Profile

Using this option, the customer can view and edit his profile details. Profile details includes user’s personal as well as his contact details.

Pre-requisites

The user must be a customer of the bank and have valid login credentials

Features Supported In the Application

You are here How to reach here:

Dashboard > Toggle Menu > My Preferences > Profile
OR
Dashboard > My Profile icon > Profile

Field Name	Description
Personal Information
User Name	Full name of the user gets displayed.
Date of Birth	Date of birth of the user gets displayed.
PAN Card Number	PAN number of the user, as maintained with the bank gets displayed. It is issued by the income tax department of India. Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.
Aadhar Card Number	Aadhar number of the user, as maintained with the bank gets displayed. It is an identification number issued by government of India. Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.
Contact Information
Communication Address	Address of the user, as maintained with the bank, will be displayed.
Contact Number (Mobile)	Phone number of the user, as maintained with the bank, gets displayed in masked format.
Email ID	Email ID of the user, as maintained with the bank, gets displayed in masked format.
Fax Number	Fax number of the user, as maintained with the bank, gets displayed in masked format.

Click against the field that you want to edit. The Profile screen with the field in editable form appears.
Click OK to navigate to the previous screen.
OR
Click to download the profile.

Profile - Edit

The user can edit all his personal information as well as contact information, except his date of birth.

To edit the profile:

In the Profile screen, click against the field that you want to edit.
The Profile screen with the field in editable form appears.

Field Name	Description
Personal Information
User Name	Full name of the user.
Date of Birth	Date of birth of the user. This field cannot be edited.
Aadhar Card Number	Aadhar number of the user, as maintained with the bank. It is an identification number issued by government of India. Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.
PAN Card Number	PAN number of the user, as maintained with the bank. It is issued by the income tax department of India. Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.
Contact Information
Communication Address	Address of the user, as maintained with the bank.
Email ID	Email ID of the user, as maintained with the bank in masked format.
Fax Number	Fax number of the user, as maintained with the bank, in masked format.
Phone Number	Phone number of the user, as maintained with the bank, in masked format.

Update the field with the required information.
Click Save to save the changes.
OR
Click Cancel to cancel the update process.
The Verification screen appears if the transaction is configured for Two Factor Authentication. The user has to pass the 2 factor authentication, before he can proceed. 2 factor authentication (OTP/ Security question/ Soft Token) will be displayed as per the setup done by system administrator.
The success message appears.
Click OK to complete the transaction.