Create User Cust ID

Introduction

This option allows you to add a new retail customer ID to the user.  The customer ID could either be the retails users individual id or a third party ID also.

Navigation

The following is the navigation for this option:

• Click Create New in the Cust ID List  screen.

• The Create User Cust ID  screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

User Id

Specify the retail user ID for whom the primary CIF ID is to be linked.

Note:

This is a mandatory field.

Data Center

Select the data center to create the retail user record. For example, Credit Card, MF Mutual Funds, and so on.

Note:

This is a mandatory field.

Customer Id

Select the CIF ID to be linked from the list by clicking View Details.

Note:

This is a mandatory field.

Customer ID Type

Specify if the customer ID linked to the retail user is customers own or third party ID from the drop-down provided.

House Hold ID

Select the house hold ID to be linked to the retail user by clicking Lookup.

RO Group ID

Select the RO group to which the retail user is to be linked for communication with the bank.