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Account limits calculator

For apps that allow for the exchange of funds (e.g., peer-to-peer lending), there are often protective regulations in place that set limits on the inflow of funds. With Retool, you can build a calculator to display transaction activity on any customer account and view their maximum allowed daily deposits and maximum inflow limits to troubleshoot any money transfer issues a customer may be experiencing.

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Industry

Financial Services

End users

OperationsMarketing and SalesCustomer Support

Components

Text
Table
Dropdown
Container
Account limits calculator
Components

Build from a handful of drag-and-drop components

Text
Text provide context that clearly states maximums and limits for agents.
Table
Table display recent transaction activity in a table.
Dropdown
Dropdown filter results by a specific customer using dropdown menus.
Container
Container customize your app with an intuitive layout to make it easier for agents to parse information about a customer.

Data source

Connect Retool to a data source where your customer transaction history is stored. Retool works out of the box with popular databases like PostgreSQL, MySQL, MongoDB and can be deployed on-prem for full control over security.

Step 1 Create resource1. Create resource
Step 2 Read data2. Read data
Step 3 Connect data with UI3. Connect data with UI

From startups to Fortune 500s, the world's most effective teams use Retool to build custom business software. Our customers↗

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“

I tell every technology leader I talk to that they should look at Retool as a way to reduce the burden of building admin UIs and democratize that kind of stuff across their company.

Dean McRobie

CTO at CommonBond

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Start building an internal tool or customer portal in under 10 minutes.

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