Last updated on AUGUST 22, 2016
Applies to:Oracle FLEXCUBE Universal Banking - Version 12.0.2 and later
Information in this document applies to any platform.
Please refer UM's CE.pdf Section 2.2.16, Hope this will help us in conveying the details to business users on the product functionality.
1.1.1 Maintaining Account Details
You can maintain account details as a part of auto customer creation process from the ‘Account Details’ screen. Click ‘Account Details’ button to invoke this screen.
System displays the following details:
• Branch Code
• Account No
• Customer No
• Customer Name
Select the currency of the account from the adjoining option list. By default, system displays the local branch currency here.
Select account class from the adjoining option list for the account creation.
If you click the ‘P’ button, the system generates the other details in this screen.
Note the following:
• Only few parameters can be maintained during account creation. The system defaults the remaining based on the values maintained at ‘Account Class Level.
• The system supports only Savings and Current Accounts.
For further information on the generic attributes that you can define while creating a customer, refer ‘Maintaining Customer Accounts’ section of CASA module.
Creation of customer account details from customer maintenance screen(STDCIF)
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