6.1.4 Biller Onboarding - Edit

Using this option, system administrator can edit the biller details. All the fields are editable except ‘Biller Id’, ‘Biller Type’, ‘Biller Category’ and ‘Biller Currency’.

To edit the biller details:

1. Navigate to one of the above paths.
   The Biller Onboarding screen appears.
2. In the Biller Onboarding screen, enter the search criteria and click Search
   The Biller Onboarding screen with search results appears.

   OR

   Click Clear to reset the search parameters.

   OR

   Click Cancel to cancel the search process.

3. Click the Biller Name and Id link of the record for which you want to modify the details.
   The Biller Onboarding - Biller Details screen appears.
4. Click Edit to edit the biller details
   The Biller Onboarding - Edit screen appears.

   Figure 6-6 Biller Onboarding - Edit

   
   

   
   Description of "Figure 6-6 Biller Onboarding - Edit"

   
   

   Table 6-5 Field Description

   Field Name	Description
   Biller Name	The name of the biller.
   Biller Type	The option to select biller type. The biller type can be: Presentment: Biller is of Presentment type Payment: Biller is of Payment type Presentment and Payment: Biller is of Presentment + Payment type Recharge: Biller is of Recharge type
   Biller Category	The biller category.
   Biller Currency	Currency of the biller.
   Biller Status	The status of the biller. The options are: Active Inactive
   Sample Bill Image	The image of the physical bill presented by the biller, which is to be uploaded by the user. This helps the user to compare and identify Relationship number fields. This field appears only for biller types Presentment and Presentment and Payment.
   Biller Logo	The biller logo which is to be uploaded by the user. This logo appear as an icon on the screen after uploading.
   Biller Address
   Address Line 1 to 3	Address of the biller.
   City	City of the biller.
   State	State of the biller.
   Country	Country of the biller.
   PIN/ Zip Code	Pin/ Zip code of the biller.
   Biller Location	Location of the biller. Location could be City, Country, State, or combination of these values.
   Biller Specifications
   Biller Label 1	Relationship # 1 that the user has with the biller. This label will be displayed in customer screens (ex: Add Biller) to capture customer's unique id with biller. The data type, field length and whether the field is mandatory or optional are also displayed against the field and are not editable.
   Payment Terms and Validations
   Account Number	Account number of the biller.
   Allow	Select whether Part Payment, Excess Payment, Late Payment, Quick Bill Payment and Quick Recharge is allowed by the biller. This field appears only for Presentment type of biller.
   Payment Methods	Select the payment method accepted by the biller. The options are: CASA Debit Card Credit Card
   Auto Payment Buffer Days	The number of days before bill due date, when the auto payment will be triggered by the system. This field will appear for Presentment and Presentment and Payment type of billers.
   Validation Type	The option to select the validation type. The options are: Auto Offline Online
   Validation URL	Redirection URL for customer validation.

5. In Biller Name field, enter the name of the biller that is to be searched, if required.
6. From the Biller Status list, select the appropriate option, if required.
7. Click the Remove link to remove the uploaded image, and click Choose Files to select and upload a new Sample Bill Image and Biller Logo if required.
8. In the Biller Address section, enter the relevant address details of the biller.
9. In the Biller Specifications section, edit the Relationship # 1 in the Biller Label 1 field, if required.
10. In Account Number field, enter the account number of the biller.
11. To enable the Part Payment, Excess Payment, Late Payment, Quick Bill Payment and Quick Recharge facilities, select the appropriate check boxes depending on the Biller Type.
12. To enable the payments from current and savings account, debit card or credit card, select CASA, Debit Card or Credit Card check box.
13. In the Validation Type field, select the appropriate option.
14. If you select Online as Validation Type, enter the redirection URL in the Validation URL field.
15. Click Save .
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

16. The Review screen appears.
    Verify the details, and click Confirm.

    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to the previous screen.

17. 16. The success message along with the transaction reference number and status appears.
    Click OK to complete the transaction.