1.4.3 New Loan Account

This topic describes systematic instructions to view New Loan Account dashboard.

The New Loan Account dashboard allows the logged-in bank user to view the trend of the loan account opened for the specified period.
Specify User ID and Password, and login to Home screen.
  1. On Home screen, click Dashboard.
    The New Loan Account dashboard displays in Dashboard screen.
  2. Click Filter icon to filter the data.
    The available options are:
    • Currency
    • Period

    By default, the system displays month-wise trend of the loan account opened.

  3. Click Chart icon to change the chart type.
  4. Click Maximize icon to expand the dashboard.