My Operative Accounts

Introduction

This screen displays the summary of all the operative accounts. The screen lists the accounts of the retail user along with the details like account type, account number and account balance. Retail users can also perform various inquiries on their operative accounts and raise service requests related to operative accounts.

If no operative accounts are linked to the user, a message stating, 'No Accounts Found' will be displayed. If the user has no access to the account, then the account will not be available in the accounts list. While fetching the details, if the connection with backend host system is not established, details will be fetched from the e-Banking database.

If connection with backend host system is not established and the e-Banking database is also not configured, a message stating ‘Host Not Available’ will be displayed.

Navigation

The following is the navigation for this option:

Click Operative Accounts link under Accounts tab from the Main Navigation.
The Operative Accounts 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
	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 hyperlink, to view the details of the account.
Account Type	Displays the type of the account. For example, savings, current, Overdraft
Status	Displays the status of the account. For example, active, inactive, dormant.
Balance	Displays two types of balances. They are Total & Available. Note: Sorting feature is not applicable for this field.
Actions	Select the appropriate action from the drop-down list. Valid Values: View Flexi Fixed Deposit Links Inquire on Temporary Overdraft Inquire on Lien View Nominee Details View Clearing Instruments View or Stop Issued Cheques Request New Cheque Book Request Demand Draft Request Doorstep Banking Create Direct Debit Mandate View Direct Debit Mandates View Mini Statement View Transaction History View Withdrawal Notices View Day End Statement Average Balance View Stopped Cheques Cardless Cash Withdrawal Cancel Notice
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: Initiate Funds Transfer Open an Operative Account Manage Budgets Manage Categories
e-Statements	There will be a shortcut to e-Statement screen from here.
Ad Space	Space available for any advertisement or marketing campaign.

Click	To
Search	Search the accounts based on the search criteria.
	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.
View Closed Operative Accounts	View details of the accounts that have been closed.
Open an Account	Raise a new service request for opening a new operative account.