You can set or modify the preferences for the Current Account and Savings Account using this screen.

1. On the Home screen, from the IRA Services menu, under Maintenance, click Account Preferences, or specify the Account Preferences in the Search icon bar.
   The Account Preferences screen displays.

   Figure 4-6 Account Preferences

   
   

   
   Description of "Figure 4-6 Account Preferences"

   
   
2. On Account Preferences screen, click the Search icon or specify the account number in the Account Number field, and press Tab or Enter.
   The fields to set the preferences for the account are displayed.

   Figure 4-7 Set Account Preferences

   
   

   
   Description of "Figure 4-7 Set Account Preferences"

   
   

   Figure 4-8 Preferred Communication Channel

   
   

   
   Description of "Figure 4-8 Preferred Communication Channel"

   
   
3. On Account Preferences screen, you can set the preferences for the account based on the requirement. For more information on fields, refer to field description table below:

   Table 4-4 Account Preferences - Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Customer Consent and Preferences	This section displays the consent and preference to be set.
   E-Sign	This option is enabled or disabled based on the consent of the customer during account origination.
   Staff Account	This option is enabled or disabled based on the consent of the customer during account origination.
   Check Book Required	This section is not applicable for this product.
   Preferred Communication Channel	This section displays the preferred communication address, email ID, and mobile number that the customer has provided during account opening process. They can be updated based on customer request. The user can only select from an already maintained list at the customer level. If a new preferred communication channel has to be added, it must be done at the customer level. Click Edit icon in the Action column, to select and update the preferred communication address, email or mobile number. Click Update and the updated changes are displayed in the main screen.
   Channel Name	Displays the communication channel name.
   Details	Displays the communication details.
   Type	Displays the type for the communication type.
   Action	Displays the Edit icon. User can edit the address if required. Once this icon is clicked, a Preferred Address section is displayed. Select the address as appropriate and click Update.
   Banking Channel Preference	This section displays the channel preferences to be set for banking. User can click Add Channel, to add the channel preferences. Once the button is clicked, the Banking Channel Preference section is displayed. Select the channel from the list and click Add.
   Banking Channel Required	Switch the toggle ON, to set the channel preferences for banking. Note: This field is enabled only if banking channels are enabled for the specified account number at the product level.
   Banking Channel	The Preferred Banking Channels selected during account origination is defaulted when the account number is entered. The New Banking Channels can be added or the existing ones can be deleted. Note: This field is displayed after the user adds a channel.
   Channel Name	Displays the available Banking Channels configured at the Product level. Note: This field is displayed after the user adds a channel.
   Action	Click Delete icon to delete the banking channel set for the account. Note: This field is displayed after the user adds a channel.

4. Click Submit.
   The screen is successfully submitted for authorization.