eStatements

Introduction

This option provides the Finacle e-Banking users to search and view the e-statements of their account. User can also download and save the e-statement from this option.

The process involved are, bank user will run a batch job “UPLDBATCH” which will keep the metadata (only the minimal data) related to e-statement in e-Banking tables(OVMD). The actual e-statement will be stored in third party CMS database and when the user searches for the e-statement same gets fetched from the CMS databse.

What you can do

The table below provides a brief description of the data that should be entered on the screen and the functions you can perform:

Field

Description

Transaction Statement

Document Type

Select the document type from the drop-down.

Note:

• The document types displayed here will be created through the Common code type DOCT.

• Since this is a mandatory field, if no values are selected from the dropdown list, an error message “Please select the Document Type” will be displayed.

Account

Select the account ID from the drop-down. All the accounts to which the user has sufficient access privileges will be displayed here.

Statement Date From

Type the start date of the statement date range.

Note:

By default this field will be blank which means if the user doesn’t select any value then e-Banking application will show last one year’s eStatement from the current date.

Statement Date To

Type the end date of the statement date range.

Note:

If this field is not selected by the user, then e-Banking application will select the current date as the end date for statement.

Statement Details

Document Name

Displays the name of the document

Note:

User gets a hyperlink, click the link get an option to either save or open the document.

Statement Date From

Displays the statement start date.

Statement Date To

Displays the statement end date.