eStatements

Introduction

This option provides the Finacle e-Banking users to search and view the e-statements of their account. User can also download and save the e-statement from this option. There will be a widget on the right hand side of the page in all account listing screens which will list the latest statements, for the listed accounts. User can click on ‘Download Statement’ link by which an overlay screen will be shown to perform further activities.

The process involved are, bank user will run a batch job “UPLDBATCH” which will keep the metadata (only the minimal data) related to e-statement in e-Banking tables(OVMD). The actual e-statement will be stored in third party CMS database and when the user searches for the e-statement same gets fetched from the CMS database.

Navigation

The following is the navigation for this option:

• Click e-Statement link under Accounts tab from the Main Navigation.

• The e-Statement 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

Select the account ID from the drop-down list.

Note:

By default the value selected will be ‘All’, user has to select the appropriate account for which e-Statement is needed.

Statement Details

Document Name

Displays the name of the document

Statement Date From

Displays the statement start date.

Statement Date To

Displays the statement end date.

Note:

Future dates in the calendar lookup can be made non-selectable so that you will not select the future date by mistake.