1.3.2 About Transaction Area

The transaction area consists of a transaction panel, a Customer Information widget, and additional widgets within the Teller Transaction screens.

A sample of the transaction area is shown below:

Note:

Users can also input amounts in short formats on the transaction screens. The system converts short transaction amount formats to the full amount when users tab out. The system supports short amount formats such as T for Thousand, M for Million, and B for Billion. When the user inputs 1B in the Transaction Amount field, the system defaults it to 1,000,000,000 upon tabbing it out.

Transaction Header

The transaction header is specific to each transaction screen. The following details are provided in the transaction header:

Table 1-4 Transaction Header

Item Description

Transaction Screen Name

Displays the name of the selected transaction screen.

Customer Search

For information on the Customer Search, refer to Customer Search.

Branch Date

Displays the current branch date.

Transaction Panel

The transaction panel consists of the data segments with the necessary input fields and action buttons. Users need to specify the details in the fields to perform the transactions.

Customer Information

The Customer Information widget provides the details about the customer that are validated during transaction submission.

Table 1-5 Customer Information

Field Description

Display Option

The Customer Information widget is displayed only if this option is selected.

Note:

The display option is based on the Y/N static maintenance maintained in the function code indicator table. User need to enable it in the SRV_TM_BC_FUNCTION_INDICATOR table.

Customer's Image

Displays the image of the customer.

Customer's Name

Displays the name of the customer.

KYC Status

Displays the KYC status of the customer.

Signature

Displays the signature of the customer.

Account Details

Displays the details of the customer account.

Address Details

Click location to view the customer address.

Contact Details

Displays the contact details of the customer.

Current Till Position

Displays the current till position.

Note:

For more information refer Branch Dashboard=

Memo Alerts

Displays the instructions maintained in host for the Customer Level Memo and Account level Memo for the specified account number.