JUSPAY Unified Dashboard

Batch Delete VPA

Overview

The Batch Delete VPA module provides comprehensive bulk Virtual Payment Address deletion capabilities for processing multiple VPA deletion requests simultaneously through CSV file uploads. It offers real-time progress tracking, status monitoring, and detailed reporting for all VPA deletion operations processed through the Juspay payment platform.

This module is designed for a wide range of users, including:

  • UPI Operations Teams: For managing VPA lifecycle and compliance requirements efficiently and monitoring VPA deletion performance across different customer segments with comprehensive UPI logs.

  • Banking Teams: For bulk VPA deletion and UPI address management, system compliance management, and tracking VPA deletion status across multiple customer records with detailed banking trails.

  • Compliance Teams: To process VPA deletions for regulatory compliance in bulk, track deletion status, and provide comprehensive UPI compliance management for enhanced regulatory adherence.

Accessing the Module

  1. Log in to the Juspay dashboard.

  2. From the main navigation menu on the left, click on Payments.

  3. Select Bulk Operations from the Payments submenu.

  4. Click on the Batch Delete VPA tab from the bulk operations navigation.

  5. The navigation URL for this module is https://portal.juspay.in/batch/batch-vpa-deleteslink icon.

Batch Delete VPA
Batch Delete VPA

Step-by-Step Usage Instructions

Creating Batch Delete VPA

Step 1: Access the Batch Delete VPA Interface

  1. Navigate to the Batch Delete VPA module using the steps above.

  2. You will see the main dashboard with a description: "This module helps in deleting VPAs in bulk using a file upload. It provides a holistic view of the files uploaded. Upon clicking the filename in the table below a detailed view of each VPA deletion uploaded is displayed."

  3. The interface displays any previously uploaded batch VPA deletion files in a table format.

Step 2: Initiate New Batch Delete VPA Upload

  1. Click the "Create Batch Delete VPA" button (visible only to users with appropriate permissions).

  2. If maker-checker workflow is enabled for your account, you will first see a description modal:

    • Enter a description for the batch VPA deletion request in the text field.

    • Click "Submit" to proceed to the file upload interface.

  3. If maker-checker is not enabled, you will directly access the file upload interface.

Batch Delete VPA
Batch Delete VPA

Step 3: Prepare and Upload CSV File

  1. Download Sample File: Click on the sample file link to download the CSV template (batch_delete_vpa_sample.csv).

  2. Prepare Your Data: Fill in your customer data following the CSV field specifications (see table below).

  3. File Limitations:

    • Maximum 1000 rows per file

    • CSV format only

    • File size limitations apply

  4. Upload Process:

    • Click "Choose File" or drag and drop your CSV file

    • The system validates the file format and structure

    • Mandatory fields are checked (Customer Id)

    • Column types are validated (Customer Id as String)

Step 4: File Processing and Validation

  1. File Validation: The system performs the following checks:

    • CSV format validation

    • Mandatory field presence (customer_id)

    • Data type validation for each column

    • Customer ID existence validation

    • VPA ownership verification

    • UPI compliance validation

    • Row count validation (maximum 1000 rows)

  2. Error Handling: If validation fails, specific error messages are displayed:

    • Missing mandatory fields

    • Invalid customer ID (customer not found)

    • No VPAs associated with customer

    • UPI compliance validation failures

    • File format errors

    • Row limit exceeded

  3. Successful Upload: Upon successful validation:

    • File is queued for processing

    • Batch ID is generated

    • Initial status is set to processing

    • VPA deletion process begins

Step 5: Monitor Processing Status

  1. Status Indicators:

    • ACCEPTED: Successfully deleted VPAs (Green indicator)

    • FAILED: Failed VPA deletion attempts (Red indicator)

    • QUEUED: VPA deletion requests waiting in processing queue (Blue indicator)

Monitoring and Managing Batch Delete VPA

Viewing Batch Delete VPA Details

  1. Table View: The main interface displays all uploaded batch files with:

    • File Name: Name of the uploaded CSV file

    • File Upload Status: Current processing status with color-coded labels

    • Total Customers: Number of VPA deletion requests in the file

    • Date Created: File upload timestamp

    • Last Modified: Last update timestamp

    • Total Tasks: Number of VPA deletion requests in the file

    • Tasks Progress: Visual progress bar showing completion status

    • Actions: Sync with Gateway button for manual synchronization

    Batch Delete VPA - Table View
    Batch Delete VPA - Table View

  2. Detailed View: Click on any filename to access detailed information:

    • Batch Details Card: Expandable/collapsible interface showing:

