Create User ID

Introduction

This screen allows the Relationship Manager to create user ID if the automatic User creation fails.

Navigation

The following is the navigation for this option:

  • The Create User ID  screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Create User ID

Customer Name

The name of the customer.

Application ID

The application ID.

Customer ID

The customer ID.

Application Status

The status of the application.

Remarks

Specify remarks, if any.

History

Created By

The name of the person who created the user ID.

Created on

The date and time when the user ID was created.

Modified

The name of the person who modified the user ID.

Modified on

The date and time when the user ID was last modified.

 

Click

To

Application ID

View the application form submitted by the prospect.

Submit

Create an user ID. The message, “User ID created successfully for Customer ID "CIF_XXX", is displayed.

Back

Return to the previous page.