4.1 Perform Customer Financial Transactions, Customer Servicing Transactions, and Branch Operations

You can access the transaction screens based on the permissions/rights provided for the logged-in user.

Before you begin, log in to the application homepage. For information on how to log in, refer to Signing In.

To perform the transactions:

1. On the menu (by default, the hamburger menu is expanded), click on the desired menu item. In the Mega Menu, click <name of the screen>, or specify <name of the screen> in the search icon bar.
   The screen associated with the menu is displayed.
2. Once the screen is displayed, enter/query the necessary details in the fields and submit the transaction.

   There are several types of fields such as text box, dropdown, and so on, these fields can also be either mandatory or options fields. For more information, see Mandatory and Optional Fields.

   After submitting a transaction, you can perform one of the following actions:

   Table 4-1 Description of Transaction Actions

   Action	Description
   Authorize	Used to authorize a transaction.
   Reject	Used to reject an authorized transaction.
   Re-submit	Used to re-submit a transaction.

   In addition, the following options are available:

   Table 4-2 Description of Common Actions

   Action	Description
   Minimize Screen	On the selected screen, click the icon to minimize the screen. The minimized screen appears at the bottom left corner of the screen. You can click again to maximize the screen.
   Close Screen	On the selected screen, click the icon to close the screen. If you are in the middle of creating/modifying the records in a selected screen, an error/warning message appears prompting you to save the changes.