View Transaction History

Introduction

This option allows to list transaction based on the specified criteria. You can list the transaction for the various fixed deposits.

1. If user clicks on View Transaction History button and the selected account doesn’t have inquiry access, the system throws an exception stating 'Inquiry Access Not Allowed For The Selected Account'.

2. If the user clicks on View Transaction History button and host is not available and the selected account is not present in local DB,  system throws an exception stating 'We are unable to process your request right now, please try after sometime'.

3. If the user clicks on View Transaction History button and the account type of the selected account is  neither deposit nor loan account, system throws an exception stating 'Invalid Account Type'.

4. The View Transaction History button is clicked or Search button is clicked after specifying valid criterion and if there are no transaction details for the account selected, system throws an exception stating  'No Transactions were found for this Account'.

Navigation

The following is the Navigation for this option:

• Click View Transaction History in the View Deposit Accounts screen.

• The View Transaction History screen is displayed.

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Search Criteria

Account Number

Select the account number from the drop-down list.

Note:

By default the preselected account number will be displayed, however user is given an option to change the account number by selecting the account number from the drop-down list. This will help the user to view the transaction details without navigating back to the main screen.

Transaction Date

From - To

Click the date range for which the transactions are to be displayed. The dates can be chosen from the calendar widget.

Transaction Period

Select  or type the transaction period.

Valid values:

30 days

60 days

90 days

180 days

Advanced Search Criteria

Note:

This tab can be used incase of more selective search criteria required by the user.

Amount From

Specify the amount range for listing the transactions.

Amount To

Specify the amount range for listing the transactions.

Field

Description

Transaction List - Personal (CCY) – Account Number             Details till (date) (time)

Transaction Date

The date on which the transaction has occurred.

Transaction Remarks

The transaction remarks are displayed. When you click the hyperlink, the transaction details are displayed.

Credit

The credit amount of the transaction.

Debit

The debit amount of the transaction.

Account Balance

Displays the balance of the account after the transaction has taken place.