Geography: This article is applicable for ANZ Transactive - Global customers banking in Australia.
Full details are available in Features by Geography.
Full details are available in Features by Geography.
- This functionality is available for eligible selected Australian ANZ Transactive - Global customers.
- Pending Quotes screen is available to users who have Pilot - Account Enhancements role in ANZ Transactive - Global.
About Pending Quotes Screen
Pending Quotes displays a list of quote requests that are awaiting review due to specific conditions, such as:
- Term less than 7 days,
- Term exceeding 12 months,
- Future-dated start date, or
- Other system-related exceptions.
Control Bar
| NAME | DESCRIPTION |
|---|---|
| View | Click View to view all pending quotes. |
| Group | Group data on the screen by predefined criteria. |
| Filter | Filter data on the screen. Enter criteria into one or more text boxes that are under each column heading to display matching records. |
| Refresh | Refresh the records on screen. |
| Settings | Use Settings to Save Settings to save the View and Group selected. |
Columns
Learn how to tailor grid views to your needs, see Customise Grids.
| COLUMN | DESCRIPTION |
|---|---|
| Entity | Entity name of Term Deposit. |
| Create/Roll | Indicates where the quote request originated, either from Create or Rollover deposit. |
| Quote ID | Term Deposit quote ID. |
| Deposit ID | Term Deposit ID. |
| Status | The status of the quote; Quote Request Submitted or Awaiting Response. |
| Principal Amount | The initial sum requested to open the deposit. |
| Currency | Currency code of the deposit. i.e., AUD |