Participants page

The participants page displays all of the participants that are defined. Authorized users can create and delete participants by using the participants page.

A participant is a financial institution that sends payments through FTM. The participant directory contains the master list of all of the active and inactive participants that are configured. The default view for the page displays only the active participants, but it can be configured to show the inactive participants too.

If there are multiple versions of a participant, the currently effective version of the participant is shown. If no version is currently effective, such as a participant that becomes effective in the future, then the version that is to become effective the earliest is displayed.

The participants can be displayed with, and filtered by, the roles that the participants are assigned to. By default, the sender, ODFI, RDFI, and receiver roles are displayed. Other roles can be added by using the Configure table action. These columns are all available for column filtering.

Columns

The columns that are available on the page are shown in the following table.
Table 1. Participants page columns
Column name Description
Selection control The first column is used to select one or more participants from the list. Clicking the table header for this column selects all of the participants in the list.
Action control The last, nonmovable column displays an action menu that is called Option for the specific participant. Only the actions that the logged in user is permitted to run are displayed in this column. This column has the following actions:
  • The audit history action is used to go directly to the audit records for that participant. It displays any changes that were made to the participant or any of its preferences.
  • The force unlock action is only available for locked participants. It discards any versions in the pending or draft version state and releases the lock, even if a different user locked the participant.
  • The delete action deletes the participant. For more information about deleting a participant, see Deleting Participants.
  • The limit monitors action displays the current risk limit monitors for the participant.
Id The unique identifier for the participant.
Name The name of the participant.
Customer Type The customer type for the participant. This field can be used for institution type codes.
Account class The account class defines the accounting status about settlement for the participant.
Status The status of the participant. Participants are either active or inactive. Inactive participants are not available in any step of processing.
City The city of the default address for the participant.
State The state of the default address for the participant.
Locked by Displays the user name of the user that locked the participant.
Locked Displays the time that the participant was locked.
Sender Indicates whether the sender role is assigned to the participant.
ODFI Indicates whether the ODFI role is assigned to the participant.
RDFI Indicates whether the RDFI role is assigned to the participant.
Receiver Indicates whether the receiver role is assigned to the participant.
TCH RTP Indicates whether the TCH RTP role is assigned to the participant.
Prefunded Indicates whether the Risk prefunded user exit is called to monitor the activity of this participant.

Actions

The actions that are available on the page are shown in the following list.
  • Open documentation displays the help page.
  • Create opens the Create Participant dialog box to add a participant.
  • Refresh updates the displayed participants.
  • Filter column displays the build filter link that you can use to create a filter for the columns on the page.
  • Search entry field. Typing text in this field automatically filters the participants that are displayed in the table. The table displays only those participants that match what was typed in the search field.
  • Option > Delete deletes the selected participant. The action is disabled if the user does not have the permission to delete participants.
  • Download CSV saves the displayed table view as a .csv file.
  • Customize columns displays a page to select which columns are shown or hidden on the participants page.
  • Row settings configures the size and the spacing of the text that is displayed in the cells of the table.
  • A menu appears in the table header when you select one or more rows in the table.
  • Select all selects all the rows in the table.
  • Delete deletes the selected participants.
  • Cancel closes the menu in the table header.