Click GO. 8 Click Confirm. 9 An acknowledgement page will then appear. Click OK to complete the matrix set-up. Please ensure the primary users belong to one of the signature groups. Otherwise, they will not be able to authise any trade transactions. Please follow the instructions on section 8 to modify the user details. 16
7 66.2 Dual authisation with one signature group 1 Access Business Internet Banking. 2 On any of the pages click Services. 3 Two options f assistance in setting up the authisation matrix: a You may select Authisation Matrix and follow the steps below. b You may follow the Step by Step Guide to complete the set-up. 4 Select Dual Authisation and then select One Signature Group. 5 Click GO. 6 Enter the transaction limits. a If you want to apply the same limits to all accounts, click Apply. b You may set up different limits f different accounts. 7 Click GO. 17
8 8 Click Confirm. 9 An acknowledgement page will then appear. Click OK to complete the matrix set-up. Please ensure that the primary users belong to signature group A. Otherwise, they will not be able to authise any transactions. Please follow the instructions on section 8 to modify the user details. 6.3 Dual authisation with two signature groups 1 Access Business Internet Banking. 2 On any of the pages click Services. 3 Two options f assistance in setting up the authisation matrix: a You may select Authisation Matrix and follow the steps below. b You may follow the Step by Step Guide to complete the set-up. 18
9 6 4 Select Dual Authisation and then select Two Signature Groups. 5 Click GO. 6 Enter the transaction limits. a If you want to apply the same limits to all accounts, click Apply. b You may set up different limits f different accounts. 7 Click GO. 8 Click Confirm. 9 An acknowledgement page will then appear. Click OK to complete the matrix set-up. Please ensure the primary users belong to one of the signature groups. Otherwise, they will not be able to authise any transactions. Please follow the instructions on section 8 to modify the user details. 19
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