Navigation:  Deposit Screens > Definitions Screen Group > Product Codes Screen >

Features fields

Navigation:  Deposit Screens > Definitions Screen Group > Product Codes Screen >

Features fields

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Use these checkbox fields at the top of the Product Codes screen to indicate the account features of the product. Features can be designated for individual customer accounts in the Features field group on the Deposits > Account Information > Account Information screen.

 

ddpc_features

 

Possible account features for selection are:

 

Field

Description

Interest

 

Mnemonic: PCDFIN

Use this field to indicate whether the product uses interest features. Interest features for individual customer accounts can be adjusted on the Deposits > Account Information > Interest Fields screen as well as the Interest Fields field group on the Account Information screen.

Checking

 

Mnemonic: PCDFCK

Use this field to indicate whether the product uses checking features. Marking this field will make CIM GOLD screens and fields pertaining to checking accounts (including the Checking tab on this screen) file maintainable for individual customer accounts.

Certificate

 

Mnemonic: PCDFCD

Use this field to indicate whether the product uses certificate features. Features for customer certificate accounts can be adjusted on the Certificate Fields tab of the Deposits > Account Information > Additional Fields screen as well as the Certificate Fields field group on the Deposits > Account Information > Account Information screen.

Retirement

 

Mnemonic: PCDFRT

Use this field to indicate whether the product uses retirement features. Features for individual customer retirement accounts can be adjusted on the Retirement tabs on the Additional Fields screen as well as the Retirement fields on the Deposits > Account Information > Customer Directed Transfers > Customer Directed Transfers screen.

Overdraft

 

Mnemonic: PCDFOD

Use this field to indicate whether the product uses overdraft features. Marking this field will make CIM GOLD screens and fields pertaining to overdrafts file maintainable. Overdraft features can be adjusted for individual customer accounts on the Deposits > Account Information > Overdraft & Secured Loans screen. For the transaction, institution, and CIM GOLD features that pertain to the use of the overdraft feature, see the Overdrafting Conditions and Options help page.

Club Account

 

Mnemonic: PCDFCA

Use this field to indicate whether the product uses club account features. Marking this field will make CIM GOLD screens and fields pertaining to individual customer club accounts file maintainable. Club account features can be adjusted in the Club Account Fields field group on the Additional Fields screen.

 

Club accounts are accounts used to save funds for a specific purpose, such as a holiday. Customers make deposits to the account over time, and then a check is created and sent to them on a predefined date.

 

Certain combinations of these features are not allowed. For example, the Checking field is not compatible with the Club Account field. Feature fields that are incompatible with currently marked feature fields will not be file maintainable.

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