45.1.1 Goal Category - View

Using Goal category view option, the System Administrator can view the goal categories which already exist.

To view a goal category:

  1. Navigate to one of the above paths.
    The Goal Category Maintenance screen appears.
  2. Enter the search criteria, click Search.
    The search results appear on the Goal Category screen based on the search parameters.
  3. Click the Category Name link of the record for which you want to view the goal category.
    The Goal Category - View screen appears.

    Figure 45-3 Goal Category - View



    Table 45-2 Field Description

    Field Name Description
    Category Code Unique ID maintained for the category for internal search for bank administrator.
    Category Name Name of the category.
    Expiry Date Expiry date of the goal category. If the expiry date reaches, the user will not able to view the category.
    Category Image Image assigned for goal category.
    Product Mapping
    Product Name of the product mapped to the category under which the goal shall be opened.
    Product Details
    Initial Funding Limit The initial amount that the user can invest for his goal.
    Tenure The period of the goal created should fall within this range.
    Currency The currency with which a goal can be created.
    Interest Rate Click the View Interest Rates hyperlink to view the interest rate slab. Interest rate slab is set for the particular tenure, and is displayed according to the amount selected.
    Top Up Allowed Whether top up for the goal is allowed or not.
    Partial Withdrawal Allowed Whether partial withdrawal of the goal is allowed or not.
  4. Click Edit if you want to edit the goal category.
    OR

    Click Cancel to cancel the transaction.

    OR

    Click Back to navigate to previous screen.