Tag: Compliance Planet Control Panel

In line with the Three-Tiered KYC requirements issued by the CBN, account schemes are classified into the three tiers of account. Account tier refers to the three levels of account; Tier One Account, Tier Two Account and Tier Three Account. Account scheme tier tag refers to the particular class or level (tier) of account an account scheme belongs to. Tier tags are represented by their tag description.

Account Tier Operations

This Control panel feature provides a list of account scheme-tier tags. The operations include;

● Editing an account scheme tier,

● Deleting an account scheme tier, and

● Creating a new account scheme tier tag.

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This Control panel feature provides a list of account scheme-tier tags. The operations include;

● Editing an account scheme tier,

● Deleting an account scheme tier, and

● Creating a new account scheme tier tag.

NOTE: Only Person(s) profiled as deputy supreme admin will be able to carry out this operation(s).

To perform any of the operations on ACCOUNT SCHEME-TIER TAGS;

STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 13.2a below

(fig. 13.2a)

STEP 2: From the left hand side menu, click on ‘ACCOUNT TIER’ as in fig. 13.2b below.

(fig. 13.2b)

➔ This displays a page showing a list of all account schemes and their tier tags. See fig. 13.2c for an example.

(fig. 13.2c)

➔ From fig. 13.2c above, at the bottom-right corner of the page, the software gives information about the number of pages of the list, with the page numbers written out. The page numbers represent buttons to go to each page. By clicking on any of the page number, the planet takes you to that particular page. Click ‘NEXT’ to go to the next page or ‘PREVIOUS’ to go to the page before the current page.

➔ Adjust the number of account scheme tier tags per page by clicking on the ‘ENTRIES’ box. See fig. 13.2d for an example.

(fig. 13.2d)

➔ Search for Account Schemes and their tier tags by typing the scheme code, scheme description or tier description. Search results will be shown immediately a character is typed in the search box. See fig. 13.2e below for an example.

(fig. 13.2e)

➔ Each entry has two (2) action buttons; ‘Edit’ button and ‘Delete’ button. The operations are explained below.

How To Edit an Account Tier

To change details of an account scheme-tier tag;

STEP 1: Click on the ‘Edit’ button as shown in fig.13.3a below.

(fig. 13.3a)

➔ This displays an ‘Edit Account Scheme-Tier tag’ console, as in fig. 13.3b.

(fig. 13.3b)

STEP 2: Select a scheme code and/or a scheme tier as in fig. 13.3c and fig. 13.3d respectively, depending on what you want to edit.

(fig. 13.3c)

(fig. 13.3d)

STEP 3: Click ‘SAVE CHANGES’ as shown in fig. 13.3e below, to update the new changes on the planet.

(fig. 13.3e)

➔ This displays a confirmation console as in fig. 13.3f to confirm you want to change the details.

(fig. 13.3f)

➔ Click on ‘CONFIRM’ as in fig. 13.3f above to save the changes or CANCEL to discontinue action. When the changes are saved, a notification will be displayed at the top of the page as in fig. 13.3g below.

(fig. 13.3g)

How To Delete an Account Tier

➔ To delete an account scheme-tier tag, click on ‘DELETE’ as in fig. 13.4a below.

(fig. 13.4a)

➔ This displays a confirmation console to confirm your request to delete the account scheme-tier tag as in fig. 13.4b. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to discontinue.

(fig. 13.4b)

➔ A notification as in fig. 13.4c will also be displayed at the top of the page when scheme-tier tag delete is complete.

(fig. 13.4c)

How To Create New Account Scheme-Tier Tag

➔ This refers to the adding of a new account scheme-tier tag. Here is how to do this.

STEP 1: Click on ‘NEW ACCOUNT SCHEME-TIER’ as in fig. 13.5a below.

(fig. 13.5a)

➔ Clicking on ‘NEW ACCOUNT SCHEME-TIER’ will display a console titled, ‘NEW ACCOUNT SCHEME-TIER TAG’, on which you are to select details of the scheme. See fig. 13.5b below for an example.

(fig. 13.5b)

➔ Select account scheme code from the list of scheme codes as seen in fig. 13.5c for an example.

(fig. 13.5c)

➔ Select scheme-tier tag as shown in fig. 13.5d below.

(fig. 13.5d)

STEP 2: Click ‘SAVE’ as shown in fig. 13.5e below to add the new scheme tier-tag.

(fig. 13.5e)

➔ This displays a confirmation console as in fig. 13.5f below. Click on ‘CONFIRM’ to proceed with the creation of a new account scheme tier tag or ‘CANCEL’ to discontinue.

(fig. 13.5f)

➔ If you proceed, a notification as in fig. 13.5g will be displayed at the top of the page when the account scheme-tier tag is successfully created.

(Fig. 13.5g)

● ‘DISMISS’ BUTTON

The ‘DISMISS’ button is used for closing the ACCOUNT TIER page also. Clicking on this button will close the current page and take you to the Data panel home page. See this button in fig. 13.5h below.

(fig. 13.5h)

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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.

Note: Only person(s) profiled as deputy supreme admin can carry out account scheme operations.

To perform any of the operations on Account schemes;

STEP 1: From the main dashboard, click ‘CONTROL PANEL’ as in fig 12.2a below

(fig. 12.2a)

➔ STEP 2: From the left hand side menu, Click ‘ACCOUNT SCHEME’ as in fig. 12.2b below.

(fig. 12.2b)

➔ This displays a page showing a list of all the financial institution’s account schemes. An account scheme comprise of a scheme code, an account type, an ADRAPS account type, an ADRAPS customer type and type. See fig. 12.2c for an example.

● Account type is an alphabetic representation of each account scheme in line with the provided schema description by NFIU.

● ADRAPS account type: This is the specification of an account type in line with ADRAPS requirements. ADRAPS account type can either be ‘Current’, ‘Savings’ or ‘Deposit’.

