Deposit Profile Search

The Deposit Profile Search page allows you to search for a specific deposit profile, or list all deposit profiles defined for the current bank and customer segment.

To search for a deposit profile:

1. Enter the deposit profile name in the Deposit Profile field.

   The name is not case sensitive.

   Tip: If you do not know the full profile name, you can enter a partial name.

2. Click Search.

   The deposit profiles matching your search criteria appear in the List of Profiles table.

   Tip: You can also click the Show All button to show all defined profiles. If the search results exceed the maximum allowed number, enter a partial name to limit the next search.

   • To sort the list, click the Profile Name or No. of Tiers column headings.
   • To view details for an existing deposit profile, either click the Edit () icon beside the profile name or click the table row of that profile.
   • To delete an existing deposit profile, click the Delete () icon beside the profile name.

     Note: You can only delete profiles that are not currently assigned to a customer.

   • To define a new deposit profile, click the Create New Profile button.