Table of Contents

• Title and Copyright Information
• Preface
  • Purpose
  • Audience
  • Documentation Accessibility
  • Diversity and Inclusion
  • Acronyms and Abbreviations
  • Related Documents
  • Conventions
• 1 Common Branch Features
  • 1.1 Dashboard Overview
  • 1.2 Customer Panel
• 2 Teller Operations
  • 2.1 Branch Operations
  • 2.2 Till–Vault Operations
  • 2.3 Customer Transactions
  • 2.4 Miscellaneous Transactions
  • 2.5 Transfers
  • 2.6 Remittances
  • 2.7 Clearing
  • 2.8 Journal Log
  • 2.9 Branch Maintenance
  • 2.10 Salient Features
• 3 Account Services
  • 3.1 Generic Feature Enhancements
    • 3.1.1 Account View
    • 3.1.2 Maintenance
    • 3.1.3 Statement
    • 3.1.4 Status Update
    • 3.1.5 Limits
    • 3.1.6 Amount Block
    • 3.1.7 Check Book
    • 3.1.8 Instructions
    • 3.1.9 Inquiry
    • 3.1.10 Salient Features
  • 3.2 US Geography Feature Enhancements
    • 3.2.1 Customer Relationship maintenance
    • 3.2.2 Activate Inactive/Dormant Account
    • 3.2.3 Courtesy Pay Maintenance
    • 3.2.4 Regulation D transaction inquiry
    • 3.2.5 Online Account Sweep In
• 4 Deposit Services
  • 4.1 Generic Feature Enhancements
    • 4.1.1 Deposit Account Opening
    • 4.1.2 Deposit 360 View
    • 4.1.3 Transactions
    • 4.1.4 Maintenance
    • 4.1.5 Amount Block
    • 4.1.6 Statement
    • 4.1.7 Transaction inquiry
    • 4.1.8 Salient Features
  • 4.2 US Geography Feature Enhancements
    • 4.2.1 Initial Funding
    • 4.2.2 Customer Relationship maintenance
• 5 IRA Services
  • 5.1 US Geography Feature Enhancements
    • 5.1.1 Account View
    • 5.1.2 Transactions
    • 5.1.3 Maintenance
    • 5.1.4 Statement
    • 5.1.5 Status Update
    • 5.1.6 Amount Block
    • 5.1.7 Inquiry
• 6 Loan Services
  • 6.1 Accounts
  • 6.2 Balances
  • 6.3 Instruction preferences
  • 6.4 Repayment
  • 6.5 Schedule
  • 6.6 Salient Features
• 7 Technical Changes
  • 7.1 SQL-cL Adoption (Infra)
  • 7.2 Adoption of API versioning as per release version