● ADRAPS customer type: This refers to the various types of customer account types in accordance to CBN ADRAPS template/schema description file. The customer types are; Individual, Estate, Joint account, Corporate, Government, Association, N.G.O., Embassy, International agency, Government and ‘Others’.

● Type: This represents the financial institution’s classification of the account sub-package.

(fig. 12.2c)

➔ As seen in fig. 12.2c above, at the bottom-right corner of the page, the planet gives information about the number of pages of the list, with the page numbers written out. Click on any page number,  and the software takes you to that particular page. Click on the ‘NEXT’ button to go to the next page or the ‘PREVIOUS’ button to go to the page before the current one.

➔ Click on the ‘ENTRIES’ box to adjust the number of account schemes you see per page. See how to adjust the number of entries per page in fig. 12.2d.

(Fig. 12.2d)

➔ Search for Account Schemes by typing the account scheme code, scheme description, account type, ADRAPS account type or ADRAPS customer type in the search box as in fig. 12.2e below. Search results will appear immediately a character is typed in the search box..

(fig. 12.2e)

➔ Each Account scheme has two (2) action buttons; ‘Edit’ button and ‘Delete’ button. The different operations are explained below.

How to edit an Account Scheme

➔ To change details of an account scheme;

STEP 1 Click on its ‘Edit’ button as shown in fig. 12.2f below.

(fig. 12.2f)

➔ This displays an ‘Edit Account Scheme’ console, as in fig. 12.2g.

(fig. 12.2g)

STEP 2: Fill in the details you want to add or change.

STEP 3: Click on ‘SAVE CHANGES’ as shown in fig. 12.2g above, to update the account scheme details on the planet.This displays a confirmation console as in fig. 12.2h to confirm you want to change the details.

(fig. 12.2h)

➔ Click ‘CONFIRM’ as in fig. 12.2h above to save the changes or cancel to discontinue action. When the changes are saved, a notification will be displayed at the top of the screen as in fig. 12.2i.

(fig. 12.2i)

How to Delete an Account Scheme

➔ To delete an account scheme, click on ‘DELETE’ as in fig. 12.2j .

(fig. 12.2j)

➔ This displays a confirmation console to confirm your request to delete that particular account scheme as in fig. 12.2k

(fig. 12.2k)

➔ Click on ‘CONFIRM’ to proceed. A notification as shown in fig. 12.2l will also be displayed at the top of your screen.

(fig. 12.2l)

How to carry out Bulk Account Scheme Operations

The action buttons available under the bulk operations section of the Account Scheme page as shown in fig. 12.2m include buttons for individual and bulk operations. They are;

● Download account schemes

● Delete selected schemes

● New account scheme

● Upload scheme

● Dismiss

(fig. 12.2m)

➔ To select an account scheme, click on its checkbox as shown in fig. 12.2n below. multiple account schemes can be selected for bulk operation as seen in the example.

(fig. 12.2n)

➔ To select or deselect all the account schemes on a page, click on the checkbox of the table title bar as in fig. 12.2o. This checkbox is between SN and Scheme Code.

(fig. 12.2o)

A. How to Download Account Schemes

➔ To download all the financial institution’s account schemes on the planet, click on ‘DOWNLOAD ACCOUNT SCHEMES’ as in fig. 12.2p.

NOTE: you do not  need to select the account schemes.

(fig. 12.2p)

➔ This displays a confirmation console to confirm you want to download all the account schemes. Click on ‘CONFIRM’ as in fig. 12.2q to proceed with the download or ‘CANCEL’ to stop action.

(fig. 12.2q)

➔The signal console shows on going processes. An example of a signal console is fig 12.2r , and when download is complete, a notification will be displayed at the top of the page as shown in fig. 12.2r.

(fig. 12.2r)

B. How to delete Account schemes

➔ After selecting the account schemes to be deleted; Click on ‘DELETE SELECTED SCHEMES’ as in fig. 12.2s below

(fig. 12.2s)

➔ This displays a confirmation console to confirm your request as shown in fig. 12.2t below.

(fig. 12.2t)

➔ When the operation is complete, a notification will be displayed at the top of the page as in fig. 12.2u.

(fig. 12.2u)

C. How To Create New Account Scheme

➔ To add a new account scheme on the planet, click on ‘NEW ACCOUNT SCHEME’ as in fig. 12.2v below.

(fig. 12.2v)

➔ This displays a console titled, ‘NEW ACCOUNT SCHEME’., where you are to input the details of the new scheme. See fig. 12.2w for an example.

(fig. 12.2w)

➔ Fill in the details of the new account scheme in their respective fields. See fig. 12.2x for an example. After inputting the details, click on ‘SAVE’ as shown below.

(Fig. 12.2x)

➔ This displays a confirmation console to confirm you want to add a new account scheme as in fig. 12.2y. Click on ‘CONFIRM’ to proceed with the creation of a new Account scheme or ‘CANCEL’ to discontinue.

(fig. 12.2y)

➔ If you proceed, a notification as in fig. 12.2z will be displayed at the top of the page when the account scheme has been successfully created. The new scheme would be added to the list of Account schemes on software.

(fig. 12.2z)

D. How To Make Bulk Upload of New Account Schemes.

➔ To add more than one new Account scheme on the software, you need to upload an excel file filled with the details of the new Account schemes according to the software’s specification for uploading new Account schemes. This process is described below.

STEP 1: Click on ‘UPLOAD SCHEME’ as in fig. 12.2aa below.

(fig. 12.2aa)

➔ This displays a ‘Planet Account Scheme Upload’ console as in fig. 12.2ab.

(fig. 12.2ab)

STEP 2: Click on ‘SELECT SCHEME EXCEL FILE’ as in fig. 12.2ac to choose the excel file filled with the details of the new account schemes to be uploaded on the software.

 (fig. 12.2ac)

➔ If you do not have the file specification for uploading new details, click on ‘ACC. SCHEME FILE SPEC.’ as shown in fig. 12.2ad to download an excel file with the required specification.

