5.6.1.3 Viewing Event Details and Statement View

This section allows you to view the complete details of the selected event. The Statement View pro­vides the details of the event associated with the case as a BI report.

To view the event details, follow these steps:

  1. Navigate to the Events Details tab.
  2. Select the required Event ID.

    Figure 5-13 Event Details screen


    Event Details screen

  3. Click View Event Details. The following related events details are displayed in different sections:
    • Account
    • Account Balance
    • Account Management
    • Account Summary
    • Anticipatory Profile
    • Back Office Transaction
    • Cash, Dep/WD, POS Transaction
    • MI Transaction
    • Customer
    • External Entity
    • Fund Transfer / Electronic Transaction
    • Investment Advisor
    • Trade
    • Correspondent Bank
    • Correspondent Bank Summary
    • Derived Address
    • Household Balance
    • Household Summary
    • Loan
    • Loan Summary
    • Account ATM Daily Profile
    • Customer Account Position
    • Employee
    • Household Group
    • Orders
    • Fixed Income Security (FI)
    • Equity or Mutual Fund Security
    • Security
    • Option or Future Security
    • Preferred Security
  4. Click Statement View. The Statement View window for the selected event displays.

    Note:

    • The Statement View displays only if your implementation includes FCCM Analytics.
    • You must provide a Fully Qualified host name.

    If Event Details tab is mapped to the case type and there are Events on the case, only then you can print the Event details into PDF.

    To print the PDF:
    1. Click the Print tab on the Case Summary page.

      The Print page is displayed.

    2. To view the Event details, select Event Details from the drop-down menu and then click View PDF.