1.8 Applications Nearing Expiration

This topic describes systematic instructions to view Applications Nearing Expiration widget.

The Applications Nearing Expiration widget allows the logged-in bank user to view the details of applications which are nearing to expiry date.
  1. On Home screen, click Dashboard.
    The Applications Nearing Expiration widget displays in the Dashboard screen.

    Figure 1-13 Applications Nearing Expiration



  2. Click Filter to filter the data.
    The available options are:
    • Currency
    • Branch
    • Users
    • Products
    • Sub-Products

    By default, the system displays the details of all the products, the base currency and the branch of the logged-in user.

  3. Click on hyper-linked number, to redirect to the All Applications screen.

    The All Applications screen displays the list of various applications.

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

    Table 1-7 All Applications – Field Description

    Field Description
    Application Number Displays the application reference number.
    Application Date Displays the application date.
    Product Type Displays the type of product.
    Business Product Name Displays the name of the business product.
    Customer Name Displays the customer name.
    CIF Number Displays the CIF number.
    Status Displays the status of the application.
    Application Expiry Date Displays the application expiry date.
    Days To Expire Displays the number of days to expire the application.
    Mobile Displays the mobile number.
    Email Displays the e-mail ID.

    For more information about the All Applications screen, refer to the My Applications topic.