4.1 Account Address Update

This topic describes the systematic instructions to update the address for an existing account.

Use the Account Address Update option to add or modify address information of an existing account. Address details allow communication on different media channels like Postal, Email, and SWIFT (Society for Worldwide Interbank Financial Telecommunications). A media channel can have multiple addresses.

1. Click Corporate Account Services and Corporate Account Services. Under Corporate Account Services, click Account Address Update.
   The Account Address Update screen displays.

   Figure 4-1 Account Address Update

   
   

   
   Description of "Figure 4-1 Account Address Update"

   
   
2. In the Account Search section, specify one or more fields. For more information on fields, refer to the field description table.

   Table 4-1 Account Search- Field Description

   Field	Description
   Customer Number	Specify the CIF number of the customer owning the account.
   Customer Name	Displays the name of the selected customer.
   Account Category	Specify the account category to which the account belongs.
   Description	Displays the description of the selected account category.
   Currency	Specify the operating currency of the account.
   Currency Description	Displays the description of the operating currency.
   Account Number	Specify the required account number.

3. Click .
   The Account Selection section displays the accounts matching the search filters.
4. Select the required account tile, then click Initiate.
   The Address Update Entry- Application Number page displays the Account Basic Details screen.

   Tip:

   Make a note of the Application Number. This is needed to identify the task at the entry, enrich, and approval stages in the matching process, on the Free Tasks page.
5. Verify the details are for the required account user want to update and click Next.
   The Address Update Entry- Application Number screen displays the Account Address section.

   Figure 4-2 Account Address Screen

   
   

   
   Description of "Figure 4-2 Account Address Screen"

   
   
6. In the Account Contact Address section, to add a new address, click .
7. To edit an existing address, click on the top right of an address tile and select Edit.
   The corresponding Add Address or Edit Address dialog displays the Mail Address screen.

   Figure 4-3 Add New Address

   
   

   
   Description of "Figure 4-3 Add New Address"

   
   
8. Select the address type and provide the address details for each communication channel: Mail, Swift, Email, and Fax.
   For more information on the editing process and the field descriptions on the data entry screens, see the Account Address data entry step in the Account Creation topic.

   Note:

   If user is editing an existing address, then user cannot change the Address Type field. The rest of the fields in all the address channels can be modified. The process and steps remain the same when adding a new address or editing an existing one.
9. Click to add the new address details or click Save to save the modified address.
   The new or updated address is added or saved, and the Account Address screen displays.
10. Click Next
    The Account Signatories screen displays the Signatory Details. Clear all the existing signatures to add the new set of signatures as required.
11. Click Next.
    The Summary screen displays the edited or new tiles with a checkmark in green on the bottom right of the tile.

    Note:

    Click the address tile to view more details.
12. Click Submit.
    The Stage Movement Submission dialog displays the Overrides stage.
13. To complete the Stage Movement Submission process, follow the steps below:
    1. Accept any Overrides generated and click Proceed Next.
       The Checklist stage fetches and displays checklists mapped to this stage.
    2. Confirm the checklist items and then click Proceed Next.
       The Outcome stage displays.
    3. Select PROCEED from the drop-down list and click Submit.
       The Stage Movement Submission process creates the Approve Address Update task.
14. To complete the Approve Address Update task, follow the steps below:
    1. Under Tasks click Tasks, and then Free Tasks.
       The Free Tasks page displays.
    2. Search the listed tasks with these column values. The Process Name column contains Address Amendment, the Stage column contains Approve Address Update, and the Application Number column has the number noted in Step 4.
    3. Click Acquire and Edit.
       The Approve Address Update- Application Number page displays.
    4. Review the address updates and click Submit from the Summary page.
       The address update is approved.
15. To confirm that the stages of the Account Creation process are complete, click Tasks under Tasks, and then click Completed Tasks
    The Completed Tasks page should display the Entry and Approve stages.

To view the new address details of the account, see Account Search - Address Details.