View Transaction History

Introduction

This option allows you to list transaction based on the specified criteria. You can list the transaction for various types of account.

Note:

1. If the user clicks on View Transaction History button and the selected account doesn�t have inquiry access, system throws an exception stating ' Inquiry Access Not Allowed For The Selected Account'.

2. If the user clicks on View Transaction History button and host is not available and the selected account is not present in local DB, system throws an exception stating   'We are unable to process your request right now, please try after sometime'.

3. The View Transaction History button is clicked or Search button is clicked after specifying valid criterion and if there are no transaction details for the account selected, system throws an exception stating  'No Transactions were found for this Account'.

4. If the user clicks on View Transaction History button and the account type of the selected account is  neither deposit nor loan account, system throws an exception stating 'Invalid Account Type'.

5. If the user clicks on View Transaction History and the host is not available, the  transaction details will be fetched from the local DB.

Navigation

The following is the navigation for this option:

• Click View Transaction History  in the View Loan Accounts screen.

• The Search Criteria  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

Search Criteria

Account Number

Select the account number from the drop-down list.

Note:

By default the preselected account number will be displayed, however user is given an option to change the account number by selecting the account number from the drop-down list. This will help the user to view the transaction details without navigating back to the main screen.

Transaction Date From

Specify the starting date for listing the account transactions.

Transaction Date To

Specify the ending date for listing the account transactions.

Transaction Period

Select the period for which the statement is required.

Valid Values:

Last 180 Days

Last 90 Days

Last 60 Days

Last 30 Days

Advanced Search Criteria

Last N Transactions

List the account for last 'n' number of transaction.

Note:

The maximum number of transaction listing is set by the bank.

Amount From

The amount range for listing the account transaction.

Amount To

The amount range for listing the account transaction.

Field

Description

Transaction Date

The date on which the transaction has been done.

Transaction Remarks

The remarks of the transaction.  On clicking on the transaction hyperlink, the details of the transaction are displayed.

Credit

The credit amount of the transaction.

Debit

The debit amount of the transaction.

Account Balance

Displays the balance of the account after the transaction has taken place.