1.3.2 About Transaction Area
The transaction area consists of a transaction panel, a Customer Information widget, and additional widgets within the Teller Transaction screens.
Transaction Header
Table 1-5 Transaction Header
Item | Description |
---|---|
Transaction Screen Name |
Displays the name of the selected transaction screen. |
Customer Search |
For information on the Customer Search, refer to Customer Search. |
Branch Date |
Displays the current branch date. |
Transaction Panel
The transaction panel consists of the data segments with the necessary input fields and action buttons. Users need to specify the details in the fields to perform the transactions.
Customer Information
Table 1-6 Customer Information
Field | Description |
---|---|
Display Option |
The Customer Information widget is displayed only if this option is selected.
Note: The display option is based on the Y/N static maintenance maintained in the function code indicator table. You need to enable it in the SRV_TM_BC_FUNCTION_INDICATOR table. |
Customer's Image |
Displays the image of the customer. |
Customer's Name |
Displays the name of the customer. |
KYC Status |
Displays the KYC status of the customer's details. |
Signature |
Displays the signature of the customer. |
Account Details |
Displays the details of the customer account. |
Address Details |
Displays the address details of the customer. |
Contact Details |
Displays the contact details of the customer. |
Additional Widgets
Table 1-7 Additional Widgets
Widget | Description |
---|---|
Current Till Position |
Displays the cash position in the branch currency for the logged-in Teller Id. |
Memo Alerts |
Displays the instructions maintained in FLEXCUBE Universal Banking for the specified account number.
Note: To enable memo alerts, in transaction schema the memo_enabled flag should be set to ‘Y’ in SRV_TM_BC_PARAM_DTLS and UBS Entries should be maintained. |
Alerts |
Displays the alerts/notifications specific to the Customer. |
Frequent Customer Operations |
Displays some frequently used transaction icons. Users can open the frequently used transaction screens through this widget. Note: The system displays an error message stating that the User does not have rights to access this screen if the user is trying to access the restricted screen in the widget. |
Parent topic: Application Layout