Temenos Digital
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Account Settings

Use the feature to manage various account settings of your profile.

Menu path: Online Banking

On the Settings screen, click to expand Account Settings.

Menu path: Mobile Banking

From the bottom menu, tap Menu > Settings and tap the required option from Accounts section.

Responsive Web

You can add or modify the account related settings. This page displays the list of all your accounts with few options to modify your account settings.

You can edit or modify any of the following:

  • Account preferences
  • Set Default Account
Accounts Settings
Account Preferences in Account Settings

Account Preferences

Use the feature to view and set your account preferences to use the application more efficiently. The preferences enabled in the online banking application will be reflected in all other banking applications of your bank.

Under the Account Settings section, click Account Preferences. The application displays the list of accounts and few options to edit or modify the account.

You can perform the following actions in this screen:

  • Mark as Favorite Account. Select the option to mark the account as your favorite.
  • E-Statement Enabled- Select this option to enable the e-statements to receive a soft copy of your account transactions.
  • Edit the Account Settings

Edit an Account

Click Edit on the required account. The app displays the Edit Accounts screen.

Edit option
Edit option
Edit Account
Edit Account

You can do any of the following:

  • Add or modify the Account Nickname.
  • Select/Clear the account as a preferred account. The app displays every favorite account on the Accounts Dashboard screen.
  • Statement Preferences
    • Enable/Disable the e-statements feature for the selected account.
      • If you disable the e-statement option, you will receive the paper statements of your account statement to the registered address.
      • If you enable the option, you will receive a soft copy of the statement to your registered e-mail address. While enabling, you have to accept the terms and conditions associated with the e-statement service.
    • Set the default e-mail for receiving the soft copy of your account statement. This option is displayed only when you enable the e-statements option.
  • Click Save. The app updates the details of the account.

All the above mentioned options may not be available for the external accounts added via Account Aggregation.

The statement preferences is integrated with Service Request micro service.

Accept Terms and Conditions
Terms and Conditions

Set Default Account

Use the feature to select the default "From" account for different types of bill payments and check deposits. You do not have to select the account every time you make a payment or deposit. You can, however, change to a different source account while performing a new bill payment or initiating a new check deposit. 

To select a default account, perform the following:

  1. Select Set Default Account from Account Settings screen. The application displays the transaction types and their default transaction accounts.
    • Bill Pay
    • Check Deposit
  2. Click Edit.
  3. Click the drop-down list displayed beside each transaction type to select the default account.

    The app lists only the eligible accounts for a particular transaction type.

Default Transaction Accounts
Default Transaction Accounts 
My Bills selection from Dropdown
Selection of My Bills from Dropdown 
Check Deposit Dropdown
Selection of Check deposit account from Dropdown
  1. Click Save. The application updates the default account for the selected transaction types. Click Cancel to abort the operation.

Mobile Banking

You can add or modify any of the following details:

  • Account Preferences
  • Set Default Account

Account Preferences

Use the feature to view and set your account preferences so that you can use the application more efficiently. The preferences enabled in the mobile banking application will be reflected in all other banking applications of your bank. Select Account Preferences option in Account Settings section.

You can do any of the following:

  • View the selected account details. You can tap theicon to view the account number.
  • Tap Edit to modify the Account Nickname. You can also change the e-mail address for the accounts for which the e-statements feature is enabled.
  • Enable/Disable the e-statements feature for the selected account. You have to select the default account to which you want to receive the e-statements. If you enable, you will stop receiving the paper statement of your account transactions to the registered address, and receive a soft copy of the statement to your registered e-mail address.
  • If the e-statements option is disabled, the paper statement is enabled by default.

Enable E-Statements

Settings from Hamburger menu

Settings from Hamburger Menu 

Account Preferences

Account Preferences 

Alert Preferences

Account Preferences

Enable e Statements

Enable E-Statements

Enable e Statements for Terms and Conditions

Enable E-Statements for Terms and Conditions

e Statement Enabled Successfully

E-Statement Enabled Successfully

Disable E-Statements

Settings from Hamburger menu

Settings from Hamburger Menu
Account Preferences
Account Preferences
Alert Preferences
Accounts
Disable E Statements
Disable E-Statements
Disable E Statements T&C
Terms and Conditions for Disable E-Statements

Disabled Successfully

E-Statement Disabled Successfully

Set Default Account

Use the feature to select the default "From" account for different types of bill payments and check deposits. You do not have to select the account every time you make a payment or deposit. You can, however, change to a different source account while performing any transaction. Select the Set Default Account option in Account Settings section.

You can select the default account for the following types of transactions from Set Default Account and the app displays Default account screen:

  • Bill Pay
  • Check Deposits

In the Default Account screen, you can tap any of the available accounts to select it as your preferred account. The app saves the account as your preferred account and displays it as the source account when you initiate a new bill payment or a new check deposit. 

You can tap the back arrow to navigate back to the Set Default Account screen.

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Published on :
Thursday, May 30, 2024 11:36:24 AM IST