Account Set Up

VisionPLUS Training
Programme
Session 2
Part 2 – Account Set Up
Presented by: Vasan Ponnagatti

Agenda
What is an Account?
Account Definition in VisionPLUS
Account Creation in VisionPLUS
Functional Flow
Technical Flow
Interfaces
Reports
What is an Account?
What is account, why do we need them?
Mechanism to track the customers for all their
activities like purchases, payments, Customer
details, communication etc.
What does account contain?

Information like name, credit limit, OTB, billing cycle,
available credit balance, cash limit, block codes,
PCT, History etc.
Account Definition in
VisionPLUS
An Established account for a customer consists
of the following records:
• Customer Name/Address
• Account Base Segment
• Embosser (optional)
• At least one Credit Plan Segment
• Relationship (optional)
VisionPLUS….
Customer Name/Address (ARMN / AMNA)
This record contains all of the customer’s
demographic information
 Full name
 Mailing address
 Telephone number
 Place of employment
This is a “one time creation” record and is used

across multiple accounts that the customer may
have with the organization
VisionPLUS….
Account Base Segment (ARMB / AMBS)
This record contains current and historical information
for the account. The Account Base Segment record
controls the following processing options for an account:
 Billing cycle
 Processing flags
 Block codes
 Card numbering scheme (for relationship
accounts)
VisionPLUS….
Major groupings of data in Account Base
Segment (ARMB / AMBS)
1) Account processing data

Ex: Org, Logo, acct type,card scheme, acct
status, PCT, CRLIM, OTB, Block codes etc.
2) Billing and Statement data
Ex: Billing cycle, stmt freq, stmt flag, date
next stmt etc.
3) Account dates
Ex: Date opened, date crlim, date block code,date
pmt due,date last maint, date into coll etc
VisionPLUS….
Major groupings of data in Account Base
Segment (ARMB / AMBS) …..
4) Historical data
Ex: Delinquency, Payment etc.
5) Misc User fields
Ex: User dates, amounts,user values etc.
6) Authorization fields
Ex: Nbr Auths, Memo db, memo cr, warning
codes etc.
7) Insurance fields
Ex: Insurance products, premium etc.
VisionPLUS….
Embosser (optional) (ARME / AMED)
The Embosser record (AMED) contains
information about the plastic, or card. The
Embosser record includes the name embossed on
the card, the type of card requested, the number
of cards outstanding, and the number of cards
returned by the cardholder.
VisionPLUS….
Credit Plan Segment (ARMA / AMPS)
This record is similar to a “mini-account” within a
customer’s account. CMS allows up to 99 different Credit
Plan Segment records for each Account Base Segment
record.
Note: Unlike the other records that make up a customer’s

account, CMS automatically generates Credit Plan
Segment records when monetary activity posts to an
account
VisionPLUS….
Relationship (optional) (ARGM / AMRM)
This record contains information that applies to all the associated
accounts within a relationship. The information in a Relationship
record includes
 credit limit of the relationship
 the credit limit of the subordinate accounts
 flag that indicates if you can change the credit limit at the subordinate
account level
Types of Relationships
 Multiple cards and authorized signers
 Corporate account with subordinate responsibility
 Combination type
VisionPLUS….
Relationship Record
For Vikas
Base Segment 1 Base Segment 2

Account: Gold Credit Card Account: Home Loan
Embosser 1 Embosser 2 Embosser 3

Primary: Vikas Secondary: Ravi Secondary: Lata
Customer Info 1 Customer Info 2 Customer Info 3

Vikas Ravi Lata
Account Creation in
VisionPLUS
V+ Accounts
CDM (PTVP) Local system(AML1) ARSB Onlin e
APIA screen NBO lo cal sys ARAB ARAN ARAE ARGA

Functional Flow
Set Up Of Account Microsoft

PowerPoint Presentation
 Thru CDM (PTVP) AML1 log file
 Local interface system
ARSB screen online

Microsoft
 PowerPoint Presentation
Technical Flow
Major
Files
A M B S , A M E D , A M N A , A M R M , A TL 1 , A M C R
ARU040
N on m on etary ed it
ARU040ED ARU040BS
E m b os s er d etail B as e s eg m en t Microsoft
PowerPoint Presentation
ARU040NA ARU040PS
N am e an d A d d res s P lan s eg m en ts
ARU040RM
R elation s h ip M as ter
Technical Flow contd..
Microsoft
ARD040 PowerPoint Presentation
A M C R , A TU I, A TC C
ARD040
F ile m ain tain an c e jou rn al
U p d ate
ARD040BS
B as e s eg m en t m ain tain an c e & rec overy
AMBS
B as e s eg m en t m as ter file
Interfaces
ASM
 Thru Action codes
If V+ format for Accounts is not used, then

conversion programs are run to format Accts
from third party structure & sourced to V+
 Ex: NBO
Reports
D05 ( New Accounts report)
Generated by ARD140 (D140ATRF)
and ARD340 prints this.
R02 ((Base segment maintenance

report)
 Generated and printed by ARD040.
THANK YOU

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VisionPLUS Training

Presented by: Vasan Ponnagatti

What does account contain?

This is a “one time creation” record and is used

 Card numbering scheme (for relationship

1) Account processing data

Note: Unlike the other records that make up a customer’s

Base Segment 1 Base Segment 2

Embosser 1 Embosser 2 Embosser 3

Customer Info 1 Customer Info 2 Customer Info 3

CDM (PTVP) Local system(AML1) ARSB Onlin e

APIA screen NBO lo cal sys ARAB ARAN ARAE ARGA

Set Up Of Account Microsoft

 Thru CDM (PTVP) AML1 log file

 Local interface system

ARSB screen online

 Thru Action codes

If V+ format for Accounts is not used, then

R02 ((Base segment maintenance

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