New screens coming soon.
Geography: This article is applicable for ANZ Transactive – Global customers banking in Hong Kong, India, the Philippines, Singapore and Vietnam.
The Drafts screen displays a list of saved draft Accounts and Interest Profiles.
Use Search or the INITIATED BY ME toggle to find accounts/interest profiles in the list.
Accounts
-
Columns:
- System reference number
- Request details
- Entity
- CREATED BY ME
Visibility of Edit and Delete depend on your user entitlements.
- EDIT: Click to Edit the account request.
- DELETE: Click to Delete the account request.
Interest Profile
-
Columns:
- System reference number
- Profile code
- Description
- Effective From
- CREATED BY ME
Visibility of Edit and Delete depend on your user entitlements.
- EDIT: Click to Edit the Interest Profile request.
- DELETE: Click to Delete the Interest Profile request.