2.3.1.6 Suggested Actions

This topic describes the systematic instruction about the Suggested Actions in Account 360 screen. The Suggested Actions widget in the Account 360 screen displays the account's upcoming events and pending actions. This helps the user to inform the account holder and take the required actions.

On the Account 360 screen, the system displays the suggested actions for the account.

Figure 2-15 Suggested Actions

Description of "Figure 2-15 Suggested Actions"

The suggested actions widget displays two suggested actions at a time. If more than 2 suggested actions are present for the account, the View All button is enabled to the user.

1. To view all the suggested actions, click on View All button.
2. Click the Close icon on the Suggested Actions pop-up window.
   The view all display is closed.
3. On the Suggested Actions widget, the below cases are displayed. If no suggested actions are displayed, the system displays the message as No Suggested Actions.
   For more information on fields, refer to the field description table.

   Table 2-6 Suggested Actions - Field Description

   Field	Description
   Deliver Check Book	Displayed, if any check book delivery is pending for the account at branch. To deliver the check book, click on Deliver button, and the Check Book Status screen is launched. The system displays the message with check book request date and status. For example, Requested on March 30, 2019, pending delivery.
   Request Check Book	Displayed, if the number of pending check leaves are less than or equal to the specified limit at Account 360 parameter. By default the limit is 5 and can modify the value. To request new check book, click on Request button, and the Check Book Request screen is launched. For example, Unused leaves are 5. Note: The pending check leaves consider unused, stopped, and rejected checks. It excludes canceled and used checks.
   Activate Dormant Account	Displayed, if the account status is dormant. To activate the dormant account, click on the Activate button, and the Activate Dormant Account screen is launched. The system displays the message with a dormant date. For example: Dormant since Jan 10, 2022.