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Setting Up Payment Profiles


Before benefits are paid to a citizen, an agent can set up payment profiles for the citizen. Profiles include information about the citizen's bank accounts. Agents can associate these bank accounts with the citizen's benefit payments so that the accounts payable application can deposit the payments directly into these bank accounts.

This task is a step in Process of Managing Benefits for Cases.

To set up a payment profile

  1. Navigate to the Contacts screen, then the Contacts List view.
  2. Drill down on the Last Name field of the contact for which you want to set up a payment profile.
  3. Click the Payment Profile view tab.
  4. Create a new record, and complete the fields as appropriate.

    The following table describes some of the fields.

    Field
    Description

    Payment Profile Name

    Type a name for the payment profile.

    Bank Account Number

    Type the number for the citizen's bank account.

    Branch Name

    Select the branch name for the citizen's bank account. Additional fields for the payment profile, such as the fields for the bank name, the bank ID, the branch ID, the routing number, and the branch address, are populated when you select a branch name.

    You can create the branch records to select in the Accounts List view of the Accounts screen. When you create a branch record in this view, select Banking in the Account Type field, the parent bank for the branch in the Parent field, and Active in the Status field.

    If you select a branch record for a payment profile and change the fields that contain branch information for the branch record in the Accounts List view, then the fields are automatically changed for the payment profile.

    Profile Status

    Displays a value of New. You can change this value to Active or Inactive.

    SWIFT Code

    Displays the SWIFT (Society for Worldwide Interbank Financial Telecommunication) code when you select a value in the Branch Name field. This code identifies the bank branch for international payment transactions.

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