This topic describes the systematic instructions about Online Account Sweep In. This screen helps the users to link Savings accounts, Auto Deposits, and Term Deposits to a Primary Account to enable online sweep-in and reverse sweep-in feature.

1. On the Homepage, from Account Services, under Standing Instruction Maintenance, click Online Account Sweep In, or specify the Online Account Sweep In in the Search icon bar.
   Online Account Sweep In screen is displayed.

   Figure 12-1 Online Account Sweep In

   
   Description of "Figure 12-1 Online Account Sweep In"
2. On Online Account Sweep In screen, specify the fields.
   For more information on fields, refer to the field description table.

   Table 12-1 Scheduled Transfer - Field Description

   Field	Description
   Search by	Users can search for an account number by using any of the available search criteria. The account number is set as the default search option. Users can specify the account number directly in the adjacent field or search for an account number by clicking the Search icon. Users can also search for the specific account number by providing customer ID, account number, or account name. Other search options available in the Search by field are Customer ID, SSN, Mobile Number, and Email. A specific customer ID can be searched by providing the customer name or customer ID. If SSN, mobile, or email IDs are chosen to find an account number, the respective IDs have to be input entirely in the adjacent field for the system to display the account number. For a given search criteria, multiple account numbers may be linked. For example, two or more account numbers can be linked to a single mobile number. In such cases, the system displays all the account number matches and the user can select the relevant account number on which to perform a servicing operation. Note: The label of the field adjacent to the Search by field changes dynamically. For example, if the Account number is chosen as the search criteria, the label of the adjacent field is displayed as the Account Number. If SSN is chosen as the search criteria, then the adjacent field would display the label as SSN.
   Search	Users need to click the Search button to view the Sweep History details.

3. After clicking on the Search button, the system displays the existing records for Savings Account, Auto Deposits, and Term Deposits in a tabular format. If no records are found, the system displays a message 'No records exist for the given account number'.
4. Users can link new Savings Account, Term Deposits by clicking on icon.
5. To input the editable fields like Savings Account, Seep Limit, Limit Frequency, Deposit Account, Linkage Percentage, Linked Amount click icon.
6. To link the new Savings Account, Term Deposits click icon.
7. To delete the linked Savings Account, Auto Deposits and Term Deposits by clicking icon.
8. On Savings Account, specify the fields.
   For more information on fields, refer to the field description table.

   Table 12-2 Online Account Sweep In-Savings Account

   Field	Description
   Savings Account	Displays the saving account numbers that are linked as a part of the sweep structure.
   Branch	Displays the branch code for the selected Savings account number.
   Details	Displays icon to view more details about the cover account that is linked to the parent account. Note: If you click the icon, the following details are displayed: Customer Name Available Balance Currency Last sweep in Amount
   Retain Minimum Balance	Users can click on the toggle button to enable or disable the minimum balance. When the Toggle button is enabled, the amount swept from the Savings Account is the difference between the available balance and the minimum balance maintained. The system considers the minimum balance of the Savings Account when the account balance goes below the minimum balance. If the toggle button is not enabled, the available balance in the Savings Account is swept during a transaction.
   Sweep Limit	Users can input the maximum amount to be swept from the Savings Account.
   Limit Frequency	Users can select the Limit Frequency from the drop-down list. The drop-down lists the below values: Per Transaction - The sweep limit maintained for the Savings Account is applied for every transaction that requires the amount to be swept from the Savings Account. Daily - The sweep limit maintained for the Savings Account is the cumulative limit up to which the sweep transactions will be allowed for the day.
   Utilized Amount	Displays the amount utilized by the receiving account number during a sweep in transaction.
   Actions	Enables the options to Create, Modify, Delete.

9. When Primary Account and Auto Deposit account classes are enabled for Sweep in, then the system by default includes auto deposits of a primary account in Sweep structure maintained for the primary account and allocates 100% of Auto Deposit amount as Linked Amount.
10. On Auto Deposits, system displays the following fields.
    1. Linkage Order
    2. Branch
    3. Deposit Account
    4. Original Deposit Amount
    5. Available Amount
    6. Utilized Amount
11. On Term Deposits, specify the fields.
    For more information on fields, refer to the field description table.

    Table 12-3 Online Account Sweep In-Term Deposits

    Field	Description
    Linkage Order	Displays the sequential order of the Term Deposit account linked.This is automatically updated by the system.
    Branch	Displays the branch code for the selected Deposit account number.
    Deposit Account	Enter the Deposit Account number or click on the search icon to view the Deposit Account pop-up window. By default, this window lists all the Account Numbers present in the system. You can search for a specific Deposit Account by providing Customer ID, Account Number, or Account Name and click on the Fetch button.
    Credit Account Name	Credit Account Name is displayed based on the account selected.
    Original Deposit Amount	Displays the amount for the Deposit Account.
    Linkage Percentage	Users can input the percentage. The value can be less than or equal to 100. Note: The value cannot be in negative value. If the entered value is more than 100, the system displays an error.
    Linked Amount	Users can specify the amount. This amount cannot be greater than the available deposit amount.
    Available Amount	Displays the available amount for the Deposit Account.
    Utilized Amount	Displays the amount utilized by the receiving account number during a sweep in transaction.
    Actions	Enables the options to Delete, Create.

12. To Enable Reverse Sweep In, click on the toggle button.