1.8.2 View IRA Product

This topic explains the systematic instructions to view the list of configured IRA product parameters.

  1. On Home screen, under Menu, click Retail Deposits. Under Retail Deposits, click Configurations.
  2. Under Configurations, click Retail Deposits IRA Product. Under Retail Deposits IRA Product, click View IRA Product.
    The View IRA Product screen displays.

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

    Table 1-40 View Business Product - Field Description

    Field Description
    Business Product Displays the IRA business product.
    Description Displays the description of the IRA business product.
    Account Type Displays the type of deposit account.
    Authorization Status Displays the authorization status of the record. The available options are:
    • Authorized
    • Rejected
    • Unauthorized
    Record Status Displays the status of the record. The available options are:
    • Open
    • In Progress
    • Closed
    Modification Number Displays the number of modifications performed on the record.