Fixed Deposit
Last updated
Udara360 User Guide
Last updated
The Fixed Deposit page allows you to manage long-term deposit accounts where funds are locked in for a specified period in exchange for earning a higher interest rate. This feature enables CBA operators to monitor, create, delete and update fixed deposit accounts while keeping track of interest rates, maturity dates, and account statuses.
Log into the application using your credentials.
From the dashboard, navigate to Accounts in the side menu.
Select Customer Account from the dropdown list.
Select Fixed Deposit from the Customer Account dropdown list.
To search for a fixed deposit, perform the following steps:
Click on the Add button located at the page's top left.
Input your search criteria. You can search by Customer ID, FD Account Name, Account Number, Product, Branch, Interest Payment Frequency, Account Officer, Status or Book FD Status.
Click on Search to complete the action.
Modify Search: You can also modify the search by clicking on the desired row on the search result.
To create a fixed deposit on an account, follow these steps:
Click the Add button at the page's top left.
Input the customer ID, customer name, or email.
Click on the Search button.
Select the desired row on the search result.
Set your fixed deposit information.
Click the Save button to apply.
Confirm the action by clicking the “Yes, I want to proceed” button.
To modify an existing fixed deposit account detail:
In the Actions column, click the three vertical dots (⋮) next to the fixed deposit you wish to edit.
Select Modify from the dropdown menu.
Make the necessary updates, such as changing the Customer Information and Fixed Deposit Details.
Click Submit to save and apply the changes.
Click the "Yes, I want to proceed" button to reconfirm action.
To delete an existing fixed deposit account detail:
In the Actions column, click the three vertical dots (⋮) next to the fixed deposit you wish to edit.
Select Modify from the dropdown menu.
Click on the Remove button under the "Mandate Information" section
Click on Next
Click Submit to save and apply the changes.
Click the "Yes, I want to proceed" button to reconfirm action.
To download a fixed deposit certificate:
In the Actions column, click the three vertical dots (⋮) next to the fixed deposit you wish to edit.
Select FD Certificate from the dropdown menu.
