New Account - Cash ISA

Introduction

This screen allows the applicant or customer to fill in the details related to the product like nominee details, guardian details and so on, depending upon the type of the product.

For Cash ISA and Top up deposit product, Nominee details, Guardian address, Nominee address and Joint Account holders information is captured.

For Overdraft product, Overdraft amount and Joint account holders information is captured.

For Loan product, Loan amount, Loan Period, Repayment details, Joint account holders information is captured.

This screen allows the applicant or customer to fill the details related to Cash ISA product.

Note:

The product screens are displayed based on the product or products selected by the applicant or customer . If applicant or customer has chosen only one product, for example, Personal loan, then only Personal loan screen is displayed.

Navigation

• Click the Continue button in Your Contact Details screen

• Your New Account – CASH ISA 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

Applicant ID

Specifies the applicant id for the registration application form.

Product Name

The product selected or opted by the applicant or customer. (Cash Isa, in this case)

Note:

This is a non-editable field.

Currency

The product currency, this is non-editable field.

Mode of Operation

Select the mode of operation like Either or Either or Survivor.

NOMINEE DETAILS

Nominee Name

Specify the nominee for the product selected.

Date of Birth (dd/mm/yyyy)

Specify the nominee’s date of birth.

Relation with you

Select the nominee’s relation with the applicant  or customer.

Valid Values:

Wife

Father

and so on..

Nominee Minor

Select whether the nominee is a minor or not.

Guardian name

Specify the guardian name. This must be specified only if the nominee is a minor.

Note:

This field must be specified, only if the nominee is a minor.

Guardian Type

Specify the guardian type like Father, Mother and so on...

GUARDIAN ADDRESS

Address 1-2-3

Specify the guardian’s address details.

Note:

This field must be specified only if the nominee is a minor.

City

Specify the guardian’s city. Click the Look Up button to select the city.

State

 Specify the guardian’s state. Click the Look Up button to select the state name.

Country

Specify the guardian’s country.

Valid Values:

 Australia

Bangladesh

and so on..

Postal Code

Specify the guardian’s postal code.

Note:

The Address verification button can be utilized to verify the address from external system by adding additional business logic. This functionality is not provided as out of box feature.

NOMINEE  ADDRESS

Address 1-2-3

Specify the nominee’s address details.

City

Specify the nominee’s city. Click the Look Up button to select the city.

State

Specify the nominee’s state. Click the Look Up button to select the state name.

Country

Select the nominee’s country from the drop-down list.

Valid Values:

Australia

Bangladesh

and so on..

Postal Code

Specify the nominee’s postal code.

Note:

The Address verification button can be utilized to verify the address from external system by adding additional business logic. This functionality is not provided as out of box feature.

Joint Account Holder

Select the joint account holder for the product from the list of joint account holder.