Modifying Address Details

The system enables you to perform the following activities:

Adding Address Details

Perform the following steps to add address details.

To add address details

  1. Search a KYC.
    If the customer type is corporate, the KYC - Corporate Details screen appears.
    If the customer type is individual, the KYC - Personal Details screen appears.

  2. On the navigation pane, under the Update KYC section, click the Address Details link.
    The Update Address & Other Details screen appears.

  3. Click the ADD NEW ADDRESS link.
    The Address Details screen appears.

  4. Specify the following field details.

Field

Description

Name

Type the name of the individual/corporate. This is a mandatory field.

Other Name

Type the other name.

Customer Name Type

Select the customer name type whose address details are to be added, from the drop-down list. For example, Customer

Addr1

Type the address 1.

Addr2

Type the address 2.

Addr3

Type the address 3.

City

Type the name of the city.

State

Type the name of the state.

Country

Type the country of the individual/corporate from the drop-down list.

Nationality

Select the nationality from the drop down list.

Pin Code

Type the pin code.

Date Of Birth (Dd-Mon-Yyyy)

Type the date of birth of the customer.

PAN

Type the PAN identification number.

Phone No.

Type the phone number.

Fax No.

Type the Fax number.

Mobile No.

Type the mobile number.

Email Id

Type the E-mail ID of the user.

Passport No

Type the passport number.

Identification Mark

Type the identification mark.

Identification Type 1

Select identification type 1 from the drop-down list. For example, Driving License, Bank Statement and Passport Number

Issuing Authority 1

Type the issuing authority of the identification type that you have selected from the Identification Type 1 drop-down list.

Identification 1 Expiry Date (Dd-Mon-Yyyy)

Type the expiry date of the identification type that you have selected from the Identification Type 1 drop-down list. Type the date in the Dd-Mon-Yyyy format. For example, 05-Aug-1950

Identification Type 2

Select identification type 2 from the drop-down list. For example, Driving License, Bank Statement and Passport Number

Issuing Authority 2

Type the issuing authority of the identification type that you have selected from the Identification Type 2 drop-down list.

Identification Val2

Type the description of the identification type that you have selected from the Identification Type 2 drop-down list.

Identification 2 Expiry Date (Dd-Mon-Yyyy)

Type the expiry date of the identification type that you have selected from the Identification Type 2 drop-down list. Type the date in the Dd-Mon-Yyyy format. For example, 05-Aug-1950

Issuing Authority 3

Type the issuing authority of the identification type that you have selected from the Identification Type 3 drop-down list.

Identification Type 3

Select identification type 3 from the drop-down list. For example, Driving License, Bank Statement and Passport Number

Identification 3 Expiry Date (Dd-Mon-Yyyy)

Type the expiry date of the identification type that you selected from the Identification Type 3 drop-down list. Type the date in the Dd-Mon-Yyyy format. For example, 05-Aug-1950

Identification Val3

Type the description of the identification type that you have selected from the Identification Type 3 drop-down list.

  1. Click the Add button.
    A message about record successfully sent for authorization appears and after authorization the record gets added.
    Or…
    A message about successful addition of the record appears.

Modifying Address Details

Perform the following steps to modify the address details.

To modify address details

  1. Search a KYC.
    If the customer type is corporate, the KYC - Corporate Details screen appears.
    If the customer type is individual, the KYC - Personal Details screen appears.

  2. On the navigation pane, under the Update KYC section, click the Address Details link.
    The Update Address & Other Details screen appears.

  3. Click the Name link of the address to be modified.
    The Address Details screen appears.

  4. Modify the field details as required.

  5. Click the Update button.
    A message about record successfully sent for authorization appears and after authorization the record gets updated.
    Or…
    A message about successful modification of the record appears.