This screen provides the systematic instructions to view the history of the online account sweep.

1. On the Home screen, from Retail Account Services, under Inquiry, click Online Account Sweep History, or specify the Online Account Sweep History in the Search icon bar.
   The Online Account Sweep History screen is displayed.

   Figure 3-55 Online Account Sweep History

   
   

   
   Description of "Figure 3-55 Online Account Sweep History"

   
   
2. On Online Account Sweep History screen, specify the fields.
   The online account sweep history details are displayed.

   Figure 3-56 Online Account Sweep History Details

   
   

   
   Description of "Figure 3-56 Online Account Sweep History Details"

   
   
3. On Online Account Sweep History screen, view the required details. For more information on fields, refer to the field description table below.

   Table 3-53 Online Account Sweep History - 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.
   Transaction Date	Displays the date on which the transaction was initiated.
   Sweep Amount	Displays the sweep amount of the account.
   Account Number	Displays the account number.
   Account Name	Displays the name for the selected account.
   Branch	Displays the branch code from where the transaction was initiated.

   • To view the online sweep setup details, click View Sweep Setup. The Online Account Sweep In screen is displayed.