Customer Profile

The Customer Profile document allows you to enter and maintain basic information about customers who are permitted to submit disbursement information to the PDP.

Each file loaded into the PDP must be associated with a valid customer in the Customer Profile table. The Customer Profile includes various information about the customer, including contact information, text that is to appear in the customer's ACH email messages to payees, and default accounting information. It also includes bank information that specifies the banks to be used for ACH and check disbursements from this customer. Lastly, it indicates the campus where this customer's payments are to be processed.

Only users with the KFS-SYS Operations role may create Customer Profile documents. These documents do not route for approval.

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