Dormancy Account Status

You can monitor status of accounts in real-time, identify issues, and take appropriate actions to ensure accurate and timely processing of dormancy status of accounts.

Metrics

A Pie chart displays the number of upcoming dormant accounts in Savings and Current accounts. When you hover over a colored coded sector, a pop-up displays the number of statements in the account type. The total number of accounts that will become dormant displays in the center of the chart.

Drill-down

You can drill down a sector to view the corresponding upcoming dormancy accounts and their details in the dialog that displays.

Figure 6-8 Incoming Statement Status - Repair

Description of "Figure 6-8 Incoming Statement Status - Repair"

Table 6-3 Column Description table: Upcoming Dormancy Accounts

Column Name	Description
Account Type	Displays the type of the upcoming dormancy account.
Account Number	Displays the account class of the upcoming dormancy account. Click the link to open the Account View page.
Sender	Displays the account number of the upcoming dormancy account.
Currency	Displays the currency of the upcoming dormancy account.
Customer ID	Displays the ID of the customer who owns the upcoming dormancy account. Click the link to open the Customer View page.
Expected Dormancy Date	Displays the expected dormancy date of the account.
Primary AUS Number	Displays the primary account unique sequence number of the upcoming dormancy account.
RM ID	Displays the Identification Number of the Relationship Manager assigned to the upcoming dormancy account.

Customize the view

You can create custom views filtered by selected periods of current month, next month, or subsequent months. To create custom views for the Upcoming Dormancy Account widget, see Create and Load a Custom View.