1.1 Overview Widget
This topic describes the Overview widget, which displays the customer’s holdings across various account types, including Current and Savings Accounts, Term Deposits, Loans, Credit Cards, and Investments.
The Oracle Banking Digital Experience dashboard page displays an overview of the customer’s holdings with the bank as well as links to various transactions offered to the customer. It is a container and user can scroll from left to right, right to left. On clicking on any account type record, the widget displays details specific to that account type. One such example is that of Credit Cards on summary page. The widget displays information such as the total count of credit cards that the customer holds, the total and minimum amounts due across all credit cards as well as the total available credit limit available across all credit cards.
On the summary page, basic details of individual credit cards are displayed in cards that are displayed in the same manner as that of a physical credit card. Each card displays basic information of the card which comprises of the card number, the card product name, the name of the card holder, total amount dues, available credit limit, current outstanding, card type, Autopay register option, status etc. Each card also has a More Actions menu which enables the customer to quickly access related screens.
Note:
The Overview widget is available on both desktop and mobile (responsive) view.
If the user does not have any credit cards or the empty state screen, then the user is redirected to the origination flow, where they can apply for a new credit card.
- On the Dashboard, click Overview
widget, and then click Credit
Cards.
The Overview widget - Credit Cards screen appears.
Parent topic: Introduction