2.4.3 Account Service Preferences

This topic provides the systematic instructions to capture the account service preferences.

The Account Service Preferences data segment allows to capture account service preferences.

To set account service preference:

1. Click Next in the previous data segment to proceed with the next data segment, after successfully capturing the data.
   The Account Service Preferences screen displays.

   Figure 2-29 Account Service Preference

   
   

   
   Description of "Figure 2-29 Account Service Preference"

   
   
2. Specify the details in the relevant data fields.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-28 Account Service Preferences - Field Description

   Field	Description
   Account Related Preferences	Select preferences for account statement.
   Account Statement	Select to indicate if account statement is the preference. Available options are: E-mail Post In case of joint applicant involved in an application, if the any of an applicant has opted for e-sign options then the system by default select the EMAIL option. Select the frequency from the drop-down list. Available options are: Monthly Quarterly Bi-Annual Annual
   Cheque Book	Select to indicate if cheque book is required.
   Passbook	Select to indicate if passbook is required.
   <Customer /Business Name along with image>	Displays the name of the customer or business in the header along with the image
   Date Of Birth	Displays the date of birth of the customer in the header. This field appears only if the Customer Type is selected as Individual.
   Date of Incorporation	Displays the date of incorporation of the business. This field appears only if the Customer Type is selected as Small and Medium Business (SMB).
   E-mail	Displays the e-mail id of the customer in the header.
   Mobile	Displays the mobile number of the customer in the header.
   Banking Channel Preferences	Select the specified preferences for Banking Channel. The channel options appears based on the Business Product configuration.
   Phone Banking	Select to indicate if phone banking subscription is required.
   Direct Banking	Select to indicate if direct banking subscription is required.
   Kiosk Banking	Select to indicate if Kiosk banking subscription is required.
   Debit Card	Select to indicate if debit card is required.
   Communication Channel Preferences	Select the specified preferences for Communication Channel.
   E-mail	Select to indicate if e-mail is the communication channel subscription.
   Post	Select to indicate if post is the communication channel subscription.
   SMS	Select to indicate if SMS is the communication channel subscription.
   Select Preference	Select the communication channel from the drop-down to specify your preferred option among the selected options.

   The Banking Channel Preferences and Communication Channel Preferences are to be updated for all the Applicants of the account.

3. Click Next to navigate to the next data segment, after successfully capturing the data. The system will validate all mandatory data segments and data fields. If mandatory details are not provided, the system displays an error message for the user to take action. User will not be able to proceed to the next data segment, without capturing the mandatory data.

   The Banking Channel Preferences and Communication Channel Preferences are to be updated for all the Applicants of the account.