5 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. - Account Documents Update
You can view, update, or delete documents submitted by the customer against document types specified for the account class using the Account Documents Update screen. - Joint Holder Maintenance
You can either add joint holders for the first time or modify the existing joint holder relationship using this screen. - Nominee Details Update
You can modify the existing nominee details, add a new nominee, and delete the existing nominee details added to the CASA account using this screen. - Primary Party Change
This topic provides systematic instructions to change the primary Customer Id linked to an account on the customer request. The new primary Customer Id can be the existing joint holder or any existing customer. - Account Preferences
You can set or modify the preferences for the CASA account using this screen. - Memo Maintenance
This topic describes the systematic instruction to maintain the Memo instructions against the Current and Savings Account or Deposit Account. - Bulletin Board Maintenance
This topic helps you to create, view, modify or delete the bulletin messages.