Enroll Corporate Profile

The Enroll Corporate Profile page allows you to set up internet banking access for corporate customers within Udara360. Unlike individual enrolments, corporate profiles require additional configuration, including group members, mandate rules, and transaction limits, to reflect the multi-signatory nature of corporate accounts. Once enrolled, a corporate customer can access the internet banking channel with the access controls defined during setup. This guide will walk you through enrolling a corporate customer and managing existing corporate profiles.

Accessing Enroll Corporate Profile

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 Enroll Corporate Profile from the dropdown list

Enrolling a Corporate Profile

The enrolment process follows two steps; account lookup, then account details confirmation.

Account Number

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

2. Enter the Account Number

3. Click Next: a Customer Details modal will appear showing the Customer ID, Account Name, and Account Number linked to that account

4. Confirm the details are correct and proceed

Account Details

The following fields are pre-populated from the account record and available for review or adjustment:

Field	Description
Customer ID	The customer's unique identifier; read-only
Account Name	The name on the account; read-only
Account Number	The account number entered in Step 1; read-only
Account Type	The account type; read-only
Branch	The branch the account belongs to
Product Type	The product associated with the account
Account Status	The current status of the account
Account Officer	The officer assigned to the account
Account Tier Level	The KYC tier of the account
Access Level	The access level for internet banking
Sector Code	The economic sector of the account
Category of Account	The account category
Delivery Mode	The statement delivery mode
Frequency	The statement frequency
Minimum Balance Required	The minimum balance requirement
Currency	The account currency
Reference Number	An optional reference number
IPPIS/Oracle ID	An optional IPPIS or Oracle identifier

• Toggle Override Product Applicable Interest or Override Product Applicable Fee if the standard product settings should not apply.

• Select the notification preference; E-Mail, SMS, or both under Notify via.

• The Group Members table lists all customers linked to the corporate account, showing Customer ID, Name, Phone Number, and Email.

• The Mandate Information table lists the mandate signatories, showing Customer ID, Full Name, Passport, and Signature. Select the relevant signatories using the checkboxes.

• The second Mandate Information table shows the signing rule, Limit type, and Amount.

• Click Create Account to complete the enrolment

Viewing or Deactivating a Corporate Profile

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

2. Select View to see the full profile details, or

3. Deactivate to disable the corporate 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.