Speranza Command Center

Bank Account Management: Edit Account

Requestor (SCC Role)

1: Request Bank Account Edit Processor (SCC Role)
4: Print Account Edit Pack
Request Account Edit Page
Cancel Done Regenerate

1a: Select Authority Group(s)

Processor (SCC Role)
Cancel Submit Request 5: Updating Files for Document Pack & Selecting File for Document Pack
Documents Tab: Attached Document

Cancel Done Save Changes

Reviewer (SCC Role) 5a: Select Files for Document Pack

2: Review Account Edit Request Select Files for Document Pack:

1) Accountt Edit letter (scanned version)
2) Other Letters or Forms, including FI & IE docs
Review Account Edit Request Page
Cancel Done
Cancel Deny Approve Send Back

Processor (SCC Role)

6: Send Selected File(s) to the Bank Contact (print and/or email)
Processor (SCC Role)
Contact Email: Email Address of Bank Contact(s)
Email
Documents
Cancel Skip Sending (no email) Send (send via email)
3: Select Pack Documents & Wet Signers to Bank
(optional)
Templates
1) Account Edit Letter Select 1 or 2 Wet Signers Processor (SCC Role)
2) Services Template 7: Mark Off Acknowledgements Received from Bank
3) Signature Cards
Documents Tab: Attached Document Actual Mod. Date: Date

Cancel Done
Cancel Skip Generation Generate Documents Send Back

Account
Edit
Complete