View Selected Products

Introduction

This screen allows the retail user to view the account type selected by the user to open an account for goal purpose along with currency type and account ownership type. If the user wants to modify few information, they can go back and modify the same or continue with the details displayed.

Navigation

The following is the navigation for this option:

OR

OR

  • The View Selected Products 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

List of Products

Products

The name of the product for which the user is applying.

Mandatory

Specifies whether the product is mandatory or not.

Note:

Mostly, this is suitable for multi products package where certain products are mandatory within a package.

Currency

Select the currency for the product.

Note:

This is not editable, if the product is mandatory.

Account Ownership

Select the account ownership for the product.

Valid Values:

Sole

Joint

Note:

This is not editable, if the product is mandatory.

 

Click

To

Continue

Continue to apply for the products.

Back

Go back to the previous screen.