Manage Account Groups

Introduction

Customer with multiple accounts can group accounts logically into different groups for consolidation and reporting purposes. Based on this grouping the user will be able to view the consolidated accounts summary in the balance and transaction information section.

For Example:

All savings accounts can be grouped into one or accounts opened in a particular branch or city can be grouped.

It’s up to the customer to define the groups in a manner that sounds logical to them. When the customer visits the page without having created account groups they will get a message – ‘You have not created any account group. Please click on ‘Create Group’ for creating a group’

Navigation

Select Manage Account Groups in the Personal Profile screen.

Click Account Summary in the Balance & Transaction Information screen.
Click Manage Account Groups in the Account Summary screen.

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

Group Name

Select the accounts group from the list. The accounts group already created and available for the user is displayed.

Group Currency

Select the accounts group currency.

Click	To
Search	Retrieve a list of groups created by user that match the specified criteria.
Clear	Clear the specified data.

Field	Description
Account Grouping List
Select	Option button Select a group for edit or delete.
Group Name	Displays the group name. Click the link to go to the account group details with account list and number of accounts linked in view mode.
Group Currency	Displays the currency in which balance of the accounts group will be shown.
Number of accounts	Displays the number of accounts available in the group.

Click	To
Create Group	Create a new accounts group.
Edit Group	Edit the selected account group. The screen is similar to the create group screen where the you can make changes to the existing group.
Delete Group	Delete the accounts group. The user will be shown preview confirmation screen where they can authenticate the deletion as per set up.
<	Go to the previous list screen.
>	Go to the next list screen.
Go to Page	Provide the page number and click Go to view the respective list screen.
Back	View the previous screen.