1.1 Relationship Overview Widget
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 Relationship Overview widget displays the customer’s holdings in each account type such as Current and Savings Accounts, Term Deposits, Loans, Credit Cards, Investments and Wallet. On clicking on any account type record, the widget displays details specific to that account type. One such example is that of Wallet. On selection of account type Futura Wallet, details of the wallet held with the bank are displayed. This includes the user’s wallet ID (i.e. the registered mobile number), the wallet holder’s name and the available balance in the wallet. Additionally, in case there are pending outstanding payment requests in the wallet in which action needs to be taken, the number of pending requests will also be displayed. Links that enable the user to quickly navigate to the transfer money page or to view future wallet request page are available on the summary section. The card also has a kebab menu which enables the customer to quickly access related screens.
Note:
The Relationship Overview widget is available on both desktop and mobile (responsive) view.Navigation Path:
On the Dashboard, click Relationship Overview widget, and then click Futura Wallet
Parent topic: Wallet