13.1 Customer Summary

This topic provides systematic instructions about the Customer Summary data segment in the Terms and Conditions Compliance Tracking Process Approval stage.

This data segment is the graphical representation of the customer information. The Terms & Conditions tile in this screen is updated based on the actions performed in the Initiation stage.

Figure 13-2 Approval - Customer Summary


Description of Figure 13-2 follows
Description of "Figure 13-2 Approval - Customer Summary"

Note:

For information on the actions that can be performed in this Customer Summary data segment, refer Credit 360 User Guide.
View the Customer Summary and click Next. The Approval - Terms and Conditions Details screen is displayed.

Parent topic: Terms and Conditions Compliance Approval