Creating / Editing A Record
Step 1
Example - Creation
Example - Editing
Fields
| Field | Mandatory | Type | Description |
|---|---|---|---|
| Name | Yes | Text Box | Customer Name for the Bank Account. |
| Sort code | Yes | Text Box | Sort Code for the Customer Bank Account. |
| Account | Yes | Text Box | Account number for the Customer Bank Account. |
| Custom Reference | No | Text Box | Optional reference for the Customer Bank Account. |
| Create Mandate | No | CheckBox | NOTE: Option only available on creation of a new Bank Account. If selected will create a Mandate attached to the new Bank Account. |
| Mandate Reference | Yes | Dropdown | NOTE: Option only available on creation of a new Bank Account. If populated, will make up the AUDDIS reference of the Mandate. |
| SUN | Yes | Dropdown | NOTE: Option only available on creation of a new Bank Account. Available SUNs to connect the Mandate to. |
| Originator Account | Yes | Dropdown | NOTE: Option only available on creation of a new Bank Account. Available Originator Accounts, for the selected SUN, to connect the Mandate to. |
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “CHECK ACCOUNT DETAILS” Button | Checks the Account Details, and if valid, moves to step 2. |
| “CANCEL” Button |
Step 2
The proposed new/updated Bank Account Record is displayed for checking before being saved.
Actions
Available actions, subject to permissions, are:
| Action | Description |
|---|---|
| “SAVE” Button | Saves the changes and displays the Detail View. |
| “CANCEL” Button | Ignores the changes and displays the List View or the Detail View. |