1 Introduction
An Individual Retirement Account (IRA) is a investment account that encourages individuals to save for retirement with tax benefits.
The IRA menu supports both IRA Account and IRA Deposit transaction types. Upon entry of the account number, the system automatically determines the corresponding account category - IRA Account or IRA Deposit and dynamically enables the appropriate transaction. If an IRA account number is entered on a screen configured for IRA Deposit transactions, the system triggers a validation error and prevents further processing.
As a single transaction screen can support both IRA Account and IRA Deposit transactions, the Account Number LOV (List of Values) search functionality is disabled across all IRA transaction screens.
IRA transaction screens are launched as virtual pages, displaying the menu panel on the left side of the interface. Once an account number or customer ID is entered, the system launches the corresponding transaction page to proceed with the operation. Upon successful submission of the transaction, the user is redirected to the Dashboard page.