1.8 Product Application Near Expiry

This topic describes systematic instructions to view Product Application Near Expiry dashboard.

The Product Application Near Expiry dashboard allows the logged-in bank user to view the details of applications which are nearing to expiry date.

Specify User ID and Password, and login to Home screen.

1. On Home screen, click Dashboard.
   The Product Application Near Expiry dashboard displays in Dashboard screen.

   Figure 1-20 Product Application Near Expiry

   
   

   
   Description of "Figure 1-20 Product Application Near Expiry"

   
   
2. Click Filter icon to filter the data.
   The available options are:

   • Currency
   • Branch
   • Users
   • Products
   • Sub-Products

   By default, the system displays the details of all the products, the base currency and the branch of the logged-in user.

3. Click on hyper-linked number.
   The All Applications screen displays.

   Figure 1-21 All Applications

   
   

   
   Description of "Figure 1-21 All Applications"

   
   

   The All Applications screen displays the list of various applications.

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

   Table 1-8 All Applications – Field Description

   Field	Description
   Application Reference No.	Displays the application reference number.
   Application Date	Displays the application date.
   Product Type	Displays the sub-product type.
   Product Name	Displays the product name.
   Customer Name	Displays the customer name.
   CIF	Displays the CIF.
   Status	Displays the status of the application.
   App. Expiry Date	Displays the application expiry date.
   Days to Expire	Displays the total days to expire.
   Mobile	Displays the mobile number.
   E-mail	Displays the E-mail ID.

   The user can further search a specific application by entering one of the following:

   • Application Number
   • CIF
   • Customer Name
   • Mobile Number
   • E-mail ID