Servicing – Home tab
This tab provides an Account Summary of your customers core banking for their servicing needs.
1. Account Summary
The Account Summary is the landing tab when entering a customers account for either a personal or business customer.
In the midddle and centre of the page the user will see a ‘quick balance‘ summary of the customers accounts. The layout is as follows:
Account Identifiers: On the left-hand side is the account number and name of the account. There will also be an icon to represent the account type as listed further below.
Current Balance: In the middle column, you will see the current balance of each account. If this is a loan account that hasn’t been disbursed then the balance will show $0 until it has been disbursed. Once it has been disbursed then the balance will be in a negative represented by a ‘minus’ sign before the amount.
Available balance: the last column shows the available balance (credit) for the customer to use in that account.
Icon Type
Building – represents a business loan
House – represents a home loan
Person – represents a personal loan
Building with columns – represents a membership, account(saving/transaction) or a term deposit
No icon – represents a car loan
2. Net Position
The net position shows the customers overall financial position with your organisation calculating all of the account balances above in the quick balance snapshot.
3. Credit Available
This section shows a snapshot of the available credit and the approved limit across all of your customers accounts, including any ‘In-Flight’ purchases. The approved limit may differ from the available credit depending on the status of your customers loans and . For example, if they haven’t been disbursed.
4. Upcoming Payments/Repayments
This section shows any upcoming payments/repayments that are due to come out of the customers accounts.
The payment type will be listed in bold – Monthly Direct Debit, One Off Repayment etc. The date the payment is due to come out directly underneat and the amount. The user is also presented with an option to make the payment now on behalf of the customer.
Frequenty Asked Questions
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