VIEWER DASHBOARD

Icons

Following icons are present on the corporate - viewer dashboard:

• : Click this icon to go to the dashboard.
• : Click this icon to go to the Mailbox screen.
• : Click this icon to search the transactions.
• : Click this icon to log out from the application.
• : Click the toggle menu to access the transaction.
• : Click this icon to search the transactions that are performed on a particular date. It has two fields From and To, you can select the start and end date to search the transaction.

Toggle Menu Transactions

Following items are present on the Toggle Menu:

• Welcome Note: Displays the welcome note with last login details.
• Your Current View is: Select your role as viewer. The drop-down to select the role is available only if the user is mapped with more than one role.
• Select Language: Select your desired language from the drop-down list.
• : This menu consists of sub menu items like Current and Savings account, Term Deposits and Loans and Finances to navigate to the respective account related transactions.
• :Click here to access Payments related transactions or setting up of payments
• : Click this icon to upload files and view the files already uploaded.
• :Click this icon to generate the reports and view the generated reports.
• : Click this menu to manage your letter of credit and bills.
• : Click this menu to view the Mails, Alerts and Notifications.
• : Click this menu to go to the logged in user's profile.
• : Click to view the login details like start date an time, end date and time, Channel and IP address of the last sessions of the logged in user.
• Click to view the address and location of the ATMs and the branches of the Bank. For more information click here.
• :Click to view and manage the alerts.
• : Click this menu to view the daily limits.
• : Click this menu to set the security questions. For more information, refer security questions section.
• : Click this menu to launch the online help.
• : Click this menu to view the information about the application like version number, copyright etc.

Financial Overview

The section provides a graphical representation of the distribution of assets and liabilities across the Current and Savings Accounts, Term Deposits & Loans accounts held with the bank. It also displays the total amount of assets, liabilities and the Net Worth. Account types displayed in the section include CASACurrent Account or Savings Accounts are operative accounts through which account holders perform day to day operations such as deposits and withdrawal of money., term deposits, and loans.

Position By Currency

The section displays currency wise position of user’s assets and liabilities in the form of a bar graph. Each bar represents one currency.

New Message in Your Inbox

The section displays the count of messages and notifications received by the logged in user. Click Go to Mailbox link to view all the notifications sent by the bank.

Pending for Action

The section displays the number of transactions pending for his approval, The Switch to Approver Dashboard link allows the corporate viewer to switch to approver dashboard from the viewer dashboard to approve the transactions that need approvals.

Bill Receivable/ Payable

The section displays the summary of all import and export bills associated with specific party/ parties. The dashboard allows the user to view the total amount receivable and payable with respect to the trade bills (Under LC and standalone) immediately after logging in.

Trade Instruments

Trade Instruments section allows the user to view the summary of all trade instruments (Import-Export LC, outward guarantee) that are going to expire in near future and are associated with specific party/ parties.

The user can view the trade instruments that are going to expire within 10 days, 15 days and 30 days by selecting the option from the drop-down.

Credit Line Usage

The section displays a snapshot of the line limits of the user. View the following:

• Utilized Amount: The limits utilized by the party from the total set limit.

• Remaining Amount: The limits remaining from the total set limit.

The user can filter this section to view details of his primary party, or the linked parties or all parties.

Click the View Details link to access the Line Limit Utilization screen.

Current and Savings/ Term Deposits/ Loans Summary

The current and savings/ Term Deposit/ Loan account card displays the count of the account and total balance in these accounts along with the transaction currency. The section below the account card displays the summary of assigned CASAs/ Term Deposit / Loan with below details. Click the particular account number of CASA/ / Term Deposit / Loan account to go to the account details screen.

