2.3.1 Account Search

The Account Search option allows the user to search for an existing customer account.

The user can query and view the account details using the Account Search option. It provides a 'snapshot' view of the account. This topic describes the systematic instructions to search for an existing 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 Enquiries.
   The Enquiries pane displays.
4. Under Enquiries, click Account Search.
   The Account Search screen displays.
5. Alternatively, you can search the configuration via Menu Item Search field. Specify the operation name Account Search and select Corporate DDA-->Operations-->Enquiries-->Account Search.
   The Account Search screen displays.

   Figure 2-29 Enquiry - Account Search

   
   

   

   
   
6. The Account Name, Account Number and Status of all the authorized and unauthorized accounts are displayed.
7. Click View on each account tile to view more information.
   The Account View screen displays the following details.

   • Account Class
   • Account Type
   • Account Opening Date
   • Currency
   • Branch
   • Customer Name
   • Customer Number
   • Modification Count