Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Before You Begin
  • Module- Prerequisite
  • Module Definitions
  • Audience
  • Basic Actions
  • Documentation Accessibility
  • Diversity and Inclusion
  • Related Documents
  • Conventions
  • Screenshot Disclaimer
  • Acronyms and Abbreviations
  • Symbols and Icons
  • Module Postrequisite
• 1 Operations
  • 1.1 Dashboard
    • 1.1.1 Servicing Tasks
    • 1.1.2 Bulletin Board
    • 1.1.3 My Diary
    • 1.1.4 My Pending Tasks
  • 1.2 Account Creation
  • 1.3 Servicing Charge
  • 1.4 Customer Information
  • 1.5 Account View
    • 1.5.1 Account 360
      • 1.5.1.1 Account Balance
      • 1.5.1.2 Account Information
      • 1.5.1.3 Account Holder Details
      • 1.5.1.4 Account Address and Account Preferences
      • 1.5.1.5 Account Statement Details
      • 1.5.1.6 Suggested Actions
      • 1.5.1.7 Alerts
      • 1.5.1.8 Recent Transactions
      • 1.5.1.9 Interest Details
      • 1.5.1.10 Frequent Actions
  • 1.6 Maintenance
    • 1.6.1 Account Address Update
    • 1.6.2 Joint Holder Maintenance
      • 1.6.2.1 Maintain Joint Holder Details
    • 1.6.3 Nominee Details Update
      • 1.6.3.1 Add Nominee
      • 1.6.3.2 View Nominee Details
      • 1.6.3.3 Edit Nominee Details
    • 1.6.4 Account Preferences
    • 1.6.5 Account Closure
    • 1.6.6 Secured Overdraft Limits
  • 1.7 Statement
    • 1.7.1 Ad hoc Account Statement
    • 1.7.2 Account Statement Frequency
  • 1.8 Status Update
    • 1.8.1 Activate Dormant Account
    • 1.8.2 Account Status Change
  • 1.9 Limits
    • 1.9.1 Unsecured Overdraft Limits
    • 1.9.2 Temporary Overdraft Limit
    • 1.9.3 Advance against Uncollected Funds
  • 1.10 Amount Block
    • 1.10.1 Amount Block
    • 1.10.2 View and Modify Amount Block
  • 1.11 Cheque Book
    • 1.11.1 Cheque Book Request
    • 1.11.2 Cheque Book Status
    • 1.11.3 Stop Cheque Payment
    • 1.11.4 View and Modify Stop Cheque Payment
      • 1.11.4.1 View Stop Cheque Payment
      • 1.11.4.2 Modify Stop Cheque Payment
      • 1.11.4.3 Close Stop Cheque Payment
  • 1.12 Inquiry
    • 1.12.1 Account Transactions
    • 1.12.2 Cheque Status Inquiry
    • 1.12.3 Account Closure Inquiry
  • 1.13 Staff Restrictions
  • 1.14 Access Restriction
  • 1.15 Multi-Currency Accounts
• A Functional Activity Codes
• Index