VIEWER DASHBOARD
Corporate Viewer Dashboard service provides the top management of any corporate with a consolidated and easy to understand view of their business immediately after logging in. This helps them to take speedy and accurate decisions to meet their short term and long term business goals.
Click on individual components to see the detailed snapshot.
Dashboard Overview
Icons
Following icons are present on the corporate - viewer dashboard:
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: Clicking this icon takes you to the dashboard.
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: Clicking this icon takes you to the Mailbox screen.
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: Click this icon to search the transactions.
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: Displays the welcome note, user’s name and the last log in date and time. Click this icon to view the logged in user’s profile or log out from the application.
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: Click the toggle menu to access the transactions.
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: Click this icon to close the toggle menu. This icon appears if the toggle menu is open.
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FATCA & CRS link
Click the link to access the FATCA and CRS Self – Certification Forms for Entities so as to capture required information for the purposes of compliance with both FATCA and CRS.
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Toggle Menu Transactions
Following items are present on the Toggle Menu:
- Your Current View is: Your current role will be displayed here i.e. one of three ( Viewer/ Maker/ Approver). The drop-down to select the role is available only if the user is mapped with more than one role.
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: 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.
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:Click here to access Payments related transactions or setting up of payments
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: Click here to access the Electronic Bill Payments and Presentment related transactions.
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: Click this menu to manage your Letter of Credits (LCs),Bills, Guarantees, Line Limits and Beneficiary maintenance for trade finance.
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: Click this menu to view booked forex deals and initiate new forex deal.
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: Click this menu to manage the cash flow, credit and working capital.
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: Click this menu to manage your virtual accounts.
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: Click this menu to originate new Credit Facilities and manage existing Facilities and Collaterals.
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: Click this menu to view your Supply Chain Finance business and its manage its activities.
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: Click this icon to upload files and view the files already uploaded.
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:Click this icon to generate the reports and view the generated reports.
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: Click this menu to track your loan, trade finance and credit facility applications.
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: Click this menu to set your preferences as well as daily limits and change password.
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: Click this menu to view the Mails, Alerts and Notifications.
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: Click this menu to leave your feedback about the user interaction of the application.
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Click to view the address and location of the ATMs and the branches of the Bank. For more information click here.
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: Click this menu to launch the online help.
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: Click this menu to view the information about the application like version number, copyright etc.
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Financial Overview
The section provides a graphical representation of the distribution of assets and liabilities across the Current and Savings Accounts, Term Deposits & Loans & Finances 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 , term deposits, and loans & finances.
This option enables the corporate users to view & select both Conventional & Islamic accounts under separate headers of “Conventional” & “Islamic” while processing any transaction in the entire application.
Note: Users having both (Conventional & Islamic accounts) will be able to view their accounts in respective headers however, in case if he is only having either of account then there will be no separate header bifurcation for the same.
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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.
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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
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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.
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Credit Line Usage
The section displays a snapshot of the line limits of the user.
- Utilized Amount: The limits utilized by the party from the total set limit.
- Remaining Amount: The limits remaining from the total set limit.
Click the View Details link to access the Line Limit Utilization screen.
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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.
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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.
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Reports
The latest reports mapped and generated under a party/ parties mapped to the logged in user are listed in this section. Click View All to view all the reports generated.
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Current and Savings/ Term Deposits/ Loans and Finances
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:
- Name: Displays the 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 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.
- Maturity Date: shows the date of maturity of deposit.
- Principal Balance: shows the amount invested in deposit.
- Maturity Balance: shows the amount which would be available at the date of maturity.
- Loans and Finances
- 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 Amount against the loan.
Click Download to download the account summary of Current and Savings/ Term Deposit/ Loan accounts.
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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.
The user can select the transaction from the drop-down to view the corporate limit of that transaction.
Click View All to access the Limits transaction.
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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.
: Click this icon to search the transactions that are performed on a particular date. It has two fields From Date and To Date, you can select the start and end date to search the transaction.
- 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
- Initiated By: User who has initiated 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
- Non Accounts : The details of activity log are:
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description of the transaction
- Amount : Amount of the transaction
- Reference Number: Reference Number of the transaction.
- Status: Status of the transaction
- Payments
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- Date: Date of the transaction
- Initiated By: User who has initiated 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
- Bill Payments
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description of the transaction
- Biller Name: Name of the biller
- Biller Location: Location of the biller
- Details: Details of bill payment
- From Account: Account number of the transaction
- Amount : Amount of the transaction
- Reference Number: Reference Number of the transaction
- Status: Status of the transaction
- Bulk File
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description of the transaction
- Transaction Type: Transaction type of the file upload
- File Name: Name of the file uploaded
- File Amount : Total Amount of Transaction
- Reference Number: Reference Number of the transaction.
- Status: Status of the transaction
- Bulk Record
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Transaction Type: Transaction type 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 Account Bulk Record
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- Date: Date of the transaction
- Transaction Type: Transaction type of the bulk record
- Amount: Amount of the transaction
- Initiated By: User who has initiated the transaction
- 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
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description of the transaction
- Account Number: Account number of the transaction
- Reference Number: Reference Number of the transaction.
- Status: Status of the transaction
- Biller Maintenance
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description 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
- Payee and Biller
- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- Description: Description 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
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- Date: Date of the transaction
- Initiated By: User who has initiated 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
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- Date: Date of the transaction
- Initiated By: User who has initiated the transaction
- File Identifier: Unique code assigned to the record
- Transaction Type: Transaction type 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
- Initiated By: User who has initiated 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
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- Forex Deal
- Date: Date of the transaction
- Reference Number: Reference Number of the transaction.
- Description: Description of the transaction
- Deal Type: Type of Deal user wants to initiate that is Spot or Forward
- Currency Combination: List of permissible currency combination for deal booking
- Amount: Amount for the forex deal
- 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
- • Liquidity Management
- Date: Date of the transaction
- Transaction Type: Type of the transaction initiated
- Structure ID: Structure ID of the transaction
- Structure Description: Description of the transaction
- Reference Number: Reference Number of the transaction
- Status: Status of the transaction
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Transaction Journey
Click the reference number link on the description of activity log to view the Transaction Journey
This screen displays the transaction details and transaction journey of a transaction, and the current status of transaction whether it is Initiated, Approved or Processed.
Transaction Journey
Review
The section displays the details of the transaction.
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Transaction Journey
This section displays the status of transactions. Transaction journey displays the status as:
- Initiation
- Approval
- Completion
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- Click Back to navigate to the Dashboard.
OR
Click e-Receipt to generate the e-receipt of the transaction.
Conventional/Islamic Accounts
This option enables the corporate users to view & select both Conventional & Islamic accounts under separate headers of “Conventional” & “Islamic” while processing any transaction in the entire application. These headers will appear for all transactions where there is an account dropdown or account selection of Current and Savings, Term Deposits and Loans is required.
Note: Users having both (Conventional & Islamic accounts) will be able to view their accounts in respective headers however, in case if he is only having either of account then there will be no separate header bifurcation for the same.
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