@if (currentAccountProductSelected && productTemplate) {
@if (clientDob) {
cake
Date of Birth: {{ formatTemplateDate(clientDob) }}
person_pin
Age: {{ clientAge }} years
@if (clientAge !== null && clientAge < 18) {
child_care Auto-detected: Minor
} @else if (clientAge !== null && clientAge >= 60) {
elderly Auto-detected: Senior Citizen
} @else {
check_circle Age Verified
}
}
@for (opt of accountStatusOptions; track opt.value) {
}
@if (selectedAccountStatus === 'JOINT') {
A
Joint Account Holders
Add all co-applicants linked to this joint current account
| Sr. |
Holder Name |
CIF No. |
Ownership % |
Signing Authority |
Role |
Action |
| 1 |
{{ primaryClientName ? primaryClientName[0].toUpperCase() : '?' }}
{{ primaryClientName || 'Primary Holder' }}
Primary Account Holder
|
{{ primaryClientCif || '—' }}
|
%
|
lock Mandatory
|
Primary Account Holder |
— |
@for (h of jointHolders; track h; let i = $index) {
| {{ i + 2 }} |
{{ h.clientName[0].toUpperCase() }}
{{ h.clientName }}
@if (h.isMandatory) {
Mandatory Signatory
}
|
{{ h.clientCif || '—' }}
|
{{ h.sharePercentage }}%
|
|
Co-Holder |
|
}
| Total Ownership |
{{ totalJointSharePercentage }}%
|
lock {{ mandatoryJointCount + 1 }} Mandatory
|
|
|
@if (jointHolders.length === 0) {
group_add
Click Add Holder to add joint account holders.
}
@if (totalJointSharePercentage !== 100) {
warning_amber
Total ownership is {{ totalJointSharePercentage }}%. It must equal 100%.
} @else {
check_circle
Ownership allocation is complete (100%).
}
B
Mode of Operation
Auto-set from mandatory holders — override manually if required
@if (modeOfOperation) {
auto_awesome Auto
}
@if (jointHolders.length === 0) {
how_to_vote
Add joint holders in Section A first.
} @else {
@for (opt of modeOfOperationOptions; track opt.value) {
}
@if (modeOfOperation) {
how_to_vote
Mode of Operation: {{ selectedModeLabel }}
({{ mandatoryJointCount }} Mandatory + {{ jointHolders.length - mandatoryJointCount }} Optional)
} @else {
info
Set Mandatory/Optional for holders above to auto-select mode.
}
}
}
@if (selectedAccountStatus === 'MINOR') {
}
@if (selectedAccountStatus === 'SENIOR_CITIZEN') {
elderly
Senior Citizen Account
Age ≥ 60 years — eligible for preferential banking services
Age ≥ 60
Date of Birth
From client profile
Age
Age ≥ 60 required for Senior Citizen
priority_high
Priority Service
Dedicated counters / assisted banking at branches
percent
Preferential Interest Rate
Additional 0.25%–0.50% on deposits (as per product)
health_and_safety
Doorstep Banking
Eligible for home banking services (RBI circular)
gavel
Nomination Mandatory
RBI mandate — ensure nomination is registered
info
- Age proof (DOB document) mandatory at time of account opening.
- Nomination registration is compulsory (Form DA-1).
- Bank must offer dedicated helpline and priority grievance redressal.
- Door-step banking services must be offered (RBI Master Direction 2023).
}
@if (selectedAccountStatus === 'INDIVIDUAL_MALE') {
person
Individual Account (Male)
Select special category if applicable — governs applicable schemes & benefits
Special Category
@for (opt of specialCategoryOptions; track opt.value) {
}
info
- Valid KYC documents required (Aadhaar / PAN / Passport).
- Nomination registration is mandatory (Form DA-1).
- Defence / Ex-Serviceman — eligible for special savings schemes (DSSP).
- NRI — FCNR / NRE / NRO account rules apply as per FEMA guidelines.
}
@if (selectedAccountStatus === 'INDIVIDUAL_FEMALE') {
person_outline
Individual Account (Female)
Select weaker section category if applicable — governs PMJDY & priority schemes
Weaker Section
@for (opt of weakerSectionOptions; track opt.value) {
}
info
- Valid KYC documents required (Aadhaar / PAN / Passport).
- Nomination registration is mandatory (Form DA-1).
- BPL / SC-ST / Minority — eligible for zero-balance accounts (RBI Priority Sector norms).
- PMJDY beneficiary — ₹10,000 overdraft facility & accident insurance cover applicable.
- SHG members — group linkage lending & special deposit rates applicable.
}
A
Partners / Members
Authorised persons linked to this entity account
@if (relatedClients.length > 0) {
| Sr. |
Partner Name |
CIF No. |
Ownership % |
Signing Authority |
Action |
@for (c of relatedClients; track c; let i = $index) {
| {{ i + 1 }} |
{{ c.clientName[0].toUpperCase() }}
{{ c.clientName }}
@if (c.isMandatory) {
Mandatory Signatory
}
|
{{ c.clientCif || '—' }}
|
{{ c.sharePercentage }}%
|
|
|
}
| Total Ownership |
{{ totalSharePercentage }}%
|
lock {{ mandatoryCount }} Mandatory
|
|
@if (totalSharePercentage !== 100) {
warning_amber
Total ownership is {{ totalSharePercentage }}%. It must equal 100%.
} @else {
check_circle
Ownership allocation is complete (100%).
}
} @else {
group_add
No partners added yet. Click Add Partner to begin.
}
B
Mode of Operation / Signatory Rights
Auto-computed from Mandatory partners — you can override manually
@if (signatoryRights) {
auto_awesome Auto
}
@if (relatedClients.length === 0) {
how_to_vote
Add partners in Section A and set Mandatory/Optional to auto-compute the mode.
} @else {
@for (opt of signatoryRightsOptions; track opt.value) {
}
@if (signatoryRights) {
how_to_vote
Mode of Operation: {{ selectedSignatoryLabel }}
({{ mandatoryCount }} Mandatory + {{ relatedClients.length - mandatoryCount }} Optional partner(s))
} @else {
info
Set Mandatory/Optional for partners above to auto-select mode.
}
}
}