2.1 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 your account. This topic provides systematic instructions to search for an existing account.

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

1. On Home screen, click Corporate Account Enquiries.
2. Under Corporate Account Enquiries, click Account Search or specify Account Search in the Menu Item Search bar and select the screen.
   The Account Search screen displays.

   Figure 2-1 Account Search

   
   

   
   Description of "Figure 2-1 Account Search"

   
   
3. Specify the fields on the screen.

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

   Table 2-1 Account Search - Field Description

   Field	Description
   Account Number	Specify the Account Number.
   Account Name	Specify the account name.
   Account Type	Specify the account type. Values displayed are - Savings Current
   Account Class	Specify the account class.
   Customer Number	Specify the CIF number of the customer.
   Customer Name	Specify the customer name.
   Currency	Specify the currency of the customer account.
   Currency Description	The description of the currency is displayed.
   Authorization Status	Specify the authorization status. Values displayed are - Authorized Unauthorized
   Record Status	Specify the record status. Values displayed are - Open Closed In Progress

4. Click Search to complete the search or click Reset to reset the filter.
5. The Account Name, Account Number and Status of all the authorized and unauthorized accounts are displayed.
6. 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