- Deposit Services User Guide
- TD Maintenances
- View and Modify Amount Block
4.2 View and Modify Amount Block
You can view or modify the already added block details using this screen.
Note:
The fields marked as Required are mandatory.- On the Homepage, from the Retail Deposit
Services mega menu, under Term Deposits
and Maintenance, click View and Modify Amount
Block, or specify View and Modify Amount
Block in the search icon bar and select the screen.
The View and Modify Amount Block screen is displayed.
- On the View and Modify Amount Block screen, click the
icon or specify the account number in the Account Number field.
The Amount Block Details section is displayed.Figure 4-5 View and Modify Amount Block Details
Description of "Figure 4-5 View and Modify Amount Block Details" - On the Amount Block Details section, view the block
details. For more information on fields, refer to the field description
table.
Table 4-2 View Amount Block Details – Field Description
Field Description Account Number
Click theicon and select the account number or specify the account number to view and modify the amount block.
Note:
The account holder name is displayed adjacent to this field.Amount Block Details
This section displays the TD amount block details.
Status
Select the block status of the TD account. The options are:- Active
- Not Activated
- Closed
- Expired
- All
Total Amount Blocked
Displays the total amouont blocked on the TD account.
<Block Reason> Displays the block reason as the top of the widget. Type
Displays the block type.
Block Number
Displays the block number.
Amount
Displays the block amount along with the currency.
Blocked Reason
Displays the block reason along with code.
Effective Date
Displays the block effective date.
Expiry Date Displays the block expiry date.
Remarks Displays the block remarks.
Status Displays the block status.
- You can add a TD amount block by clickng the
icon. For more information, refer Term Deposit Amount Block screen.
- You can edit a TD amount block details by clicking the
icon. For more information, refer Modify Amount Block.
- You can delete a TD amount block details by clicking the
icon. The Close Term Deposit Amount Block screen is displayed with the closed amount block details.
Figure 4-6 Close Term Deposit Amount Block
- Modify Amount Block: As you click the
icon from the View and Modify Amount Block screen from a particular widget, that widget details are opened in Modify Term Deposit Amount Block screen.
- In the Modify Term Deposit Amount Block screen,
modify the required details.
Figure 4-7 Modify Term Deposit Amount Block
Description of "Figure 4-7 Modify Term Deposit Amount Block"For more information on fields, refer to the field description table.
Table 4-3 Modify TD Amount Block – Field Description
Field Description Account Number
Displays the account number and name for performing the block. Aslo, to the right the customer information is displayed. Block Number
Displays the block number of the TD account. Type
Displays the type of block on TD account. Amount To Be Blocked
Specify the TD amount to be blocked. Note:
By default, the currency and amount is displayed. The currency is editable, but if required you can edit the amount.Block Reason
Displays the reason for the block on TD account. Effective Date Specify or select the effective date for the block. Note:
By default, the effectiev date is displayed. If required you can edit the date.Expiry Date Specify or select the expiry date for the block. Note:
By default, the expiry date is displayed. If required you can edit the date.Narrative Specify the narration, if any for the block. Note:
By default, a narration is displayed. If required you can edit it. - Click SubmitThe screen is successfully submitted for authorization.
- Click Close.
Parent topic: TD Maintenances