View and Update Personal Details

Introduction

This option allows the retail user to view and modify details about his personal profile and address information.   User can maintain different address details like home address, work address, communication address and contact details.  Profile details like name occupation and salutation can also be updated.

Note:

The retail user views and updates his or her profile (also mobile number) in e-Banking application, the details are fetched and updated online (through FI) that is, in CIF database.

Navigation

The following is the navigation for this option:

  • Access the Personal Profile menu from the Retail User screen.

  • Select the View and Update Personal Details option.

  • Click Ok.

  • The View and Update Personal Details screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

Personal Details

Salutation

Select the salutation from the drop-down list.

First

Specify the first name.

Note:

This field is mandatory. Special characters are not allowed in this field.

Middle

Specify the middle name.

Last

Specify the last name.

Note:

This field is mandatory. Special characters are not allowed in this field.

Occupation

Select the occupation from the drop-down list.

Home Address Details

House No.

The house number of the user.

Building Level

The building number of the user.

Street No.

The street number of the user.

Street Name

The street name of the user.

Suburb

The suburb where the user resides.

Locality

The locality in which the users resides.

Town

The town of the user.

Mail Stop

Mail stop details can be provided.

City

The city where the user resides.

State/Province

The state or province of residence.

Country

The country of residence.

Postal Code

The postal or zip code.

Note:

Special characters are not allowed in this field.

Address Since (dd/mm/yyyy)

The date since when the address is applicable to the user.

Work Address Details

House No.

The house number of the user.

Building Level

The building number of the user.

Street No.

The street number of the user.

Street Name

The street name of the user.

Suburb

The suburb where the user resides.

Locality

The locality in which the users resides.

Town

The town of the user.

Mail Stop

Mail stop details can be provided.

City

The city where the user resides.

State/Province

The state or province of residence.

Country

The country of residence.

Postal Code

The postal or zip code.

Note:

Special characters are not allowed in this field.

Address Since (dd/mm/yyyy)

The date since when the address is applicable to the user.

Communication Address Details

House No.

The house number of the user.

Building Level

The building number of the user.

Street No.

The street number of the user.

Street Name

The street name of the user.

Suburb

The suburb where the user resides.

Locality

The locality in which the users resides.

Town

The town of the user.

Mail Stop

Mail stop details can be provided.

City

The city where the user resides.

State/Province

The state or province of residence.

Country

The country of residence.

Postal Code

The postal or zip code.

Note:

Special characters are not allowed in this field.

Address Since (dd/mm/yyyy)

The date since when the address is applicable to the user.

Contact Details

Home Phone Number

The residence phone number along with the country and state code if any.

Note:

Special characters and alphanumeric values are not allowed in this field.

Work Phone Number

The work phone number along with the country and state code if any.

Note:

Special characters and alphanumeric values are not allowed in this field.

Communication Phone Number

The number on which the user would like to be communicated.

Note:

Special characters and alphanumeric values are not allowed in this field.

Mobile Number

The mobile phone number along with the country and state code if any.

Note:

Special characters and alphanumeric values are not allowed in this field.

Fax Number

The fax number along with the country and state code, if any.

Note:

Special characters are not allowed in this field.

Personal Email ID

The personal email id of the user.

Work Email ID

The work email id of the user.

 

Click

To

Request Change of Address and Contact Details

Clicking this enables the user to make the necessary updations in the above fields. On making the necessary changes the user will be asked to confirm the updations with his authentication password.

The request id will be generated and sent for processing on confirmation