This section provides a guide on how to perform operations pertaining to Account Schemes on the Compliance Planet, with step-by-step instructions and pictures.
WHAT IS AN ACCOUNT SCHEME?
Account schemes are sub-packages or sub-plans of a financial institution’s account types or account plans. Account plans are designed by the institution to suit the different needs and lifestyles of its customers. Every account scheme has a unique codes referred to as ‘Scheme Code’.
Under this control panel feature, the software provides a list of account schemes a financial institution has and operations that can be carried out on the account schemes. These operations include editing, deleting, downloading and adding new account schemes, with options to carry out operations individually or in bulk.
