Procedure to Change name of depositor in Finacle : DOP

In case of name change, use menu: 

HAALM

Scenario

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

1.    Invoke the menu CMRC and select the function MODIFY

• Change the required Last name, Preferred name and short name
• Click on Submit

2.    Verify the modified details using CMRC menu

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

4.    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

5.    The old account details will be displayed

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

7.    An exception will be thrown, click on Accept

8.    Verify the same using HAALM in Supervisor login

9.    An exception error will be thrown. Click on Accept

Name has been changed successfully in the PPF account