View Loan Account Details

Introduction	The Limit Default Create screen allows you to define the default limit for corporate and retail users.
Navigation	Select Account Nickname hyperlink or Transaction History option in actions button in Loan Account screen. The View Loan Account Details screen is displayed.
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
Account Nickname	Nickname of the account which was selected in the previous screen will be displayed, however you can select the nickname from the drop-down list.
Number	Displays the loan account number.
Name	Displays the name of the customer.
Nickname	The short name assigned to the account. Note: 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.
Type	Displays the type of the account. For example, car loan, personal loan and the like
Currency	Displays the currency in which the loan account is opened.
Sanctioned Amount	Displays the loan sanction amount.
Liability Amount	Displays the total liability outstanding.
Installment Amount	Displays the loan installment amount.
Next Installment Due Date	Displays the due date of the next installment.
Interest Rate	Displays the loan interest rate.
Branch	Displays the branch to which this loan account belongs to.
More Details Note: By clicking the “+More Details” option, following fields are displayed.
Loan Start Date	Displays the start date of the loan.
Sanctioned Date	Displays the sanction date of the loan.
Account Status	Displays the status of the loan account.
Product Category	Displays the product category or the scheme code of the product.
Loan Period in Months	Displays the loan period in months.
Loan Period in Days	Displays the loan period in days.
Loan End Date	Displays the date on which the loan will end.
Primary Account	Displays whether the account is primary account or not.
Repayment Details
Principal Over Due	Displays the overdue principal amount.
Last Repayment Date	Displays the last repayment date.
Total Amount Paid Back to Date	Displays the total amount paid towards the loan outstanding till date.
Number of Payments Made	Displays the number of repayments made towards the loan account.
Balance Details
Available Balance	Displays the available balance in the loan account.
Ledger Balance	Displays the ledger balance of the loan account.
Other Balance	Displays any other balance, if any.
Float Balance	Displays the float balance of the loan account.
Loan redraw Details
Minimum Redraw Amount	Displays the minimum amount that can be redrawn from the loan account.
Maximum Redraw Amount	Displays the maximum amount that can be redrawn from the loan account.
Choose Statements	Select the appropriate value from the drop-down list to view statements for different time periods Valid Values: Last 14 Days Last 30 Days Last 7 Days
Transaction Details
Date	Displays the transaction date.
Instrument ID	Displays the instrument ID if the transaction involves any physical instrument. Note: This icon will be visible only for the transactions which have taken place with any physical instruments.
Description	Displays the narration (description) of the transaction. Clicking the hyperlink to view the transaction details.
Split Transaction	Click to split the transaction for categorization. Note: Refer Personal Financial Module for more details on this feature.
Category	Displays the transaction categorization. Note: Refer Personal Financial Module for more details on this feature.
Amount	Displays the amount of the transaction with the account currency.
Balance	Displays the balance after the transaction with the account currency.
I want to…	Navigate to the desired page by clicking the relevant hyperlink which is available in the right hand side of the screen. Valid Values: Open a Loan Account Manage Categories Set a New Goal Initiate Funds Transfer
Ad Space	Space available for any advertisement or marketing campaign.

Click	To
Search Transactions	Search the accounts based on the search criteria.
Security Details	View the security details for the account.
Joint Account Details	View the list of joint holders of the account.
Back	Return to the previous screen.
	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 retail user in the required format as given in the drop-down. list.