3.1.5 Set up accounts, channels, and limits

In this section you will configure the various products (accounts and channels) offered tovarious segments within your institution.

You will also specify any limits or restrictions imposed on these products for each segment.

Upload a CSV file with accounts, channels and limits in use by each segment.

The template requires filling of details – Jurisdiction, Segment Name, Account Type, Channel, and Withdrawal Limit.

To setup segments, accounts, channels, and limits, follow these steps:

1. Click Download Template. The CSV file is downloaded.
2. Fill in the required information in the template.
3. Click Drag and Drop, and place the filled in template. You can see a preview of the uploaded CSV file.

   Figure 3-11 Set up segments, accounts, channels and limits

   
   

   
   Description of "Figure 3-11 Set up segments, accounts, channels and limits"

   
   

   Note:

   • If a channel does not have a withdrawal limit, this can be indicated as NA instead of a number.
   • You can remove the uploaded CSV file if required by using the Clear button.
4. Click Continue to navigate to the Create an agent for each segment step.