17.1 Sweep In - Add

This topic provides the systematic instructions for user to link his beneficiary Current and Savings account or Term Deposit accounts to his provider account to set up a sweep in facility.

Figure 17-3 Sweep In – Add – Current and Savings

Description of "Figure 17-3 Sweep In – Add – Current and Savings"

Note:

The fields which are marked as Required are mandatory.

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

Table 17-2 Sweep In – Add – Current and Savings - Field Description

Field Name	Description
Account Number	Select a sweep-in beneficiary account number from the list.
Account Balance	The net balance in the beneficiary account.
Linked Account Type	The option to select and view either Current or Savings account or Fixed Deposit account details.
Current and Savings	The following fields appear for Current and Saving accounts.
Account Number	Current and Savings account number in masked format, that is linked as a provider account number for sweep-in facility.
Primary Holder Name	The name of the primary account holder.
Balance	The net balance of the account.
Action	The action to delete the linked account is displayed against each account.
Current and Savings – Add Sweep In	The following fields appear if the user clicks Add button.
Account Number	Current and Savings account number in masked format, that can be added as a provider account number for sweep-in facility.
Primary Holder Name	The name of the primary account holder.
Balance	The net balance of the account.
Action	The action to select the account number (s) that is to be linked.

To add a new account as a sweep in:

1. From the Account Number list, select the beneficiary account number.
2. Select an account type as Current & Savings from the Linked Account Type option.
   All the linked accounts of the account type selected are listed under the Linked Accounts table. All the accounts available for linkage of the selected account type are listed under the Link Accounts table.
3. In the Link Accounts table, below the Action column, select the account number (s) that you want to link by selecting the checkbox(es) you wish to add as sweep-in accounts to the beneficiary account.
4. Perform one of the following actions:
   • Click Submit.

     The Review screen appears, along with the added account numbers and label as New. Verify the details.

   • Click Cancel to cancel the transaction.
5. Perform one of the following actions:
   • Click Confirm.

     The success message appears.

     Click Click Here to view the status of sweep in request.

     The Multiple Sweep-In Instruction Status screen appears on which the status of each individual sweep in request appears. In case any sweep in request has failed, the reason for failure also appears against the specific record.

   • Click Cancel to cancel the transaction.
   • Click Back to navigate back to the previous page.
6. Perform one of the following actions:
   • Click Home, to go to the dashboard.
   • Click Manage Sweep-In to navigate to the Sweep-In screen.