25.2 User Profile - Edit

This topic describes the systematic instruction to User Profile - Edit option.

This function enables the bank/system administrator to modify the existing setup done for user profile details.

To modify user profile details:

  1. Navigate to one of the above paths.
    The User Profile Maintenance screen appears, if the user profile is already maintained for user, appears on User Profile Maintenance- View screen.
  2. Perform anyone of the following actions:
    • Click Edit to modify the user profile details.
    • The User Profile Maintenance - Edit screen appears with the details.
    • Click Cancel to cancel the transaction.

    Figure 25-3 User Profile Maintenance- Edit



  3. Modify the required details, e.g. date of birth, PAN number, Aadhar number, passport number communication address and phone number, fax number etc.
  4. Perform anyone of the following actions:
    • Click Save to save the user profile details.

      The Review screen appears.

    • Click Cancel to cancel the transaction.
    • Click Back to navigate to the previous screen.
  5. Perform anyone of the following actions:
    • Verify the details, and click Confirm.

      The success message of user profile maintenance completed successfully appears along with the transaction reference number and status.

    • Click Cancel to cancel the transaction.
    • Click Edit to modify the user profile details.
  6. Click OK to complete the transaction.