2.1.7.1 Update Account Address

While entering the account number, the system displays the current address details of the account and the user can modify these details. This topic describes the systematic instructions to update the address 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 Services.
    The Services pane displays.
  4. Under Services, click Account Address Update.
    The Account Address Update screen displays.
  5. Alternatively, you can search the configuration via Menu Item Search field. Specify the operation name Account Address Update and select Corporate DDA-->Operations-->Services-->Account Address Update.
    The Account Address Update screen displays.

    Figure 2-17 Account Address Update


    Account Address Update

  6. Specify the fields on the screen.

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

    Table 2-9 Account Address Update - Field Description

    Field Description
    Customer Number Specify the CIF number of the customer to whom the account address is to be updated from the drop-down list.
    Customer Name The customer name displays.
    Account Category Specify the account category which comprises of account classes from the drop-down list.
    Description The description of the account category displays.
    Currency Specify the currency of the customer account from the drop-down list.
    Currency Description The description of the currency displays.
    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.