1. Current Account and Saving Account User Guide
  2. Account View
  3. Account 360
  4. Standing Instructions

2.1.9 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.

  1. On the Account 360 screen, the system displays the Standing Instructions linked to the account
    Standing Instructions details for the account are displayed.

    Figure 2-13 Standing Instructions

    Description of Figure 2-13 follows
    Description of "Figure 2-13 Standing Instructions"
  2. On the Standing Instructions widget, click Expand icon icon, to view or modify the instruction details
  3. The standing instructions widget displays two standing instructions at a time. If more than 2 standing instructions are present for the account, the View All button is enabled to the user.
    If no standing instructions are displayed, the system displays the message as No Standing Instructions.
  4. To view all standing instructions, click on View All button.
    View All - Standing Instructions pop-up window is displayed.
  5. On the Standing Instructions widget, click on Set Instructions drop-down to capture new instructions.
    1. Scheduled Transfer
    2. Sweep Out from Account
    3. Term Deposit
    4. Online Sweep
    5. Sweep In to Account
  6. On the Standing Instructions widget the following instruction types are displayed.

    Table 2-4 Standing Instructions - Types - Field Description

    Instruction Type Description
    Scheduled Transfer Displayed, if any active scheduled transfer is available for the account. The message displays the following details:
    • Instruction Type
    • Instruction Amount
    • Currency
    • Beneficiary Account Name
    • Frequency Details
    • Next Liquidation Date
    Sweep In Displayed, if any active sweep in instruction is available for the account. The message displays the following details:
    • Instruction Type
    • Threshold Amount
    • Currency
    • Provider Account Name
    Sweep Out Displayed, if any active sweep out instruction is available for the account. The message displays the following details:
    • Instruction Type
    • Threshold Amount
    • Currency
    • Benificiary Account Name
    Term Deposit Displayed, if any active term deposit instruction is available for the account. The message displays the following details:
    • Instruction Type
    • Threshold Amount
    • Currency
    • Deposit Account Tenor Details
    Online Sweep Displayed, if any active online sweep instruction is available for the account. The message displays the following details:
    • Instruction Type
    • Sweep Eligible Balance
    • Currency

Parent topic: Account 360