Set Preferences

Introduction

The Set Preferences screen lets the retail user to set his preferences with regard to:

• Date format

• Amount format

• Language

• Favorite links

The retail user has to check the check box against whichever option for which he is choosing the preference. The above preferences can be used at various business scenarios. For example, Post login to e-Banking application, the retail user views the date or amount format according to the preference set here.

Navigation

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

• Select the Set Preferences option.

• Click Ok.

• The Set Preferences screen is displayed.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Date Format

Select the date format from the drop-down list.

Account List Screen View

Select preferred view as Account View or Group View.

Primary Account Number

Optional

Check box

Select the preferred account number from the drop-down to be defaulted in new transaction screen. The accounts for which user has transaction access are displayed in this drop down. This selection will take precedence over favorite accounts set for an activity.

Amount Format

Select the amount format from the drop-down list.

Language

Select the preferred language from the drop-down list.

Favorite Links

Select the preferred links from the drop down.  These will be available to the user on the main dashboard screen at the time of logging into the application.