(fig. 12.2ad)

➔An excel file will be downloaded to your computer with pre-filled titled columns under which the details will be entered. Open the file, fill in the required details of the new Account schemes and save the changes to the file. Renaming the file on your computer is optional. Now that you have a file to upload, click on ‘Select Scheme Excel File’ to choose that file for upload.

➔ After selecting a file from your computer, the name of the selected file will be added to the upload console. See fig. 12.2ae for an example.

(fig. 12.2ae)

➔ To close the upload console, click on ‘DISMISS CONSOLE’. Note that you can continue the upload from where you stopped by clicking ‘Upload scheme’.

STEP 3: Click on the ‘SAVE ACCOUNT SCHEME’ button as in fig. 12.2af to save the new account schemes on the software.

(fig. 12.2af)

➔ This displays a confirmation console as in Fig 12.2ag below. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to return to the upload console.

(fig. 12.2ag)

➔ A notification as in fig. 12.2ah below will be displayed at the top of the page as the planet is saving the new account schemes.

(fig. 12.2ah)

● ‘DISMISS’ BUTTON

Clicking on this button as in fig. 12.2aI below will close the page and take you to the DATA panel home page as in fig. 12.2a.

(fig. 12.2ai)

For further enquiries :

Tel +234(0) 816 555 9818

Email solutions@efuelite.com

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This section provides a guide on how to perform operations pertaining to SWIFT Schemes on the Planet, with step-by-step instructions and pictures.

WHAT IS SWIFT?

SWIFT stands for Society for Worldwide Inter bank Financial Telecommunication. The SWIFT system provides a global network that enables financial institutions worldwide to send and receive information about financial transactions in a secure, standardized and reliable environment. It facilitates the transfer of financial messages between financial institutions. Using these messages, banks can exchange data for funds transfer between financial institutions. All financial institutions operating on this network have a SWIFT Code. A SWIFT code is an international bank code that identifies particular banks worldwide. It is also known as a Bank Identifier Code (BIC). It consists of 8 or 11 characters.

Under this control panel feature, the software provides a list of financial institutions and their SWIFT codes. Operations include editing, deleting, downloading and adding new SWIFT codes, with options to carry out operations individually or in bulk.

Web http://solutions.efuelite.com

Under this control panel feature, the software provides a list of financial institutions and their SWIFT codes. Operations include editing, deleting, downloading and adding new SWIFT codes, with options to carry out operations individually or in bulk.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” will be able to carryout this operation.

To perform any of the operations on SWIFT schemes;

STEP 1: From the main dashboard, click on ‘CONTROL PANEL’  as in fig 11.2a below

(fig. 11.2a)

➔From the left hand side menu, click on ”Swift Scheme” as shown I Fig 11.2b below.

(fig. 11.2b)

STEP 2: This displays a page showing a list of all financial institutions, their SWIFT codes and other details. See fig. 11.2c for an example.

(fig. 11.2c)

➔ At the bottom-right corner of the page, the software gives information about the number of pages on the list, with the page numbers written out. The page numbers represent buttons to go to each page. By clicking on any page number, the planet takes you to that particular page. Click on the ‘NEXT’ button to go to the next page or the ‘PREVIOUS’ button to go to the page before the one you are viewing at that moment. See these features in fig. 11.2c above.

➔ Click the ‘ENTRIES’ box to adjust the number of financial institutions you see per page. See how to adjust the number of entries per page in fig. 11.2d.

(fig. 11.2d)

➔ Search for SWIFT Schemes by typing institution code, institution name, or SWIFT code in the search box as in fig. 11.2e below. Search results are immediately.

(fig. 11.2e)

➔ Each institution has two action buttons; ‘Edit’ button and ‘Delete’ button. The different operations are explained below.

How to Edit a SWIFT scheme

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” and “screen edit Swift Dom transactions’ will be able to carryout this operation.

➔ To change details of an institution;

STEP 1: Click on its ‘Edit’ button as shown in the example in fig. 11.2f below.

(fig. 11.2f)

➔ This display an “Edit Swift Scheme” console as in fig. 11.2g.

(fig. 11.2g)

STEP 2: Fill in the details you want to add or change.

STEP 3: Click on ‘SAVE’ to update the details on the software. Clicking‘Save’ will display a confirmation console as in fig. 11.2h to confirm you want to change the details.

(fig. 11.2h)

➔ Click  ‘CONFIRM’ to save the changes. When the changes are saved, a notification will be displayed at the top of the screen as in fig. 11.2i.

(fig. 11.2i)

How To Delete a SWIFT scheme

➔ To delete a SWIFT scheme, click on ‘DELETE’ as in fig. 11.2j below.

(fig. 11.2j)

➔ This displays a confirmation console to confirm your request as in fig. 11.2k

(fig. 11.2k)

➔ Click on ‘CONFIRM’ to proceed. A notification as shown in fig. 11.2l will also be displayed at the top of the page.

(fig. 11.2l)

How To Carry Out Bulk Swift Operations

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” and “Bulk edit Swift Dom transactions’ will be able to carryout this operation.

The action buttons available under the bulk operations section of the page as shown in fig. 11.2m include buttons for both individual and bulk operations.

They are;

●Download SWIFT schemes

●Delete selected schemes

●New SWIFT scheme

●Upload scheme

●Dismiss

(fig. 11.2m)

➔ To select a scheme click on its checkbox as shown in the example in fig. 11.2n. Multiple schemes can be selected for bulk operations.

(fig. 11.2n)

➔ To select or deselect all the schemes on a page, click on the checkbox of the table title bar. This checkbox is between SN and Inst. Code. See fig. 11.2o below.

(fig. 11.2o)

A. How to Download SWIFT Schemes

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” and “Download Swift Dom transactions’ will be able to carryout this operation.

➔ To download all the SWIFT schemes on the planet, click on ‘DOWNLOAD SWIFT SCHEMES’. No need to mark all the schemes.

(fig. 11.2p)

➔ This displays a confirmation console as in fig. 11.2q. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to stop action.

(fig. 11.2q)

➔The signal console shows on going processes, and when download is complete, a notification will be displayed at the top of the page as shown in fig. 11.2r.

