2.2.1 Add Payee - Within Bank Account

This topic describes the systematic information to Add Payee - Within Bank Account screen.

A 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 Payee, only the Account Number of the payee is validated in the host system and not the Account Name.

Figure 2-7 Add Payee – Within Account



Note:

The fields which are marked as Required are mandatory.

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

Table 2-3 Add Payee – Within Account - Field Description

Field Name Description
PayeeType Select Within Bank.
Account Details Information specified in below fields are related to 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 Information specified in below fields are related to 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:
  1. The maximum allowable image size is 1MB, and the accepted formats are limited to JPG and PNG.
  2. 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 addresses of the payee.

Note: 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.