2.1 Account 360

The Account 360 screen helps the user provide an overview of Account Holder Details, Account Balance, Account Details, Suggested Actions, Overdraft Details, Alerts, Standing Instructions, Pending Requests, Recent transactions, and Interest Details.

This topic contains the following subtopics:

1. On the Homepage, from Account Services, under Inquiry, click Account 360, or specify the Account 360 in the Search icon bar.
   Account 360screen is displayed.

   Note:

   The fields which are marked in asterisk blue are mandatory.

   Figure 2-1 Account 360

   
   
   Description of "Figure 2-1 Account 360"
   
2. On Account 360 screen, specify the account number.
   Account 360 details for account is displayed.

   Figure 2-2 Account 360 Details for Active Account

   
   Description of "Figure 2-2 Account 360 Details for Active Account"
3. On Account 360 screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 2-1 Account 360 - Field Description

   Field	Description
   Account Number	Enter the Account Number or click the search icon to view the Account Number pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Account Number by providing Customer ID, Account Number, or Account Name and clicking on the Fetch button. Note: The Account Name is displayed adjacent to this field as the account number is selected.

4. On the Account 360 screen, click on icon to refresh the information on the screen.
5. On the Account 360 screen, click icon to browse the account services menu.

• Account Balance
  This topic helps the user to know the account balance details while performing account servicing transactions.
• Account Information
  This topic helps the user to know the account information details while performing account servicing transactions.
• Account Holder Details
  This topic helps the user to know the Account Holder details while performing account servicing transactions.
• Account Details
  This topic helps the user to know the Account Address details and facilities enabled to the account.
• Account Statement Details
  This topic helps the user to know the statement frequency and the last statement details for the account.
• Suggested Actions
  This topic describes the systematic instruction about the Suggested Actions in Account 360 screen. The Suggested Actions widget in the Account 360 screen displays the account's upcoming events and pending actions. This helps the user to inform the account holder and take the required actions.
• Overdraft Details
  This topic describes the systematic instruction about the Overdraft Details in the Account 360 screen. The Overdraft Details help the user know the limits and can modify the existing limit details.
• Alerts
  This topic describes the systematic instruction about the Alerts in Account 360 screen. The Alerts widget helps the user view alerts on the account.
• Standing Instructions
  This topic describes the systematic instruction about the Standing Instructions in Account 360 screen. The Standing Instructions widget helps the user to view or modify the existing standing instruction details.
• Pending Requests
  This topic describes the systematic instruction about the Pending Requests in the Account 360 screen. Specific requests raised by the customer with the bank sometimes take time to process or investigate. Such requests are captured as Service Requests.
• Recent Transactions
  This topic describes the systematic instruction to view the Recent Transactions in the Account 360 screen.
• Interest Details
  This topic describes about Interest Details in the Account 360 screen.
• Frequent Actions
  This topic describes the about the Frequent Actions in the Account 360 screen. The Frequent Actions helps the user to perform account servicing related transactions from the account 360 view screen without navigating to the main menu.