Account Summary

Introduction

User can view their account details by clicking account nickname hyperlink or select View Transaction History from actions drop-down in account summary list.

If the user does not have the inquiry access then the account balance field is shown as 'Not Available' to the user for that account. If the user has no access to any accounts then such accounts will not be available in the accounts list and hence balance will not be fetched. If no accounts are linked to the user, an error message is displayed as 'No Accounts Found'.

If backend host is not available, the balance is fetched from the e-Banking database. If the primary backend is not available and the e-Banking database is not configured, then an error message ‘Host Not Available’ will be displayed.

Balances of following types of accounts are shown in the account summary screen:

• Operative Account

• Deposit Account

• Loan Account

• Credit Card

• Other Bank Accounts

Note:

There would be 2 buttons displayed on the top right hand corner of the screen , respectively meant for printing the screen capture and view the help file.

Navigation

The following is the navigation for this option:

• Click Account Summary link under Accounts tab from the Main Navigation.

• The Account Summary 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

Click the icon to view the last 5 transactions in an overlay screen.

Account Nickname

Displays the nickname of the Account and account number of the account. Click the account number hyperlink, user can view the details of the account.

Note:

The details screen depends on the type of the account selected. Please refer to account details pages of respective type of accounts for more details.

Account Type

Displays the type of the account. For example, savings, loan, deposit and the like.

Status

Displays the status of the account. For example, active, inactive, frozen and the like.

Balance

Displays two types of balances. The balance displayed depends on the type of the account as given below:

• Operative Account: - Total, Available.

• Deposit Account: - Maturity, Deposit.

• Loan Account: - Disbursed, Due.

• Credit Card: - Available Credit Limit, Current Outstanding.

• Other Bank Accounts:- Available, Ledger

Actions

Select the appropriate action from the drop-down list.

Operative Accounts

Deposit Accounts

Loan Accounts

Credit Cards

Other Bank Accounts

Favorites

User can select the page to be archived as a favorite screen.

Note:

Account details page cannot be added as quick links.

Add: Add the screen as a favorite page.

Remove: Remove the selected screen from the drop-down list of favorite pages.

I want to…

Navigate to the desired page by clicking the relevant hyperlink which is available in the right hand side of the page.

Valid Values:

Open an Operative Account

Pay Your Bill

Ad space

Space available for any advertisement or marketing campaign.

e-Statements

There will be a shortcut to e-Statement screen from here.

Field

Description

Account Nickname

Displays the nickname of the account and account number of the account. Click the account number hyperlink, you can view the details of the account.

Note:

The details page depends on the type of the account selected. Please refer to account details pages of respective type of accounts for more details.

Account Type

Displays the type of the account, like savings, loan, deposit etc.

Status

Displays the status of the account like active, inactive, frozen etc.

Balance

Displays two types of balances. The balance displayed depends on the type of the account as given below:

Operative Account: - Total, Available.

Deposit Account: - Maturity, Deposit.

Loan Account: - Disbursed, Due.

Credit Card: - Available Credit Limit, Current Outstanding.

Other Bank Accounts:- Available, Ledger

Account Group Name

Displays the name of the account group. Users can expand/collapse group details by clicking on symbols in account groups.

Note:

The group header will display, name of the group, number of accounts in the group, the group currency and total amount in group currency.

Favorites

User can select the page to be archived as a favorite screen.

Note:

Account details page cannot be added as quick links.

Add: Add the screen as a favorite page.

Remove: Remove the selected screen from the drop-down list of favorite pages.

I want to…

Navigate to the desired page by clicking the relevant hyperlink which is available in the right hand side of the page.

Valid Values:

Open an Operative Account

Pay Your Bill

Ad space

Space available for any advertisement or marketing campaign.

Click

To

Search Account Summary

Search the accounts based on the search criteria.

Add a Group

Create a new group.

Manage Group

Manage the group details like editing and deleting.

View the list of records in that page.

Note:

If there are multiple number of pages for displaying the list of records, then the desired page number can be clicked by the user. The list of record in that page is displayed.

<<First

Navigate to the first screen.

Last>>

Navigate to the last screen.

<Prev

View the previous screen.

Next>

View the next screen.

Download Details As

The details displayed can be downloaded by the user in the required format as given in the drop-down. list.