Open an Account (R11)

Introduction

This screen lets the retail user to apply for opening a new operative account with the home bank. Account opening form is displayed to the user where he/she fills in the appropriate data that drives the opening of an operative account and submits the same to Relationship manager for further processing.

This screen also lets the retail user to download the account opening form, so that he/she can download it, take a print out of the same and later on give it to a branch.

Navigation

The following is the navigation for this option:

• Click the Operative Accounts – Open an Account hyperlink in the New Requests  screen.

OR

• Click on Open an Operative Account button in View Operative accounts screen (Under Balance & Transaction Information < Operative Accounts.

• The Open an Account screen is displayed.

What you can do

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

Field

Description

Account Preferences

Processing Date

Select the date using the calendar widget to specify the date on which the account opening request has to be processed.

Minimum Opening Amount

Specify the minimum amount to open an account. Select the account currency from the drop-down list.

Debit Account

Select the debit account from the drop-down list.

Note:

Amount to the new account will be credited by debiting this account. Only operative accounts will be displayed in the drop-down list.

Personal and Contact Details

Name

Specify the name of the account opener.

Taxpayer ID Number

Specify the tax payer identification number.

Phone 1 & 2

Telephone numbers of the customer.

Note:

If in case the bank wants to contact customers regarding this request, bank can use this number.

FAX 1 & 2

Fax numbers of the customer.

Note:

If in case the bank wants to contact customers regarding this request, bank can use this number.

E-mail Address 1 & 2

Email addresses of the customer.

Address

Specify the customer’s address.

City

Specify the customer’s city.

Postal Code

Specify the customer’s postal code.

State

The name of the state. Select the state using Look Up button.

Country

Select the name of the country from the drop-down list.

Remarks

Transaction Remarks

Specify remarks, if any.

Debit Service Charge Account

Select the debit account id for service charge.

Note:

If user does not select debit service charge account id from the drop-down list then, his/her primary account would be considered for the same purpose.

Additional Information

Displays the set of SLAs.

For Example:

It might take 7 working days for your request to be processed.