      • Batch ID: Unique identifier for the uploaded file

      • Date Created and Date Updated timestamps

      • Total Customers with count formatting

      • Current status with color-coded indicators

    • Progress Statistics: Individual task counts for:

      • Total Accepted Tasks: Successfully deleted VPAs

      • Total Rejected Tasks: Failed VPA deletion attempts

      • Total Queued Tasks: VPA deletions in processing queue

Batch Delete VPA - Detailed View
Batch Delete VPA - Detailed View

Search and Filter Capabilities

  1. File Name Search:

    • Use the search input field with search icon

    • Enter filename to filter results

    • Search is case-sensitive and supports partial matches

    • Clear search using the cross icon

  2. Table Sorting:

    • Click column headers to sort data

    • Available sorting for: File Name, Status, Total Customers, Date Created, Total Tasks

    • Toggle between ascending and descending order

Data Export and Download

Downloading Processed Data

  1. Access Download: Click the "Download Data" button in the batch details view.

  2. CSV Export: Downloads include:

    • Serial numbers (S.No column)

    • All processed VPA deletion data with the following headers:

      • Customer ID

      • VPA Count Deleted

      • Deletion Status

      • UPI Addresses Removed

      • Compliance Status

      • Task Status

      • Error Message

      • Created At

      • Updated At

  3. File Format:

    • CSV format with comma-separated values

    • Filename format: batch_delete_vpa.csv

    • Includes header row with column names

CSV File Upload Specifications

CSV Field Requirements

Scroll inside to view more
Field Name
Mandatory/Optional
Data Type
Description
Sample Value
Validation Rules
customer_id
Mandatory
String
Customer identifier for VPA deletion
"CUST_123456789"
Must be valid existing customer ID with associated VPAs

Customer ID Validation Rules

Customer ID Requirements:

  • Format: Alphanumeric string identifier

  • Existence Check: Customer ID must exist in the system

  • VPA Association: Customer must have associated VPAs for deletion

  • Length: Must be non-empty string

  • Characters: Letters, numbers, underscores, and hyphens allowed

  • Case Sensitivity: Case-sensitive matching

  • Purpose: Identifies customer whose VPAs will be deleted

CSV Format Examples

Complete CSV Format with Sample Data:

File Upload Constraints

  • Maximum Rows: 1000 rows per CSV file

  • File Format: CSV (Comma Separated Values) only

  • Encoding: UTF-8 encoding recommended

  • File Size: Standard file size limitations apply

  • Column Order: Must match the specified header format (customer_id)

  • Empty Values: Customer ID field is mandatory and cannot be empty

  • Customer Validation: All customer IDs must exist in the system and have associated VPAs

Use Cases

UPI Compliance Management

  1. Export customer data requiring VPA deletion for regulatory compliance

  2. Prepare CSV file with customer IDs for bulk VPA removal

  3. Upload file through Batch Delete VPA interface

  4. Monitor processing status and download results for compliance reporting

Customer Account Closure

  1. Prepare CSV with customer IDs for account closure requiring VPA deletion

  2. Include customer IDs for complete UPI address removal

  3. Upload file for automated VPA deletion processing

  4. Track individual deletion status and generate closure confirmation reports

UPI Address Lifecycle Management

  1. Compile customer data from various UPI management sources

  2. Create CSV with customer IDs requiring VPA cleanup for system maintenance

  3. Process bulk VPA deletions and export results for UPI management

  4. Use downloaded data for UPI compliance tracking and regulatory reporting

Troubleshooting

File Upload Validation Errors:

  • "Invalid file format": Ensure file is in CSV format with proper comma separation

  • "Missing mandatory fields": Verify that customer_id column is present and not empty

  • "Row limit exceeded": Reduce file size to maximum 1000 rows per upload

  • "Customer not found": Check that all customer IDs exist in the system before upload

  • "No VPAs associated": Ensure customers have associated VPAs that can be deleted

  • "UPI compliance failure": Verify that VPA deletion complies with UPI regulations

Permissions and Roles

Access to the Batch Delete VPA module is controlled by the following permissions:

  • VPA Deletion Module Access: Required for accessing the batch delete VPA interface (ACL: delete_vpa)

  • VPA Deletion Write Permission: Required for creating and uploading batch VPA deletion files (ACL: delete_vpa with ReadWrite access)

  • VPA Deletion Read Permission: Needed to view batch VPA deletion status and download processed data (ACL: delete_vpa)

Last updated 5 months ago