1. Retail Deposits User Guide (US Regionalization)
  2. Operations
  3. CD Maintenances
  4. View and Modify Amount Block

2.4.2 View and Modify Amount Block

You can view or modify the already added block details using this screen.

Note:

The fields marked as Required are mandatory.

To view the amount block details:

  1. On the Home screen, from the Certificate of Deposit Services mega menu, under Certificate of Deposits and Maintenance, click View and Modify Amount Block, or specify View and Modify Amount Block in the search icon bar and select the screen.

    The View and Modify Amount Block screen is displayed.

    Figure 2-33 View and Modify Amount Block

    Description of Figure 2-33 follows
    Description of "Figure 2-33 View and Modify Amount Block"
  2. On the View and Modify Amount Block screen, click the Search icon or specify the account number in the Account Number field.
    The Amount Block Details section is displayed.

    Figure 2-34 View and Modify Amount Block Details

    Description of Figure 2-34 follows
    Description of "Figure 2-34 View and Modify Amount Block Details"
  3. On the Amount Block Details section, view the block details. For more information on fields, refer to the field description table.

    Table 2-28 View Amount Block Details – Field Description

    Field Description

    Account Number
    Click the Search icon and select the account number or specify the account number to view and modify the amount block.

    Note:

    The account holder name is displayed adjacent to this field.

    Amount Block Details

    This section displays the CD amount block details.

    Status
    Select the block status of the CD account. The options are:
    • Active
    • Not Activated
    • Closed
    • Expired
    • All

    Total Amount Blocked

    Displays the total amouont blocked on the CD account.
    <Block Reason> Displays the block reason as the top of the widget.

    Type

    Displays the block type.

    Block Number

    Displays the block number.

    Amount

    Displays the block amount along with the currency.

    Blocked Reason

    Displays the block reason along with code.

    Effective Date

    Displays the block effective date.
    Expiry Date

    Displays the block expiry date.
    Remarks

    Displays the block remarks.
    Status

    Displays the block status.
    • You can add a CD amount block by clickng the Add icon. For more information, refer screen.
    • You can edit a CD amount block details by clicking the Edit icon. For more information, refer Modify Amount Block.
    • You can delete a CD amount block details by clicking the Close icon. The Close Certificate of Deposit Amount Block screen is displayed with the closed amount block details.

      Figure 2-35 Close Certificate of Deposit Amount Block


      Description of Figure 2-35 follows
      Description of "Figure 2-35 Close Certificate of Deposit Amount Block "

    • Modify Amount Block: As you click the Edit icon from the View and Modify Amount Block screen from a particular widget, that widget details are opened in Modify Certificate of Deposit Amount Block screen.
    1. In the Modify Certificate of Deposit Amount Block screen, modify the required details.

      Figure 2-36 Modify Certificate of Deposit Amount Block


      Description of Figure 2-36 follows
      Description of "Figure 2-36 Modify Certificate of Deposit Amount Block"

      For more information on fields, refer to the field description table.

      Table 2-29 Modify CD Amount Block – Field Description

      Field Description

      Account Number

      		 Displays the account number and name for performing the block. Aslo, to the right the customer information is displayed.

      Block Number

      		 Displays the block number of the CD account.

      Type

      		 Displays the type of block on CD account.

      Amount To Be Blocked

      		 Specify the CD amount to be blocked.

      Note:

      By default, the currency and amount is displayed. The currency is editable, but if required you can edit the amount.

      Block Reason

      		 Displays the reason for the block on CD account.
      Effective Date Specify or select the effective date for the block.

      Note:

      By default, the effectiev date is displayed. If required you can edit the date.
      Expiry Date Specify or select the expiry date for the block.

      Note:

      By default, the expiry date is displayed. If required you can edit the date.
      Narrative Specify the narration, if any for the block.

      Note:

      By default, a narration is displayed. If required you can edit it.
    2. Click Submit
      The screen is successfully submitted for authorization.
  4. Click Close.

Parent topic: CD Maintenances