3.11 View Loan Account Details

This topic provides the systematic instructions to business user to inquire about the total outstanding amount, as well as the next EMI date and amount of their loan account from Chatbot.

To view loan details:

  1. Perform one of the following actions:
    • Type a question to inquire the outstanding loan amount, and press Enter. For example, “What is the outstanding balance on my loan account?”.
    • Tap on the Outstanding Amount on Loan Account option in the help menu, and then tap Send.

    The Chatbot prompts you to provide OTP sent to your registered mobile number for authentication.

  2. Enter the OTP received on the mobile and press Enter.

    Figure 3-17 Outstanding Loan Amount



  3. Select an account number for which the total outstanding amount you wish to view.
  4. Tap on the Select from list link to select the account number.
    The application displays the total outstanding amount on the loan account.

To view installment date and amount details:

  1. Perform one of the following actions:
    • Type a question to inquire about the EMI date and amount, and press Enter. For example, “What is my next installment date and Amount?”.
    • Tap on the Next installment date and Amount of Loan Account optionin the help menu, and then tap Send.

    The Chatbot prompts you to provide OTP sent to your registered mobile number for authentication.

  2. Enter the OTP received on the mobile and press Enter.

    Figure 3-18 Next Installment Date and Amount



    Note:

    The fields which are marked as Required are mandatory.

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

    Table 3-6 Next Installment Date and Amount- Field Description

    Field Name Description
    Outstanding Amount The total amount due to be paid by the customer.
    Next Installment Date The date on which the next loan payment is due.
    Installment Amount Amount to be paid as next installment.
  3. Select an account number for which the installment date and amount you wish to view.
  4. Tap on the Select from list link to select the account number.
    The application displays the next installment date and amount of the loan account.