This topic provides systematic instructions about the Comments data segment in the Terms and Conditions Compliance Tracking Process Initiation stage.

This data segment allows you to capture overall comments for the Terms and Conditions Compliance Initiation stage. Posting comments allows the senior officers to identify the actions performed in this stage.

Figure 12-11 Comments

Description of "Figure 12-11 Comments"

1. Post comments about the customer’s overall terms and conditions compliance.
   Comments are displayed below the Comments text box.
2. To submit the Compliance Initiation task, click Submit.
   The Policy Exception window is displayed.

   Figure 12-12 Policy Exception

   
   

   
   Description of "Figure 12-12 Policy Exception"

   
   
3. By default, policy exceptions are displayed for both the party and child parties. To view the policy exceptions for particular party/child party, select the required party/child party from the drop down list at top left corner.
4. View the policy exceptions and make necessary actions, if required.
5. Click the Checklist data segment.

   Figure 12-13 Checklist

   
   

   
   Description of "Figure 12-13 Checklist"

   
   
6. Select the Outcome as Proceed and click Submit.
   The Terms and Conditions Compliance initiation task is submitted for approval.