Non Finacle Summary

Introduction

The Non Finacle Summary option in the accounts menu gives you a summary of all non-Finacle accounts associated with the bank. This acts as an accounts overview, with all account details available in one option.

  • Insurance summary

  •  Mutual Funds summary

  •  DMAT summary

  •  Credit card summary

  •  Other investment products summary

  •  Home loans summary

  •  Non finacle operative accounts

  •  Non finacle investment accounts

  •  Non finacle loan accounts

Navigation

The following is the navigation for this option:

  • Click Non Finacle Accounts in the Accounts Information.

  • The Non Finacle Accounts 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

Insurance Summary

Sl. No.

The serial number of the record.

Policy Number

The policy number of the record.

Insurance Type

The insurance type of the record.

Amount of Insurance

The amount for which the insurance policy has been drawn.

Next Premium Due on

The date on which the next premium is due.

Mutual Funds Summary

Sl. No.

The serial number of the record.

Account no

The account number of the mutual funds holding.

Category

The category of mutual fund.

Accrued Market Value

The accrued market value.

Maturity Date

The date on which the mutual fund matures.

DMAT Summary

Sl. No

The serial number of the record.

Account no

The account number of the DMAT account.

Category

The category of the DMAT account.

Accrued Market Value

The accrued market value.

Phone Banking Enabled

Indication of whether or not the account is phone banking enabled.

Credit Card Summary

Sl. No.

The serial number of the record.

Account no

The credit account number.

Category

The category of the credit account.

Installment Amount

The installment amount that is pending for payment.

Card Member Since

The date since when the retail user is a card member.

Other Investment Products Summary

Sl. No.

The serial number of the record.

Account no

The account number of other investment products.

Category

The category of the account.

Total Charges Collected

The total charges collected under this investment.

Maturity Date

The date when the investment matures.

Home Loans Summary

Sl. No.

The serial number of the record.

Account no

The home loan account number.

Category

The category of the home loan.

Amount Sought

The amount sought as loan.

Expiry Date

The date of loan closure.

Non-Finacle Operative Accounts Summary

Sl. No.

The serial number of the record.

Account no

The account number of the operative account.

Category

The category of the account.

Application sanction limit

The application sanction limit of the account.

Status As Of

The account status as of the specified date.

Non-Finacle Deposit Accounts Summary

Sl. No.

The serial number of the record.

Account no

The account number of the deposit account.

Category

The category of the deposit account.

Deposit Amount

The deposit amount in the account.

Status As Of

The account status as of the specified date.

Non-Finacle Loan Accounts Summary

Sl. No.

The serial number of the record.

Account no

The account number of the loan account.

Category

The category of the loan.

Sanction Limit

The sanction limit against the loan account.

StatusAsOf

The account status as of the specified date.