1.18.1 Create External Bank Parameters

This topic describes the systematic instructions to configure external bank parameters.

The Bank Code is auto-created for an entity when the entity is created.

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

1. From Home screen, click Core Maintenance. Under Core Maintenance, click External Bank Parameters.
2. Under External Bank Parameters, click Create External Bank Parameters.
   The Create External Bank Parameters screen displays.

   Figure 1-38 Create External Bank Parameters

   
   

   
   Description of "Figure 1-38 Create External Bank Parameters"

   
   
3. Specify the fields on Create External Bank Parameters screen.

   Note:

   The fields marked as Required are mandatory.

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

   Table 1-38 Create External Bank Parameters – Field Description

   Field	Description
   Bank Code	Specify the three-digit bank code that uniquely identifies a specific bank within the system.
   Bank Name	Specify the full name of the bank associated with the code provided.
   Head Office Branch	Click Search icon to view and select the required head office branch. This will represent a three-digit code indicating the primary location linked with the bank code.
   Branch Description	Displays the branch description based on the selected Head Office Branch.
   Number of Days to Forget Customer	Specify the number of days to inactive/forget the customer. This field determines the duration for which a customer's record will persist in the system after they close all their accounts with the bank. Once the specified number of days has elapsed, the customer's record will be deleted from the system.
   Enforce View before Authorize	Click the toggle to enable this feature. If this button is toggled, dual authorization will be enabled. An authorized user must review all modifications made to any common core parameter before they are approved within the system

4. Click Save to save the details.
   The external bank parameters is successfully created and can be viewed using the View External Bank Parameters screen.