Query on Requests

Introduction

This screen lets the retail users to view the list of service requests that he or she had submitted based on the selection criteria – request type, date range, request nature, reference id, and status of the request. The list of requests based on the user specified criteria will be displayed on the same page. User can choose any particular request to view the details of the corresponding request. User also can download report based on his/her preference.

Navigation

The following is the navigation for this option:

•  Select Query on Requests option in Select Service Requests page and click on OK button

• The Query on 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

Select the type of request from the dropdown list.

 Example :

 Cheque book request, door step banking request etc.

Date (From - To) (dd/mm/yyyy)

Specify the date range for the requests submitted. All requests submitted within this date range are retrieved. You can select the dates from calendar widget.

Nature of Request

Select the nature of the request from the drop-down list.

Valid values:

 Online

Offline

 Both

Backend Reference Id

Specify the reference ID of the request transaction.

Status

Select the status of the request from the drop-down list like pending, success, rejected and so on.

Field

Description

Reference Id

The reference ID of the request.

Note:

This is a hyperlink, clicking on this link will take the user to a screen where he can view the details of the selected request. The request details what he sees will be different based on the type of request. Along with details, user can view the history of the request like – Status, Action by, Processed date, Status. User also can cancel the request if the request is still not processed online or by the relationship manager.

Request Type

The type of request.

Nature

The nature of request submission - online, offline or both.

Requested Date

The date when the request was submitted.

Status

The status of the request.