1.2.1 Test Simple Account Creation

This topic explains the systematic instructions to create simple savings or current account.

Note:

The fields marked as Required are mandatory.

1. On Home screen, under Menu, click Retail Account Configurations. Under Retail Account Configurations, click Test Simple Account Creation.
2. Under Test Simple Account Creation, click Test Simple Account Creation.
   The Test Simple Account Creation screen displays.

   Figure 1-16 Test Simple Account Creation

   
   

   
   Description of "Figure 1-16 Test Simple Account Creation"

   
   
3. Specify the fields on Test Simple Account Creation screen.

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

   Table 1-16 Test Simple Account Creation - Field Description

   Field	Description
   Customer ID	Click Search icon to view and select the required customer ID for whom an account to be opened.
   Customer Name	based on the selection of the Customer ID, this field displays the name of the customer.
   Product Type	Select the type of the product from the drop-down list. The different types of products are as follow: Savings Current The default value is Savings.
   Business Product	Click Search icon to view and select the required Business Product under which an account to be opened.
   Account Name	This field indicates an account name of the customer, which defaults on selecting the customer ID which can be modified if required.
   Account Number	This field indicates an account number, either auto generated by the system or user can provide an input.
   Currency	Click Search icon to view and select the required currency of an account to be opened.
   Address Type	This field indicates the type of an address. The address types are Communication or Residential.
   Address Line1/Building Name	Specify the building name.
   Address Line2/Street Name	Specify the street name.
   Address Line3/City/Town Name	Specify the town or city name.
   State	Specify the state name.
   Country	Specify the country name.
   Zip Code	Specify the zip code.

   Note:

   • This screen is only for creating Accounts in the Host (OBA) for Testing in the UAT phase by the Bank’s Testing SMEs.
   • The Functional Activity Codes for this screen should not be assigned to the Bank’s front office business roles, as this screen is not intended to perform business functions from the branch.
   • There will be no additional enhancements to this screen in terms of features.
   • The only purpose of this screen is to open single holder accounts, specifically Single Accounts. Any other actions related to an account must be handled through Branch Servicing screens.
   • Integrations with any third-party applications for conducting KYC checks or any functions performed in the Origination Process Flow are excluded from the scope of this screen.
4. After specifying all the details, click Save to complete the steps. Or, click Cancel to exit without saving.