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Account Page - Coggle Diagram
Account Page
Overview
Basic Information
欄位包含:Branch、Next Review Date、Group、Customer ID、Date of Incorporation、RM、MSR、Representative、GIN、Industry、RORWA、RAROC、Paid-in Capital、Address
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Balance
Deposit
Balance—Deposit-Deposit Trend
於Dashboard年份下拉選單篩選,選項包含AVG Balance與EOP Balance近三年共6個年度區間的選項,顯示該年度區間的存款趨勢圖(折線圖)
Balance—Deposit-Current Deposit
欄位包含:Acct NBR、Currency、Amount
、Amount Converted (USD)、Interest Rate、FTP
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Balance—Deposit-Check Deposit
欄位包含:Acct NBR、Currency、Amount
、Amount Converted (USD)、Interest Rate、FTP
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