2.1.6 Card Preference

This topic provides the systematic instructions to capture the card related information for the customer.

Card Preference data segment is used to capture the card related information for the customer.

To capture card preferences:

1. Click Next previous data segment to proceed with the next data segment, after successfully capturing the data.

   The Card Preference screen displays.

   Figure 2-8 Card Preference

   
   

   
   Description of "Figure 2-8 Card Preference "

   
   
2. Specify the fields on Card Preference screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-11 Card Preference – Field Description

   Field	Description
   Business Product Name	Displays the name of business product.
   Product Image	Displays the product image which is uploaded while creating a product.
   Applicant Name	Displays the name of the applicant.
   Affinity Program	Displays the affinity program.
   Card Limit	Displays the card limit.
   Addon Card Allowed	Displays whether the addon card is allowed.
   Card Type	Specify the card type which you prefer. The available options are: Master Card Visa Card
   NFC	Specify to enable Near Field Communication (NFC) facility.
   Number of add on cards	Specify the number of cards required.
   Embossed Name	Specify the name to be embossed on the card.
   Picture Card	Select the toggle to enable the picture card.
   Image on Picture Card	Select the image file from the drive and click Upload to add the image to card.
   Statement Generation Date	Select the date when the statement should be generated.
   Statement Type	Select the type of statement. Available options are: Detailed Summary
   Statement Delivery Type	Specify the statement delivery type such as Email or Physical
   Card Transactions Limit	In this section you can capture card transaction limit details. Click add icon to add the transaction limits.
   Limit Type	Select the limit type. Available options are: ATM Limit POS Limit International Limit Internet Limit
   Maximum Limit	Specify the maximum limit allowed.
   Daily Limit	Specify the daily limit allowed.

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