18.6 Passbook Status Change

The Teller can use the Passbook Status Change screen to initiate the status change for a passbook of a customer account.

To initiate the status change of a passbook:
  1. On the Homepage, from Teller mega menu, under Customer Service, click Passbook Status Change or specify Passbook Status Change in the search icon bar and select the screen.
    The Passbook Status Change screen is displayed.

    Figure 18-6 Passbook Status Change



  2. On the Passbook Status Change screen, specify the fields. For more information on fields, refer to the field description table.

    Note:

    The fields, which are marked with an asterisk, are mandatory.

    Table 18-6 Passbook Status Change - Field Description

    Field Description

    Account Number

    Specify the account number for which the passbook status change is required.

    Account Branch

    Displays the branch code of the specified account number.

    Account Name

    Displays the name of the specified account number.

    Customer ID

    Displays the customer ID of the specified account number.

    Passbook Number

    Displays the current passbook number of the customer account.

    Issue Date

    Displays the date of issue of the current passbook number.

    Passbook Status

    Select the passbook status to be changed from the following drop-down values:
    • Active

    • Close

    • Reissue

    Status Description

    Displays the description of the selected status.

    Status Change Date

    Displays the current posting date as the status change date.

    Narrative

    Displays default the narrative as Passbook Status Change, and it can be modified.

    Old Passbook Details

    Specify the fields.

    Passbook Number

    Displays the old passbook number of the customer account.

    Issue Date

    Displays the issue date of the old passbook.

    Status Movement

    Displays the current status of the old passbook number.

    Status Description

    Displays the description of the status of the old passbook number.

    Status Change Date

    Displays the date on which the old passbook is modified.

  3. Click Submit.
    The request is handed off to the FLEXCUBE Universal Banking system for updating the status change of the old passbook number.