Masking Account Balances

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pk8barnes
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13 years 2 months ago #8826 by pk8barnes

Masking Account Balances was created by pk8barnes

Hello All,
I am trying to mask a group of Accounts belonging to a specific CATEGORY to prevent staff of a bank seeing balances on these accounts.
Trying to use the USER profile of tellers and Bank staff to prevent viewing of these accounts is not working. I will be grateful to have alternate opinions on how t o resolve this
Thanks

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jpb
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13 years 2 months ago #8827 by jpb

Replied by jpb on topic Re: Masking Account Balances

Your request is not quite clear.

If you want to block access to these accounts completely for the users you can use the fields APPLICATION VERSION FUNCTION FIELD.NO DATA.COMPARISON DATA.FROM DATA.TO in either USER or USER.SMS.GROUP.
At least ACCOUNT and TELLER must be restricted (for TELLER use also ACCOUNT>CATEGORY in FIELD.NO).

If you just want to hide the balance you have to modify all your enquiries and versions.

For versions you can use e.g. a ID.RTN (defined in VERSION.CONTROL) to change the T()<1> of all balance fields to "PASSWD" (including NEW.CUST.BAL in TELLER) when your conditions meet.

For enquiries it might work to use a routine as CONVERSION for the fields in question to hide the numbers.

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AMMAR.FAIDI
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13 years 2 months ago #8837 by AMMAR.FAIDI

Replied by AMMAR.FAIDI on topic Re: Masking Account Balances

as jpb said
you have to amend the user or a group of users by using the below :

APPLICATION = ACCOUNT
FIELD = CATEGORY
COMAPRISION NE
FROM DATA = CATEG NUMBER

B.R

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pk8barnes
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13 years 2 months ago #8838 by pk8barnes

Replied by pk8barnes on topic Re: Masking Account Balances

Hi Ammar ,JPB and all,
I have tried using the above recommendation but it totally restricts the USER from the Account type (Category) and not only the Account Balance field.
I will be very interested in knowing more about the modification of the versions and enquiries. Kindly send me a bit more information.
Thanks

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jpb
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13 years 2 months ago - 13 years 2 months ago #8845 by jpb

Replied by jpb on topic Re: Masking Account Balances

Hello Paa Kay,

a way to hide the balances can be to create a routine that manipulates the T() array for the balances. This routine should be attached in VERSION.CONTROL as ID.RTN, setting NON.VERSION.RUN to Y helps avoiding troubles. Make sure all VERSIONs you use have EXC.INC.RTN set to Y.

SUBROUTINE HIDE.ACCT.BAL
    $INSERT I_COMMON
    $INSERT I_EQUATE
    $INSERT I_F.ACCOUNT
    $INSERT I_F.USER
*
*---> set all BALANCES to it's original
*
    T(AC.OPEN.ACTUAL.BAL)<1>   = "AMT"
    T(AC.OPEN.CLEARED.BAL)<1>  = "AMT"
and so on
*
*---> Check if User has to be blocked
*
    IF R.USER<EB.USE...> EQ ... ELSE RETURN
*
*---> read the record with actual input (not yet done by application itself)
*
    FN.ACCT  = "F.ACCOUNT"
    F.ACCT   = ""
    CALL OPF(FN.ACCT,F.ACCT)
    READ R.ACCT FROM F.ACCT,COMI ELSE RETURN
*
*--> change fields if category matched blocked 
*
    IF R.ACCT<AC.CATEGORY> EQ ... THEN
        T(AC.OPEN.ACTUAL.BAL)<1>   = "PASSWD"
        T(AC.OPEN.cleared.BAL)<1>  = "PASSWD"
and so on
    END
*
    RETURN
END

For TELLER it would be easiest to eliminate the balance from versions and deal slips ;-)

For ENQUIRIES you have to either create a routine that set O.DATA to nothing when your conditions meet and attach it to each BAL field shown. This is to be done for each ENQUIRY individually as you have to pass the accountnumber or category with the balance (concatinated within the EQ) and return either nothing or only the balance from the routine in O.DATA.
Or you build the logic within each enquiry by defining fields that get hold of category and userdetails and then use something like IF a EQ ok showbalance empty.

Each way some work to be done.

Last edit: 13 years 2 months ago by jpb.

The following user(s) said Thank You: pk8barnes

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pk8barnes
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13 years 2 months ago #8918 by pk8barnes

Replied by pk8barnes on topic Re: Masking Account Balances

Thanks. Will give you feedback on the successful setup

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