1.4 Account Opening Trends

This topic describes systematic instructions to view Account opening trend widget.

The Account Opening Trend widget allows logged-in bank users view the trend of accounts that the bank opened for each Product Type, such as Credit Cards, Loan Accounts, Savings Accounts, Checking Accounts, or Certificate of Deposits Accounts for the specified period.

  1. On Home screen, click Dashboard.
    The Account Opening Trend widget displays in the Dashboard screen.

    Figure 1-8 Account Opening Trend


    Description of Figure 1-8 follows
    Description of "Figure 1-8 Account Opening Trend"

    This widget displays the value of accounts (in thousands) compared to the number of accounts opened for all business product in Oracle Banking Origination.

  2. Hover over the bar chart to view the below details in the pop-up.
    • Series
    • Group
    • Value
  3. Click Filter Icon to filter the data.
    The available options are:
    • Currency
    • Branch
    • Period

    By default, the system displays month-wise trend of the loan account opened.

  4. Click chart to change the chart type.

Parent topic: Dashboards