To enrich data in the Account Library

  1. On the CitiDirect navigation bar, click Maintenance, and then click Library Maintenance.  The Library Maintenance Summary Form appears. All libraries to which you are entitled are listed by service class.

  2. Select the Account library, and then click OK.  The Account Summary Form appears.  Note:  If you need assistance with locating a specific library, click Search.

  3. Select the library profile for which you want to enrich data.  To select multiple profiles, drag the cursor down sequential lines or hold the CTRL key as you click to select individual lines that are not sequential.

  4. Click Go to Details.  The details of the first selected library profile appear on the Account Library Detail Form.

  5. Fields displayed in white may be enriched.  Click in a white field and add information.

  6. Click Submit.  The profile is submitted for validation and the next selected profile appears.  Note:  If multiple profiles are selected and you do not want to modify the current profile, click Next to modify the next selected profile.

  7. Repeat steps 5 and 6 until all selected profiles are modified.

Notes: