5.1 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.

If the Branch Transfer fails for any reason, details of such failed transfers are updated in the Branch Transfer Log. After clearing the faults due to which the Account Branch transfer failed, this screen allows you to resubmit the transfer request again for processing.

To update the account address:

Note:

The fields marked as Required are mandatory.
  1. On the Homepage, from Account Services, under Maintenance,, click Account Address Update, or specify the Account Address Update in the Search icon bar.
    The Account Address Update screen is displayed.

    Figure 5-1 Account Address Update

    Description of Figure 5-1 follows
    Description of "Figure 5-1 Account Address Update"
  2. On the Account Address Update screen, specify the fields.
    For more information on fields, refer to the field description table.

    Table 5-1 Account Address Update - 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. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name.

    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.
    Building Current Building details will be displayed and the user can modify the details.
    Street Current Street details will be displayed and the user can modify the details.
    City Current City details will be displayed and the user can modify the details.
    State Specify the current State or click the search icon, select the state from the list of values displayed.
    Country By default, the country is displayed in this field once you select the State.
    Zip Code The current Zip code will be displayed, and the user can modify it.
  3. Click Submit.
    The screen is successfully submitted for authorization.

Parent topic: Maintenance