6.5.1 Accounts Details

Use the Accounts Details pane to view and update information about the selected involved account details.

To update account details, follow these steps:

1. In the Involved Account Details Information pane, select the involved account Record Number. The Account Details pane is displayed. If it is collapse, click to expand the pane.
2. Enter the following information in the Involved Accounts Details pane as tabulated.

   Table 6-8 Involved Accounts Details Fields.

   Fields	Description
   Institution Name	Enter the institution name to whom this account belongs to.
   Non-Banking Institution	Select Yes or No to specify whether the institution is a non-banking.
   Institution Code	Enter the institution code.
   Swift	Displays the swift details of the branch from where the account is operated.
   Branch	Enter the branch name from where the account is operated.
   Currency	Select the currency used to operate using this account.
   Account Number	Enter the account number.
   Account Name	Enter the account holder's name.
   IBAN	Enter the International Bank Account Number (IBAN) of the account holder.
   Client Number	Enter the customer (client) linked to the account.
   Account Type	Select the account type. For example, personal, trust, and so on.
   Account Status	Select the account status. For example, dormant, active, closed, and so on.
   Account Opening Date and Time	Enter the account opening date and time.
   Account Closing Date and Time	Enter the account closing date and time.
   Balance	Enter the balance amount in the account.
   Balance Date and Time	Enter the date on which the account balance was verified.
   Beneficiary	Enter the beneficiary name.
   Comment on Beneficiary	Enter a comment on the beneficiary, if any.
   Comments	Enter other comments on the account, if any.

3. Click Save. A confirmation message is displayed and the newly added account appears in the Involved Account list.