2.1 Term Deposits Overview

This topic describes the Term Deposit overview page, which provides a summary of the customer's term deposit holdings with the bank, as well as links to various transactions available to the customer.

The screen provides the user with a holistic view of all the term deposits that he has access to.

Below are the components of the term deposit overview screen:

  • Term Deposits Accounts Overview and Current Position
  • Quick Links: New Deposit, Top Up, Redemption, Edit Maturity Instruction, and Request Statement
  • Term Deposits Accounts Summary

Perform anyone of the following navigation to access the Overview screen.

  • From the Dashboard, click Toggle menu, click Menu, and click Accounts, and then click Term Deposits. Under Term Deposits, click Overview.
  • From the Search bar, type Term Deposits – Overview and press Enter.

The Overview widget appears.

Figure 2-1 Overview widget


Description of Figure 2-1 follows
Description of "Figure 2-1 Overview widget"

The term deposits overview page features the following with the total number of accounts and net balance:

Term Deposit Accounts Overview

This section displays the following details:

  • Total Accounts: Total number of all active Term Deposits.
  • Net Balance: Sum of net Balance of all active Term Deposits

Quick Links

This section is a quick way to launch Term Deposit transactions viz.,

  • New Deposit
  • Redemption
  • Request Statement
  • Edit Maturity Instructions

Term Deposit Accounts Summary

It displays the list of term deposits, and provides a summary of the accounts.

Details includes:

  • Party Name
  • Term Deposit Number along with the account nickname
  • Profit Rate
  • Maturity Date
  • Principal Balance
  • Maturity Balance

You can click the link under the Term Deposit account number column to view the account details. User can click on the PDF to select the format in which the statement is to be downloaded. The statement gets downloaded. Click on the Download to download the download the account details and balances for future reference in CSV & PDF format. Also can click on the Preference to setup a column preferences by rearranging or removing columns.

Deposit Calculator

By clicking on this option, the customer is able to navigate to the term deposit calculator page.

Note:

This Term Deposit calculator is available only for conventional term deposit calculations.

Parent topic: Term Deposit