2.1.8 Account Service Preferences

his topic provides the systematic instructions to capture the account service preferences related information for the application.

The Account Service Preferences data segment displays the account service preferences details.

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

   Figure 2-14 Account Service Preferences

   
   

   
   Description of "Figure 2-14 Account Service Preferences "

   
   
2. Specify the fields on Account Service Preferences screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-16 Account Service Preferences - Field Description

   Field	Description
   Applicant / Business Name	Displays the name of the applicant or business based on the customer type
   Date of Birth	Displays the date of birth of the customer. 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.
   Mobile	Displays the mobile number.
   Banking Channel Preference	Select the specified preferences for Banking Channel.
   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.
   Communication Channel Preference	Select to indicate for the specified preferences for communication channel subscriptions.
   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 list to specify your preferred option among the selected options.

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.