to open the Add
New Account Opening Type Code window.Method of account opening how an individual or entity opens their account.
To add a new method, follow these steps:
1. Click Add Account Opening
Type to open the Add
New Account Opening Type Code window.
2. Enter values in the following fields:
The following table describes the fields in Add New Account Opening Type Code window.
Table: Method of Account Opening Fields
Name |
Description |
Account
Opening Type Code |
Enter the account opening type code. Valid values are Alphanumeric and Underscore with a maximum length of 20. |
Account
Opening Type Code Name |
Enter the account opening type code name. Valid values are Alphanumeric, Underscore, Comma, Space, and Hyphen with a maximum length of 255. NOTE: These values consumed by other screens do not remain the same as given during the configuration or batch execution or assessment creation or case creation. But they will get updated as they are updated here. You will see the updated values as of date. |
Locale |
Select a value from the drop-down list. |
3. Click Save to save the method. The new method appears on the Account Opening Type grid.
To edit an existing method name, follow these steps:
1. Select the check box in line with the method name.
2. Click Edit Account Opening Type 
to open the Edit
Account Opening Type Code window.
3. Enter the new name.
4. Click Save to save the method. The new method appears on the Account Opening Type grid.
To export or import records, follow these steps:
1. Click Export 
to download all records in the selected menu.
2. A CSV file will be downloaded to local system.
3. Click Import 
and
select the file to upload.
Uploading the file displays the records.
