shield

Account Nominees

Manage nominees for each account. Nominees are account-specific.

@if (loading) {
Loading accounts...
} @if (!loading && !hasAccounts) {
account_balance_wallet

No active accounts found.

Nominees can be added once an account is opened.

} @if (!loading && hasAccounts) {
@for (group of accountGroups; track group.type) { @if (group.accounts.length > 0) { } }
@if (selectedGroup && selectedGroup.accounts.length > 0) {
@if (selectedAccountId && !showAddForm) { }
}
@if (selectedAccountId) { @if (nomineesLoading) {
Loading...
} @if (nominees.length > 0) {
} @for (nominee of nominees; track nominee.id; let i = $index) {
@if (nominee.profileImageUrl) { } @else { person }
{{ nominee.nomineeDisplayName || nominee.firstName || '—' }} {{ getRelationship(nominee) }} @if (nominee.nomineeDateOfBirth || nominee.dateOfBirth) { · DOB: {{ (nominee.nomineeDateOfBirth || nominee.dateOfBirth) | dateFormat }} } @if (nominee.nomineeMobileNo || nominee.mobileNo) { · {{ nominee.nomineeMobileNo || nominee.mobileNo }} }
@if (nominee.signatureUrl) {
Signature
} @if (nominee.nomineeIdentifier) { {{ nominee.nomineeIdentifier }} }
@if (nominee.nomineeIsMinor && (nominee.guardianDisplayName || nominee.guardianName)) {
shield Guardian: {{ nominee.guardianDisplayName || nominee.guardianName }} @if (nominee.guardianRelationshipName) { ({{ nominee.guardianRelationshipName }}) }
} @if (editingIndex === i) {
Type @for (opt of nominationTypeOptions; track opt.value) { {{ opt.label }} } Relationship @for (rel of relationshipOptions; track rel) { {{ rel.name }} } Share % @if (editShare && editShare > maxShareForEdit(i)) { Max {{ maxShareForEdit(i) }}% }
}
} @if (!nomineesLoading && nominees.length === 0 && !showAddForm) {
person_add No nominees for this account.
} @if (showAddForm) {
Search & Link Nominee
@if (!selectedClient) {
Search by Name, Client ID or Mobile search @if (searchResults.length > 0 || searching) {
@if (searching) {
Searching...
} @for (client of searchResults; track client.id) {
person
{{ client.displayName }} ID: {{ client.id }} · {{ client.officeName }}@if (client.dateOfBirth) { · DOB: {{ client.dateOfBirth | dateFormat }} }@if (client.fatherSpouseName) { · {{ client.fatherSpouseName }} }@if (client.mobileNo) { · {{ client.mobileNo }} }
}
} @if (!searching && searchText.length >= 2 && searchResults.length === 0) {
No clients found
}
} @if (selectedClient) {
@if (linkedProfileImage) { } @else { person }
{{ selectedClient.displayName }} ID: {{ selectedClient.id }}@if (selectedClient.mobileNo) { · {{ selectedClient.mobileNo }} }
@if (linkedSignatureImage) {
Signature
}
@if (fetchingDetails) {
Fetching details...
} @if (!fetchingDetails) { @if (selectedClient.dateOfBirth || selectedClient.panNumber || selectedClient.aadhaarMasked) {
@if (selectedClient.dateOfBirth) { DOB {{ selectedClient.dateOfBirth | dateFormat }} } @if (selectedClient.panNumber) { PAN {{ selectedClient.panNumber }} @if (linkedKycStatus?.panVerified) { check_circle } } @if (selectedClient.aadhaarMasked) { Aadhaar {{ selectedClient.aadhaarMasked }} @if (linkedKycStatus?.aadhaarVerified) { check_circle } }
}
Nomination Type @for (opt of nominationTypeOptions; track opt.value) { {{ opt.label }} } Relationship @for (rel of relationshipOptions; track rel) { {{ rel.name }} } Share % @if (nomineeShare && nomineeShare > maxAllowedShare) { Max {{ maxAllowedShare }}% }
Minor
@if (nomineeIsMinor) {
shield Guardian @if (!selectedGuardian) { @if (guardianSearchResults.length > 0 || guardianSearching) {
@if (guardianSearching) {
} @for (client of guardianSearchResults; track client.id) {
person {{ client.displayName }}
}
} } @else { {{ selectedGuardian.displayName }} }
} Remarks
} }
} } }