3.7.1 Adhoc Account Statement

User can generate an adhoc statements for which the frequency falls outside the statement frequency using the Adhoc Account Statement screen. The statements can be generated by providing the required date range.

Note:

The fields marked as Required are mandatory.

To generate, view, or share a adhoc account statement:

  1. On Home screen, from Retail Deposit Services, under Statement, click Adhoc Account Statement, or specify the Adhoc Account Statement in the Search icon bar.
    The Adhoc Account Statement screen is displayed.

    Figure 3-66 Adhoc Account Statement


    Description of Figure 3-66 follows
    Description of "Figure 3-66 Adhoc Account Statement"

  2. Select the appropriate option from the Search by field.
  3. Perform the required action, based on the option selected from the Search by field.
    The Statament Period and Account Statement sections are displayed.

    Figure 3-67 Account Statement


    Description of Figure 3-67 follows
    Description of "Figure 3-67 Account Statement"

  4. For more information on fields, refer to the field description table.

    Table 3-48 Adhoc Account Statement - 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.
    Statement Period This section displays the fields for selecting date range for generating the statement.

    Note:

    To generate statement for the account, you can select or specify the date range, and click Generate Statement.
    Start Date Select or specify the start date for generating the statement.
    End Date Select or specify the end date for generating the statement.

    Note:

    This field is enabled, as you select or specify a value in the Start Date field.
    Account Statement This section displays the generated account statement.
    <Status> Displays the current status of the statement.
    Statement Period Displays the period or date range of the statement.
    Statement Generated on Displays the date on which the statement is generated.
    <Action> Displays the following icons:
    • View : Click to view the generated statement.
    • Email : Click to send the statement through preferred Email. A confirmation message is displayed for confirming the Email ID. Click Send, to proceed.
    As you click View, the following statement is displayed. If requried, you can download the statement.

    Figure 3-68 Generated Statement


    Description of Figure 3-68 follows
    Description of "Figure 3-68 Generated Statement"

Parent topic: Statement