3.2 About Teller Transaction Screen

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

The Teller transaction screen allows you to perform the customer financial transactions; using the fields associated with the selected screen. A sample illustration of a Teller transaction screen is shown below:

Figure 3-2 Teller Transaction Screen



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

Table 3-1 Teller Transaction Screen-Callout Details

Callout User Interface Term Description

1

Fields and Segments

Displays the fields and segments associated with the selected maintenance 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

Additional Widgets

Displays the widgets with the additional information necessary for the users. It includes Current Till Position and Frequent Customer Operations.

6

Submit

Click to submit the transaction with the entered details.

7

Clear

Click to reset the entered details in the transaction screen.

8

Cancel

Click to cancel the transaction.