Account Analysis Manager Page

Use the Account Analysis Manager page (FA_STMT_INQ_PNL) to review fee activity on an ad hoc basis and perform other bank fee and account analysis tasks from a central location.

Navigation:

Banking, and then Account Analysis, and then Account Analysis Manager

This example illustrates the fields and controls on the Account Analysis Manager page. You can find definitions for the fields and controls later on this page.

Account Analysis Manager page

Your search results appear in the Account Analysis Activity grid.

Field or Control Description

Validate Statement

Click to access the Account Analysis Validation page and validate account analysis.

Compare Fees

Click to access the Fee Structure page and compare two to five fee structures.

Edit Analysis Statement

Click to access the Enter Fee Statements page and modify a specific account analysis statement.

Load Analysis Statement

Click to access the Import Bank Statement page and request electronic transmission of bank statement information.