Account - Account Identifiers

The Account Identifiers tab allows you to define the various types of identification associated with the account. For example, bank account number, account name, International Bank Account Number (IBAN), etc. This tab contains the following fields:

Field Name Field Description
Primary ID Used to indicate whether the account identifier is the primary identifier for the account.
Account Identifier Type Used to specify the account identifier type.
Account Identifier Used to specify the value for the account identifier type.
Note: If the Account Identifier Required option type of the C1_​ACCTINFO feature configuration is set to Y, you have to specify primary identifier for the account. However, if you set the Account Identifier Required option type to Y, you will not be able to use the Add Account and Start Service feature available in the Person screen.