Set Up Account Aggregation/Jump Permissions in BizLink 247

Screen ID:  UBZAGRJMPP-01
Screen Title: Set Up Account Aggregation/Jump Permissions
Tool Number: 14
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Access this screen by selecting Aggregation/Jump Permissions from the Options menu on the previous screen.

  • NOTE:  This screen is used by memberships configured for business banking.  This is configured in the Membership Designation configuration by setting the "Online banking system to use" to "Business."

Buttons

Button

Description
Add Secondary Account

Selecting this button will bring you to this screen.

This is where you will add secondary accounts to a primary business membership. Once configured, the secondary accounts will appear in the BizLink 247 account aggregation module.

Options Menu

Option

Description

Edit

Select this option after highlighting the desired account to edit secondary account information such as account base, employee ID, and nickname.

Delete

Select this option after highlighting the desired account to delete the secondary account from the account aggregation module in BizLink 247.

View

Select this option after highlighting the desired account to view secondary account information such as account base, employee ID, and nickname.