CHANGE NAME OF DEPOSITOR IN FINACLE (HAALM)

CHANGE NAME OF DEPOSITOR IN FINACLE (HAALM)

Scenario

• A customer has changed the name in Gazette and wants to change the name in all the accounts.

• Invoke the menu CMRC and select the function MODIFY 

• Change the required Last name, Preferred name and short name 

• Click on Submit 

• Verify the modified details using CMRC menu 

• The Name change done in CIF will not get effected in Account level as this CIF has already been linked. 

• Now to correct the name in account details, invoke the menu HAALM from operator 

• Select the function MODIFY 

• Enter the account number wherein the name change has to be done 

• Click on GO 

• The old account details will be displayed 

• Required name to be changed in A/c Name and A/c Short name fields 

• An exception will be thrown, click on Accept 

• Verify the same using HAALM in Supervisor login 

• An exception error will be thrown. Click on Accept 

• Name has been changed successfully in the account