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Introduction |
This screen displays the account details and security details linked to the account. |
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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 must be specified on the screen and the functions you can perform: |
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Field |
Description |
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Personal (Currency) (Account Number) |
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General Details |
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Account |
Select the account ID 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 account details without navigating back to the main screen. |
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Account Nickname |
The short name assigned to the account. This can be modified using Update Account Preference under the Personal Profile menu option in the Non Financial Activities option of the user menu list. |
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Account Name |
The name of the account. |
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Account Status |
The status of the account, whether active, inactive and so on. |
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Account Type |
The type of operative account, whether savings, loan and so on. |
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Account Category |
The scheme code or category under which the account has been opened. |
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Mode of Operation |
The mode of operation of the account. Note: This field is not available for corporates and in online scenario. |
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Branch |
The branch where the account is held. |
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Account Open Date |
The date on which the account was opened. |
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Currency |
The currency in which the account is held. |
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Primary Account |
Indicates if the account is a primary account. A primary account is an account which the customer normally operates. For Example: If the customer holds five different accounts, then the customer can designate one account as the primary account. When the customer logs on to the online banking system, the balances in your primary account are displayed by default. The customer can carry out transactions in this account. If the customer wants to carry out transactions or view balances in any other account, specify the account number. Note: This field is not available in online scenario. |
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Deposit Start Date |
The value date of the deposit. |
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Deposit Amount |
The amount of the deposit. |
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Deposit Period in Months |
The tenure of the deposit in months. |
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Deposit Period in Days |
The tenure of the deposit in days. |
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Maturity Date |
The date of maturity of the deposit. |
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Maturity Amount |
The maturity amount of the deposit. |
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Interest Rate |
The interest rate at which the deposit is booked. |
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Customer Details |
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Customer ID |
The customer ID to which the account is linked. |
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Customer Name |
The name of the customer. |
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Joint Holder1-3 |
The name of the joint account holder(s). Note: This field is not available for corporates and in online scenario. |
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Balance Details |
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Ledger Balance |
The actual ledger balance. |
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Other Balance |
Any other balance as defined by the user. |
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Maturity Instructions |
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Auto Renew |
Indicates whether maturity instruction is for autorenewal. |
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Auto Renew Month |
The month in which the deposit will be auto renewed. |
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Auto Renew Day |
The day on which the deposit will be autorenewed. |
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Auto Renew Counter |
The number of times the deposit has been renewed. |
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Auto Closure |
Indicates whether autoclosure instruction has been maintained. |
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Click |
To |
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Search |
View the details of the account selected. |
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Download Details As |
The details displayed can be downloaded by the retail user in the required format as given in the drop-down. |
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Back |
Return to the previous screen. |
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View the list of joint holders of the account. |