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## 3.1.1 Account

This topic provides information on account.

1. In the Global Configuration screen, click Account.
   The Account screen is displayed.

   Figure 3-4 Account

   Description of "Figure 3-4 Account"
2. Click Edit to specify the details under account.
   The Account - Edit screen is displayed.

   Figure 3-5 Account - Edit

   Description of "Figure 3-5 Account - Edit"
3. Click expand and specify the details.

   Figure 3-6 Account

   Description of "Figure 3-6 Account"

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-1 Account - Field Description

   Field | Description
   --- | ---
   Account number display | Displays the unique account number associated with the customer’s account.
   To filter accounts while searching | Allows users to refine search results by filtering accounts based on specific criteria.
   To filter accounts in list | Enables users to apply filters to the displayed account list, helping narrow down the view to accounts
   Valid pattern for account nickname | Specifies the acceptable format for account nicknames.

   Figure 3-7 Credit Card

   Description of "Figure 3-7 Credit Card"

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-2 Credit Card - Field Description

   Field | Description
   --- | ---
   Credit card reward transactions | Displays the list of transactions that have earned or redeemed reward points on the credit card.
   Credit card display value from host | Displays the credit card details or values retrieved directly from the host system.

   Figure 3-8 Demand Deposit

   Description of "Figure 3-8 Demand Deposit"

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-3 Demand Deposit - Field Description

   Field | Description
   --- | ---
   Account number display | Displays the unique account number linked to the customer’s account for identification in transactions and statements.
   Current and savings interest certificate years | Defines the range of years available for generating interest certificates for current and savings accounts.
   Hide closed accounts for corporate user | Enables hiding of closed accounts from the account list view for corporate users to display only active accounts.
   Recent number of demand deposit account transactions | Specifies the number of recent transactions to be displayed for demand deposit accounts.
   Adhoc current and savings statement days | Sets the number of days for which ad-hoc statements can be generated for current and savings accounts.
   Transaction value date for demand deposits | Determines the value date to be used when displaying or processing demand deposit transactions.
   Debit card pin length | Defines the required length (number of digits) for the debit card Personal Identification Number (PIN).
   Flag for card id and display id from host | Indicates whether the card ID and display ID should be fetched directly from the host system.
   Account statements years | Specifies the range of years available for generating or viewing account statements.
   Days for fetching transactions | Determines the time period (in days) for which transaction records can be retrieved and displayed.
   Enable IBAN | Enables the option to display or use International Bank Account Numbers (IBAN) for applicable accounts.
   Days for listing Cheques | Defines the number of past days for which cheque records should be displayed in the system.
   Maximum number of records | Sets the upper limit on the number of records that can be retrieved or displayed in a single query or view.
   Demand deposits pre generated transactions | Indicates whether pre-generated transactions for demand deposit accounts should be displayed or processed automatically.
   Filters account activity on the basis of transaction date | Enables filtering of account activity records based on the selected transaction date range.

   Figure 3-9 Loan

   Description of "Figure 3-9 Loan"

