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Introduction |
This screen displays the summary of own loan accounts and also linked loan accounts. The loan account list is filtered based on the account type. For each account, If you have inquiry access, the account summary for that loan account is displayed along with your balances The account summary is displayed on the screen along with the Search section for account nick name, account number, account currency, account type. The screen lists the available loan accounts for the user along with the details like loan disbursement schedule, account type, account number, transaction history, amortization schedule, repayment schedule and so on.. If you don't have enquiry access then the account balance field is shown as 'Not Available' to the user for that account. |
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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 displayed on the screen and the functions you can perform: |
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Field |
Description |
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Search Criteria |
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Account Description |
Specify the account description for which account summary is required.. |
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Account Number |
Specify the account number for which account summary is required. |
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Account Currency |
For display of accounts of a particular currency, select the currency from the drop-down. |
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Account Type |
For display of particular type of loan, like car loan, mortgage loan, select the account type from the drop-down. |
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Click |
To |
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Search |
View the account summary in the below section. |
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Clear |
Refresh the screen without the specified query criteria (where results have not been displayed) or to reload the screen with the latest results for the criteria specified. |
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Field |
Description |
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Loan Accounts List |
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Account Description |
The short name of the account. Click the Account Description to get the general details of the account, customer details, balance details and repayment details of the loan. |
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Product Category |
The category of the account. |
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Account Type |
The type of loan account like car loan and term loan. |
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Account Number |
The number assigned to the account. |
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Currency |
The currency in which the loan is booked. |
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Book Balance |
The balance of the loan account along with the type of balance, which will be debit for a loan account. |
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Click |
To |
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View Transaction History |
The balance of the loan account along with the type of balance, which will be debit for a loan account. |
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More Actions |
Other activities that are possible on the listed deposit are:
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