2.3 Account Information

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

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

The details of the following customer accounts are displayed on the Retail 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 2-11 Account Information – Basic View

Description of "Figure 2-11 Account Information – Basic View"

Perform the following steps to view the account information of the customer accounts:

1. On the Retail 360 page, under the Account Information section, click SHOW MORE.
   The Account Information – Expanded View displays.

   Figure 2-12 Account Information – Expanded View

   
   

   
   Description of "Figure 2-12 Account Information – Expanded View"

   
   
2. Click on the account count in the CASA section to view the detailed information about CASA.
   The CASA Information window displays.

   Figure 2-13 CASA Information

   
   

   
   Description of "Figure 2-13 CASA Information"

   
   

   Note:

   By default, the details are displayed for all accounts.
3. Click the Current Accounts tab to view only the current account details.
   The Current Accounts window displays.

   Figure 2-14 Current Accounts

   
   

   
   Description of "Figure 2-14 Current Accounts"

   
   

   Note:

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

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

   Figure 2-15 CASA Information- Notification

   
   

   
   Description of "Figure 2-15 CASA Information- Notification"

   
   
4. On the Retail 360 page, under the CASA account information section, click on the notification.
   The Overdraft window displays the accounts with unauthorized overdraft.

   Figure 2-16 CASA Information - Unauthorozed Overdraft

   
   

   
   Description of "Figure 2-16 CASA Information - Unauthorozed Overdraft"

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

   Figure 2-17 Account Balances

   
   

   
   Description of "Figure 2-17 Account Balances"

   
   
6. On the Retail 360 page, under the Account Information section, click Loan Account to view the loan account details.
   The Loan Account window displays.

   Figure 2-18 Loan Account

   
   

   
   Description of "Figure 2-18 Loan Account"

   
   

   Note:

   By default, the details are displayed for all the loan accounts. You can also 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.