2.1.3.1 Account Amendment Search

This topic describes the systematic instructions to search, and to amend an account.

Specify User Name and Password, and login to Home screen.

1. From Home screen, under Menu, click Corporate DDA.
   The Corporate DDA pane displays.
2. Under Corporate DDA, click Operations.
   The Operations pane displays.
3. Under Operations, click Services.
   The Services pane displays.
4. Under Services, click Account Amendment.
   The Account Amendment screen displays.
5. Alternatively, you can search the configuration via Menu Item Search field. Specify the operation name Account Amendment and select Corporate DDA-->Operations-->Services-->Account Amendment.
   The Account Amendment screen displays.

   Figure 2-12 Account Amendment

   
   

   

   
   
6. Specify the fields on the screen.

   For more information on fields, refer to the field description table below.

   Table 2-4 Account Amendment - Field Description

   Field	Description
   Customer Number	Specify the CIF number of the customer account to be amended from the drop-down list.
   Customer Name	Displays the customer’s name.
   Account Category	Specify the account category which comprises of account classes from the drop-down list.
   Description	Displays the description of the account category.
   Currency	Specify the currency of the customer account from the drop-down list.
   Currency Description	Displays the description of the currency.
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and click the Fetch button.

7. Click Search.