This topic describes the systematic instruction toSystem Configuration - Branch Details - View and Edit option.

1. Click on System Configuration option on the dashboard and navigate to the branch details tab.
   The default option is View.

   Figure 3-23 Branch Details – View

   
   

   
   Description of "Figure 3-23 Branch Details – View"

   
   
2. Click Edit to edit the Branch Details.
   The System Configuration - Branch Details screen appears in editable form.

   Figure 3-24 Branch Details - Edit

   
   

   
   Description of "Figure 3-24 Branch Details - Edit"

   
   

   Note:

   The fields which are marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-19 Branch Details - Edit - Field Description

   Field Name	Description
   Bank Code	Displays the unique code of the bank as defined.
   Branch Code	Displays the bank branch code as defined and available for edit.
   Home Branch	Displays the home branch code as defined and available for edit.
   Local Currency	Displays the local currency as defined and available for edit.
   Calculation Currency	Displays the calculation currency as defined and available for edit.
   Region	Displays the region of bank payments as defined and available for edit. The options are: India UK SEPA
   PDF Encryption Type	Specify the type of password protection required for the PDF documents required while downloading pdf, to enhanced security. The options are: None First 4 characters of Name and DDMM of the Date of Birth First 4 characters of Name and Last 4 digits of Mobile Number

3. In the Bank Code field, edit the code of the bank.
4. In the Branch Code field, edit the branch code of the bank.
5. In the Home Branch field, edit the name of the home branch of the bank.
6. From the Local Currency list, select the local currency of the bank branch.
7. From the Calculation Currency list, select the calculation currency of the bank branch.
8. From the Region list, select the appropriate region.
9. From the PDF Encryption Type list, select the appropriate type for encryption type for downloaded statement.
10. Perform anyone of the following actions:
    • Click Save to save the changes.
    • Click Cancel to cancel the transaction.
11. Perform anyone of the following actions:
    • The System Configuration - Branch Details - Review screen appears. Verify the details, and click Confirm.
    • Click Cancel to cancel the transaction.
    • Click the Basic Details, Host Details, Bank Details, SMTP, Third Party Configuration or Dynamic Module tabs to view and edit the respective details if required.

    The screen with success message along with the reference number and status appears.

12. Click OK to complete the transaction.