1. Corporate Accounts User Guide
  2. Corporate Account Enquiries
  3. Account Search
  4. Interest Configuration

3.1.9 Interest Configuration

View the interest configuration details of an account by following the instructions provided in this topic.

Search for the required account and open the 360 view of the account. To find and view the account, see Account Search.
The Interest Configuration tile displays the interest details configured on the account. The account class defines the interest product and related interest details. The Interest Details are added to the account from the account class during the account enrichment stage of account creation. For more information on setting the interest details, see Step 15 in Account Creation and Step 10 in Create Account Class.

Figure 3-24 Interest Configuration Tile


Description of Figure 3-24 follows
Description of "Figure 3-24 Interest Configuration Tile"

  1. View the Interest Configuration details.
    1. Click the tile to open the Interest Configuration tile.
      The Interest Configuration dialog displays the interest details configured on the account.

      Figure 3-25 Interest Configuration Details


      Description of Figure 3-25 follows
      Description of "Figure 3-25 Interest Configuration Details"

      Note:

      For more information on the fields in the Interest Configuration dialog, see Step 15 in Account Creation and Step 10 in Create Account Class.
  2. Click Close.

Parent topic: Account Search