16.1 Profile

This topic describes the systematic instruction to Profile option. The customer can view and edit his profile details.

Using this option, the customer can view and edit his profile details. Profile details include the user’s personal and contact details.

Pre-requisites

The user must be a customer of the bank and have valid login credentials.

Features Supported in the Application

  • View the profile details and preferences of user
  • Edit the profile details and preferences of user
Perform any one of the following navigation path to access for Profile details:
  • From the Dashboard, click Toggle menu, and then click Menu. From Menu, click Account Settings, and then click Preferences . From the Preferences , click Profile
  • From the Dashboard, click on the My Profile icon, and then click Settings. From Settings, click Profile.

Figure 16-1 Profile


Description of Figure 16-1 follows
Description of "Figure 16-1 Profile"

Note:

The fields which are marked as Required are mandatory.

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

Table 16-1 Profile - Field Description

Field Name Description
User ID Name of the logged in user gets displayed.
Personal Information Information specified in below fields are related to personal information.
Date of Birth Date of birth of the user gets displayed.
Aadhaar Card Number Aadhaar number of the user, as maintained with the bank gets displayed in masked format. It is an identification number issued by government of India.

Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.

Driving License Driving license number of the user, as maintained with the bank gets displayed in masked format.
PAN Card PAN number of the user, as maintained with the bank gets displayed in masked format. It is issued by the income tax department of India.

Note: This identification type is applicable for India region. Bank can configure the identification types to be displayed and to be available for modification as per their region.

Passport Passport number of the user, as maintained with the bank gets displayed in masked format.
Contact Information Information specified in below fields are related to contact information.
Communication Address Address of the user, as maintained with the bank, will be displayed.
Email ID Email ID of the user, as maintained with the bank, in masked format.
Fax Number Fax number of the user, as maintained with the bank, in masked format.
Contact Number (Mobile) Phone number of the user, as maintained with the bank, in masked format.

  1. Navigate to one of the above paths.
    The Profile screen appears.
  2. Click on the profile photo edit icon on the Profile picture.
    1. Click on the Upload Image link to update the profile picture.
    2. Click on the Delete link to delete the profile picture.
  3. Click Edit to update the personal or contact details.
  4. Click Download to download the profile.

    Note:

    Click navigatebackUp arrow to go back to the previous page.
  • Profile-Edit
    This topic describes the systematic instruction to Profile-Edit screen.
  • FAQ

Parent topic: Settings