2.5 Account Information

This topic provides the systematic instruction to the balance details and outstanding information of all the customer accounts at the top of the SMB 360 page.

Before you begin, open the SMB 360 page. For more information, refer to SMB 360 Page.

The following customer account details are displayed on the SMB 360 page:

• CASA
• Loan Account
• Limits
• Fixed Deposit
• Credit Cards
• Recurring Deposit
• Demat Account
• Mutual Funds
• Insurance Policies
• Lockers

A basic view of the account information is as follows:

Figure 2-7 Account Information

Description of "Figure 2-7 Account Information"

1. On the SMB 360 page, click on the account count in the CASA section to view the detailed information about CASA.
   The CASA window displays.

   Figure 2-8 CASA Information

   
   

   
   Description of "Figure 2-8 CASA Information"

   
   
2. On the CASA window, click the Current Accounts tab to view only the current account details.
   The Current Accounts window displays.

   Figure 2-9 Current Accounts

   
   

   
   Description of "Figure 2-9 Current Accounts"

   
   

   Note:

   The user can also view only savings account details in the Savings Accounts tab.

   In case of unauthorized overdraw, the system displays the notification in the CASA widget to indicate the number of accounts that have an unauthorized overdraft.

   Figure 2-10 CASA Account

   
   

   
   Description of "Figure 2-10 CASA Account"

   
   
3. On the SMB 360 page, under the CASA account information section, click on the notification.
   The CASA Information - Unauthorized Overdraft window displays the accounts with an unauthorized overdraft.

   Figure 2-11 CASA Information with unauthorized overdraft

   
   

   
   Description of "Figure 2-11 CASA Information with unauthorized overdraft"

   
   
4. On the Overdraft window, click on the desired account number.
   The Account Balances window displays.

   Figure 2-12 Account Balances

   
   

   
   Description of "Figure 2-12 Account Balances"

   
   
5. On the SMB 360 page, under the account information section, click Loan Account.
   The Loan Account window displays.

   Figure 2-13 Loan Account

   
   

   
   Description of "Figure 2-13 Loan Account"

   
   

   Note:

   By default, the details are displayed for all the loan accounts. You can click on the corresponding tab to view details about the specific loan. For example, to view details about the vehicle loan, click the Vehicle Loan tab.