Financial Services Creatio, sales edition
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Financial account page

The financial account page contains a set of fields used for displaying general data and page tabs.

Common data

General information about the financial account.

Number

Unique financial account number.

Contract

Contract for which the financial account was opened.

Legal entity

 for which the financial account is recognized.

Product

Name of the banking product that is connected to the financial account. The field is non-editable and is populated automatically with the product specified in the contract.

The [General information] tab

The tab contains the basic attributes of the account.

Type

Account type, for example, “Deposit”, “Card”, “Credit”.

Currency

Currency of the account.

Balance

Actual financial account balance.

Branch

Name of the branch or office in which a financial account is opened. Fields lookups contain the lists of legal entities of “Our bank” type.

Office

Status

The detail contains information about the current status of the financial account.

Opened on

Dates on which the current financial account was opened and activated.

Activated on

Status

Status of the current financial account, for example, “Active”, “Blocked”, “Closed”.

Cards

A list of cards that are registered under the current financial account, which displays information from the [Cards] section. To connect a card to an account, populate the [Accounts] detail of the card page.

The [Attachments and notes] tab

Detailed information about the financial account including attachments and links to web resources. Read more >>> 

Attachments

Use this detail to store files and links.

Notes

The detail is used to store additional text information. You can edit and organize notes on the detail. If you switch to another tab of the financial account page, the information on the [Notes] detail will be saved.

The [Feed] tab

Feed messages related to the current financial account.

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