ACCOUNT NICKNAME

User can assign their own description or name for all savings, checking, term deposits, and loan accounts. A nickname is a unique user defined description, for an account. Nicknames will be displayed, along with the account number in all enquiry and transaction screens – in other words nicknames take the place of the standard account description. This option also allows user to modify or delete the nickname, if required.

To add nickname to account:

1. Click , to add nickname to an account.
2. In the ADD Nickname field , enter the nickname you want to use.

Field Description

Field Name

Description

Add Nickname

The own description or name to all of CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money./ TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period./ Loan accounts which will be displayed instead of the standard account description.

3. Click to save your changes.
   Nicknames (instead of the standard account description), will be displayed along with account number, in all enquiry and transaction screens.

To edit / delete nickname to account:

4. Click , to modify nickname.
   And save your updates.
   OR
   Click , to delete nickname.

FAQs

Who all can view a nickname that a user has set?

One account can have multiple nicknames set by different users, who have access to that account – however only the logged in user can view the nickname he has set.

Are nicknames displayed in all places, where an account number is displayed?

No, Approvers can only view the account number, but not nicknames set by makers. Further Review screens contain the account number (where applicable), but not the nickname.

Copyright Information

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