1. Current Account and Saving Account User Guide
  2. Account View
  3. Account 360
  4. Suggested Actions

2.1.6 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.

On the Account 360 screen, the system displays the suggested actions for the account.

Figure 2-8 Suggested Actions

Description of Figure 2-8 follows
Description of "Figure 2-8 Suggested Actions"

The suggested actions widget displays two suggested actions at a time. If more than 2 suggested actions are present for the account, the View All button is enabled to the user.

  1. To view all the suggested actions, click on View All button.
    Suggested Actions pop-up window is displayed.

    Figure 2-9 View All - Suggested Actions

    Description of Figure 2-9 follows
    Description of "Figure 2-9 View All - Suggested Actions"
  2. Click Close icon icon on the Suggested Actions pop-up window.
    Suggested Actions pop-up window is closed.
  3. On the Suggested Actions widget, the below cases are displayed. If no suggested actions are displayed, the system displays the message as No Suggested Actions.
    For more information on fields, refer to the field description table.

    Table 2-2 Suggested Actions - Field Description

    Field Description
    Deliver Cheque Book Displayed, if any cheque book delivery is pending for the account at branch. To deliver the cheque book, click on Deliver button, and the Cheque Book Status screen is launched.

    The system displays the message with cheque book request date and status.

    For example, Requested on March 30, 2019, pending delivery.
    Renew Debit Card Displayed, if any debit card is expiring for the account in specified number of days defined at Account 360 parameter. By default the number of days is 30 and can modify the value. To renew the debit card, click on Renew button, and the Debit Card Request screen is launched.

    The system displays the message with card number and expiry date. For example, Card 098976569876XXX expiring on Jan 15, 2022.
    Request Cheque Book Displayed, if the number of pending cheque leaves are less than or equal to the specified limit at Account 360 parameter. By default the limit is 5 and can modify the value. To request new cheque book, click on Request button, and the Cheque Book Request screen is launched.

    For example, Unused leaves are 5.

    Note:

    The pending cheque leaves consider unused, stopped, and rejected cheques. It excludes canceled and used cheques.
    Document Expiring Displayed, if any document attached to the account is getting expired in a specified number of days defined at the Account 360 parameter. By default, the number of days is 30 and can modify the value. To upload the new document, click on the Upload button, and the Account Documents Update screen is launched.

    The system displays the message with the document name and expiry date.

    For example, DRIVING LICENSE expiring on Feb 25, 2022.
    Document Pending Submission Displayed, if any document is pending for submission. To upload the new document, click on the Upload button, and the Account Documents Update screen is launched.

    For example, AADHAR or PAN or Driving License.
    Activate Dormant Account Displayed, if the account status is dormant. To activate the dormant account, click on the Activate button, and the Activate Dormant Account screen is launched.

    The system displays the message with a dormant date.

    For example: Dormant since Jan 10, 2022.

Parent topic: Account 360