Register matching pattern by correspondent

Registers matching patterns used as the distinction standard in the customer distinction process from the "T/F applicant name," which is performed when [Payment/Receipt data matching] is executed.
 → To Operation Procedure

Screen Transition

[Bank account control module]
  ↓
[Register]
  ↓
[Register matching pattern by correspondent]
  ↓
[Register matching pattern by correspondent] screen
   "Print" button  → [Print register matching pattern by correspondent] screen

Item Setup

[Read condition]

Specify read conditions of the matching pattern to be displayed in the spread section on the lower-left corner of the screen.

• Correspondent type
  Select the object of display from "All," "Correspondent," "Employee" and "Correspondent group."  Specify the range of the object of display selected here in the entry field.  Clicking the "Refer" button displays the data that meets the specified conditions in the spread section.

Spread (the left of the screen)

Displays data that meets conditions specified in the [Read condition] section.

• Correspondent code
  The correspondent code (or Employee code) is displayed.
• Type
  The correspondent type ("Correspondent" or "Employee") is displayed.
• Name
  The name of the correspondent or employee is displayed.

[Details]

Display information on the selected correspondent or employee.

[Spread]

• Bank account code, Name
  Enter the bank account code.  You can enter only your own bank account.  If you enter the code, the corresponding bank account name will be displayed. 
• T/F applicant name
  Enter the T/F applicant name.  Note that you cannot register the same T/F applicant name in the same bank account of the same correspondent.

[Buttons]

• Refer ([Read condition])
  Displays the correspondent and employee ranged in "Correspondent type" in the spread section.
• Name1/2
• Add row
  Adds a row in the spread at the right of the screen.
• Del row
  Deletes a row in the spread at the right of the screen.
• Save
• Clear
• Delete
• Print
  Can print out specifying the correspondent range of a matching pattern ("All," "Correspondent," "Employee," "Correspondent group") and the range of the correspondent code (or Employee code).
• Exit

Notes:

If you enter the same T/F applicant name in the same correspondent/bank account and press the "Save" button, an error message will be displayed, and the cursor will move to the bottom row in which the same T/F applicant name has been specified.