View and Modify Amount Block

You can view or modify the already added block details using this screen.

To view the amount block details:

Note:

The fields marked as Required are mandatory.
  1. 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.

    Figure 9-3 View and Modify Amount Block

    Description of Figure 9-3 follows
    Description of "Figure 9-3 View and Modify Amount Block"
  2. On the View and Modify Amount Block screen, click the Search icon or specify the account number in the Account Number field.
    The Amount Block Details section is displayed.

    Figure 9-4 View and Modify Amount Block Details

    Description of Figure 9-4 follows
    Description of "Figure 9-4 View and Modify Amount Block Details"
  3. On the Amount Block Details section, view the block details. For more information on fields, refer to the field description table.

    Table 9-2 View Amount Block Details – 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.
    • If user selects an account with closed status, then an appropriate message is displayed. The user will not be allowed to proceed with the required action in the screen.

    Account Number

    		 Click the Search icon and select the account number or specify the account number for viewing or modifying the amount block details of the RD account.

    Note:

    • The account holder name is displayed adjacent to this field.
    • The system will fetch only amount blocks with Open and Active status.

    Amount Block Details

    This section displays the RD amount block details.

    Total Amount Blocked

    Displays the total amouont blocked on the RD 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.
    • You can add a RD amount block by clickng the Create Amount Block button. For more information, refer Create Amount Block screen.
    • You can edit a RD amount block details by clicking the Edit icon. For more information, refer Modify Amount Block.
    • You can delete a RD amount block details by clicking the Close icon. The Close Recurring Deposit Amount Block screen is displayed with the closed amount block details.

      Figure 9-5 Close Recurring Deposit Amount Block


      Description of Figure 9-5 follows
      Description of "Figure 9-5 Close Recurring Deposit Amount Block"

    • Modify Amount Block: As you click the Edit icon from the View and Modify Amount Block screen from a particular widget, that widget details are opened in Modify Recurring Deposit Amount Block screen.
    1. In the Modify Recurring Deposit Amount Block screen, modify the required details.

      Figure 9-6 Modify Recurring Deposit Amount Block

      Description of Figure 9-6 follows
      Description of "Figure 9-6 Modify Recurring Deposit Amount Block"

      For more information on fields, refer to the field description table.

      Table 9-3 Modify RD 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 RD account.

      Type

      		 Displays the type of block on RD account.

      Amount To Be Blocked

      		 Specify the RD 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 RD 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.
    2. Click Submit
      The screen is successfully submitted for authorization.
  4. Click Close.