1.1 Overview Widget

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.

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 on next page. This Term Deposit summary page displays the of both Islamic and Conventional active term deposit accounts held by the customer along with the basic details of each term deposit. One such example is that of Term Deposits. The Term deposit card displays the details like Total Current Balance, Total Principal Amount, and Total Number of Term Deposit account held with the bank, and Maturity Amount. Basic details of individual term deposits are displayed as records. Each record displays basic information of the deposit which comprises of the term deposit account number, the product name, the names of the deposit account holders, current balance, maturity amount, maturity date, 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 term deposit accounts, system displays the text message and the card which re-directs user to the New Term Deposits screen.

• On the Dashboard, click Overview Widget , and then click Term Deposits card.

  The Overview widget appears.

Figure 1-1 Overview widget

Description of "Figure 1-1 Overview widget"