The system enables you to perform the following activities:
Perform the following steps to add address details.
To add address details
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.
On the navigation pane, under the
Update KYC section, click the
Address Details link.
The Update Address & Other Details
screen appears.
Click the ADD
NEW ADDRESS link.
The Address Details screen
appears.
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. |
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.
Perform the following steps to modify the address details.
To modify address details
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.
On the navigation pane, under the
Update KYC section, click the
Address Details link.
The Update Address & Other Details
screen appears.
Click the Name
link of the address to be modified.
The Address Details screen
appears.
Modify the field details as required.
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.