About Servicing Transaction Screen

3.3 About Servicing Transaction Screen

Based on the access/permission provided to the logged-in user, you can access a Servicing transaction screen.

Servicing transaction screen allows you to perform the servicing transactions and customer service transactions; using the fields associated with the selected screen. A sample illustration of a servicing transaction screen is shown below.

Figure 3-3 Servicing Transaction Screen

Description of "Figure 3-3 Servicing Transaction Screen"

For more information on callouts, refer to the callout details table.

Table 3-2 Servicing Transaction Screen - Callout Details

Callout	User Interface Term	Description
1	Fields	Displays the fields associated with the selected servicing screen. There are several types of fields such as text box, dropdown, and so on, these fields can also be either mandatory or options fields. Note: The user can identify the mandatory field with the Required text. Once the value is captured, the Required text will disappear. If the user tries to save the record without providing all the mandatory fields, the fields are highlighted with the error message at the bottom.
2	Customer Search	Used to query and find a specific customer account.
3	Title Bar	Displays the name of the transaction.
4	Customer Information Widget	Displays the details of account and Customer.
5	Exit	Click to exit from the transaction screen.

Parent topic: Overview of Screen Environment