Procedure for changing the name in Account details
in case of name change, use
menu:
HAALM
Scenario
A customer has changed the name in Gazette and wants to
change the name in all the accounts.
1.
Invoke the menu CMRC and
select the function MODIFY
a)
Change the required Last name,
Preferred name and short name
b)
Click on Submit
2.
Verify the modified details
using CMRC menu
3.
The Name change done in CIF
will not get effected in Account level as this CIF has already been linked.
4.
Now to correct the name in
account details, invoke the menu HAALM from operator
a)
Select the function MODIFY
b)
Enter the account number
wherein the name change has to be done
c)
Click on GO
5.
The old account details will
be displayed
6.
Required name to be changed in
A/c Name and A/c Short name fields
7.
An exception will be thrown,
click on Accept
8.
Verify the same using HAALM in
Supervisor login
9.
An exception error will be
thrown. Click on Accept
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