2 Term Deposits Summary

This topic describes the Term Deposits summary page, which provides users with a comprehensive overview of all their term deposits held with the bank.

All the active term deposits of the user are listed as records. Each record comprises of information such as the term deposit account number, account nickname (if assigned), product name, current balance, maturity date and maturity amount. Click on the specific account to view further details of that account or view the summary of transactions undertaken through that account.

Note:

  1. If the retail user has no term deposit accounts, the system shows a message and a card that directs the user to the New Term Deposits screen.
  2. The left swipe and Long Press gesture is implemented on mobile and tablets devices.

    Long press gesture - Users can now press and hold on the screen for a longer time to reveal more options or actions. This feature is accessible in the Account Listing, allowing users to access Redeem, Top Up, and Edit Maturity Instructions functions.

  1. Perform anyone of the following navigation to access the Term Deposits Summary screen.
    1. From the Dashboard, click Toggle menu, click Menu, then click Accounts, and then click Term Deposits tab.
    2. From the Dashboard, click Overview widget, click Term Deposits card.
    3. From the Search bar, type Term Deposits – Term Deposits and press Enter.
    4. Access through the Term Deposits tab available on footer of all pages.
    The Accounts summary screen appears.

    Figure 2-1 Term Deposits


    Description of Figure 2-1 follows
    Description of "Figure 2-1 Term Deposits"

    Note:

    The fields which are marked as Required are mandatory.

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

    Table 2-1 Term Deposits Summary - Field Description

    Field Name Description
    Deposit Account The deposit account number in masked format. Click on the link to view the details or transactions summary of the account.
    Nickname The deposit account nickname will be displayed under the Deposit Account column if a nickname is assigned to the deposit account.
    Status The current status of the deposit account.
    Product Name The name of the term deposit product.
    Current Balance The current balance of the term deposit.
    Maturity Date The date on which the term deposit will mature.
    Maturity Amount The value of the term deposit at the time of maturity.
  2. Perform any one of the following actions:
    1. Click on the New Term Deposit to open a new term deposit.
    2. Click on the More Actions menu to access other Deposits account related transactions.
    3. Click the download icon to download the records in CSV and PDF format.
    4. Click the manage columns icon to setup a column preference by rearranging or removing columns.

    Figure 2-2 Term Deposits Accounts – Manage Columns setup


    Description of Figure 2-2 follows
    Description of "Figure 2-2 Term Deposits Accounts – Manage Columns setup"

  3. Perform any one of the following actions:
    1. Click the Apply to apply the new changes to the table.
    2. Click the Reset to clear the data entered.