Select Service Request

Introduction

This screen lets the retail users to navigate to a New Request screen where he/she can see the standard templates for different service requests and apply for the same. Service requests are of 2 types – Online and Offline.

Online service requests are straight though requests i.e. the requests are directly handled at the respective backend system and don’t involve manual intervention

Offline service requests are the ones which require manual intervention. These requests are sent to the Relationship managers within e-Banking application and further Relationship manager has to process it.

Note:

• The list of service requests shown will be of only non-financial. However, there are financial service requests also present in the application, but those service request templates are present in the corresponding modules. Hence, non-financial service requests are not associated with multi level work flow. If approval is enabled, then it would be 1Gen + 1Gen, in which case, 1 user would be the enterer and other user would be the approver.

• If the service requests are enabled for cutoff time, then based on the validation configuration either a warning or an error message will be displayed to the user if the user tries to initiate a service request after the cut-off time.

• If the service request is configured for sending mails to the Bank Users, then while submitting the request, the “Send mail” button will appear. When the user clicks on “send mail” button, a success message will appear as “Request sent successfully as a mail.”

• The mail will contain the details of the service request and the same will appear in the “Inbox” of the bank user and “Sent Item” of the user.

• Once mail is sent, user cannot modify the details of the request

Navigation

The following is the navigation for this option:

•  Select New Requests option from the drop down list and click on OK button in Select Service Requests under General Services link in Retail user’s screen

• The New Requests screen is displayed

What you can do

The table below provides a brief description of the data that must be specified on the screen and the functions you can perform:

Field

Description

Request Type

Specifies the service request name.

Note:

Clicking on this link will the user to the corresponding service request template.

Available Online

This suggests whether the corresponding service request is available online.

Valid Values:

Y

N

Note:

If the value is Y, then the service request is processed online.

Available Offline

This suggests whether the corresponding service request is available offline.

Valid Values:

Y

N

Note:

If the value is Y, then the service request is processed offline.

There may be a scenario where a service request could be available both online and offline. In that case, the choice is left to the user to choose online or offline in the respective service request template.

Types of requests

The requests that can be viewed from this screen are:

• Operative Accounts – Open an Account

• Operative Accounts – Request for Gift Card Issuance

• Link  Bank Accounts

• Operative Accounts– Request a Demand Draft

• Credit Cards – Application for Virtual Credit Card

• Credit Cards – Application for Virtual Credit Card Limit Change

• Credit Cards – Delink Virtual Credit Card

• Reissue Pin for Debit Cards or ATM Cards

• Link DEMAT Accounts

• Delink DEMAT Accounts

• Security Transfer Booklet re-issue request

• Account Aggregation – De-Register Other Bank Account

• Operative Accounts – Door Step Banking

• Deposit Accounts – Break Fixed Deposit

• Deposit Accounts – Open a Deposit Account

• Deposit Accounts – Renew Fixed Deposit

• Loan Accounts - Open a loan account

• Account Aggregation – Register Other Bank Account

• All Accounts – Switch Mailing Address

• Security – Register SMS MobiToken

• Security – Register Device-based MobiToken

• Operative Accounts – Request New Cheque Book

• All Accounts – Account Statement

• Operative Accounts – Stop Cheque

• Credit Cards - Link a Credit Card

• Credit Cards – Change Card Limit

• Credit Cards – Request Physical Statement

• Credit Cards – Replace Damaged Card

• Credit Cards – Delink a Card

• Credit Cards – Report Lost Card

• Credit Cards – Application for Add on Card

• Credit Cards – Credit Card Address Change Request

• Credit Cards – New ATM Pin Request

• Credit Cards – Application for a New Card

• Credit Cards – Reward Point Redemption Request

• All Accounts - Update Address Type

• All Accounts - Update Nominee Details

• Credit Cards - Request Demand Draft

• Operative Accounts - Request Cheque Image

• Deposit Accounts – Renew Top up Deposit

• View and Update Consumer User Details