1. Current Account and Saving Account User Guide
  2. Standing Instructions

10 Standing Instructions

Under the Standing Instructions menu, you can perform the standing instruction related actions for a CASA account.

This topic contains the following subtopics:

  • Online Account Sweep In
    This topic describes the systematic instructions about Online Account Sweep In. This screen helps the users to link Savings accounts, Auto Deposits, and Term Deposits to a Primary Account to enable online sweep-in and reverse sweep-in feature.
  • Term Deposit Instruction
    This topic describes the systematic instructions to Create Term Deposit Instruction, Modify or Close the existing term deposit instruction.
  • Schedule Transfer
    This topic describes the systematic instruction to maintain scheduled transfer. A customer can issue standing instructions to the bank, to perform a certain transaction for a particular period without any follow-up or intervention by either party.
  • View and Modify Scheduled Transfer
    This topic describes the systematic instruction to View, Modify and Close the Schedule Transfer. A new User Interface is required for finding the existing scheduled transfer contract and modifying or closing the contract or viewing the schedule transfer cycle details.
  • Sweep In to Account
    This topic describes the systematic instructions to request Sweep In to Account. This screen helps to define sweep requests on customer accounts that get executed when the account balance falls below a predefined threshold value.
  • View and Modify Sweep In to Account
    This topic describes the systematic instructions to View and Modify Sweep In to Account. This screen will help the user to Modify, View or Close the existing Sweep In To Account instruction.
  • Sweep Out from Account
    This topic describes the systematic instructions to request Sweep Out from Account. This screen will help to define sweep-out requests on customer accounts that get executed when the account balance goes above the threshold value.
  • View and Modify Sweep Out from Account
    This topic describes the systematic instructions to View and Modify Sweep Out to Account. This screen will help the user to Modify, View or Close the existing Sweep Out from Account instruction.