(fig. 11.2r)

B. How to Delete SWIFT Scheme

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” will be able to carryout this operation.

➔ After selecting the SWIFT schemes to be deleted; Click on ‘DELETE SELECTED SCHEMES’ as in fig. 11.2s.

(fig. 11.2s)

➔This displays a confirmation console to confirm your request as shown in fig. 11.2t below.

(fig. 11.2t)

➔ When delete is complete, a notification will be displayed at the top of the page as in fig. 11.2u.

(fig. 11.2u)

C. How to Create A New SWIFT Scheme

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” will be able to carryout this operation.

➔ To add a new SWIFT scheme on the software, click on ‘NEW SWIFT SCHEME’ as in fig. 11.2v

(fig. 11.2v)

➔ Clicking on the ‘NEW SWIFT SCHEME’ button will display a ‘NEW SWIFT SCHEME’ console as in fig. 11.2w, where you are to input details of the scheme.

(fig. 11.2w)

➔ Fill in the details of the new scheme in their respective fields. After inputting the details, click on ‘SAVE’ as shown in fig. 11.2x.

(fig. 11.2x)

➔ This displays a confirmation console to confirm your action. Click on ‘CONFIRM’ to proceed with the creation of a new SWIFT scheme or ‘CANCEL’ to discontinue.

(fig. 11.2y)

➔ If you proceed with adding a new SWIFT scheme, a notification as in fig. 11.2z will be displayed  at the top of the page when the software has successfully created the new SWIFT scheme. The new scheme would be added to the list of SWIFT schemes on the software.

(fig. 11.2z)

D. How to make Bulk Upload of New SWIFT Schemes.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view Swift Dom transactions” and “Bulk edit Swift Dom transactions’ will be able to carryout this operation.

➔ To add more than one new SWIFT scheme on the software; you need to upload an excel file filled with the details of the new SWIFT schemes according to the software’s specification for uploading new SWIFT schemes. This process is described below.

STEP 1: Click on ‘UPLOAD SCHEME’ as in fig. 11.2aa below.

(fig. 11.2aa)

➔ This displays a ‘Swift Scheme Upload’ console as in fig. 11.2ab.

➔ To close the upload console, click on ‘DISMISS CONSOLE’. Note that you can continue the upload from where you stopped by clicking on ‘Upload scheme’.

(fig. 11.2ab)

STEP 2: Click on ‘SELECT SCHEME EXCEL FILE’ as in fig. 11.2ac to choose the excel file filled with the new details to be uploaded on the planet.

(fig. 11.2ac)

➔ If you do not have the file specification for uploading new details, click on ‘SWIFT SCHEME FILE SPEC.’ as shown in fig. 11.2ad to download an excel file with the required specification.

(fig. 11.2ad)

➔ An excel file will be downloaded to your computer with pre-filled titled columns under which the details will be entered. Open the file, fill in the required details of the new SWIFT schemes and save the changes to the file. Renaming the file on your computer is optional. Now you have a file to upload. Click on ‘Select Scheme Excel File’ to select the file.

➔ After selecting a file from your computer, the name of the selected file will be added to the upload console. See fig. 11.2ae for an example.

(fig. 11.2ae)

STEP 3: Click on the ‘SAVE SWIFT SCHEME’ button as in fig. 11.2ae above to save the new SWIFT schemes on the software.

➔ This displays a confirmation console. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to return to the upload console. See fig. 11.2af.

(fig. 11.2af)

➔ A notification as in fig. 11.2ag will be displayed at the top of the page as the software is saving the new SWIFT schemes.

➔ SWIFT scheme upload report will be downloaded to your computer. This report will give information about the number of schemes (records) uploaded, processed, saved and number of duplicate and exempted schemes.

(fig. 11.2ag)

● ‘DISMISS’ BUTTON

This button is used for closing the SWIFT SCHEME page. Clicking on ‘’DISMISS’ as in fig. 11.2ah below will close the page and take you to the CONTROL PANEL home page as in fig. 11.2a.

(fig. 11.2ah)

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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.

Web http://solutions.efuelite.com

The ‘APPROVED LIST’ page provides a list of all corporate account directors’ information that have been verified and approved by the financial institution .Here, the details of corporate account director can be viewed, edited, deleted and disapproved, either individually or in bulk. Here are steps on how to make use of the features on the Approved list page.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list” will be able to carryout this operation.

➔From the main dashboard, click on ‘CONTROL PANEL’. See an example below

➔ from the left hand side menu, click  ‘Director Approved List’ as shown in fig. 10.5a below.

(fig. 10.5a)

➔ This displays a page listing the director information that has been verified and approved. See fig. 10.5b below for an example.

(fig. 10.5b)

➔ At the bottom-right corner of the page, the software gives information about the number of pages of the approved director list, with the page numbers written out. The page numbers are buttons to go to each page. By clicking on any page number, the software takes you to that particular page. Click on ‘NEXT’ to go to the next page or click on ‘PREVIOUS’ to go to the page before the one you are viewing at that moment.

➔ Adjust the number of approved account directors you want to see per page by clicking on the ENTRIES box as in fig. 10.5c below.

(fig. 10.5c)

➔ To see approved director information of corporate accounts for any of the branches, select the branch name from the filter box as seen in fig. 10.5d below. The default list is always for all branches of the institution.

(fig. 10.5d)

➔ Search for a corporate account director information by typing the account name, account number, director’s first name, last name or director’s BVN in the search box. See an example of a search in fig. 10.5e below. Search results will be displayed as you type in the search box.

(fig. 10.5e)

➔ On this page, each director information on the list has four (4) action buttons. These buttons are;

● ‘DETAILS’ button,

● ‘EDIT’ button

● ‘DISAPPROVE’ button and

● ‘DELETE’ button

Here is how to make use of the action buttons.

1. Click on ‘DETAILS’ as in fig. 10.5f  below to view the details of a corporate account director.

(fig. 10.5f)

● This display the Corporate Account Director Details console as in fig. 10.4g below. After viewing, click on ‘DISMISS CONSOLE’ (as shown below) to close the console.

