1.22.1 Create External Customer Account

This topic describes the systematic instructions to configure external customer account details.

Specify User ID and Password, and login to Home screen.

1. From Home screen, click Core Maintenance. Under Core Maintenance, click External Customer Account.
2. Under External Customer Account, click Create External Customer Account.
   The Create External Customer Account screen displays.

   Figure 1-52 Create External Customer Account

   
   

   
   Description of "Figure 1-52 Create External Customer Account"

   
   
3. Specify the fields on Create External Customer Account screen.

   Note:

   The fields marked as Required are mandatory.

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

   Table 1-52 Create External Customer Account – Field Description

   Field	Description
   Customer Account Number	Specify the customer account number.
   Account Name	Specify the name for an account.
   Customer Number	Click Search icon to view and select the required customer number.
   Customer Name	Displays the customer name based on the selected Customer Number .
   Account Class	Select the account class from the drop-down list.
   Account Currency	Click Search icon to view and select the required account currency.
   Source Account Branch	Click Search icon to view and select the required source account branch.
   Source Customer Account	Displays the source customer account based on the selected Source Account Branch.
   Account IBAN	Specify the account IBAN details.
   Payment Entitlement Group	Click Search and select the payment entitlement group for the customer account.
   Branch Entitlement Group	Click Search and select the branch entitlement group for the customer account.
   Address Line 1-4	Specify the address details.
   Country	Click Search icon to view and select the required country.
   No Credit	By default, this is disabled. If selected, indicates the account does not have any credit facility.
   No Debit	By default, this is disabled. If selected, indicates the account does not have any debit facility.
   Blocked	By default, this is disabled. If selected, indicates the account status is blocked.
   Frozen	By default, this is disabled. If selected, indicates the account status is frozen.
   Dormant	By default, this is disabled. If selected, indicates the account status is dormant.
   External Credit Approval Required	By default, this is disabled. If selected, indicates ECA check is required for the external customer account.
   External Credit Approval System	Click Search icon to view and select the required external credit approval system.
   Host Code	Click Search icon to view and select the required host code.
   Account Open Date	Select an effective date for the account from the drop-down calendar.

4. Click Save to save the details.
   The external customer account is successfully created and can be viewed using the View External Customer Account screen. In addition, the external customers can be directly replicated from the host system using service API.