View Other Bank Accounts

Introduction

This option allows you to view summary  of your accounts with other bank.

Navigation

The following is the navigation for this option:

• Click on Other Bank Accounts in Balance and Transaction Information option

• The View Other Bank Accounts screen is displayed.

What you can do

The table below provides a brief description of the data displayed on the screen and the functions you can perform:

Field

Description

Query Criteria

Saved Criteria Templates

From the drop-down list, select the saved template for the new search criteria.

Note:

• Click OK after selecting the appropriate value from the drop-down list. The fields get defaulted with the saved values as per template.

• If no template is selected as default template then the first value in the drop-down list is  <SELECT>.

Account Nickname

The short name of the account.

Account Number

The number assigned to the account.

Note:

Specify either Account Nickname or Account Number to view the account summary details. If not specified, the account summary for all the accounts that the user has will be displayed.

Account Currency

For display of accounts of a particular currency, select the currency from the drop-down.

Account Type

For display of particular type of loan, like car loan, mortgage loan, select the account type from the drop-down.

Template Actions

From the drop-down list, select the template action.

Valid Values:

Save Template

Delete Template

Note:

Click OK after selecting the appropriate value from the drop-down list.

Field

Description

Other Bank Accounts List

Option Button

The option button is provided to select the record.

Bank Name

Name of the other bank in which the account is held.

Account Nickname

The nickname of the account. On clicking the account, hyperlink information on the account like the general and balance details and forward available balance(s) are displayed.

Account Type

The type of operative account whether savings, checking account.

Account Number

The associated account number with the other bank.

Currency

The currency in which the account is held.

Balance

The balance amount in the account, as well as the balance indicator, whether a debit or credit balance.

As of Date

The date and time as of which the account balance is displayed.