Navigation: Client Administration > Add a New Client > Banking

This screen allows you to view and manage a client's bank accounts and digital wallets, which are used for loan payouts and repayments.

Video Tutorial

• For a visual guide on how to create a client's bank information, watch the video link - https://www.youtube.com/watch?v=vaft-1YF2R8

Before You Begin: Prerequisites

• User Permissions: To edit information on this page, your user profile must be assigned the Client : Banking Details role by a System Administrator.
• Collection Service Providers: If you are using an integrated Collection Services Provider, please ensure you follow their specific guidelines for managing banking details.

Viewing Existing Bank Accounts

The main part of this screen displays a list of the client's registered bank accounts. The table below explains the information shown in each column.

Understanding Automated Verification Response (AVR)

The AVR feature is an automated check to verify a client's banking details. This service is only available in South Africa.

The MAX-AVR system verifies the client's information against the following data points at the bank:

• Account Number validity
• Account Status (e.g., Open, Suspended)
• Duration the account has been open
• Account Type
• ID Number Match: Checks against the client's ID number.
• Initials Match: Checks against the first letter of each word in the client's full name.
• Name Match: Checks against the client's initials and surname.
• Whether the account accepts debits
• Whether the account accepts credits

Managing Bank Accounts & Wallets

The following action buttons are available on this screen. Access to these buttons depends on specific user permissions assigned by your administrator.

Feature	Description	Documentation
Add a New Bank Account	Click this to add a new bank account for the client. Required Permission: Client > Add Bank Detail	Add a Bank Account
Edit Bank Account	Click this to modify an existing, highlighted bank account. Required Permission: Client > Update Bank Detail	Edit a Bank Account
Add a New Wallet	Wallet functions and Navigation	Wallet Management
Amber Wallet	Manage the Amber Wallet	Amber Wallet
Allps Wallet	Manage the Allps Wallet	Allps Wallet
Edit Wallet	Click this to modify an existing eWallet.	Edit a Wallet
Link Allps Wallet	Link the Allps Wallet	Link an Allps Wallet
Get Existing Allps Wallet	Click this to retrieve wallet information for an existing client directly from the Allps service & other error information	Advanced Features