3.3 About Servicing Transaction Screen

Based on the access/permission provided to the logged-in user, you can access a Servicing transaction screen.

Servicing transaction screen allows you to perform the servicing transactions and customer service transactions; using the fields associated with the selected screen. A sample illustration of a servicing transaction screen is shown below.

Figure 3-3 Beneficiary Details Update



For more information on callouts, refer to the callout details table.

Table 3-2 Beneficiary Details Update-Callout Details

Callout User Interface Term Description

1

Fields

Displays the fields associated with the selected Servicing screen. There are several types of fields such as text box, drop-down, and so on, these fields can also be either mandatory or options fields.

2

Customer Search

Used to query and find a specific customer account.

3

Title Bar

Displays the name of the transaction.

4

Customer Information

Displays the details of account and Customer.

5

Submit

Click to submit the transaction with the entered details.

6

Save and Close

Click to save and close the transaction screen.

7

Cancel

Click to cancel the transaction.