Search for Corporate accounts and view the account details by following the instructions provided in this topic. It provides a snapshot view of the account.

1. Click Corporate Account Enquiries, and under Corporate Account Enquiries, click Account Search.
   The Account Search page displays.
2. Click the Search icon at the top left of the page.

   The Search Filter dialog displays.

   Figure 3-1 Account Search

   
   

   
   Description of "Figure 3-1 Account Search"

   
   
3. Specify some or all of the details on the Search Filter dialog to narrow your search results and find the required account.

   Note:

   Click Reset to clear the filters and apply new filters.

   Table 3-1 Account Search - Field Description

   Field	Description
   Account Number	Specify the account number.
   Account Name	Specify the account name.
   Account Type	Specify the account type from the drop-down list.
   Account Class	Specify the account class.
   Customer Number	Specify the CIF number of the customer.
   Customer Name	Specify the customer name.
   Currency	Specify the operating currency of the customer account.
   Authorization Status	Specify the authorization status from the following: Authorized Unauthorized
   Record Status	Specify the record status from the following: Open Closed In Progress

4. Click Search.
   The Account Search page displays the accounts matching the search filters in the Tile view.

   Tip:

   Change the view between the Tile view and the List view, by selecting the options available from the top right corner of the page.

   Figure 3-2 Account Search Results

   
   

   
   Description of "Figure 3-2 Account Search Results"

   
   

   Tip:

   Click or to switch between the Tile view and the List view.

   Table 3-2 Account Tile Details- Field Description

   Field	Description
   Account Number	Displays the account number.
   Account Name	Displays the name of the account.
   Status	Displays the status of the record.

   The following table describes the action items in the More Options () menu and the action items on the page.

   Table 3-3 Action Items Description

   Action Item	Description
   Unlock	Unlock a record and make amendments.
   Close	Close a record to prevent it from being unlocked and amended.
   View	View the details of a record.
   Delete	Delete a record. Note: Once deleted, the record can no longer be used to define an entity. But entities already defined using the record can continue to use it.
   Reopen	Reopen a closed record.
   Authorize	Authorize a record to make it active and available to define entities. Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.
   Audit	Select to view the Maker, Checker, Status, and Modification Number of the record.
   Errors and Overrides	Select to view all existing errors or warnings on the page.

   Note:

   The actions you can perform depend on your role and the record status.
5. To view an Account details, click and select View.
   The Account View provides a comprehensive 360 degree of the Account details in different tiles also referred to as widgets. The basic details of the account are visible at the top of the page. The Widgets that display in the Account View depend on your user permissions.

   Figure 3-3 Account Record Tile - View

   
   

   
   Description of "Figure 3-3 Account Record Tile - View"

   
   

   You can perform the following actions on each tile:

   • Position the tiles on the page. Click and hold ":::" at the bottom of a tile, then drag and drop the tile to the required position.
   • Click on a tile to view the field details in a pop-up dialog.
   • Click the Scroll buttons to the left (<) and right (>) of a tile to scroll through the details.
   • Hover over linked field values (blue text) or fields with the > icon and click the Hand icon that appears to view the field details in a pop-up dialog.

   Note:

   Actions available on a tile are context sensitive and not all actions are available on all tiles.
6. Add or Remove a tile from the page.
   1. Click X at the top right of a tile.
      The tile is removed from the page.
   2. Click + at the top right of the page.
      A dialog displays the tiles that are not present on the screen.

      Figure 3-4 Add Tiles dialog

      
      

      
      Description of "Figure 3-4 Add Tiles dialog"

      
      
   3. Click the required tile.
      The tile is added to the page.

• Balance Details
  View the account balance details by following the instructions provided in this topic.
• Address Details
  View the address details of an account by following the instructions provided in this topic.
• Statements
  View the statement details of an account by following the instructions provided in this topic.
• Statement Preferences
  View the statement preferences of an account by following the instructions provided in this topic.
• Check Details
  View the check details of an account by following the instructions provided in this topic.
• Account Limits
  View the limit details of an account by following the instructions provided in this topic.
• Preferences
  View the preference details of an account by following the instructions provided in this topic.
• Multi Currency Details
  View the Multi Currency account details by following the instructions provided in this topic.
• Interest Configuration
  View the interest configuration details of an account by following the instructions provided in this topic.
• MIS Details
  View the MIS details of an account by following the instructions provided in this topic.
• Uncollected Funds
  View the uncollected funds in an account by following the instructions provided in this topic.
• Audit
  View the audit details of the account creation and modification by following the instructions provided in this topic.
• Status
  View the account status details by following the instructions provided in this topic.
• Documents
  View the documents provided during the corporate account creation by following the instructions provided in this topic.
• Signatories
  View the Signatories of an account by following the instructions provided in this topic.