1.1.1 Retail Accounts (Current/Checking and Savings)

This topic contains the release highlights for Retail Accounts.

Generic Feature Enhancements

• Multi-Currency Account
• Multiple Guardian/Custodians for a Minor/Single Account
• Address Types and Effective Date Marking
• Minimum Daily Balance
• Notes and Memos Maintenance
• Relationship Code Maintenance for Party to Account Relationships
• Initial Funding

Generic Feature Enhancements in Account Servicing

• Account 360
• Account Address Update
• Customer Panel
• Charges for Account Servicing screens
• Capturing Minor details for Non-Minor Nominee

US Geography Feature Enhancements

• Account Profile Capture during Onboarding
• Payable on Death (POD)/Pay to Nominee flags at Account level

US Geography Feature Enhancements in Account Servicing

• Consolidated Adhoc Statement
• Account Preferences
• Payable on Death flag in Beneficiary
• Customer Relationship Maintenance
• Regulation D Transaction Inquiry

For more information about the enhancements, refer to Retail Accounts (Current/checking and Savings).