Introduction |
In this screen, the bank user can manage account visibility for a consumer customer for a specific channel. The accounts enabled for particular channels only can be visible for the user who is accessing application through respective channels. The same account can be enabled for multiple channels. For Example: If the selected account is not enabled for internet banking, then the account will not be visible at all for the retail user in the e-Banking application for either inquiry or transaction. |
Navigation |
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What you can do |
The table below provides a brief description of the data that should be entered on the screen and the functions you can perform: |
Field |
Description |
Retail User ID |
The ID of the retail user is displayed. |
Customer ID |
Select the customer ID of the user from the drop-down. The accounts for that customer ID will be displayed in the screen below. |
ACCOUNTS LIST |
|
Sl. No. |
The record can be selected through the check box. |
Bank ID |
The bank ID is displayed. |
Branch ID |
The branch ID of the account is displayed. |
Account Indicator |
Indicates whether the account is users own, third party or other bank account. |
Account Number |
All the accounts linked to the user are displayed. |
Channels |
The bank administrator can enable specific accounts for respective channels that are listed on same screen by checking the check boxes displayed against each channel. The different channels for which accounts can be enabled are:
|
History |
|
Created By |
The name of the user who created the record. |
Created On |
The date and time on which the record was created. |
Modified By |
The name of the user who last modified the record. |
Modified On |
The date and time on which the record was last modified. |
Click |
To |
Page ‘Go’ |
If there are multiple number of pages for displaying the list, then the desired page number can be provided and ‘Go’ button needs to be clicked to view the list in that page. |
|
View the previous screen page. |
|
View the next screen page. |
Update |
For updating the account (s) to the selected channel(s). |
Reset |
Displays the default values in all fields which are shown when the page is loaded. |
Back |
View the previous screen without making any modifications. |