(fig. 10.5g)

2. To make changes to the details of a director, click on ‘EDIT’ as shown in fig. 10.5h below.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list” and “Edit ” account director records will be able to carryout this operation.

(fig. 10.5h)

● This displays the ‘Edit Corporate Account Director’ console where you can edit the information previously saved and also, add other details in the fields that are yet to be filled. Note that the account number, account name, account branch, customer ID and BVN cannot be changed. See an example of the console in fig. 10.5i.

(fig. 10.5i)

● Click ‘SAVE’ to save the changes. A confirmation console will be displayed to confirm you want to make the changes. Click on ‘CONFIRM’ as shown in fig. 10.5j to proceed or ‘CANCEL’ to go back to the ‘Edit Corporate Account Director’ console.

(fig. 10.5j)

● By clicking on ‘CONFIRM’, the console will be closed. When the changes have been saved, a notification will be displayed at the top of the page as seen in fig. 10.5k below.

(Fig. 10.5k)

3. To disapprove a director information that was previously verified and approved, click on ‘DISAPPROVE’ as shown in fig. 10.5l below.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”  and “disapprove director” will be able to carryout this operation.

(fig. 10.5l)

● A confirmation console will be displayed to confirm your request to DISAPPROVE the director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop action. See fig. 10.5m for an example.

(fig. 10.5m)

● When the disapproval is successful, a notification will be displayed at the top of the page as in fig. 10.5n, the director information will be removed from the approved list page and added to the unapproved list of corporate director information.

(fig. 10.5n)

To delete any of the corporate account director information, click on ‘DELETE’ as shown in fig. 10.5o below.

NOTE Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”  and “delete director” will be able to carryout this operation.

(fig. 10.5o)

● A confirmation console will be displayed to confirm your request to delete the director information. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to stop action. See fig. 10.5p for an example.

(fig. 10.5p)

● When the operation is complete, a notification as in fig. 10.5q will be displayed at the top of the page, the deleted account director information will removed from the general list and the approved list and added to the Account Directors Junk List.

(fig. 10.5q)

Bulk Operations

There are features to carry out bulk operation on more than one account director information. The buttons to carry out these operations are at the top of the page. As shown in fig. 10.5r below, these features are;

1. ‘Filter’ button

2. ‘Download Excel’ button

3. ‘Disapprove Selected’ button and

4. ‘Delete Selected’ button.

(fig. 10.5r)

➔ To carry out any bulk operation, select the corporate account director information. Select the account director information by clicking on their check boxes. See fig. 10.5s below for an example.

(fig. 10.5s)

➔ To select or deselect all the accounts, click on the checkbox on the table title bar, that is, the checkbox between ‘S/N’ and ‘ACC NAME’. See fig. 10.5t for an example.

(fig. 10.5t)

➔ After making your selection, proceed to carry out the bulk operations. The bulk operations are explained below.

Filter

By clicking on the filter button, the page is refreshed. The filter button is also used for the bulk deselection of selected director information. See the ‘FILTER’ button in fig. 10.5u.

(fig. 10.5u)

How to make Bulk Download Of Corporate Account Directors Record

Click on the ‘Download Excel’ button, to download an excel file filled with the details of selected approved account director information .

NOTE Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”  and “download excel report” will be able to carryout this operation.

➔ Click on the ‘DOWNLOAD EXCEL’ button as seen in fig. 10.5v below.

(fig. 10.5v)

➔ This will display a confirmation console as in fig. 10.5w below. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.5w)

➔ The signal console shows on going processes.  An example of a signal console is fig 10.5x and a notification will be displayed at the top of the page when the download of the excel file is complete.

(fig. 10.5x)

➔ To close the signal console, click on its ‘DISMISS CONSOLE’ button;

➔ You can terminate unfinished processes by clicking CANCEL OPS’. This displays a confirmation console as seen in fig. 10.5y below, Click on ‘CONFIRM’ to proceed.

(fig. 10.5y)

➔ A notification as in fig. 10.5z will also be displayed at the top of the page when the cancellation is successful.

(fig. 10.5z)

B. How to make Bulk Disapproval Of Approved Corporate Account Directors Records

By clicking on the ‘Disapprove Selected’ button, all the selected director information will be disapproved and moved to the Account Directors Unapproved List on the Compliance planet software.

NOTE only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”  and “Disapprove directors (Bulk)” will be able to carryout this operation.

Here is how to make a bulk disapproval.

➔ Click on the ‘DISAPPROVE SELECTED’ button as seen in fig. 10.5aa below.

(fig. 10.5aa)

● A confirmation console will be displayed to confirm your request to DISAPPROVE the director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop action. See fig. 10.5ab for an example.

(fig. 10.5ab)

● When the disapproval is successful, a notification will also be displayed at the top of the page as in fig. 10.5ac below. Then, the director information will be removed from the approved list page and added to the unapproved list of corporate director information.

(fig. 10.5ac)

How to make Bulk Delete

By clicking on the ‘Delete Selected’ button, all the selected director information will be removed from the general list and the approved list, and added to the account directors junk list.

NOTE Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”  and “delete director (Bulk)” will be able to carryout this operation.

➔ Click on the ‘DELETE SELECTED’ button as seen in fig. 10.5ad below.

(fig. 10.5ad)

➔ This displays a confirmation console as in fig. 10.5ae below. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to discontinue.

(fig. 10.5ae)

➔ A notification will be displayed at the top of the page when the bulk delete is successful. See fig. 10.5af below for an example.

(fig. 10.5af)

This operation entails the analysis of corporate accounts involved in currency transactions but do not have director information. Here, the various types of director reports can be downloaded. Here are steps for generating analyses for the corporate accounts without director information and downloading the various report types.

NOTE: Only person(s) profiled as deputy supreme admin can carry out this operation. 

