Create External Accounts Link for Retail

Introduction

This screen helps you create the external accounts link details.

Navigation

The following is the navigation for this option:

• Click Create New in the External Accounts Link Search for Retail screen.

Or

• Click Create New in the External Accounts Link List screen.

• The Create External Accounts Link for Retail 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

USER ID

The ID of the retail user for whom you want to set the link. Click Look Up to view the list of user IDs.

CUSTOMER BRANCH ID

The ID of the customer's branch for whom you want to set the link.

CUSTOMER ACCOUNT ID

The ID of the customer's account for whom you want to set the link.

Note:

The account specified must be a valid account present in the core banking system. This is validated by sending a message to the core banking system. If the account exists, the external account linkage gets successfully created. Otherwise, it results in a failure.

TRANSACTION TYPE

The type of transactions allowed from the linked account.

FACILITY START DATE

The date on which the facility will be activated for the customer.