How can I manage my Counterparties or beneficiaries (creating, sharing and deleting counterparties)

• A Personal Counterparty is linked to the PKI contract (or Isabel SmartCard) of the user who created it and can only be viewed, edited, deleted or used by this specific user. 
  
  In case you work with different profiles, the Personal Counterparties are accessible by all of your profiles.
  
  
• A Shared counterparty can be viewed, edited or used by all people in the ebanking contract(s) the counterparty is shared with.
  Select at least 1 ebanking contract in which you want the counterparty to be shared.
  
  
  
  
  

When sharing your counterparties, they will be made available for everybody in your Isabel subscription. Other colleagues will be able to create payments using your shared counterparties.

A lot of time can be saved if one of the users creates the counterparties and shares them with the others.

1. When you are manually creating a new counterparty or when you're editing an existing one:
   
   In the section Counterparty sharing, you have the possibility to indicate whether you want your counterparty to be Personal or Shared.
   
   Tip: You can choose to save the counterparty as Personal or Shared by default. To do so, go to the Preferences menu-item > Select the Transactions tab in the Manage User Preferences screen > Save new counterparty by default as (the default value is Personal).
   

   

2. When creating a transaction or a direct debit order, one has the possibility to save a new beneficiary or a new debtor. The counterparty will be saved as Personal or as Shared depending on the situation:
   
   
   • In case the Isabel 6 user has selected the module MultiSign, the application will save the new counterparty based on the preferences. By default, all new counterparties (beneficiaries or debtors) will be saved as Personal. To change this preference, go to the Preferences menu-item > Select the Transactions tab in the Manage User Preferences screen > Save new counterparty by default as and select Shared.
     
     
   • In case the Isabel 6 user has NOT selected the module MultiSign or in case of a subscription with only one user, the new counterparty (beneficiary or debtor) will be saved as Personal.
     
     
3. When you upload a counterparty, it will be saved as Personal or as Shared depending on the situation:
   
   
   • In case the Isabel 6 user has selected the module MultiSign, he will have the choice between saving each counterparty as Personal or as Shared. By default*, all counterparties will be indicated as Personal. You can use an option in the menu to switch between Shared or Personal (for all the counterparties at once), or you can change this for each individual counterparty
     
     (*) To change the default value, go to the Preferences menu-item > Select the Transactions tab in the Manage User Preferences screen > Save new counterparty by default as and select Shared.
     
     
   • In case the Isabel 6 user has NOT selected the module MultiSign or in case of a subscription with only one user, the counterparty will be imported as Personal.

   Example:
   

A subscription has 4 users and 3 bankcontracts (bank A, B and C). 

• User 1 is the only one with the authority to share counterparties (has Multisign) and he has the 3 bankcontracts linked to his PKI contract.
• User 2 has bankcontracts A and B linked to his PKI contract.
• User 3 has bankcontracts B and C linked to his PKI contract.
• User 4 can only sign (has the Signing Module).
  
  
• User1 makes a counterparty shared for bankcontract A and B:
  
  
• Only User 1 will be able to edit the counterparty
• User 2 can view and will also be able to use this counterparty for every transaction they insert, but cannot modify it.
• User 3 can view and will also be able to use this counterparty for every transaction they insert, but cannot modify it.
  
• User 4 can not view or edit counterparties.
  

• In a subscription with only ONE USER: it is quite obvious that this user can only save a counterparty as Personal (there is no one else to share the counterparty with).
  
  
• In a subscription with SEVERAL USERS:
  
  
  • The Isabel 6 user who has selected the module MultiSign has the possibility:
    
    
    • to create, edit and delete Personal or Shared counterparties .
    • to change the counterparty sharing from Personal to Shared or vice versa. 
      
      
  • The Isabel 6 user who has NOT selected the module MultiSign:
    
    
    • can only create, edit and delete a Personal counterparty.
    • can use Shared counterparties.
      
    • cannot create, edit or delete Shared counterparties
      
    • cannot change the counterparty sharing from Personal to Shared or vice versa.
      
      
  • The isabel6 user who has selected the Signing Modules cannot create, view or edit a counterparty and thus cannot create a Personal or Shared Counterparty.

In the search field in the top left of the window, you can search based on the name or alias of your counterparty.

To view the details, click on the row to open the counterparty.

TIP: The search can work with wildcards. Examples:

•  * to replace multiple unknown characters
• ? to replace a single unknown character

A single counterparty can have multiple account numbers, provided all account numbers are in the same country.