➔From the main dashboard, click on ‘CONTROL PANEL’. See an example below

STEP 1:  from the left hand side menu, click ‘DIRECTORS REPORT’. Check out fig. 10.8a below.

➔This displays a page as shown in fig. 10.8b below.

(fig. 10.8b)

➔ As seen in fig. 10.8b above, there is a graph area for analysis and a ‘hint’ console next to it. The graph displays analysis for the last four (4) weeks and the hints are to guide on the download of the various report types.

How To Download Corporate Account Reports

This section describes how to download the various report types. The hint console provides description of each report types as in fig. 10.8c below. It is advised to read and understand these before carrying out any operation on this page.

1) Type One Report:

This is a report of all the corporate accounts involved in CTR without director information. Click on the ‘DOWNLOAD’ button to download this report. See an example in fig. 10.8d below.

(fig. 10.8d)

➔ This displays a confirmation console as in fig. 10.8e. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8e)

➔ The signal console shows on going processes. An example of a signal console is fig 10.8f . Once download is complete, a notification will be displayed at the top of the page.

(fig. 10.8f)

2) Type Two Report:

This is a report of all the corporate accounts involved in CTR without director information for a particular branch of the financial institution. Here is how to download this report.

STEP 1: Select branch name from the ‘BANK BRANCHES’ box as in fig. 10.8g below.

(fig. 10.8g)

STEP 2: Click on ‘DOWNLOAD’ to download type two report. A confirmation console as seen in fig. 10.8h will be displayed on your screen. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8h)

➔  The signal console shows on going processes (as in fig 10.8f above) . Once download is complete, a notification will also be displayed at the top of the page.

3) Type Three Report:

This is a report of all the corporate accounts involved in CTR without director information within a specified period of time. Here is how to download this report.

STEP 1: Select the ‘START DATE’ and ‘END DATE’ from the date boxes to specify period for which you want to download report. The start date and end date refer to the beginning and the end of the period respectively. See fig. 10.8i below for an example.

(fig. 10.8i)

➔ Take a look at the arrows labelled a to d in fig. 10.8j to learn how to use the calendar.

a. Click on the given year to change it to your year of choice.

b. Click on the given month to change it to your month of choice.

c. Then, click on the date of the month.

d. You can also click on the angle brackets on the calendar ‘<>’  to go backward or forward.

(fig. 10.8j)

STEP 2: Click on ‘DOWNLOAD’ to download type three report. A confirmation console as seen in fig. 10.8k will be displayed. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8k)

➔  The signal console shows on going processes (as in fig 10.8f above) . Once download is complete, a notification will also be displayed at the top of the page

4) Type Four Report:

This is a report of all the corporate accounts involved in CTR without director information for a particular branch within a specified period of time. Here is how to download this report.

STEP 1: Select branch name from the ‘BANK BRANCHES’ box as in fig. 10.8l below.

(fig. 10.8l)

STEP 2: Select the ‘START DATE’ and ‘END DATE’ from the date boxes to specify the beginning and the end of the period respectively. See fig. 10.8m below for an example.

(fig. 10.8m)

➔ Take a look at the arrows labelled a to d in fig. 10.8n to learn how to use the calendar.

a. Click on the given year to change it to your year of choice.

b. Click on the given month to change it to your month of choice.

c. Then, click on the date of the month.

d. You can also click on the angle brackets on the calendar ‘<>’  to go backward or forward.

(fig. 10.8n)

STEP 3 Click on ‘DOWNLOAD’ to download the type four report. A confirmation console as seen in fig. 10.8o will be displayed. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8o)

➔  The signal console shows on going processes (as in fig 10.8f above) . Once download is complete, a notification will also be displayed at the top of the page

5) Type Five Report:

This is a report of all the corporate accounts without director information that were involved in a specific currency transaction type within a specified period of time. Here is how to download this report.

STEP 1: Select the transaction type from the ‘TRAN TYPE’ box as in fig. 10.8p below.

(fig. 10.8p)

STEP 2: Select the ‘START DATE’ and ‘END DATE’ from the date boxes to specify the period; the start date and end date being the beginning and the end of the period respectively. See fig. 10.8q below for an example.

(fig. 10.8q)

➔ Take a look at the arrows labelled a to d in fig. 10.8r to learn how to operate a calendar.

a. Click on the given year to change it to your year of choice.

b. Click on the given month to change it to your month of choice.

c. Then, click on the date of the month.

d. You can also click on the angle brackets on the calendar [ <> ] to go backward or forward.

(fig. 10.8r)

STEP 3: Click on ‘DOWNLOAD’ to download the type five report. A confirmation console as seen in fig. 10.8s will be displayed. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8s)

➔  The signal console shows on going processes (as in fig 10.8f above) . Once download is complete, a notification will also be displayed at the top of the page

6) Type Six Report:

This is a report of all the corporate accounts without director information for a particular branch that were involved in a particular currency transaction type within a specified period of time. Here is how to download this report.

STEP 1: Select the transaction type from the ‘TRAN TYPE’ box as in fig. 10.8t below.

(fig. 10.8t)

STEP 2: Select branch name from the ‘BANK BRANCHES’ box as in fig. 10.8u below.

(fig. 10.8u)

STEP 3: Select the ‘START DATE’ and ‘END DATE’ from the date boxes to specify the beginning and the end of the period respectively. See fig. 10.8v below for an example.

(fig. 10.8v)

STEP 3: Click on ‘DOWNLOAD’ to download the type six report. A confirmation console as seen in fig. 10.8w will be displayed. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.8w)

➔  The signal console shows on going processes (as in fig 10.8f above) . Once download is complete, a notification will also be displayed at the top of the page

How to Analyse Corporate Accounts  

The software, through the graph on the director report page, offers an analysis of CTRs involving corporate accounts without director information for the past four (4) weeks. On opening the director report page, the graph will automatically show an analysis of all transactions involving corporate accounts without director information during the last four weeks. If there are no analyses as in fig. 10.8x below, it means during the last four weeks, there were no transactions involving corporate accounts without director information.

