2.2.1 Add Payee - Within Bank Account

This topic provides the systematic instructions of the payee setup process, during which users have the option to categorize the payee as a Within Bank type.

The within Bank account type of payee is a payee who holds an account within the same bank as the remitter.

Note:

In case of Within Bank Payees, only the Account Number of the payee is validated in the host system and not the Account Name.

Figure 2-8 Add Payee – Within Bank Account

Description of "Figure 2-8 Add Payee – Within Bank Account"

Note:

The fields which are marked as Required are mandatory.

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

Table 2-4 Add Payee – Within Bank Account - Field Description

Field Name	Description
Payee Type	Select Within Bank.
Account Details
Account Number	Specify the account number of the payee.
Confirm Account Number	The user is required to re-enter the payee’s account number in this field.
Account Name	Enter the name of the payee as maintained against the payee’s bank account.
Personal Details
Upload Photo	Select this option to upload a profile photo against the payee. Following actions are available on the + icon: Upload – Browse and upload the profile picture. Choose Avatar - Select initials pattern profile picture or picture from suggestions. Remove - Removes the profile picture uploaded. This option will only appear if no photo has been uploaded against the payee. Note: The maximum allowable image size is 1MB, and the accepted formats are limited to JPG and PNG. Once a photo is uploaded against the payee, click on the + icon and select Upload/Choose Avatar to update the profile picture.
Nickname	Specify a nickname to be assigned to the specific account of the payee for the purpose of easy identification.
Email ID	Email address of the payee. Note: Click on the + icon against the email ID to add multiple email IDs. Click on the – icon against the email ID to remove an email ID. This field is provided simply as a base product feature and will be available to send across to the backend Payments Processor during posting a payment. There will be no notifications sent to the payee on this email address by OBDX. Doing any processing of this field would be an implementation time activity.
Additional Details
Access Type	Specify the access type to be assigned to the payee. The options are: Public Private
Primary Party	The primary party associated to the user. The primary party users will always have access to the payee if it’s Public.
Accessible to Parties	Accessible parties associated to the user. During payee creation a corporate user can define the parties within his GCIF to whom this payee will be accessible, if the payee is public. The primary party users will always have access to the payee if it’s Public.