Definition

This is a business object of Account Management (FS-AM) , which manages the physical update entry of payment items in a savings book.

The savings book securitizes the savings credit balance that the bank owes the creditor on a savings account in the form of a savings book.

The savings book update entry can be locked by the feature Savings Book Update Entry in the contract. The savings book update is a service provided by Account Management for the provision of turnovers that are to be recorded in the physical savings book. The service provides all of the account payment items on request, with a posting date that is on or before the current posting date. These payment items have the Posted status in AM , and have been flagged as Not Recorded.

You can lock the Savings Book Update feature by using Posting Lock Management (PLM) if PLM is active. If PLM is not active, you can lock this feature directly in the contract. For more information on editing account contract features, see: Editing Features .

In addition, the savings book has a feature attribute in the product. For more information on product attributes and their characteristics, see: Product .

Use

Turnovers that have been posted on the savings account but not recorded in the savings book are updated when the customer presents the savings book at the counter.

If a savings book has been damaged, or is full, or if the account holder data has changed, then the savings book document must be renewed. In this case, Account Management checks the savings book balance, for example, and provides the credit balance difference and the account balance minus all unrecorded turnovers. The Recorded indicator is not set for these payment items.

Methods

You can edit the savings book update entry by using the following channels: