2.6 Maintenance
Under the Maintenance menu, you can maintain the details of a CASA account.
This topic contains the following subtopics:
- Account Address Update
This topic describes the systematic instruction about Account Address Update. While entering the account number, the system displays the current address details of the account and the user can modify these details. - Joint Holder Maintenance
You can either add joint holders for the first time or modify the existing joint holder relationship using this screen. - Beneficiary Details Update
You can modify the existing beneficiary details, add a new beneficiary, and delete the existing beneficiary details added to an account using this screen. - Account Preferences
You can set or modify the preferences for the Current Account and Savings Account using this screen. - Account Closure
This helps to capture and process the account closure request. - Customer Relationship Maintenance
The Customer Relationships can be maintained for accounts where the ownership remains with the Primary Customer of the account, but the account operations could be handled by relationships such as Guardians or Custodians. - Bulletin Board Maintenance
This topic helps you to create, view, modify or delete the bulletin messages. - Memo Maintenance
This topics helps you to create memos for an account.
Parent topic: Operations