6.5.3.1.1 Person (Account Indicator)

Use this section to add, update, and view person details.

To add a new person, follow these steps:
  1. On the Completing Action tab, navigate to the Completing Action section and click the Account Holder tab. The Person section is displayed.
  2. Click Add. The Person Details section is displayed.
  3. Enter the following information in the person fields as tabulated.
    Person Details table describes fields to add a person. Fields marked with an asterisk * are mandatory.

    Table 6-21 Person Details

    Fields Description
    Surname Providethe last name of the person.
    Givenname

    Providethe first name of the person.

    NOTE:Ifa person has only a single name, enter "XXX" in the "Given name" field and the person's single name in the "Surname" field.

    Other/initial details Providethe middle or other name(s) of the person or their initial(s) if no other names apply.
  4. Click Save. A new person is added to the Person list.
  5. To modify or remove existing persons, select the required person and modify the information, or click Delete to remove the person from the list.