Modify RM Setup

Introduction

This option allows you to modify or view  details for the selected Relationship Manager.

Navigation

The following is the navigation for this option:

• Click View/Update in the RM Setup List screen.

• The Modify RM Setup Screen is displayed

What you can do

The table below provides a brief description of the data that must be specified the screen and the functions you can perform:

Field

Description

Bank Id

The ID of the bank associated with the relationship manager code.

Relationship Manager ID

The ID assigned to the relationship manager.

First Name

The first name of the relationship manager.

Alternate Language First Name

The first name of the relationship manager in an alternate language.

Middle Name

 The middle name of the relationship manager.

Alternate Language Middle Name

The middle name of the relationship manager in an alternate language.

Last Name

The last name of the relationship manager.

Alternate Language Last Name

The last name of the relationship manager in an alternate language.

Address Line

The retail address of the bank to which the relationship manager is attached.

Salutation

The prefix attached to the relationship managers name. For example, Dr., Mr. Ms., and so on.

Alternate Language Address Line

The retail address of the bank to which the relationship manager is attached, in an alternate language.

City

The name of the city in which the bank is located.

Alternate Language City

The name of the city in which the bank is located, in an alternate language.

State

The state in which the bank is located. Click Find to view a list of states, if you want to modify the record.

Note:

This is an optional field.

Country

The country in which the bank is located. Click Find to view a list of states, if you want to modify the record.

Zip

The zip or pin code of the area where the bank is located.

Phone Number

The phone number at which the relationship manager can be contacted.

Mobile Phone Number

The mobile phone number at which the relationship manager can be contacted.

Email

The email address of the relationship manager.

Language Code

The code of the language in which the record is retrieved.

Date Format

The date format that will be used by the relationship manager by default. You can modify it by selecting the date format from the drop-down list provided.

Menu Profile

The menu profile that is to be assigned to the relationship manager.

Alert User Category

The alert user category to which the RM belongs.

Treasury RM

Specifies if this RM is the Treasury RM or not.

Note:

If this is set to Yes, then all negotiated rate in multi-currency fund transfer can be sent to him for approval.

Deletion Flag

Indicates if the record is marked for deletion.

Delete Remarks

Delete Remarks, if any.

History

Created By

The name of the user who created the record.

Created on

The date and time on which the record created.

Modified By

The name of the user who last modified the record.

Modified On

The date and time on which the record last modified.