Delete the Goal

Introduction

This screen allows the retail user to view the details entered by the user in funding the goal screen. The user has to specify the authentication details appropriately to successfully fund the goal.

Navigation

The following is the navigation for this option:

• Click the Delete button in View Existing Goals screen.

• The Delete the Goal  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

Goal Name

Goal Description

The description of the new goal.

Price

The amount for the goal.

Goal Start date

The goal start date.

Goal End Data

The end date of the goal.

Current Savings for this Goal

The amount already saved for the goal.

Loan, if any

Specifies the loan amount, if any.

Note:

This field is displayed only for �Buy a House� and �Buy a Car� goals.

Total Amount to be saved

The total goal amount.

Amount to be saved per month

The amount that needs to be saved per month to achieve the total goal amount.

Account Details

Account Nickname

The account nickname for the account that is linked to the goal.

Account Currency

The currency for the account that is linked to the goal.

Account Number

The account number that is linked to the goal.

Tracking Instructions

Alert Required

Specifies whether user requires alerts with regard to goal management.

Medium of Alerts

The medium of alerts, if the Alert Required field is yes.

Alert Frequency

The frequency of the alerts, if the Alert Required field is yes.