4 Maintenance

Under the Maintenance menu, user can maintain the details of retail account and certificate of deposit accounts.

  • Account Modification
    You can modify certain attributes of the CD. Also, the account description and interest rates. Based on customer's request or otherwise, you can change the account description or interest rates associated with the account.
  • 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.
  • Account Preferences
    You can set or modify the preferences for the Current Account and Savings Account using this screen.
  • Account Closure
    This topic describes about the process the account closure request.
  • Beneficiary Details Update
    User can modify the existing beneficiary details, add a new beneficiary, and delete the existing beneficiary details added to an account using this screen.
  • Customer Relationship Maintenance
    User can maintain the customer relationship of the account holder using the Customer Relationship Maintenance screen.
  • Payout Modification
    You can view or modify the payout instructions maintained during the CD account opening using this screen. Also, you can create new payout instruction, if no instructions are maintained for the CD account.