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Introduction |
After submitting the online registration form, if bank has enabled the Relationship Manager approval, then the Relationship Manager has to login into e-Banking application and approve the customer’s online registration form. However, the Relationship Manager also has the rights to reject the form from the business perspective. The Relationship Manager can view the details of the registration form before approving or rejecting the record. Post RM’s approval, e-Banking user ID is created for the customer. |
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Navigation |
The following is the navigation for this option:
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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: |
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Field |
Description |
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Search Criteria |
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Application ID |
Specify the application ID. |
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Online Registration Status |
Select the status of online registration. Valid Values:Verification Pending Verification Failed RM Approval Pending Rejected by RM User ID Creation Pending Access Code Notification Pending Final Registration Pending. Registration Successful Access Code Disabled |
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Application Date Range |
Specify the range for submission of application in the From and To fields. The Relationship Manager can use calendar widget to select the date. |
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Advanced Searched Criteria |
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Customer Name |
Specify the customer's first, middle and last name. |
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Customer ID |
Specify the customer ID for which status is to be retrieved. |
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Click |
To |
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Search |
Search the applications based on the above specified criteria. The fetched records are displayed in the online registration maintenance list below on the same screen. |
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Clear |
Clear the above entered values. |
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Field |
Description |
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Online Registration Maintenance List |
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Select |
Select the corresponding record. |
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Name |
The name of the customer who has requested for internet access. |
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Application ID |
The application ID. Note: Clicking this takes the RM to the online registration form submitted by the customer. |
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Customer ID |
The customer ID. |
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User ID |
The internet banking user ID for the customer. Before approval, this field is blank. Post approval, the application creates a new e-Banking user ID for this customer. |
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Application Date |
The date of application submission by the customer. |
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Online Registration Status |
The status of the online registration form. Valid Values: RM Approval Pending User ID creation Pending Registration Successful |
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Click |
To |
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Approve or reject the application. |
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Download Details as |
Download the above details in the required format. Select the format and click OK to download. The formats supported are HTML, XML, CSV, DAT, XLS, PDF, RTF and TXT. |