This topic provides the systematic instructions to view and modify the account details.

1. Click Next from the previous data segment to proceed with next data segment, after successfully capturing the data.
   The Account Details screen displays.

   Figure 2-5 Account Details

   
   

   
   Description of "Figure 2-5 Account Details"

   
   
2. Specify the fields on Account Details screen.

   Note:

   The fields, which mentioned as Required, are mandatory.

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

   Table 2-5 Account Details - Field Description

   Field	Description
   Application Date	Displays the date on which the application was initiated.
   Application Priority	Specify the priority level of this account opening application. The available options are: Low Medium High Based on the selected option the applications appears in list of the logged in user
   Sourced By	Specify or select the user ID who initiate this account opening application.
   Branch	Specify the branch code of this account opening opening application.
   Staff Benefits Applicable	Select to indicate whether staff benefits are applicable. The available options are: Yes : Select this option to avail the staff benefits. No : Select this option for not making use of any staff benefits. This field appears if the Yes option is select from the Staff field in the Applicant data segment. The Yes option is by default selected in this field.
   Domestic Transaction in Month	Specify the number of domestic transaction you perform in a month. The available options are: >10 5-10 0-5 These options appears are based on the questionnaire configuration.
   ATM Transactions in a Month	Specify the number of ATM transactions you perform in a month. The available options are: 0-10 10-20 >20 These options appears are based on the questionnaire configuration.
   Expected Foreign Wire Activity	Specify whether you expect the foreign wire activity. These options appears are based on the questionnaire configuration.
   Purpose of Account	Specify the purpose of account opening. The available options are: Salary Savings Investments These options appears are based on the questionnaire configuration.
   Expected Annual Volume of Transactions	Specify the expected annual volume of transactions. The available options are: >5000 >2000 >500 These options appears are based on the questionnaire configuration.
   Source of Funds	Specify the source of funds. The available options are: Rent Income Alimony Pension Investments These options appears are based on the questionnaire configuration.
   IRA Preferences	This section displays the IRA preferences.
   Inherited IPA	Select the inherited IPA.The available options are: Yes No
   Required Minimum Contributions	Selecte the required minimum contributions from the drop-down list. Note: This field displays, if Inherited IPA is yes.
   Spousal IRA	Select the spousal IRA from the available options. Yes No
   Recurring Contributions	Select the recurring contributions from the available options. Yes No
   Frequency	Select the frequency of recurring contributions from the drop-down list. The available options are: Weekly Monthly Quarterly Half yearly Annualy Note: This field displays, if Recurring Contribution is selected as Yes.
   Recurring Contribution Amount	Specify the recurring contribution amount.
   Contribution Source Details	Select the contribution source details from the drop-down list. ACH Internal Account Transfer
   Mandate Details	In this section the user can capture the mode of operation for the account.
   Mode of Operations	Select the appropriate option from the mode of operations list. The options in this list appears based on Business Product Preferences screen.
   Account Preference	In this section the user can set an account preferences.
   Account Statement	Select to indicate whether user needs account statement.
   Account Address Preference	Select the address which is indicated as account address. All captured addresses in the Applicant data segment appears for selection. The address in the drop down list appears in below format, First Name-Applicant Role-Address Type - Address (Complete address sepearted by ,) After the account address is selected: When an address is removed from the Applicant data segment, the system will also eliminate the selection of that address within this segment. Consequently, the user must choose a different address to serve as the account address. When the chosen address is modified in the Applicant data section, the updated address will be automatically displayed in that segment.
   Banking Channel Preferences	Select the preferences for the banking channel. The channel options appears based on the Business Product Configuration.
   Communication Channel Preferences	Select the preference of the communication channel. The channel options appears based on the Business Product Configuration. The available options are: EMAIL POST SMS
   Preferred Communication Channel	Select the preferred communication channel. The options in this drop down appears based on the selected options in the Commumncation Channel Preferences fields.

3. Proceed by clicking Next to move to the subsequent data segment once the data has been successfully captured. The system will verify all required data segments and fields. If any essential information is missing, an error message will be shown to prompt the user to address the issue. Users must complete the mandatory data before they can advance to the next segment.