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, Investments, and Credit Cards.

The retail overview widget displays an overview of the customer’s holdings with the bank. It is a container and user can scroll from left to right, right to left. Each relationship card displays details specific to that account type. One such example is that of Loans & Finances. The total count of the loan accounts that the customer holds with the bank is displayed along with the total amount outstanding across all the loans held by the customer on the loan card.

Clicking on the card, basic details of each individual loan account are displayed as records. Details comprises of the loan account number, the product name, maturity date, and current outstanding balance, status of account, sanctioned loan amount and the More Actions menu

Note:

The Overview widget is available on both desktop and mobile (responsive) view.

If the retail user does not have any Loan accounts, system displays the text message and the card which re-directs user to the origination flow to apply for a Loan account.

• On the Dashboard, click Overview widget, and then click Loans & Finances card.

  The Loans & Finances Accounts summary screen appears.

Figure 1-1 Overview widget

Description of "Figure 1-1 Overview widget"