3.6 Memo Maintenance

This topic describes the systematic instruction to maintain the Memo instructions against the Current and Savings Account or Deposit Account.

The memo maintenance screen helps you to maintain the information or important actions that take place when the account holder visits the branch or user performs any transactions on the account. This memo details are displayed to the bank user or the account holder performs any channel transactions.

1. On the Homepage, from Interaction Services, under Maintenance, click Memo Maintenance, or specify the Memo Maintenance in the Search icon bar.
   Memo Maintenancescreen is displayed.

   Note:

   The fields which are marked in asterisk blue are mandatory.

   Figure 3-15 Memo Maintenance

   
   Description of "Figure 3-15 Memo Maintenance"
2. On Memo Maintenance screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 3-10 Memo Maintenance - Field Description

   Field	Description
   Category	The user can select the following categories from the drop-down list. The drop-down lists the below values: Current and Savings Account Deposit Account When the user selects the Current and Savings Account category, the system displays the fields Account Number, Account Name, and Branch. When the user selects the Deposit Account category, the system displays the fields Deposit Account Number, Account Name, and Branch.
   Account Number	Enter 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 clicking on the Fetch button.
   Deposit Account Number	Enter the Deposit Account Number or click the search icon to view the Deposit Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Deposit Account Number by providing Customer ID, Deposit Account Number, or Account Name and clicking on the Fetch button.
   Account Name	Account Name is displayed based on the account number selected.
   Branch	Displays the branch code for the selected Current and Savings Account Number or Deposit Account Number.

3. When users input the Current and Savings Account Number or Deposit Account Number, the system displays the existing memo instructions if any or the system displays a message as Active Memo instruction details are not available.
   Memo Details screen is displayed.

   Figure 3-16 Memo Details

   
   Description of "Figure 3-16 Memo Details"

   Figure 3-17 No Active memo instructions

   
   Description of "Figure 3-17 No Active memo instructions"
4. To create a new memo instructions, click icon.
   Add Memo pop up screen is displayed.

   Figure 3-18 Add Memo

   
   Description of "Figure 3-18 Add Memo"
5. On Add Memo pop up screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 3-11 Add Memo - Field Description

   Field	Description
   Type	Select the Type from the drop-down list. The drop-down lists the below values: Information Override
   Banker Message	Specify the memo instruction message which displays to the bank user.
   Start Date	The system defaults the start date as the current branch date, and the user can modify the start date to any future date using the adjoining Calendar button. Note: The Start Date cannot be backdated.
   End Date	Click on the adjoining calendar icon to specify the end date of the memo instruction.
   Show to Customer	Users can click on the Show to Customer toggle button to capture memo instruction, which displays to the account holder. Note: The Customer Message and Channel fields are available if the user enables the Show to Customer toggle button.
   Customer Message	Specify the memo instruction message, which displays to the Account holder.
   Channel	Select the channel to display the memo to the account holder from the drop-down list. The drop-down lists the below values: Dashboard E-Mail SMS

6. On click of Add Another button, the Add Memo screen refreshes to capture another instruction detail and a new memo tile displays under the Memo Details.
7. Click the Add button to add new memo details. After the click on Add button, the Add Memo pop-up window is closed.
8. On Memo Maintenance screen, under Memo Details, click on the tile to view the memo instruction.
   View Memo pop up screen is displayed.

   Figure 3-19 View Memo

   
   Description of "Figure 3-19 View Memo"
9. On the View Memo screen, users can view the following details:
   1. Type
   2. Banker Message
   3. Start Date
   4. End Date
   5. Show to Customer
   6. Customer Message
   7. Channel
10. On Memo Maintenance screen, under Memo Details, click on the tile to modify the memo instructions.
    Modify Memo pop up screen is displayed.

    Figure 3-20 Modify Memo

    
    Description of "Figure 3-20 Modify Memo"
11. On the Modify Memo screen, users can modify the following fields:
    1. Type
    2. Banker Message
    3. Start Date
    4. End Date
    5. Show to Customer
    6. Customer Message
    7. Channel
12. Click the Save button to update the memo details and the updated instruction details displayed in the tile.
13. On Memo Maintenance screen, under Memo Details, click on the tile to delete the memo instruction.
    Delete Memo Instruction pop up window is displayed.

    Figure 3-21 Delete Memo Instruction

    
    Description of "Figure 3-21 Delete Memo Instruction"
14. Click the Cancel button to cancel the Delete Memo Instruction operation.
15. Delete the Memo instruction by clicking on the Confirm button.