1.13 Account Balance Inquiry
This screen provides a systematic instructions to perform an inquiry on the account balance details.
Note:
The fields marked as Required are mandatory.To inquire the account balance:
- On the Home screen, from Retail Account Services, under Inquiry, click Account Balance Inquiry, or specify the Account Balance Inquiry in the Search icon bar.The Account Balance Inquiry screen is displayed.
- On Account Balance Inquiry screen, specify the fields.The existing account balance details are displayed in respective fields and sections.
- On Account Balance Inquiry screen, view the required details. For more information on fields, refer to the field
description table below.
Table 3-54 Account Balance Inquiry - 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.Total Available Balance Displays the total available amount in the account. If user clicks the Show Calculation link, the formula used to calculate the total available balance amount is displayed. To hide the formula, click the Hide Calculation link.
Current Balance Displays the current balance in the account. Available Balance Displays the available balance in the account. Uncollected Balance Displays the uncollected balance amount in the account. Unutilized Limits Displays the unutilized limit amount in the account. Minimum Required Balance Displays the account's minimum required balance. Amount Block Displays the account's amount block. Interest Details This section displays the interest details of the account. Accrued Credit Interest Displays the accrued credit interest of the account. Accrued Debit Interest Displays the accrued debit interest of the account. Turnover Details This section turnover details. Credit Displays the credit amount in the account. Debit Displays the debit amount in the account.
Parent topic: Configurations
Parent topic: Inquiry

