CASA Profile Setup

The CASA Profile Setup page allows you to define which Current and Savings Account products are available through the internet banking channel in Udara360, and map them to the relevant branch, account officer, and access configuration. Each profile you create here determines the defaults applied when a customer opens a CASA account through internet banking, including the tier level, access level, and account status. This guide will walk you through creating and managing CASA profiles.

Accessing CASA Profile Setup

1. Log into the application using your credentials.

2. From the dashboard, navigate to E-Channels in the side menu.

3. Expand Internet Banking and Select CASA Profile Setup from the dropdown list

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.

Modifying, Viewing, or Activating a Profile

1. In the Actions column, click the three vertical dots (⋮) next to the profile you want to update

2. Select Modify to update the profile details, or

3. View to see the full profile details, or

4. Activate to enable an inactive profile.

Filtering the Records

1. Click the Filter button at the top right of the page

2. Enter your preferred filter criteria

3. Click Apply to display the filtered results

📌Click Reset Filter to clear all applied filters and return to the full list.