The image shows the dashboard view of current account.The left side of the dashboard
comprises of below details,
- The top left corner displays basic details of current account such as Status,
Account type, account opening date, account currency.
- Account Holder section displays Name of the account holder, profile picture,
address details, contact details and email ID.
- Branch Details section displays branch name, branch location and contact details
of respective branch.
- KYC sections displays whether the KYC compliance status of the customer along
with the date and link to view the KYC documents.
- Documents section displays count of uploaded documents and link to view the
documents.
The top of dashboard displays the Current Balance, Monthly Average Balance, Days in
Debit, Days in Credit, Monthly Debit Average, Monthly Credit Average, No of Overdrafts,
No of Cheque Bounced, Limits and Limit Threshold fields.
The other section of the dashboard provides a graphical representation of
account balance, the days in debit and credit, charges amount, day in excess OD, Pending
Activities, Pending Requests, Standing Instructions, Documents Attached, Alerts,
Frequent Customer operations and Last 5 Transactions.
