Account Summary
From the Mobile Home Page, click on the side bar and select “View Accounts”. A list of all the customer’s accounts will be displayed along with their current balances, as shown on Figure 5.11a. This includes all types of accounts, including; CASA, TD 5 Year, and the various Loan account types.
From the “Account Summary” page, drill down on any CASA account to view it’s “Transaction History”, as shown in Figure 5.11b. The transactions are shown in reverse chronological order. If comments were entered during the transaction, it will be shown in the “Description” column.
Figure 5.11a – Account Summary Figure 5.11b – Transaction History
From the “Account Summary” page, drill down on any Loan account to view its “Loan Details”, as shown in Figure 5.12. Loan details include; the initial disbursement amount, the current balance, the installment amount, the maturity date, and the settlement account number (loan servicing account). The loan that have not been reviewed will have the word "pending" under the title "Loan Details".
Figure 5.12a – Account Summary Figure 5.12b – Loan Details Figure 5.12c – Loan Details
From the “Account Summary” page, drill down on any "TD 5 Year" account to view its “TD 5 Year Details”. Term Deposit details include; the interest rate that you are earning from this, the penalty rate if you cancel this account, the maturity date and the interest payout account number.
Figure 5.13a – Account Summary Figure 5.13b – Term Deposit Details
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