1. Tasks User Guide
  2. Tasks
  3. Branch Servicing Pending Transactions View

1.9 Branch Servicing Pending Transactions View

This screen provides details of pending branch servicing transactions that need to be completed before the end-of-day process begins. By default, the details are displayed for the logged-in branch and all users. Users can filter the pending transactions for specific users if needed.

When the screen is launched, pending service transactions for the logged-in branch are displayed with the following details:
  • Number of pending transactions
  • Process Name
  • Reference Number
  • Stage
  • Status
  • User ID

Figure 1-11 Branch Servicing pending Transactions


Description of Figure 1-11 follows
Description of "Figure 1-11 Branch Servicing pending Transactions"

Note:

This screen displays the pending branch servicing transactions that are configured for pending transaction checks. By default, all branch servicing screens are configured for pending transaction checks, and it is allowed to modify them in the CMN_TM_TRAN_CONFIG table.

Table 1-1 Branch Servicing Pending Transactions

Field Description
Branch Display the user logged in branch and the pending transactions displayed for this branch.
Branch Name Display the branch name.
Search User Select the user id to filter the pending branch servicing transactions for a specific user. The LOV fetch all open and authorized user.

The LOV screen, user can search the user by user name and User ID.

Refresh Click on this button to refresh the details.
Process Name Display the process name for the pending transactions.
Reference Number Display the related Reference Number for the pending transactions.
Stage Display the current stage of pending transaction.
Status Display the current status of pending transaction.
User Display the user ID with whom the transaction is pending.

Note:

If the transaction is not assigned to any user, the last actioned user ID should be displayed for the pending transactions.

Validate pending branch servicing transactions as part of the EOD process

During the end-of-day (EOD) process, the system verifies if any system about the end of day if any pending branch servicing transactions are still incomplete. The bank can configure which branch servicing transactions need to be completed on the same day. Transactions not configure for end-of-day validation can continue the next day, while processing the transactions in the next day system gives a informatuion message to the user that the transaction was initiated on the previous day.

Parent topic: Tasks