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This document provides instructions for various account management functions in a retail banking system, including amending authorized and unauthorized accounts, transaction profiles, signatures, images, documents, account closures, accruals, maintenance settings, standing orders, and performing enquiries. Key steps involve selecting an option from the menu, filling in or changing fields as needed, and committing or authorizing the changes.
This document provides instructions for various account management functions in a retail banking system, including amending authorized and unauthorized accounts, transaction profiles, signatures, images, documents, account closures, accruals, maintenance settings, standing orders, and performing enquiries. Key steps involve selecting an option from the menu, filling in or changing fields as needed, and committing or authorizing the changes.
This document provides instructions for various account management functions in a retail banking system, including amending authorized and unauthorized accounts, transaction profiles, signatures, images, documents, account closures, accruals, maintenance settings, standing orders, and performing enquiries. Key steps involve selecting an option from the menu, filling in or changing fields as needed, and committing or authorizing the changes.
MBL USER MENU > Retail Operations > Customer > Account
PRESS VALIDATION BUTTON, THEN SCREEN COMES LIKE THIS:
THEN PRESS COMMIT
Amend Unauthorised Account:
VIEW:
EDIT:
DELETE UNAUTHORISED ACCOUNT:
AUTHORSE ACCOUNT:
AMEND AUTHORISED ACCOUNT:
AMEND INFORMATION AND COMMIT THIS
Transaction Profile
Authorise TP:
After clicking , a new window will appear
Similarly after clicking , click again to delete the entry. Amend Transaction Profile:
New window will appear, Change information where necessary & Commit & Finally Authorize
Amend Unauthorized Transaction Profile:
Change values in fields where necessary & then press commit button Then Authorize under MBL USER MENU >Retail Operations>Account> Transaction Profile> Authorise/Delete Transaction Profile
Reports Under Transaction Profile:
Signature:
Following Window Will Appear:
Then following message shown:
Then close the window ( )
Authorize Image:
AFTER CLICK VIEW
FOR MULTIPLE IMAGE FOR SAME ACCOUNT DO THE PREVIOUS STEPS AGAIN.
IMAGE REVERSE (SIGN REVERSE)
OR SEARCH
Authorize Image Reversal:
FOR DOCUMENT UPLOAD-REST PROCEDURE IS LIKE IMAGE UPLOAD
Image Enquiry:
Single Image:
Multiple Image:
Document ENQ:
THEN THE DOCUMENT WILL OPEN
Account Closure Account Closure
Authorise/Delete Account Closure
Amend/Reverse Accrual: USED FOR MIGRATED PCBANK BRANCH FOR WHICH ACCOUNTS HAD ACCRUED INTEREST & USED TO ADJUST INTEREST BEFORE NEXT CAPITALIZATION OF INTEREST (HALF YEAR) FOR CLOSURE PURPOSE ONLY.
Account Maintenance Credit Interest Rate Setup: Used to set interest rate for individual account if we want to give special interest rate other than regular Rate.
Set & Remove Posting Restriction:
REMOVE POSTING RESTRICTION: SAME AS PREVIOUS PROCESS. JUST DELETE POSTING RESTRICTION CODE & COMMIT. THEN AUTHORIZE
Account Inactive Reset: TO RESET INACTIVE ACCOUNT
Block & Unblock Funds
Authorise/Delete Account Maintenance
Standing Order: MSS installments & Loan Installments will automatically collected from their respective liquidation account on due date. Here no standing order is required. For following functions we may use standing order: