To add a profile to the Trade Bank Library

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

  2. Select the Trade Bank library, and then click OK.  The Trade Bank Summary Form appears.  Note:  To find the Trade Bank Library quickly, click Search.

  3. Click the Input Tab, and then click New.  The Trade Bank Detail Form appears.  Note:  A red asterisk ( * ) indicates required fields.

  4. In the Bank Name field, click the Library Look-Up button.  The Search Definition Dialog box appears.  Enter search criteria and click Run Search.  Select a bank from the Library Look-Up dialog box and click OK.

  5. The Bank Address field is automatically populated when the Bank Name field is filled using Library Look-Up.  You may also manually enter information into this field.

  6. The Country Code/ Name field is automatically populated when the Bank Name field is filled using Library Look-Up. If you want to change it, click the Library Look-Up button and select a country.  The Search Definition dialog box appears.  Enter search criteria and click Run Search.  Select a country from the Library Look-Up dialog box and click OK.

  7. Click Submit to save and submit the library profile for validation.  The profile moves to the next step in the process as defined by Flow Control requirements.

Notes: