Register for Peer to Peer Profile

Introduction

This screen allows the user to register with Peer to Peer service provider for getting a Profile.

Navigation

Select Register for Peer to Peer Profile in the Manage Peer to Peer Profile screen.

The Register for Peer to Peer Profile 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

Service Provider

Displays the service provider name. Since registration form is specific to a particular service provider, name is displayed by default.

Name

Displays the name of the customer. This is displayed by default from the bank record.

Nickname

Specify the nickname of the customer, as the customer desires to be appeared in the profile.

Account Details

Debit Account

From the drop-down list, select the customer account from which the debit has to happen.

Note:

All the registered accounts of the customer with debit access are listed here.
The View Account Details button can be used for listing complete details of the accounts.
This is a mandatory field and if the user does not select the account number an error message “Please select an account to act as debit account” is displayed.

Credit Account

From the drop-down list, select the customer account to which the credit has to happen.

Note:

All the registered accounts of the customer with debit access are listed here.
The View Account Details button can be used for listing complete details of the accounts.
This is a mandatory field and if the user does not select the account number an error message “Please select an account to act as debit account” is displayed.

Contact Details

Address Line 1 - 3

Specify the address details of the customer. First line amongst the three will be mandatory and rest will be optional.

Note:

If the first line is left blank, an error message “Please provide valid information for Address Line 1” is displayed.

City

Specify the residing city of the customer.

Note:

This is a mandatory field and if left blank, an error message “Please provide a valid residing city” is displayed.

State / Province

Specify the residing state/province of the customer.

Note:

This is a mandatory field and if left blank, an error message “Please provide a valid residing state/province" is displayed.

Country

Specify the residing country of the customer.

Note:

This is a mandatory field and if left blank, an error message “Please provide a valid residing country” is displayed.

Postal Code

Specify the postal code of the place where customer is residing.

Note:

This is a mandatory field and if left blank, an error message “Please provide a valid postal code” is displayed.

Home Phone Number

Specify the home phone number of the customer.

Note:

This is a mandatory field and if the customer fails to provide a valid home phone number, an error message “Please provide a valid phone number” is displayed.

Mobile Number

Specify the mobile number of the customer. This number would be used for sending alerts through SMS. This number is also be used for One Time Registration Number (ORN).

Note:

This is a mandatory field and if the customer fails to provide a valid mobile number, an error message “Please provide a valid mobile number” is displayed.

E-mail ID

Specify the e-mail ID of customer. This ID would be used for sending any information to the customer.

Note:

This is a mandatory field and if left blank, an error message “Please provide a valid email address” is displayed.

User Preferences

Make Payments

Select the check box if the registered P2P ID has to be used for making payments. If this check box is not selected, then user can only receive funds using this P2P ID.

Make Collection Requests

Select the check box if the registered P2P ID has to be used for receiving collections. If this check box is selected, then user can receive funds using this P2P ID.

Notification Methods

Collection Request Arrives

Select the check box to get notified when a collection request arrives.

User can set an amount limit above which the collection requests have to be notified.

Note:

User can prefer to get the notification through a SMS or through a mail.

Collection Request is Due

Select the check box to get notified when a collection request is due.

User can prefer to get notified on the due date itself or two days prior to the due date.

User can even prefer to get notified 1 or 2 weeks prior to the due date.

Note:

User can prefer to get the notification through a SMS or through a mail.

Terms and Conditions

Acknowledgement

Select the check box to agree all applicable terms and conditions to get registered for P2P profile. Click the hyperlink, a new page is displayed with all terms and conditions.

Note:

This is a mandatory field and if the customer does not select the check box for accepting the terms and conditions, an error message “Please read and accept the terms and conditions for registering for P2P Payments Service” is displayed.

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Note:

This being a non-financial transaction, limits will not be applicable.

Authorization Details section would also be displayed along with Approver Details section, if applicable.

If no approval is required, then request is submitted successfully to the host.

If bank user and/or corporate approvals are required for the request, the request will be sent for bank user/corporate approval. The customer will be provided with a request ID and the details of the request are updated.

If the registration request submitted is successful, a success message is displayed. Else the failure message with failure reason is displayed.