CASA Profile Setup

The CASA (Current Account and Savings Account) Profile Setup page is configured to warehouse all accounts onboarding via Mobile and Internet into a specific product. This feature allows you, as an administrator, to establish standard parameters for different types of current and savings accounts, ensuring consistent account management across the banking platform. Through this interface, you can define product associations, assign account officers, set tier levels, and specify access permissions for various account types.

Accessing the CASA Profile Setup Page

• Log into the application using your credentials

• From the dashboard, navigate to E-Channels

• Select Internet Banking

• Click on CASA Profile Setup

Creating a New CASA Profile

To set up a new CASA profile:

1. Click the "Add" button at the top of the page.

2. Fill in the required fields:

   • Product: Select the appropriate product from the dropdown menu

   • Product Code: Enter the corresponding product code

   • Account Officer: Choose the designated account officer from the dropdown

   • Account Officer Code: Enter the account officer's identification code

   • Branch: Select the relevant branch from the dropdown menu

   • Branch Code: Enter the associated branch code

   • Account Tier Level: Select the appropriate tier level for the account

   • Access Level: Choose the required access level for the profile

   • Default Account Status: Select the initial status for accounts under this profile

3. Review all entered information for accuracy

4. Click the "Save" button to create the profile or "Cancel" to discard changes.