2.3 Customer Transactions
Handles diverse customer-facing teller-initiated transactions linked to customer accounts or walk-in customers. Teller can use Customer Transactions to perform financial transactions for customer accounts, which includes, cash deposits, cash withdrawals, and check withdrawals.
Examples:
- Cash Deposit / Withdrawal
- Cheque Withdrawal
- Foreign Exchange Sale and Purchase (Account or Walk-in)
The system validates account states, retrieves real-time customer information, and supports charge details entry. Customer screens display transaction headers, KYC status, and active account views to facilitate secure, efficient service.
Parent topic: Teller Operations