2.6.4 Account Preferences

You can set or modify the preferences for the Current Account and Savings Account using this screen.

To set the account preferences:

1. On the Home screen, from Retail Account Services, under Maintenance, click Account Preferences, or specify the Account Preferences in the Search icon bar.
   The Account Preferences screen is displayed.

   Figure 2-37 Account Preferences

   
   Description of "Figure 2-37 Account Preferences"
2. On Account Preferences screen, click the Search icon or specify the account number in the Account Number field, and press Tab or Enter.
   The fields to set the preferences for the account are displayed.

   Figure 2-38 Set Account Preferences

   
   

   
   Description of "Figure 2-38 Set Account Preferences"

   
   

   Figure 2-39 Preferences and Communication Channel

   
   

   
   Description of "Figure 2-39 Preferences and Communication Channel"

   
   
3. On Account Preferences screen, you can set the preferences for the account based on the requirement. For more information on fields, refer to the field description table below.

   Table 2-19 Account Preferences - Field Description

   Field	Description
   Account Number	Sepcify 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 on the Fetch button. Note: As you specify or select the account number: The account name is displayed adjacent to the Account Number field. The customer information is displayed in a widget, to the right of the screen.
   E-Sign	This option is enabled or disabled based on the consent of the customer during account origination.
   Staff Account	This option is enabled or disabled based on the consent of the customer during account origination.
   Cheque Book Required	Swtich toggle ON to subscribe for cheque book facility for the account. Switch Toggle OFF to unsubcribe for cheque book facility for the account.
   Preferred Communication Channel	This section displays only the preferred channel that the customer has chosen to receive communication. The customer can have multiple addresses. Each address type can have multiple email IDs and mobile numbers. Only one address type, one mobile number and one email ID can be set as preferred. This option is defaulted when the account number is specified in the screen. Click Edit icon in the Action column, to update the preferred communication address, email or mobile number. Address types are maintained for the account appears as a drop-down list in the Address Type field. Choose the address to be updated as the preferred communication address. Email ids and Mobile numbers are maintained against each address is also displayed. User can select a different email id and mobile number. If multiple mobile number and email IDs are present, only one can be chosen as preferred. Click Update button and the updated changes are displayed in the main screen.
   Banking Channel	The Preferred Banking Channels selected during account origination is defaulted when the account number is entered. The New Banking Channels can be added or the existing ones can be deleted.
   Channel Name	Displays the available Banking Channels configured at the Product level.
   Action	Click Delete icon to delete the banking channel set for the account.

4. Click Submit.
   The screen is successfully submitted for authorization.