This topic describes the systematic instruction to View, Modify and Close the Amount Block. The View and Modify Amount Block screen displays the summary of all amount blocks that are present against a Customer's account and allows the user to modify or close the existing amount block.

1. On the Home screen, from Retail Account Services, under Amount Block, click View and Modify Amount Block, or specify the View and Modify Amount Block in the Search icon bar.
   If active amount blocks are available for the account number, the system displays them in tile layout and displays the total amount blocked for all the blocks.
   View and Modify Amount Block screen is displayed.

   Figure 3-62 View and Modify Amount Block

   
   Description of "Figure 3-62 View and Modify Amount Block"
2. On the View and Modify Amount Block screen, specify the fields. For more information on fields, refer to the field description table below.

   Table 3-38 View and Modify Amount Block - Field Description

   Field

   Description

   Search By

   Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.

   Note:

   If an active amount blocks are unavailable for the account number, then a message that no amount blocks are present for the given account number is displayed in the Amount Block Details section.
3. Click Create Amount Block, to add a new amount block.
   Amount Block screen is displayed.

   Figure 3-63 Amount Block

   
   Description of "Figure 3-63 Amount Block"
4. On the Amount Block screen, specify the fields and click Submit button.
   For more information on fields, refer to Table 3-37.
   A new amount block tile is displayed on the View and Modify Amount Block screen.
5. On the View and Modify Amount Block screen, under Amount Block Details, click Edit on the tile to modify the Amount Block.
   Modify Amount Block screen is displayed.

   Figure 3-64 Modify Amount Block

   
   Description of "Figure 3-64 Modify Amount Block"
6. On the Modify Amount Block screen, specify the fields the user can modify. For more information on fields, refer to the field description table below.

   Table 3-39 Modify Amount Block - Field Description

   Field	Description
   Amount To be Blocked	You can can modify the Amount To be Blocked. The ISO currency code is defaulted based on the Account Currency. Note: The amount cannot be in negative or zero value.
   Block Reason	You can modify the block reason, by clicking the search icon. You can search for a specific Block Reason by providing Block Code or Block Description and clicking on the Fetch button. When a Block Reason is selected, the Block Description is automatically updated in the field.
   Effective Date	You can modify the effective date. The effective date can be changed to a future date. Note: The Effective Date cannot be backdated.
   Expiry Date	This is an optional input field. Users can modify the expiry date. From this date onwards, the blocked amount will be unlocked and is available for withdrawal to the customer.
   Narrative	You can modify the Narrative field.

7. Click the Submit button.
8. On View and Modify Amount Block screen, under Amount Block Details, click the Close icon on the tile to close the Amount block.
   Close Amount Block screen is displayed.

   Note:

   All the fields are non-editable.

   Figure 3-65 Close Amount Block

   
   Description of "Figure 3-65 Close Amount Block"
9. Close the Amount Block by clicking on the Submit button.