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 Servicing Transaction Screen



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

Table 3-2 Servicing Transaction Screen - 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, dropdown, and so on, these fields can also be either mandatory or options fields.

Note:

There are mandatory and optional fields available for any screen. You can identify the mandatory field with the (*) symbol. If you try to save the record without providing all the mandatory fields, a red exclamation mark or an the error appears against the field to update the details.

2

Customer Search

Used to query and find a specific customer account.

3

Title Bar

Displays the name of the transaction.

4

Customer Information Widget

Displays the details of account and Customer.

5

Exit

Click to exit from the transaction screen.