Set a New Goal

Introduction

This screen allows the retail user set a new financial goal. By default, four pre-configured goals are already available. The retail user can select a goal of their choice. Based on this goal selection, user is taken to the respective goal screen. The user will fill in the appropriate details to set the new goal. After filling it up appropriately, the retail user opens a new account in which funds are deposited. After successfully opening the account, the retail user has to mention the source account from which the funds have to be transferred to the newly opened account.

The retail user has the choice of receiving the alerts with regard to goals. The user can set the alert details for tracking the goal, based on the option selected, the user would receive alerts about the progress of goal.

Note:

The account opening module would use the Direct Banking infrastructure of e-Banking application. If bank has not gone with the said option, then the account opening request would be sent to relationship manager for further processing.

Navigation

The following is the navigation for this option:

• Click the Set a New Goal button in View Existing Goals screen.

• The Set a New 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

Goals List

Select

Select the corresponding goal.

Select a goal

The name of the goal.

Buy a Car

Buy a House

Set Your Own Goal

Plan for Retirement