The system enables you to search a KYC based on specified search criteria. You have to search a KYC to view or modify KYC details.
To search a KYC
Access
the KYC module.
The KYC Search screen appears.
Specify one or more of the following field details.
|
Field |
Description |
|
Customer Category |
Select the customer category from the drop-down list. |
|
Customer Code |
Type the customer code. |
|
Passport No |
Type the passport number. |
|
Customer Name |
Type the name of the customer to be searched. |
|
Customer Unicode |
Type the other name in Unicode, which supports non ASCII characters. |
|
Account code |
Type the account number. |
|
Mobile No |
Type the mobile number of the customer. |
|
Addr1 |
Type the address 1. |
|
City |
Type the name of the city. |
|
PAN |
Type the PAN number. |
|
Pin Code |
Type the pin code. |
|
Branch Code |
Select the branch code of the customer from the drop-down list. |
|
Occupation |
Select the occupation of the customer from the drop-down list. |
Click the Submit
button.
The KYC Search Result screen
appears.
|
Note: |
If the KYC you want to view or modify does not appear in the search result, click the Click here to search again link to specify search criteria again. |
Click the Customer
Name link of the KYC to be viewed or modified.
If the customer type is corporate, the KYC
- Corporate Details screen appears.
If the customer type is individual, the KYC
- Personal Details screen appears.
|
Note: |
Alternatively, to search a KYC, click the KYC Lookup link on the navigation pane after accessing the KYC module. |