4.2 View and Modify Amount Block

You can view or modify the already added block details using this screen.

To view the amount block details:

Note:

The fields marked as Required are mandatory.

1. On the Homepage, from the Retail Deposit Services mega menu, under Term Deposits and Maintenance, click View and Modify Amount Block, or specify View and Modify Amount Block in the search icon bar and select the screen.

   The View and Modify Amount Block screen is displayed.

   Figure 4-4 View and Modify Amount Block

   
   Description of "Figure 4-4 View and Modify Amount Block"
2. On the View and Modify Amount Block screen, click the icon or specify the account number in the Account Number field.
   The Amount Block Details section is displayed.

   Figure 4-5 View and Modify Amount Block Details

   
   Description of "Figure 4-5 View and Modify Amount Block Details"
3. On the Amount Block Details section, view the block details. For more information on fields, refer to the field description table.

   Table 4-2 View Amount Block Details – Field Description

   Field	Description
   Account Number	Click the icon and select the account number or specify the account number to view and modify the amount block. Note: The account holder name is displayed adjacent to this field.
   Amount Block Details	This section displays the TD amount block details.
   Status	Select the block status of the TD account. The options are: Active Not Activated Closed Expired All
   Total Amount Blocked	Displays the total amouont blocked on the TD account.
   <Block Reason>	Displays the block reason as the top of the widget.
   Type	Displays the block type.
   Block Number	Displays the block number.
   Amount	Displays the block amount along with the currency.
   Blocked Reason	Displays the block reason along with code.
   Effective Date	Displays the block effective date.
   Expiry Date	Displays the block expiry date.
   Remarks	Displays the block remarks.
   Status	Displays the block status.

   • You can add a TD amount block by clickng the icon. For more information, refer Term Deposit Amount Block screen.
   • You can edit a TD amount block details by clicking the icon. For more information, refer Modify Amount Block.
   • You can delete a TD amount block details by clicking the icon.
   • Modify Amount Block: As you click the icon from the View and Modify Amount Block screen from a particular widget, that widget details are opened in Modify Term Deposit Amount Block screen.
   1. In the Modify Term Deposit Amount Block screen, modify the required details.

      Figure 4-6 Modify Term Deposit Amount Block

      
      Description of "Figure 4-6 Modify Term Deposit Amount Block"

      For more information on fields, refer to the field description table.

      Table 4-3 Modify TD Amount Block – Field Description

      Field	Description
      Account Number	Displays the account number and name for performing the block. Aslo, to the right the customer information is displayed.
      Block Number	Displays the block number of the TD account.
      Type	Displays the type of block on TD account.
      Amount To Be Blocked	Specify the TD amount to be blocked. Note: By default, the currency and amount is displayed. The currency is editable, but if required you can edit the amount.
      Block Reason	Displays the reason for the block on TD account.
      Effective Date	Specify or select the effective date for the block. Note: By default, the effectiev date is displayed. If required you can edit the date.
      Expiry Date	Specify or select the expiry date for the block. Note: By default, the expiry date is displayed. If required you can edit the date.
      Narrative	Specify the narration, if any for the block. Note: By default, a narration is displayed. If required you can edit it.

   2. Click Submit
      The screen is successfully submitted for authorization.
4. Click Close.