(fig. 10.8x)

➔ To get a bigger view of the graph, click on ‘ENLARGE’ as shown in fig. 10.8x above. See fig. 10.8y for an enlarged view of the graph. Click on ‘DISMISS’ to close the enlarged view.

(fig. 10.8y)

The ‘JUNK LIST’ page provides a list of all corporate account directors information, approved or unapproved, that were deleted from the general list, approved list or unapproved list.

NOTE: Only person(s) profiled as deputy supreme Admin and assigned right(s) to “view directors list”   will be able to carryout this operation.

➔From the main dashboard, click on ‘CONTROL PANEL’. See an example below

➔ From the left hand side menu click on ‘Director Junk List’ as shown in fig. 10.7a below.

(fig. 10.7a)

➔ This displays a page listing the directors information that were deleted from the general list, approved list, and unapproved list. See fig. 10.7b below for an example.

(fig. 10.7b)

➔ At the bottom-right corner of the page, the software provides information about the number of pages of the junk list, with the page numbers written out. Click on the numbers to go to that particular page. Click on ‘NEXT’ to go to the next page or click on ‘PREVIOUS’ to go to the page before the current page.

➔ Adjust the number of the account director information you want to see per page by clicking on the ENTRIES box as in fig. 10.7c below.

(fig. 10.7c)

➔ To see deleted director information of corporate accounts for any of the branches, select the branch name from the filter box as shown in fig. 10.7d below. The default list is always for all branches of the institution.

(fig. 10.7d)

➔ Search for a corporate account director information by typing the account name, account number, director’s first name, last name or director’s BVN in the search box. See an example of a search in fig. 10.7e below. Search results will be displayed as you input a character in the search box in real time.

(fig. 10.7e)

➔There are two action buttons attached to each corporate account director information on the junk list, they are the ‘DETAILS’ button and the ‘REMOVE’ button. Their functions are described below.

1. Click on ‘DETAILS’ as in fig. 10.7f below to view the details of the deleted corporate account director.

(fig. 10.7f)

● This displays a Corporate Account Director Details console as in fig. 10.7g below. Click on ‘DISMISS CONSOLE’ (as shown below) to close the console.

(fig. 10.7g)

2. To restore a director information back to the general list, click on ‘REMOVE’ as shown in fig. 10.7h below. This will reverse the ‘delete’ previously carried out on that particular director information.

(fig. 10.7h)

● A confirmation console as in fig. 10.7i will be displayed to confirm your request to REMOVE that director information from the junk list (trash). Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop action..

● When the removal is done, a notification will be displayed at the top of the page as in fig. 10.7j below. The director information will be removed from the ‘Junk list’ and added back to the ‘General list’ and ‘Approved list’ or ‘Unapproved list’ of corporate director information.

Bulk Operations

There are features to carry out bulk operation on more than one account director information. The buttons to carry out these operations are at the top of the page. As shown in fig. 10.7k below, these features are;

1. ‘Filter’

2. ‘Download Excel’  and

3. ‘Remove Selected’

(fig. 10.7k)

➔ To carry out any bulk operation, select the corporate account director information  by clicking on their check boxes. See fig. 10.7l below for an example.

(fig. 10.7l)

➔ To select/deselect all the accounts, click on the checkbox on the table title bar, that is, the checkbox between ‘S/N’ and ‘ACC NAME’. See fig. 10.7m for an example.

(fig. 10.7m)

➔ After making your selection, proceed to carry out the bulk operations. The bulk operations are explained below.

Filter

➔ Click on the filter button to refresh the page . The filter button is also used for the bulk deselection of selected director information. See the ‘FILTER’ button in fig. 10.7n.

Bulk Download

Click on the ‘Download Excel’ button, to download an excel file filled with the details of the selected corporate account director information.

➔ Click on the ‘DOWNLOAD EXCEL’ button as seen in fig. 10.7o below.

➔ This will display a confirmation console as in fig. 10.7p below. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

➔ The signal console shows on going processes as is fig 10. 7q and a notification will be displayed at the top of the page when the download is complete.

➔ To close the signal console, click on its ‘DISMISS CONSOLE’ button;

➔ You can terminate unfinished processes by clicking CANCEL OPS, this displays a confirmation console as in fig. 10.7r . Click ‘CONFIRM’ to proceed with the cancellation.

➔ A notification will also be displayed at the top of the page when the cancellation is successful.

(fig. 10.7s)

B. Bulk Removal

By clicking on ‘Remove Selected’, all selected director information will be removed from the junk list, and restored to the account directors general list. Director information that have been approved previously will  be added back to the approved list, while unapproved information will be added to the unapproved list. Here is how to make a bulk removal.

➔ Click on the ‘REMOVE SELECTED’ button as seen in fig. 10.7t below.

(fig. 10.7t)

● This displays a confirmation console as in fig. 10.7u  to confirm your request to REMOVE the selected director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop the action.

(fig. 10.7u)

● When the operation is completed, a notification will be displayed at the top of the page as in fig. 10.7v below.

The ‘UNAPPROVED LIST’ page provides a list of all corporate account director’s information that are yet to be verified or approved by the financial institution. Information that were previously verified and approved but have been disapproved again will also be shown here.

Note only persons profiled as a Deputy Supreme Admin with right to view account directors will be able to view Unapproved account directors list.

Here are steps on how to make use of the features on the ‘Unapproved list’ page.

From the main dashboard, click on ‘CONTROL PANEL’. See an example below

➔ From the left hand side menu, click ‘Director Unapproved List’ as shown in fig. 10.6a below.

(fig. 10.6a)

➔ This displays a page listing out the director information that have not been verified and approved by the institution. See fig. 10.6b below for an example.

(fig. 10.6b)

➔ At the bottom-right corner of the page, the software provides information about the number of pages of the list, with the page numbers written out. The page numbers are buttons to go to each page. By clicking on any page number, the software takes you to that particular page. Click on ‘NEXT’ to go to the next page or click on ‘PREVIOUS’ to go to the page before the one you are viewing at that moment.

