View savings account details

On the Savings account details page, you can get an overview of the savings account details and balances.

View savings account details

On the Savings account details page, you can view key information including the Account details and Savings details sections, as well as your account numbers and current balances.

To view Savings account details page, follow these steps:

1. Find the required account.

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

Savings account view page

The Savings account view page has five sections:

1. Header

2. Account details

3. Saving details

4. Account numbers

5. Account balances

Header section

The header section of the Savings account view page starts with the title, followed by action buttons for savings account management and links for reviewing related activity.

Three action buttons available in the header section allow you to perform specific actions:

• View/add comments - allows viewing existing comments or adding new ones. See the View or add comments section for more details.

• Block account - allows temporarily setting the savings account to blocked status. See the Block or unblock the savings account section for more details.

• Close saving - allows closing the savings account. See the Close the savings account section for more details.

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

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

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

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

Account details section

The Savings account details section provides a comprehensive overview of savings account-related parameters. It includes two parameters that you can modify:

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

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

Savings details section

The Savings details section provides a clear summary of key information related to the savings account. This section is read-only and allows you to view essential details about the savings setup, including the savings plan, schedule, and progress. It helps you quickly understand the structure and current state of the savings without requiring any actions.

Account numbers section

The account numbers section lists all alternative account number sets for different use cases, such as domestic payment schemes. For standard account types (which include savings accounts), only alias account numbers can be added. You can add a new account number by clicking Add.

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.

• 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.