Certificate

You can specify a TD account number and generate the deposit certificate and displayed along with an option to email the PDF to the customer's registered email address using the Certificate screen. You can also perform this activity based on request from the deposit holder.

1. On the Homepage, from the Retail Deposit Services mega menu, under Term Deposits and Inquiries, click Certificate or specify Certificate in the search icon bar and select the screen.

   The Certificate screen is displayed.

   Figure 6-4 Certificate

   
   Description of "Figure 6-4 Certificate"
2. Select the appropriate option from the Search by field.
3. Perform the required action, based on the option selected from the Search by field.
   The deposit summary and certificate is displayed.

   Figure 6-5 TD Certificate

   
   Description of "Figure 6-5 TD Certificate "
4. You can view the certificate. For more information on fields, refer to the field description table.

   Table 6-3 Certificate – 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.
   Deposit Details	Displays the deposit currency, amount, interest rate percentage, and tenure.
   Maturity Details	Displays the maturity currency, amount, and date.
   Status	Displays the current status of the account.
   Certificate	This section displays the deposit certificate. Note: If required, user can send the certificate through email by selecting the Email option. When you click the Email button, a pop-up message will appear to verify the Email ID. The primary customer's registered email address is set as the default and shown on the screen. After the user verifies the email address, a message will be sent, and a notification indicating success or failure will appear in the top right corner of the screen to inform about the email status.