2.1 Payee Summary

This topic describes the systematic instruction to Payee Summary screen. User can view a holistic view of all Payees saved with the bank in this screen.

The summary page provides the user with a holistic view of all Payees (Within Bank, Domestic, Cross Border) saved with the bank. Additional features available are to make payments, edit the payee details, and delete the payee. The payees can be viewed either in a table format or in a list format using a switch option.

The user can also navigate to other payee-related screens from the More Actions menu provided on the screen. Additionally, they can add a new payee. The filters are available to view the payees based on description. The table viewtable and card view card view options are provided on screen to view the payees. In the table view table view, the payees are listed in tabular form. Whereas in the card view card view payees are listed in card format.

Each card displays details like Payment Type, Payee Photo/Avatar, Payee Name, Payee Nickname, Payee Address, Payee Account Number, options to make a payment, update payee’s details, and delete the Payee. Click on the specific card to view further details of each card. A separate tab is provided on the screen to view the ‘Accounts’ payees and Demand Drafts payees.

To manage payees:

  1. Click on the Account/Demand Draft tab, respective Payees summary page appears.
    All the payees accessible to the logged in user are listed down by their names, photos (if uploaded) and other details defined at the time of payee creation.

    Figure 2-1 Payees- Account (Card View)


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    Description of "Figure 2-1 Payees- Account (Card View)"

    Figure 2-2 Payees- Account (List View)


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    Description of "Figure 2-2 Payees- Account (List View)"

    Figure 2-3 Payees - Demand Draft (Card View)


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    Description of "Figure 2-3 Payees - Demand Draft (Card View)"

    Figure 2-4 Payees - Demand Draft (List View)


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    Description of "Figure 2-4 Payees - Demand Draft (List View)"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 2-1 Payees- Account - Demand Draft - Field Description

    Field Name Description
    Count of Payees Displays the number of payees added.
    Account - Payee Card Below are the payee details displayed for Account payee card.
    Payee Type The type of payee.

    The values can be:

    • Within Bank
    • Domestic
    • Cross Border
    Bank Name Displays Bank name in case of Domestic and Cross Border
    Payee Avatar Displays the Payee's photo, if uploaded, against each payee name.

    If the Payee's photo is not uploaded, the initials of the payee will be displayed in place of the photo.
    Payee Nickname Displays Payee’s nick name defined at the time of payee creation.
    Account Details Displays the account associated with the specific payee along with the account number.
    Account - Table View Below are the payee details displayed for Account table view .
    Nickname Displays Payee’s nick name defined at the time of payee creation.
    Account Displays the account associated with the specific payee along with the account number.
    Type The type of payee.

    The values can be:

    • Within Bank
    • Domestic
    • Cross Border
    Actions Below actions available for each record –
    • Make Payment
    • Edit Payee
    • Delete Payee
    Payee - Demand Drafts Below are the payee details displayed for each Demand Draft type payee card.
    Draft Type The type of draft.

    The values can be:

    • Domestic
    • Cross Border
    Payee Avatar Displays the payee's photo, if uploaded, against each payee name.

    If the payee's photo is not uploaded, the initials of the payees will be displayed in place of the photo.
    Nickname Displays the nick name to identify payee while initiating a demand draft request.
    Draft Favouring Draft favouring details.
    Demand Draft - Table View Below are the payee details displayed for Demand Draft table view.
    Nickname Displays Payee’s nick name defined at the time of payee creation.
    Favouring Displays the favouring name.
    Draft Type The type of payee.

    The values can be:

    • Domestic
    • Cross Border
    Actions Below actions available for each record –
    • Issue Demand Draft
    • Edit Payee
    • Delete Payee

    Figure 2-5 Payees- Filter (Accounts)


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    Description of "Figure 2-5 Payees- Filter (Accounts)"

    Figure 2-6 Payees- Filter (Demand Draft)


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    Description of "Figure 2-6 Payees- Filter (Demand Draft)"

    Note:

    The fields which are marked as Required are mandatory.

    For more information on fields, refer to the field description table.

    Table 2-2 Payees- Filter - Field Description

    Field Name Description
    Filter Criteria (Accounts) Information specified in below fields are related to Filter Criteria (Accounts).
    Payment Type Search by the type of account to be associated with the payee.
    Nickname Search the payees by their nick names defined at the time of payee’s creation.
    Filter Criteria (Demand Drafts) Information specified in below field is related to Filter Criteria (Demand Drafts).
    Nickname Search the payees by their nick names defined at the time of payee’s creation.
  2. For Account Payees - Click Make Payment to initiate payment to payee.
    The system redirects to Make Payment screen.

    For Demand Draft Payees - Click Issue Demand Draft to issue demand draft to payee.

    The system redirects to Issue Demand Draft screen.

  3. Click on the table view table view icon to list the payees in the tabular form.
    • Click on the card view card view icon to list the payees in the card format.

Parent topic: Payees