16.4.1 Primary Account Number

This topic describes the systematic instruction to Primary Account Number option.

This option enables the user to define his primary account number.

Note:

The account number selected in this screen will appear as a default account in all the account number selection fields (applicable for all existing and new transactions).

Pre-requisites

• The user must have a valid login credential to access the digital banking platform.

Features Supported In the Application

• Definition of Primary Account Number

To select the primary account number:

1. Navigate to anyone of the following paths.
   • From the Dashboard, click Toggle menu, click Menu, and click Account Settingsand then click Preferences . Under Preferences , click Primary Account Number.
   • From the Dashboard, click on the My Profile icon, then click Settings, and then click Preferences . Under Preferences , click Primary Account Number.
   • Access through the kebab menu of any other Preferences screens.

   The Profile screen appears.

   Figure 16-22 Primary Account Number

   
   

   
   Description of "Figure 16-22 Primary Account Number"

   
   

   Note:

   The fields which are marked as Required are mandatory.

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

   Table 16-13 Primary Account Number - Field Description

   Field Name	Description
   Select	The option to select any account number to be marked as primary account number.
   Account Type and Number	The account numbers (in masked format) and the type of accounts are displayed as records.
   Party Name	The party name of the account is displayed against the account record.
   Nickname	The nickname given to the account by the account holder, is displayed against the account record.

   All the user's account numbers with account type, party name and nickname (if added) appears on the Primary Account Number screen.

2. Click on the account number that you wish to be marked as the primary account number.
3. Click Save.
   A message confirming definition of primary account number appears.

   • Click Clear Selection to deselect the selection.
   • Click Cancel to cancel the transaction.