Account view page

On the account view page, you can get an overview of the account details and balances and access to account management features.

View account details

To go to the account view page, follow the steps outlined below.

1. Find the required account.

2. Open the account view page by clicking on the account Account number.

Account view page

The account view page has four sections:

1. header,

2. account details,

3. account numbers and

4. account balances.

Header section

The header section starts with the title, followed by action buttons for account management and account-related activity review links at the end.

Three action buttons you will find in the header section of the Account view page allow you to perform particular actions.

• Edit details - allows modifying the account name information.

• Block account - allows temporarily setting the account to the blocked status.

• Close account - allows closing the account.

At the end of the header section on the Account view page, you can find three links that provide an overview of various account-related activities.

• 4eye review processes - to view the account-related review processes.

• Actions log - to view the account-related actions.

• Account processes - to view the account-related processes.

Account details section

The account details section gives you a comprehensive overview of account-related parameters. It includes three parameters that you can change.

• Click the edit icon next to the Account class parameter value to change the Account class code.

• Click the edit icon next to the Interest method assignment code parameter value to change the Interest method assignment code.

• Click the Open modal link following the Custom fields parameter to manage the account-related custom fields.

Account numbers section

The account numbers section lists all alternative account number sets for different use cases, such as domestic payment schemes.

Account balances section

The account balance section lists account balances in different currencies. Each currency has the following balance items.

• Balance indicates the gross amount available to the account holder.

• Overdraft shows an amount permitted by the bank which can be overdrawn. Click the add icon to add an overdraft in a particular currency. If an overdraft already exists, you can view it by clicking the view icon , adjust it by clicking the edit icon or remove it by clicking the remove icon .

• Reserved is an amount that still belongs to the account holder but has been suspended and reserved, for example, by a merchant.

• Available is the net amount in the balance currency available to the account holder.