Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Conventions
  • Related Documents
  • Acronyms and Abbreviations
  • Screenshot Disclaimer
  • Basic Actions
  • Symbols and Icons
  • Prerequisite
• 1 Configurations
  • 1.1 Business Product
    • 1.1.1 Create Business Product
    • 1.1.2 View Business Product
  • 1.2 Joint Holder Type
    • 1.2.1 Create Joint Holder Type
    • 1.2.2 View Joint Holder Type
  • 1.3 Garnishment Parameters
    • 1.3.1 Create Garnishment Parameters
    • 1.3.2 View Garnishment Parameters
  • 1.4 Relationship Type
    • 1.4.1 Create Relationship Type
    • 1.4.2 View Relationship Type
  • 1.5 Product Switch
    • 1.5.1 Create Product Switch Parameters
    • 1.5.2 View Product Switch Parameters
• 2 Servicing Configurations
  • 2.1 Business Product Configuration
    • 2.1.1 About Business Product Configuration
    • 2.1.2 Create Business Product
    • 2.1.3 View Business Product
  • 2.2 Business Process Configuration
    • 2.2.1 About Business Process Configuration
    • 2.2.2 Create Business Process
    • 2.2.3 View Business Process
  • 2.3 Servicing Configuration
    • 2.3.1 Create Service Preferences
    • 2.3.2 View Service Preferences
• 3 Operations
  • 3.1 Dashboard
    • 3.1.1 Bulletin Board
    • 3.1.2 My Diary
    • 3.1.3 My Pending Tasks
  • 3.2 Account Creation
  • 3.3 Account View
    • 3.3.1 Account 360
      • 3.3.1.1 Account Balance
      • 3.3.1.2 Account Information
      • 3.3.1.3 Account Holder Details
      • 3.3.1.4 Account Details
      • 3.3.1.5 Account Statement Details
      • 3.3.1.6 Suggested Actions
      • 3.3.1.7 Alerts
      • 3.3.1.8 Recent Transactions
      • 3.3.1.9 Interest Details
      • 3.3.1.10 Frequent Actions
  • 3.4 Maintenance
    • 3.4.1 Account Address Update
    • 3.4.2 Joint Holder Maintenance
      • 3.4.2.1 Maintain Joint Holder Details
    • 3.4.3 Nominee Details Update
      • 3.4.3.1 Add Nominee
      • 3.4.3.2 View Nominee Details
      • 3.4.3.3 Edit Nominee Details
    • 3.4.4 Account Preferences
    • 3.4.5 Bulletin Board Maintenance
      • 3.4.5.1 Create Bulletin
      • 3.4.5.2 View Bulletin
  • 3.5 Statement
    • 3.5.1 Ad hoc Account Statement
    • 3.5.2 Account Statement Frequency
  • 3.6 Status Update
    • 3.6.1 Activate Dormant Account
    • 3.6.2 Account Status Change
  • 3.7 Limits
    • 3.7.1 Unsecured Overdraft Limits
    • 3.7.2 Temporary Overdraft Limit
    • 3.7.3 Advance against Uncollected Funds
  • 3.8 Amount Block
    • 3.8.1 Amount Block
    • 3.8.2 View and Modify Amount Block
  • 3.9 Check Book
    • 3.9.1 Cheque Book Request
    • 3.9.2 Cheque Book Status
    • 3.9.3 Stop Cheque Payment
    • 3.9.4 View and Modify Stop Cheque Payment
      • 3.9.4.1 View Stop Cheque Payment
      • 3.9.4.2 Modify Stop Cheque Payment
      • 3.9.4.3 Close Stop Cheque Payment
  • 3.10 Inquiry
    • 3.10.1 Account Transactions
    • 3.10.2 Cheque Status Inquiry
• A Functional Activity Codes
• B Error Codes and Messages
• Index