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## 3.6.1.2 Edit Payment Preference Details

User can edit the payment preference details for the loan account.

To edit the preference details:

1. On the Payment Preferences screen, perform the search.
   The payment preference details are displayed in the appropriate sections.

   Figure 3-71 Payment Preference Details

   Description of "Figure 3-71 Payment Preference Details"
2. On the Payment Preferences screen, perform the required actions. For more information on fields, refer to field description table below:

   Table 3-44 Payment Preferences – Field Description

   Field | Description
   --- | ---
   Search by | Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Default debit account | This section displays the preferences set for the debit account.
   Type | Displays the type of account. The possible options are: Account Ledger
   Account/Ledger | Displays the account or ledger number.
   Branch | Displays the branch code.
   Currency | Displays the account currency.
   Action | Click the icon to edit the required details. For more information, refer Edit Debit Account.
   Default credit account | This section displays the preferences for the credit account.
   Account | Displays the credit account number.
   Branch | Displays the branch code.
   Currency | Displays the account currency.
   Action | Click the icon to edit the required details. For more information, refer Edit Credit Account.
   Auto payment window | This section displays the auto payment details.
   Start Date | Displays the start date set for the auto payment.
   End Date | Displays the end date set for the auto payment.
   Action | Displays the following actions that can be performed on the auto payment: : Click to edit the required details. For more information, refer Edit Auto Payment. : Click to delete the auto payment details that are added.

   - Edit Debit Account
     1. In the Default debit account section, click the Edit icon from the Action field.

        The Edit debit account section is displayed.

        Figure 3-72 Edit Debit Account

        Description of "Figure 3-72 Edit Debit Account"
     2. In the Default debit account section, edit the required details. For more information, refer Add Debit Account, as the fields are same as displayed in the Add debit account section.
     3. Click Save.
   - Edit Credit Account
     1. In the Default credit account section, click the Edit icon from the Action field.

        The Edit credit account section is displayed.

        Figure 3-73 Edit Credit Account

        Description of "Figure 3-73 Edit Credit Account"
     2. In the Edit credit account section, edit the required details. For more information, refer Add Credit Account, as the fields are same as displayed in the Add credit account section.
     3. Click Save.
   - Auto Payment Window
     1. In the Auto payment window section, click the Edit icon from the Action field.

        The Edit auto payment section is displayed.

        Figure 3-74 Edit Auto Payment

        Description of "Figure 3-74 Edit Auto Payment"
     2. In the Edit auto payment section, edit the required details. For more information, refer Add Auto Payment, as the fields are same as displayed in the Add auto payment section.
     3. Click Save.
3. Click Submit.

Parent topic: Payment Preferences