Create Group

Introduction

The user can create groups in this screen and also link accounts to the group. The group name and currency must be provided as per user preference.

  • At least one account should be linked a group.

  • An account can be linked to multiple groups.

  • A group can contain accounts of different types like savings, deposit.

Note:

The edit group screen displays all these details in edit mode.

Navigation

  • Select Manage Account Groups in the Personal Profile  screen.

  • Click Create Group in the  Manage Account Groups screen.

OR

  • Click Account Summary  in the Balance & Transaction Information screen.

  • Click Manage Account Groups in the Account Summary screen.

  • Click Create Group in the  Manage Account Groups screen.

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

Account Group Details

Group Name

Mandatory

Alphanumeric / 80

Type the group name. This must not be any of the current group names already available for the user.

Group Currency

Mandatory

Drop-down

Select the currency for the account group. The balance for this accounts group will be displayed in this currency irrespective of the currency of the accounts linked.

 

Field

Description

Accounts Linked to the Group

Select

Check box

Select the accounts.

Account Number

Displays the account number.

Account Nickname

Displays the account nick name.

Account Type

Displays the account currency.

<

Go to the previous list screen.

>

Go to the next list screen.

Go to Page

Provide the page number and click Go to view the respective list screen.

 

Field

Description

Accounts Delinked to the Group

Select

Check box

Select the accounts

Account Number

Displays the account number.

Account Nickname

Displays the account nick name.

Account Type

Displays the account currency.

<

Go to the previous list screen.

>

Go to the next list screen.

Go to Page

Provide the page number and click Go to view the respective list screen.

 

 

Click

To

<

Link selected accounts to the group.

>

De-link the selected accounts from the group.

Continue

Proceed to the preview confirmation details screen where specified/edited details are summarized for user confirmation and authentication as per set up.

Reset

Clear the data specified.

Back

Go to the previous screen.