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:
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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 |
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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. |
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