|
Introduction |
This option allows the user to open a new account in the given products of the Bank. The user can also do a simulation before going in for opening the account. |
|
Navigation |
The following is the navigation for this option:
|
|
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 |
|
Currency |
This is a drop-down field. Customer has the option to choose the currency in which the Account should be. |
|
Statement Delivery Type |
This is a drop-down field. Customer has an option between none or email. |
|
Terms and Conditions: |
This is a checkbox that the customer must tick in order to proceed. |
|
Click |
To |
|
Submit |
Customer clicks Submit to finalise the account request. |
|
The following fields and buttons will be displayed on the Preview Confirmation screen:
|
Field |
Description |
|
Preview Confirmation Screen |
|
|
Account Type |
PureSave |
|
Currency |
The selected currency will be displayed. |
|
Statement Delivery Type |
The selected statement delivery type will be displayed. |
|
Account Opening Request Date |
The date on which the account was requested will be displayed. |
|
Buttons |
Description |
|
SMS-based OTP |
One Time Password |
|
Resend OTP |
This option allows a Customer to resend the OTP to their Mobile handset if they have not received an OTP the first time. |
|
Confirm |
Customer clicks Confirm to finalise the account request. |
|
Back |
By selecting the Back button the Customer will be navigated to the previous screen. |
Upon selection of the Confirm button, the Customer will be navigated to a new screen which will display the Reference ID for the request submitted.
|
Click |
To |
|
Download Details As |
This is an option to download the list of requests displayed in the following formats:
|
|
OK |
This button confirms the selection of the format chosen. |