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 retail overview widget displays an overview of the customer’s holdings with the bank. The Overview widget displays the customer’s holdings in each account type such as Current and Savings Accounts, Term Deposits, Loans, Investments and Credit Cards. 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 Term Deposits. On selection of account type Term Deposits, details of the term deposit accounts held with the bank are displayed 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. General details such as the total count of term deposit accounts, the total current balance, the total principal and maturity amounts across all term deposits held with the bank, are also displayed.

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, current balance, maturity amount, maturity date, and the More Actions menu.

Note:

The number of cards to be displayed in the Overview widget will remain the same across all modules and is configurable.

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.

1. On the Dashboard, click Overview widget, and then click Term Deposits.

   The Term Deposits Summary screen appears.

Figure 1-1 Overview widget

Description of "Figure 1-1 Overview widget"