• Current and Savings:
• PartyA party is any individual or business entity having a banking relationship with the bank. Name: Displays the different party names linked to the ID and holding the accounts.
• Account Number: Displays the Account Number (masked format), account nickname (if any), and the product name. Click the account number to go to the Account Details screen.
• Account Type: Displays the type of account viz., savings or current etc.
• Net Balance: The balance amount in the account is displayed
• Term Deposits:
• Party Name: Displays the party names linked to the ID and holding the deposits.
• Deposit Number: Displays the TDTerm Deposit is a deposit accepted by bank, for a fixed term, from customers. A term deposit is a liability of a bank with fixed maturity period. Account Number (masked format), account nickname (if any) and the product name. Click the account number to go to the Deposit Details screen.
• Interest Rate: shows the applicable rate of interest on the TD.
• Principal Balance: shows the amount invested in deposit.
• Maturity Date: shows the date of maturity of deposit.
• Maturity Balance: shows the amount which would be available at the date of maturity.
• Loans
• Party Name: Displays the different party names linked to the ID and holding the loans
• Account Number: Displays the Loans Account Number (masked format), account nickname (if any) and the product name. Click the account number to go to the Loan Details screen.
• Interest Rate: Applicable rate of interest.
• Maturity Date: The Maturity Date of the Loan account.
• Outstanding BalanceThe total amount that you owe on a credit card or other loan.: Outstanding Amount against the loan.

Click Download to download the account summary of Current and Savings/ Term Deposit/ Loan accounts.

Click , , or to navigate across page of account summary.

Corporate Limits

The user can view the party cumulative transaction limits for each transaction, daily and monthly limits utilized and available for use from the viewer dashboard.

Click View All to access the Limits transaction.

Activity Log

The latest activity logs are displayed on the viewer’s dashboard. It is divided into two fields broadly: Financial / Non-Financial.

The logged in user can view the transaction summary with respective statuses and details.

• Financial: This displays the financial transactions initiated by the maker in the following categories:
• Accounts : The details of activity log are:
  • Date: Date of the transaction
  • Description: Description of the transaction
  • Account Number: Account number of the transaction
  • Amount : Amount of the transaction
  • Reference Number: Reference Number of the transaction.
  • Status: Status of the transaction
• Payments

• • Date: Date of the transaction
  • Description: Description of the transaction
  • From Account: Source account number of the transaction
  • Amount : Amount of the transaction
  • Payee Account Details: Payee’s account details
  • Reference Number: Reference Number of the transaction
  • Status: Status of the transaction

• Bulk File

• • Date: Date of the transaction
  • Description: Description of the transaction
  • Transaction Type: Transaction types of the file upload
  • File Name: Name of the file to be uploaded
  • File Amount : Total Amount of Transaction
  • Reference Number: Reference Number of the transaction.
  • Status: Status of the transaction

• Bulk Record

• • Date: Date of the transaction
  • Transaction Type: Transaction types of the bulk record
  • Debit Account: Account number of the account to be debited.
  • Amount: Amount of the transaction
  • Payee Account Details: Payee’s account number
  • Reference Number: Reference Number of the transaction
  • Status: Status of the transaction

• Non- Financial: This displays the non- financial transactions initiated by the maker and further categorized as below:
• Accounts

• • Date: Date of the transaction
  • Description: Description of the transaction
  • Account Number: Account number of the transaction
  • Amount : Amount of the transaction
  • Reference Number: Reference Number of the transaction.
  • Status: Status of the transaction

• Payee and Biller
  • Date: Date of the transaction
  • Payee/ Biller Name: Payee/ Biller name
  • Payee Type: Type of the payee
  • Category: Payee Category
  • Reference Number: Reference Number of the transaction
  • Status: Status of the transaction
• Bulk File

• • Date: Date of the transaction
  • File Identifier: Unique code assigned to the uploaded file
  • Transaction Type: Transaction types of the file upload
  • File Name: Name of the file to be uploaded.
  • Reference Number: Reference Number of the transaction
  • Status: Status of the transaction

• Bulk Record

• • Date: Date of the transaction
  • File Identifier: Unique code assigned to the uploaded file
  • Transaction Type: Transaction types of the bulk record
  • Description: Description of the transaction
  • Reference Number: Reference Number of the record.
  • Status: Status of the record

• Trade Finance
  • Date: Date of the transaction
  • Description: Description of the transaction
  • Beneficiary Name: Name of the Beneficiary against whom LC is to be created
  • Amount: Amount for the Letter of Credit / Bill
  • Reference Number: Reference Number of the transaction.
  • Status: Status of the transaction
• • Others
    • Date: Date of the transaction
    • Initiated By: User who has initiated the transaction
    • Transaction Type: Type of the transaction initiated
    • Description: Description of the transaction
    • Reference Number: Reference Number of the transaction
    • Status: Status of the transaction

Review

The section displays the details of the transaction.