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Introduction |
This screen displays the summary of all the transactional accounts. The screen lists all your accounts along with the details like account type, account number and account balance. You can also perform various inquiries on your transactional accounts and give service requests related to your transactional accounts. In the event no transactional accounts are linked to you, a message stating, 'No Accounts Found' will be displayed. |
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Navigation |
The following is the navigation for this option:
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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: |
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Field |
Description |
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Search Criteria |
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Account Description |
Specify Account Description to view the account summary details. |
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Account Number |
The number assigned to the account. Note: Specify Account Number to view the account summary details. If not specified, the account summary for all the accounts will be displayed. |
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Account Currency |
For the display of accounts of a particular currency, select the currency from the drop-down. |
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Account Type |
For the display of particular transactional account, select the account type from the drop-down. |
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Click |
To |
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Search |
View the account summary in the below section. |
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Clear |
Refresh the screen without the specified query criteria (where results have not been displayed) or to reload the screen with the latest results for the criteria specified. |
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Field |
Description |
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Transactional Accounts List |
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Account Description |
The short name of the account. Click the Account Description to get the details of the account and a quick view of the account balances. |
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Account Type |
The short name of the account. Click the Account Description to get the details of the account and a quick view of the account balances. |
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Account Number |
The number assigned to the account. |
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Currency |
The currency in which the account operates. |
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Book Balance |
The balance amount in the account along with the type of balance, either credit or debit. |
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Click |
To |
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Open Transactional Account |
Raise a new service request for opening a new transactional account. |
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View Transaction History |
View transaction details of the selected account with your defined criteria. |
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View Mini Statement |
View pre-defined account mini statement. |
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More Actions |
The other activities that are possible on the listed transactional accounts are:
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