Contents

1. Preface

  • 1.1 Introduction
  • 1.2 Audience
  • 1.3 Documentation Accessibility
  • 1.4 Organization
  • 1.5 Glossary of Icons
  • 1.6 Related Documents
  • 2. Signature Verification - An Overview

  • 2.1 Introduction
  • 2.2 The Concept of Customer Signatories
  • 2.3 The Concept of Account Signatories
  • 2.4 Main Features of the System
  • 3. Maintaining Customer Signatories

  • 3.1 Customer Signature and Image Upload
  • 3.1.1 Maintaining Customer Image and Signature
  • 3.1.2 Signature/Image Button
  • 3.2 Operations on a CIF Signatory Record
  • 3.2.1 Performing Operations on CIF Signatory Record
  • 3.2.2 Deleting a CIF Signatory Record
  • 3.2.3 Authorizing a CIF Signatory Record
  • 3.2.4 Modifying a CIF Signatory Record
  • 3.2.5 Detailed Viewing of a CIF Signatory Record
  • 3.3 Customer Signature and Image History
  • 3.3.1 Viewing Customer Signature Change History
  • 4. Maintaining Account Signatories

  • 4.1 Signatory Details
  • 4.1.1 Maintaining Signatory Details
  • 4.2 Operations on Account Signatory Record
  • 4.2.1 Performing Operations on Account Signatory Record
  • 4.2.2 Deleting an Account Signatory Record
  • 4.2.3 Modifying an Account Signatory Record
  • 4.3 Customer Account Signatory History
  • 4.3.1 Viewing Customer Account Signatory History
  • 4.4 Customer Signature View
  • 4.4.1 Viewing Customer Signature
  • 4.4.2 Instruction Details Button
  • 4.4.3 Viewing Customer Image
  • 5. Verification of Signatures

  • 5.1 Signature Verification
  • 5.1.1 Verifying Signatures On- Line
  • 5.1.2 Displaying Signatures with the Necessary Approval Limit
  • 5.1.3 Displaying All the Account Signatories
  • 5.1.4 Verifying Signatures Off-Line
  • 6. Reports

  • 6.1 CIF and Account Signatory Details Report
  • 6.1.1 Generating CIF and Account Signatory Details Report
  • 6.1.2 Contents of the Report
  • 6.2 Online Verification Details Report
  • 6.2.1 Generating Online Verification Details Report
  • 6.2.2 Contents of the Report
  • 6.3 Exception Report
  • 6.3.1 Generating Exception Report
  • 6.3.2 Contents of the Events Log
  • 7. Function ID Glossary