➔ Adjust the number of unapproved account director information you want to see per page by clicking on the ENTRIES box as in fig. 10.6c below.

(fig. 10.6c)

➔ To see the unapproved director information of corporate accounts for any of the branches, select the branch name from the filter box as shown in fig. 10.6d below. The default list is always for all branches of the institution.

(fig. 10.6d)

➔ Search for a corporate account director information by the account name, account number, director’s first name, last name or director’s BVN in the search box. See an example of a search in fig. 10.6e below. Search results will be displayed as you input a character in the search box.

(fig. 10.6e)

➔ On this page, there are three(3) action buttons attached to each director information. They are;

● ‘DETAILS’ button,

● ‘APPROVE’ button and

● ‘DELETE’ button

Here is how to make use of the action buttons.

1. Click on ‘DETAILS’ as in fig. 10.6f below to view the details of the unapproved corporate account director.

NOTE: Only persons profiled as a Deputy Supreme Admin with right to view account directors will be able to carry out this operation

(fig. 10.6f)

● This displays a Corporate Account Director Details console as in fig. 10.6g below.

(fig. 10.6g)

After viewing, click on ‘DISMISS CONSOLE’ to close the console.

2. To approve a director’s information, click on ‘APPROVE’ as shown in fig. 10.6h below.

Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “disapprove directors” will be able to carry out this operation.

(fig. 10.6h)

● A confirmation console as in fig. 10.6i will be displayed to confirm your request to APPROVE that director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop action.

(fig. 10.6i)

● When the approval is successful, a notification will be displayed at the top of the page as in fig. 10.6j below. The director information will be removed from the ‘Unapproved list’ page and added to the ‘Approved list’ of corporate director information.

(fig. 10.6j).

To delete any of the corporate account director information, click on ‘DELETE’ as shown in fig. 10.6k below.

Note only persons profiled as a  Deputy Supreme Admin with right to “view account directors” and “delete directors” will be able to carry out this operation.

(fig. 10.6k)

● A confirmation console as in fig. 10.6l will be displayed to confirm your request to delete the unapproved director information. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to stop action.

(fig. 10.6l)

● When the director information is successfully deleted, a notification as in fig. 10.6m will be displayed at the top of the page; the deleted account director information will removed from the general list and the unapproved list and added to the Account Directors Junk List.

(Fig. 10.6m)

Bulk Operations

There are features to carry out bulk operation on more than one account director information. The buttons to carry out these operations are at the top of the page. As shown in fig. 10.6n below, these features are;

1. ‘Filter’ button

2. ‘Download Excel’ button

3. ‘Approve Selected’ button and

4. ‘Delete Selected’ button

(fig. 10.6n)

➔ To carry out any bulk operation, select the corporate account director information to be treated first. Select the account director information by clicking on the check boxes. See fig. 10.6o below for an example.

(fig. 10.6o)

➔ To select/deselect all the accounts, click the checkbox on the table title bar, that is, the checkbox between ‘S/N’ and ‘ACC NAME’. See fig. 10.6p for an example.

(fig. 10.6p)

➔ After making your selection, proceed to carry out the bulk operations. The bulk operations are explained below.

Filter

➔ By clicking on the filter button, the software refreshes the page and re-displays the result of the selected options. The filter button is also used for the bulk deselection of selected director information. See the ‘FILTER’ button in fig. 10.6q.

(fig. 10.6q)

How to make Bulk Download Of Unapproved Account Directors Record

By clicking on the ‘Download Excel’ button, an excel file filled with the details of the selected unapproved account director information will be downloaded to your computer.

NOTE: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “download report  (excel)” will be able to carry out this operation.

➔ Click on the ‘DOWNLOAD EXCEL’ button as seen in fig. 10.6r below.

(fig. 10.6r)

➔ This displays a confirmation console as in fig. 10.6s below. Click on ‘CONFIRM’ to proceed with the download or ‘CANCEL’ to discontinue.

(fig. 10.6s)

➔The signal console shows on going processes as is fig 10. 6t and a notification will displayed at the top of the page when the download is complete.

(fig. 10.6t)

➔ To close the signal console, click on its ‘DISMISS CONSOLE’ button;

➔You can terminate unfinished processes by clicking CANCEL OPS. This displays a confirmation console, Click on ‘CONFIRM’ to proceed with the action and a notification will be displayed at the top of the page when the cancellation is successful.

B. How to make Bulk Approval Of Unapproved Account Directors record

By clicking on the ‘Approve Selected’ button, all the selected director information will be approved and moved to the Account Directors ‘Approved List’ on the software.

Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “approve directors (bulk)” will be able to carry out this operation.

Here is how to make a bulk approval.

➔ Click on the ‘APPROVE SELECTED’ button as seen in fig. 10.6u below.

(fig. 10.6u)

● A confirmation console as in fig. 10.6v will be displayed to confirm your request to APPROVE the selected director information. Click on ‘CONFIRM’ to proceed or ‘CANCEL’ to stop the action.

(fig. 10.6v)

● When the approval is successful, a notification will be displayed at the top of the page as in fig. 10.6w below. Then, the director information will be removed from the ‘Unapproved list’ and added to the ‘Approved list’ of corporate director information.

(fig. 10.6w)

C. How to make Bulk Delete Of Unapproved Account Directors records

By clicking on the ‘Delete Selected’ button, all the selected director information will be removed from the general list and the unapproved list, and added to the account directors’ junk list.

Note: Only persons profiled as a Deputy Supreme Admin with right to “view account directors” and “delete director (bulk)” will be able to carry out this operation.

➔ Click on the ‘DELETE SELECTED’ button as seen in fig. 10.6x below.

(fig. 10.6x)

➔ This displays a confirmation console as in fig. 10.6y below. Click on ‘CONFIRM’ to proceed with the delete or ‘CANCEL’ to discontinue.

(fig. 10.6y)

➔ A notification will be displayed at the top of the page when the bulk delete is successful. See fig. 10.6z below for an example.

(fig. 10.6z)

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