3.5.2 View and Modify Amount Block

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

This screen is applicable only for IRA Deposits.

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 3-42 View and Modify Amount Block

   
   Description of "Figure 3-42 View and Modify Amount Block"
2. Select the appropriate option from the Search by field.
3. Perform the required action, based on the option selected from the Search by field.
   The Amount Block Details section is displayed.

   Figure 3-43 View and Modify Amount Block Details

   
   Description of "Figure 3-43 View and Modify Amount Block Details"
4. On the Amount Block Details section, view the block details. For more information on fields, refer to the field description table.

   Table 3-38 View Amount Block Details – Field Description

   Field	Description
   Search By	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, Tax Identification Number, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If Tax Identification Number, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If Tax Identification Number is chosen as the search criteria, then the adjacent field would display the label as Tax Identification Number. If user selects an account with closed status, then an appropriate message is displayed. The user will not be allowed to proceed with the required action in the screen.
   Amount Block Details	This section displays the CD amount block details.
   Total Amount Blocked	Displays the total amount blocked on the CD account. In case of full balance block, a Full Balance Block indicator is displayed.
   <Block Reason>	Displays the block reason as the top of the widget.
   Block Number	Displays the block number.
   Amount	Displays the block amount along with the currency. A value Full Amount is displayed in case of full balance block.
   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.

   • Click Create Amount Block to add a new amount block.
   • 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 3-44 Close Certificate of Deposit Amount Block

     
     

     
     Description of "Figure 3-44 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 3-45 Modify Certificate of Deposit Amount Block

      
      

      
      Description of "Figure 3-45 Modify Certificate of Deposit Amount Block"

      
      

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

      Table 3-39 Modify CD Amount Block – Field Description

      Field	Description
      Full Balance Block	Displays whether full balance amount is blocked for the account.
      Block Number	Displays the block identification number.
      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 blank. If required user can add 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.
5. Click Close.