1.1 Overview Widget

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

The retail dashboard page displays an overview of the customer’s holdings with the bank as well as links to various transactions offered to the customer. The Overview widget displays the customer’s holdings in each account type such as Current and Savings Accounts, Term Deposits, Loans, Credit Cards, Recurring Deposits and Investments. 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 Recurring Deposits. Each card displays basic information of the deposit which comprises of the recurring deposit current balance and Total Number of recurring deposit account held with the bank.

On clicking on account type Recurring Deposits card, details of the Recurring Deposits held with the bank are displayed on next page. The Recurring Deposits summary page provides users with a holistic view of all their deposit accounts along with the basic details of each deposit account. On Summary page the basic details of individual accounts are displayed as record.

Each record displays basic information of the account which comprises of the deposit account number, current balance, maturity amount, product name and the More Actions menu.

Note:

The Relationship 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 Recurring Deposits screen.

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

  The Overview widget appears.

Figure 1-1 Overview widget

Description of "Figure 1-1 Overview widget"