Branch Function - Update Scenarios

Scenario 1: Update Branch Details

Details

Note: The branch codes are usually pre-maintained in system during implementation stage, depending on the type of license purchased by the respective bank relating to SYNERGi system. User just needs to input or update the details of the respective branch.

Step 1

From the Tree Menu, search for the Branch function, and then click once on it.

Step 2

By default, system will display the screen with unfiltered data.

Note:

  • All the available branch records will be listed.

  • User needs to either go through the entire list or input values into the relevant search criteria fields, and then click once on the Refresh button.

Step 3

Click once on the Details icon of a branch record.

Step 4

System will display the existing data at the Branch Details screen.

Step 5

Proceed to overwrite the value of the respective enabled fields at the Branch Details screen.

Step 6

Click once on the Save button. Upon confirmation on data saving, system will capture and save data updated.

Note: Click once on the Cancel button, to discard all changes made.