Maintain Online Registration

Introduction

The Relationship Manager (RM)has the option to either approve or reject the online registration form by the customer. He can view the registration form submitted by the customer. The RM is displayed with the list of accounts and their types that the customer holds with the bank along with customer name and ID.

The RM has two options before approving:

• Create user ID without closing the application – e-Banking user ID is created and an alert will be sent to the customer and the following message ‘Application for online registration is approved and user id is created successfully for CIF ID "<CIF ID>".’ is displayed on the screen. The customer can close the application by setting the access credentials in the Complete Registration screen.

• Create user ID and close the application - the user ID is created, an alert will be sent to the customer and the following message ‘Application for Online registration is Approved, User id is created and Application Closed successfully for CIF ID<CIF ID>".’ is displayed on the screen. The password must be set by the bank administrator and sent to the customer procedurally in this case.

Navigation

The following is the navigation for this option:

• Click Approve/Reject Application in the Online Registration screen.

• The Online Registration Maintenance 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

Customer Details

Customer Name

The name of the customer

Application ID

The application ID of the application submitted by the customer.

Note:

Clicking this link takes the RM to the online registration form submitted by the customer.

Customer ID

The customer ID.

List of Accounts Linked to Customer ID

Sl. No.

The serial number of the record.

Account Number

The account number of the customer with the bank.

Account Type

The type of account.

Valid values:

Savings Account

Current Account

Term Deposit Accounts

Loan Accounts

Status

The status of account creation.

Valid values:

Active

Close

Remarks

The remarks specified.

Create User ID without closing the Application

Create a user ID and do 'Complete Registration' activity.

Create User ID and close the Application

Create a user ID. The bank must set the password and dispatch the same to the customer.