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-4 Loan - Field Description

   Field Name | Description
   --- | ---
   Account number display | Displays the unique account number associated with the customer’s account for transaction and statement identification.
   Loan calculator interest rate default value | Specifies the default interest rate (%) that appears automatically when using the loan calculator.
   Loan calculator interest rate maximum value | Defines the highest permissible interest rate (%) that can be entered in the loan calculator.
   Loan calculator interest rate minimum value | Defines the lowest permissible interest rate (%) that can be entered in the loan calculator.
   Loan calculator number of installments default value | Sets the default number of installments (EMIs) pre-populated in the loan calculator.
   Loan calculator number of installments maximum value | Specifies the maximum number of installments allowed in the loan calculator.
   Loan calculator number of installments minimum value | Specifies the minimum number of installments required in the loan calculator.
   Loan calculator principal amount default value | Indicates the default principal loan amount displayed in the loan calculator.
   Loan calculator principal amount maximum value | Defines the upper limit of the loan amount that can be entered in the loan calculator.
   Loan calculator tenure default value | Sets the default tenure value (in months or years) pre-populated in the loan calculator.
   Loan calculator tenure maximum value | Defines the maximum tenure duration allowed for loan calculations.
   Loan calculator tenure minimum value | Defines the minimum tenure duration allowed for loan calculations.
   Loan eligibility calculator gross monthly income default value | Specifies the default gross monthly income amount displayed in the loan eligibility calculator.
   Loan eligibility calculator gross monthly income maximum value | Defines the maximum gross monthly income value that can be entered in the loan eligibility calculator.
   Loan eligibility calculator gross monthly income minimum value | Defines the minimum gross monthly income value required in the loan eligibility calculator.
   Loan eligibility calculator interest rate default value | Sets the default interest rate (%) displayed in the loan eligibility calculator.
   Loan eligibility calculator interest rate maximum value | Specifies the maximum permissible interest rate (%) in the loan eligibility calculator.
   Loan eligibility calculator interest rate minimum value | Specifies the minimum permissible interest rate (%) in the loan eligibility calculator.
   Loan eligibility calculator monthly expenses default value | Indicates the default monthly expenses value shown in the loan eligibility calculator.
   Loan eligibility calculator monthly expenses maximum value | Defines the upper limit for monthly expenses that can be entered in the loan eligibility calculator.
   Loan eligibility calculator monthly expenses minimum value | Defines the minimum monthly expenses value required in the loan eligibility calculator.
   Loan eligibility calculator tenure default value | Sets the default loan tenure (in months or years) pre-filled in the loan eligibility calculator.
   Loan eligibility calculator tenure maximum value | Defines the maximum loan tenure allowed in the loan eligibility calculator.
   Loan eligibility calculator tenure minimum value | Defines the minimum loan tenure allowed in the loan eligibility calculator.
   Loan calculator rounding mode | Specifies the rounding method (for example, up, down, nearest) used when calculating loan amounts and EMI values.
   Loan calculator rounding scale | Determines the number of decimal places to which calculated loan values are rounded.
   Account statements years | Specifies the range of years available for generating or viewing account statements.
   Loan transaction value date | Defines the value date to be used for displaying or processing loan transactions.
   Loans interest certificate years | Sets the range of financial years available for generating loan interest certificates.
   Recent number of loan account transactions | Specifies the number of recent loan account transactions to be displayed in the transaction list.
   Loan adhoc statement days | Determines the number of days for which ad-hoc statements can be generated for loan accounts.
   Loans pre-generated transactions | Indicates whether pre-generated loan transactions should be displayed or processed automatically.
   Filters account activity on the basis of transaction date | Enables filtering of loan or account activity records based on the selected transaction date range.

   Figure 3-10 Term Deposit

   Description of "Figure 3-10 Term Deposit"

   Note:

   The fields marked as Required are mandatory.

   For more information on fields, refer to the field description table.

   Table 3-5 Term Deposit - Field Description

   Field Name | Description
   --- | ---
   Account number display | Displays the unique account number associated with the customer’s account for transaction and statement identification.
   Term deposit interest frequency | Specifies how often interest is calculated and credited for term deposit accounts (e.g., monthly, quarterly, annually).
   Hide closed accounts for corporate user | Enables hiding of closed accounts from the account list view for corporate users to display only active accounts.
   Account statements years | Specifies the range of years available for generating or viewing account statements.
   Require PAN | Indicates whether the PAN (Permanent Account Number) is mandatory for term deposit account creation or transactions.
   Term deposit pre-generated transactions | Indicates whether pre-generated transactions for term deposit accounts should be displayed or processed automatically.
   Term deposits interest certificate years | Sets the range of financial years available for generating term deposit interest certificates.
   Adhoc statement term deposits days | Determines the number of days for which ad-hoc statements can be generated for term deposit accounts.
   Recent number of term deposit account transactions | Specifies the number of recent term deposit account transactions to be displayed in the transaction list.
   Term deposit calculation walk-in customer ID | Specifies the customer ID to be used when calculating term deposits for walk-in customers.
   Filters account activity on the basis of transaction date | Enables filtering of term deposit or account activity records based on the selected transaction date range.

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Parent topic: Global Settings