1. Search the counterparty you want to modify or click on New Counterparty (in the left navigation menu).
   
2. Encode or update the fields with your available data:
   
   • Alias: an internally used name for your counterparty. If this is left blank, the counterparty name (from the right) will be used).
     
   • Account country: define the country of the account. A single counterparty can have multiple account numbers from the same country. This field cannot be changed if the counterparty already has an account.
   • Name and Address : the name of your counterparty. This will be included in all future payments you create with this counterparty.
   • Click on Extended at the top right if you require additional address fields : department, sub-department, bulding name, floor, po box, town location, district, country sub-division.
3. Click Create (or Save, when modifying an existing counterparty) to register your counterparty.
4. Now you can add account number(s) to your counterparty.

You can only add an account number on an existing counterparty. See Creating a new counterparty on how to create a counterparty.

1. Search the counterparty of which you want to add or modify the account number.
2. In the details of the counterparty, click on an existing beneficiary account or click on the Add button.
   
3. Encode or update the fields with your available data
   • Depending on the account country the available fields for the Account number differ.
   • If you want to look up the BIC code by bank name, click Search next to the BIC code.
   • Use the fields "Defaults" to encode a default message to beneficiary, amount or currency.
     
      

1. Search the counterparty.
2. In the details of the counterparty:
   • Choose Delete counterparty in the left navigation menu to delete the counterparty.
   • In Beneficiary accounts, select the account(s) numbers you want to removed and click the button Delete.

1. Select the counterparties that you want to include in the report (or select none for all counterparties).
2. Click on Create report in the left navigation menu.
3. Choose between overview/details of the selected counterparties or details of all counterparties.

one counterparty

1. Search the counterparty you want to share.
2. In the details of the counterparty, choose your sharing options:
   • Personal: Only you will be able to modify and use the counterparty.
   • Shared: select the eBanking contracts to which you want to share the counterparty.
     You can only share a counterparty to an eBanking contract to which you have access.

all counterparties

1. Click on Share all counterparties, in the left navigation menu
   
2. Select your option:
   • Share all: will share all counterparties on all ebanking contracts where you have access to.
   • Share only already shared: will share all already shared counterparties on all ebanking contracts where you have access to.

Import counterparties from other applications (ERP, other eBanking platforms,...)

Counterparty data cannot be transferred directly from Isabel 6 to other eBanking platforms (provided by partner banks such as Belfius, BNP Paribas Fortis, KBC, ING,...) or financial applications such as ERP software or accounting software packages.

There are however 2 ways to export the counterparty data from Isabel 6:

1. In the Manage Counterparties screen, click Create report at the top of the list and select TXT format. Be aware of the fact that this data is not structured in a manner that allows for it to be easily parsed by software. This data will in all likelihood have to be processed manually.
   
   
2. At the explicit request of the customer, Isabel Group can provide an export of the counterparty details in an XLSX file. Please be informed that this will be a fixed data set (it's not possible to select a specific layout of the information provided) that will likely require manual manipulation before it can be imported into your third-party application/platform. Data will be provided "as is", Isabel Customer Care cannot assist you in importing this information into a third-party application. This is a paid service that will be billed directly to the customer via the Isabel invoice. If you would like to make use of this service, please contact Isabel Customer Care.

Please contact our Customer Care to request a transfer of your counterparties to another user. This can be to a user in the same Isabel subscription (e.g. caused by a replacement of a user) or another Isabel subscription (e.g. caused by a migration to another Isabel contract).

It is strongly advised to request this transfer before removing the original owner.

• Shared counterparties will still be available for other users. If you remove the only user subscribed to MultiSign, nobody else in your Isabel subscription will be able to manage these counterparties. It is therefore recommended to subscribe another user in your Isabel contract to MultiSign.
• Private counterparties will be removed after a few months. It is therefore advised to first request to transfer your private counterparties to another user before removing the user.

If you are unable to find your counterparty, verify if you can use it to create a payment. In case you are able to use the counterparty while creating a payment but you are unable to find the counterparty in counterparty management, the counterparty is most likely shared and you are not subscribed to MultiSign.

In case you want to perform changes to this counterparty, you can ask a user with MultiSign to perform the required changes.

This message is displayed if you have too many counterparties to display. Narrow your search criteria to find the counterparty you're looking for.

You are trying to remove a counterparty that is also shared by one of your colleagues with colleagues that don't have a direct connection with you. If you understand this risk,  you can limit the access rights to personal in the details of the counterparty, and still remove the counterparty.