View Withdrawal Notices

Introduction

The View Withdrawal Notices screen allows the customer to view the withdrawal notices initiated for the corresponding withdrawal notice account. The list is populated only if there are any withdrawal notices issued by the customer. These notices are fetched from core system online. By default, all the withdrawal notices are fetched, however, customer is given a choice to fetch only selected records based on the criteria such as:

  • notice number

  • status

  • notice type

  • due date range

  • amount range

  • notice date range

Customer can select any record after retrieval to view the details, modify the record or cancel the record. Customer can also download the screen details in the desired format.

Navigation

The following is the navigation for this option:

  • Select View Withdrawal Notices option in the More Actions drop-down and click OK in the View Operative Accounts screen.

  • The View Withdrawal Notices 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

Search Criteria

Notice Number

Specify the notice number. This would be a unique number for each of the notice.

Status

From the drop-down list, select the status of the record.

Valid Values:

All

Open

Cancelled

Executed

Failed

Advanced Search Criteria

Notice Type

Select the type of notice.

Valid Values:

Closure

Withdrawal

Due Date From/To

Specify the due date period for the notice records.

Amount From/To

Specify the amount period for the notice records.

Notice Date From/To

Specify the notice date period for the notice records.

 

Click

To

Search

Specify the notice records based on the above mentioned values.

Note:

The records would be listed (if any) below in the Withdrawal Notice List.

Reset

Clear all the specified values to enter fresh set of values.

Add Withdrawal Notice

Add a new withdrawal notice.

 

Field

Description

Withdrawal Notice List

Select

Select the option button to select the corresponding record.

Notice Number

The notice number. This would be a unique number for each of the notice.

Note:

Click the hyperlink to view Withdrawal Notice Details screen.

Notice Type

The type of notice.

Valid Values:

Closure

Withdrawal

Notice Date

The notice date for the notice record.

Due Date

The due date for the notice record.

Amount

The amount for the notice record.

Status

The status of the corresponding notice record.

 

Click

To

Go to Page

View the list of accounts in that page.

Note:

If there are multiple number of pages for displaying the list,  then the desired page number can be provided and click Go. The list of accounts in that page is displayed.

Modify

Modify the selected notice record.

Note:

A record can be modified only when the status of the corresponding record is Open.

Cancel

Cancel the selected notice record.

Note:

A record can be cancelled only when the status of the corresponding record is Open.

Download Details As

Download the above details in the intended format. Select the format from the drop-down list and click OK.

The formats available are:

  • HTML

  • XML

  • CSV

  • XLS

  • PDF

  • DAT

  • RTF

  • TXT

Back

Go back to the previous screen.