8 Account Nickname

This topic provides the systematic instructions for user to assign a specific name to their current or savings accounts.

This is useful if customer wishes to remember accounts with a particular name instead of account numbers. Once a nickname is assigned to an account, it is displayed on various transactions instead of the standard account description. The application also allows customer to modify or delete the nickname whenever required.

The customer can access this option by selecting the Add/Edit Nickname option from the kebab menu.

To add/edit nickname against an account:

  1. Perform anyone of the following navigation to access the Current and Savings Account Details screen.
    • From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Current and Savings .

      Under Current and Savings , click Overview, select the Conventional.

      Then click on the Account Number link of the Current and Savings Account Summary, and then click Add/Edit Nickname option of Current and Savings Account Details kebab menu.

    The Current and Savings Account Details screen appears.

  2. Click the kebab icon on the screen, and click Add/Edit Nickname option to add/edit nickname against an account.
    The Add/Edit Nickname popup appears.

    Figure 8-1 Add/Edit Nickname


    Description of Figure 8-1 follows
    Description of "Figure 8-1 Add/Edit Nickname "

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 8-1 Add/Edit Nickname - Field Description

    Field Name Description
    Nickname Specify a nickname to be assigned to the account.

    If a nickname has already been assigned to the account, it will be displayed in editable mode.
  3. In the Nickname field, enter the nickname you want to use.
  4. Perform one of the following actions:
    • Click Save to save your changes.

      Nicknames will be displayed on various transactions instead of the standard account description.

    • Click Delete to delete the nickname.